Pine Haven Investment Counsel as of Sept. 30, 2024
Portfolio Holdings for Pine Haven Investment Counsel
Pine Haven Investment Counsel holds 111 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.4 | $13M | 30k | 430.30 | |
| Apple (AAPL) | 8.2 | $10M | 43k | 233.00 | |
| Costco Wholesale Corporation (COST) | 4.0 | $5.0M | 5.6k | 886.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $4.4M | 9.5k | 460.26 | |
| Starbucks Corporation (SBUX) | 3.4 | $4.1M | 43k | 97.49 | |
| Abbvie (ABBV) | 2.9 | $3.6M | 18k | 197.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $2.8M | 17k | 165.85 | |
| Charles Schwab Corporation (SCHW) | 2.2 | $2.8M | 43k | 64.81 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 2.2 | $2.7M | 32k | 84.17 | |
| Abbott Laboratories (ABT) | 2.1 | $2.6M | 23k | 114.01 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $2.4M | 21k | 117.22 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $2.3M | 4.3k | 527.68 | |
| Chipotle Mexican Grill (CMG) | 1.8 | $2.2M | 39k | 57.62 | |
| Amgen (AMGN) | 1.7 | $2.1M | 6.5k | 322.21 | |
| Oracle Corporation (ORCL) | 1.6 | $2.0M | 12k | 170.40 | |
| Procter & Gamble Company (PG) | 1.6 | $2.0M | 12k | 173.20 | |
| Nike CL B (NKE) | 1.5 | $1.9M | 22k | 88.40 | |
| Deere & Company (DE) | 1.5 | $1.8M | 4.4k | 417.33 | |
| Pepsi (PEP) | 1.3 | $1.6M | 9.4k | 170.05 | |
| Merck & Co (MRK) | 1.3 | $1.6M | 14k | 113.56 | |
| Applied Materials (AMAT) | 1.2 | $1.4M | 7.1k | 202.05 | |
| Union Pacific Corporation (UNP) | 1.1 | $1.4M | 5.7k | 246.48 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.4M | 8.7k | 162.05 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.1 | $1.3M | 28k | 48.59 | |
| Colgate-Palmolive Company (CL) | 1.1 | $1.3M | 13k | 103.81 | |
| Emerson Electric (EMR) | 1.1 | $1.3M | 12k | 109.37 | |
| TJX Companies (TJX) | 1.0 | $1.3M | 11k | 117.54 | |
| Stryker Corporation (SYK) | 1.0 | $1.3M | 3.5k | 361.26 | |
| NVIDIA Corporation (NVDA) | 1.0 | $1.3M | 10k | 121.44 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.9 | $1.1M | 21k | 53.63 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.1M | 1.9k | 573.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.1M | 6.5k | 167.19 | |
| Visa Com Cl A (V) | 0.9 | $1.1M | 3.9k | 274.95 | |
| Caterpillar (CAT) | 0.8 | $1.0M | 2.6k | 391.12 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $1.0M | 12k | 88.14 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $968k | 23k | 41.82 | |
| T. Rowe Price (TROW) | 0.8 | $937k | 8.6k | 108.93 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $912k | 4.3k | 210.86 | |
| Coca-Cola Company (KO) | 0.7 | $898k | 13k | 71.86 | |
| BlackRock | 0.7 | $890k | 937.00 | 949.51 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $853k | 10k | 83.63 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $795k | 1.6k | 491.27 | |
| Meta Platforms Cl A (META) | 0.6 | $793k | 1.4k | 572.44 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.6 | $765k | 30k | 25.16 | |
| salesforce (CRM) | 0.6 | $760k | 2.8k | 273.71 | |
| Ecolab (ECL) | 0.6 | $725k | 2.8k | 255.33 | |
| Tesla Motors (TSLA) | 0.6 | $715k | 2.7k | 261.63 | |
| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.6 | $706k | 64k | 11.11 | |
| Cigna Corp (CI) | 0.6 | $687k | 2.0k | 346.44 | |
| Home Depot (HD) | 0.6 | $681k | 1.7k | 405.20 | |
| Walt Disney Company (DIS) | 0.5 | $669k | 7.0k | 96.19 | |
| Netflix (NFLX) | 0.5 | $640k | 902.00 | 709.27 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $594k | 12k | 48.68 | |
| CVS Caremark Corporation (CVS) | 0.5 | $584k | 9.3k | 62.88 | |
| Boeing Company (BA) | 0.5 | $579k | 3.8k | 152.04 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.4 | $548k | 11k | 50.74 | |
