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Portfolio (Quarterly) Guide ↗

Pine Haven Investment Counsel, Inc

· CIK 0001899753
13F Portfolio $149M AUM 116 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 35 Added 18 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTC INTEL CORP Technology 2,150.0 $300K 0.20% NEW $139.63 -35.9%
2 FSLR FIRST SOLAR INC Energy 974.0 $230K 0.15% NEW $235.96 -13.3%
3 XLF SELECT SECTOR SPDR TR 3,870.0 $207K 0.14% NEW $53.61 +8.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Healthcare 15.3%
Industrials 10.8%
Consumer Defensive 10.5%
Consumer Cyclical 10.2%
Financial Services 9.8%
Communication Services 6.5%
Energy 2.4%
Basic Materials 1.0%
Utilities 1.0%