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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ADBE	ADOBE INC	Technology	855	$299K	0.21%	SOLD
2	FSLR	FIRST SOLAR INC	Energy	974	$254K	0.18%	SOLD
3	XLF	SELECT SECTOR SPDR TR	—	4,570	$250K	0.18%	SOLD
4	PAYX	PAYCHEX INC	Industrials	1,908	$214K	0.15%	SOLD
5	INTU	INTUIT	Technology	315	$209K	0.15%	SOLD

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%