| Sap Se Spon Adr (SAP) | 0.4 | $524k | 2.3k | 229.10 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $520k | 1.0k | 517.78 | |
| Rockwell Automation (ROK) | 0.4 | $506k | 1.9k | 268.46 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $495k | 4.2k | 116.96 | |
| IDEXX Laboratories (IDXX) | 0.4 | $492k | 973.00 | 505.22 | |
| Broadcom (AVGO) | 0.4 | $482k | 2.8k | 172.48 | |
| Paychex (PAYX) | 0.4 | $478k | 3.6k | 134.19 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $470k | 7.5k | 63.00 | |
| Nextera Energy (NEE) | 0.4 | $468k | 5.5k | 84.53 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $439k | 8.5k | 51.50 | |
| Monster Beverage Corp (MNST) | 0.4 | $437k | 8.4k | 52.17 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $430k | 12k | 36.41 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.3 | $428k | 3.6k | 120.37 | |
| 3M Company (MMM) | 0.3 | $427k | 3.1k | 136.68 | |
| Generac Holdings (GNRC) | 0.3 | $416k | 2.6k | 158.88 | |
| Unilever Spon Adr New (UL) | 0.3 | $411k | 6.3k | 64.96 | |
| Qualcomm (QCOM) | 0.3 | $403k | 2.4k | 170.05 | |
| Trimble Navigation (TRMB) | 0.3 | $397k | 6.4k | 62.09 | |
| Wal-Mart Stores (WMT) | 0.3 | $382k | 4.7k | 80.75 | |
| Boston Beer Cl A (SAM) | 0.3 | $374k | 1.3k | 289.14 | |
| Air Products & Chemicals (APD) | 0.3 | $373k | 1.3k | 297.74 | |
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $366k | 8.1k | 45.32 | |
| Roper Industries (ROP) | 0.3 | $365k | 655.00 | 556.44 | |
| Expeditors International of Washington (EXPD) | 0.3 | $357k | 2.7k | 131.40 | |
| Eli Lilly & Co. (LLY) | 0.3 | $354k | 400.00 | 885.94 | |
| Ishares Tr Ibonds Dec24 Etf | 0.3 | $349k | 14k | 25.21 | |
| Advanced Micro Devices (AMD) | 0.3 | $343k | 2.1k | 164.08 | |
| Norfolk Southern (NSC) | 0.3 | $342k | 1.4k | 248.58 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $330k | 4.2k | 79.42 | |
| Paypal Holdings (PYPL) | 0.3 | $323k | 4.1k | 78.03 | |
| AFLAC Incorporated (AFL) | 0.3 | $318k | 2.8k | 111.80 | |
| Honeywell International (HON) | 0.2 | $299k | 1.4k | 206.71 | |
| FactSet Research Systems (FDS) | 0.2 | $287k | 625.00 | 459.85 | |
| Cisco Systems (CSCO) | 0.2 | $285k | 5.4k | 53.22 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $279k | 11k | 25.10 | |
| CSX Corporation (CSX) | 0.2 | $259k | 7.5k | 34.53 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $255k | 1.2k | 206.57 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.2 | $252k | 935.00 | 269.81 | |
| Southern Company (SO) | 0.2 | $250k | 2.8k | 90.18 | |
| Verizon Communications (VZ) | 0.2 | $245k | 5.5k | 44.91 | |
| First Solar (FSLR) | 0.2 | $243k | 974.00 | 249.44 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $242k | 5.0k | 47.85 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $241k | 8.3k | 29.18 | |
| Hannon Armstrong (HASI) | 0.2 | $238k | 6.9k | 34.47 | |
| Eversource Energy (ES) | 0.2 | $235k | 3.5k | 68.05 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $230k | 3.0k | 77.18 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $230k | 2.7k | 84.53 | |
| Bristol Myers Squibb (BMY) | 0.2 | $226k | 4.4k | 51.74 | |
| UnitedHealth (UNH) | 0.2 | $222k | 380.00 | 584.68 | |
| Thomson Reuters Corp. (TRI) | 0.2 | $222k | 1.3k | 170.60 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $207k | 2.0k | 101.27 | |
| Paccar (PCAR) | 0.2 | $205k | 2.1k | 98.68 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $202k | 829.00 | 243.06 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $201k | 325.00 | 618.57 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $159k | 11k | 14.69 |