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Portfolio (Quarterly) Guide ↗

Pine Haven Investment Counsel, Inc

· CIK 0001899753
13F Portfolio $136M AUM 114 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 30 Added 35 Reduced 5 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHH SCHWAB STRATEGIC TR 22,614.0 $486K 0.36% +6K +40.2% $21.49 +10.1%
22 AMZN AMAZON COM INC Consumer Cyclical 1,887.0 $393K 0.29% +30.0 +1.6% $208.27 +28.9%
23 IBDS ISHARES TR 15,200.0 $368K 0.27% +500.0 +3.4% $24.24 -0.1%
24 IBDR ISHARES TR 15,200.0 $368K 0.27% +500.0 +3.4% $24.24 -0.1%
25 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 9,518.0 $350K 0.26% +250.0 +2.7% $36.75 +10.6%
26 AGG ISHARES TR 3,419.0 $339K 0.25% +1K +65.6% $99.27 -0.9%
27 GLD SPDR GOLD TR Financial Services 788.0 $339K 0.25% +34.0 +4.5% $430.29 -3.1%
28 SCHE SCHWAB STRATEGIC TR 8,422.0 $278K 0.20% +100.0 +1.2% $32.95 +8.0%
29 WY WEYERHAEUSER CO Real Estate 10,367.0 $253K 0.19% +2K +21.9% $24.43 -4.9%
30 IBDT ISHARES TR 9,350.0 $237K 0.17% +1K +13.3% $25.33 -0.4%
Page 2 of 2  ·  30 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 29.1%
Healthcare 15.8%
Consumer Defensive 11.5%
Consumer Cyclical 10.3%
Financial Services 9.9%
Industrials 9.7%
Communication Services 8.0%
Energy 3.3%
Utilities 1.1%
Basic Materials 1.0%