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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 234.0 $219K 0.08% +2.0 +0.9% $935.47 -2.1%
162 PANW PALO ALTO NETWORKS INC Technology 630.0 $215K 0.08% NEW $341.02 -2.3%
163 DFIC DIMENSIONAL ETF TRUST 5,755.0 $214K 0.08% -2K -22.5% $37.26 +5.9%
164 BA BOEING CO Industrials 986.0 $213K 0.08% -100.0 -9.2% $216.47 -1.9%
165 CLSK CLEANSPARK INC Technology 11,757.0 $171K 0.07% $14.55 -12.8%
166 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 29,251.0 $162K 0.06% -20K -40.8% $5.53 +38.9%
167 FLO FLOWERS FOODS INC Consumer Defensive 18,000.0 $142K 0.05% NEW $7.90 -20.6%
168 BBBY BED BATH & BEYOND INC Consumer Cyclical 15,860.0 $92K 0.04% -2K -9.8% $5.79 -24.9%
169 YEXT YEXT INC Technology 11,347.0 $53K 0.02% -34K -74.8% $4.67 +39.4%
170 NTRB NUTRIBAND INC Healthcare 11,366.0 $36K 0.01% $3.19 +87.1%
171 ZONE CLEANCORE SOLUTIONS INC Industrials 18,700.0 $15K 0.01% NEW $0.82 -81.2%
Page 9 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%