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Portfolio (Quarterly) Guide ↗

Haven Private, LLC

· CIK 0002053665
13F Portfolio $263M AUM 171 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 45 Added 94 Reduced 11 Exited
Page 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,087.0 $293K 0.11% -761.0 -13.0% $57.62 +16.0%
142 FXF INVESCO CURRENCYSHARES SWISS Financial Services 2,684.0 $293K 0.11% -4K -60.4% $109.05 -0.2%
143 AVDS AMERICAN CENTY ETF TR 3,843.0 $289K 0.11% $75.26 +7.7%
144 IVV ISHARES TR 386.0 $289K 0.11% NEW $748.89 +3.3%
145 AMD ADVANCED MICRO DEVICES INC Technology 482.0 $280K 0.11% NEW $580.91 -17.8%
146 VTI VANGUARD INDEX FDS 740.0 $274K 0.10% +100.0 +15.6% $370.04 +2.6%
147 DFLV DIMENSIONAL ETF TRUST 6,790.0 $268K 0.10% -3K -31.4% $39.54 +6.3%
148 NFLX NETFLIX INC. Communication Services 3,727.0 $266K 0.10% -6K -60.1% $71.40 +9.6%
149 VWO VANGUARD INTL EQUITY INDEX F 4,449.0 $266K 0.10% +180.0 +4.2% $59.69 +2.9%
150 GEN GEN DIGITAL INC Technology 10,583.0 $263K 0.10% -8K -42.1% $24.89 +23.1%
151 SCHX SCHWAB STRATEGIC TR 8,935.0 $263K 0.10% -504.0 -5.3% $29.43 +3.2%
152 ACM AECOM Industrials 3,718.0 $260K 0.10% -3K -47.4% $69.80 -4.6%
153 RBRK RUBRIK INC. Technology 3,223.0 $259K 0.10% NEW $80.28 +16.7%
154 IQVIA HLDGS INC 1,322.0 $255K 0.10% -719.0 -35.2% $193.22
155 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 6,442.0 $249K 0.10% -2K -22.3% $38.73 +60.9%
156 IWF ISHARES TR 2,000.0 $248K 0.09% +2K +300.0% $124.17 -0.6%
157 HCKT HACKETT GROUP INC Technology 23,013.0 $248K 0.09% -14K -38.6% $10.77 +4.1%
158 ETN EATON CORP PLC Industrials 551.0 $235K 0.09% -26.0 -4.5% $426.12 -3.6%
159 HYIN WISDOMTREE TR 16,150.0 $231K 0.09% NEW $14.30 -0.5%
160 ORCL ORACLE CORP Technology 1,508.0 $221K 0.08% $146.55 +8.4%
Page 8 of 9  ·  171 positions

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 42.7%
Financial Services 25.8%
Industrials 11.6%
Healthcare 8.2%
Consumer Defensive 4.1%
Communication Services 3.9%
Consumer Cyclical 2.0%
Energy 0.9%
Basic Materials 0.7%