Financial Planning Hawaii, Inc.
Filing Date
Global Rank
#5,730
/ 8,586
▲ 55
Top Industry
Consumer Electronics
17.2%
3Y Alpha vs SPY
-21.9%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+5.1%
SPY
+11.2%
Annualised alpha
-21.4%
Max drawdown
−7.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
89 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.0%
−0.8 pts
Top 5
32.5%
−2.6 pts
Top 10
45.1%
−1.2 pts
HHI
425
Diversified−47
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.9% | $32,646,828 |
| Industrials | 15.8% | $15,643,956 |
| Financial Services | 9.6% | $9,509,068 |
| Healthcare | 8.9% | $8,832,348 |
| Consumer Cyclical | 8.3% | $8,244,494 |
| Unclassified | 7.1% | $7,079,800 |
| Communication Services | 6.0% | $5,982,685 |
| Consumer Defensive | 5.8% | $5,758,244 |
| Energy | 4.2% | $4,178,226 |
| Utilities | 1.0% | $1,003,470 |
| Real Estate | 0.4% | $400,902 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | +270 | 33,250 | $3,081,942 | |
| AXP | American Express Co | +80 | 2,335 | $706,290 | |
| INTU | Intuit Inc. | +55 | 759 | $328,176 | |
| GLD | Spdr Gold Trust | +42 | 2,105 | $905,760 | |
| GOOGL | Alphabet Inc. | +39 | 10,793 | $3,103,635 | |
| SPY | Spdr S&P 500 ETF Trust | +29 | 1,445 | $939,741 | |
| NVDA | Nvidia Corp | +25 | 11,892 | $2,073,964 | |
| ORCL | Oracle Corp | +18 | 4,434 | $652,285 | |
| AMZN | Amazon Com Inc | +6 | 12,177 | $2,536,103 | |
| AVGO | Broadcom Inc. | +5 | 2,617 | $809,987 | |
| CVX | Chevron Corp | +2 | 12,989 | $2,687,424 | |
| PEP | Pepsico Inc | +1 | 2,567 | $398,629 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +1 | 1,554 | $719,797 | |
| HD | Home Depot, Inc. | +1 | 944 | $310,472 | |
| JPM | Jpmorgan Chase & Co | +1 | 4,770 | $1,403,143 | |
| XOM | Exxon Mobil Corp | +1 | 8,787 | $1,490,802 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | −4,318 | 7,640 | $219,344 | |
| VZ | Verizon Communications Inc | −4,149 | 29,271 | $1,469,404 | |
| AAPL | Apple Inc. | −1,560 | 62,487 | $15,858,575 | |
| IBM | International Business Machines Corp | −900 | 2,797 | $677,964 | |
| CSCO | Cisco Systems, Inc. | −900 | 28,699 | $2,226,755 | |
| ABBV | AbbVie Inc. | −500 | 12,173 | $2,647,505 | |
| MSFT | Microsoft Corp | −455 | 20,125 | $7,449,671 | |
| PCAR | Paccar Inc | −430 | 2,610 | $301,455 | |
| ED | Consolidated Edison Inc | −332 | 6,231 | $705,224 | |
| MRK | Merck & Co., Inc. | −315 | 6,131 | $737,497 | |
| ITW | Illinois Tool Works Inc | −250 | 5,589 | $1,454,760 | |
| QQQ | Invesco Qqq Trust, Series 1 | −210 | 2,482 | $1,432,560 | |
| GPC | Genuine Parts Co | −195 | 3,650 | $385,987 | |
| MCD | Mcdonalds Corp | −160 | 1,369 | $425,471 | |
| MO | Altria Group, Inc. | −149 | 9,347 | $616,808 | |
| NSC | Norfolk Southern Corp | −125 | 2,209 | $633,983 | |
| CMI | Cummins Inc | −85 | 2,680 | $1,441,893 | |
| SNA | Snap-on Inc | −80 | 2,214 | $804,169 | |
| LMT | Lockheed Martin Corp | −65 | 4,026 | $2,433,274 | |
| CSL | Carlisle Companies Inc | −50 | 885 | $295,253 | |
| META | Meta Platforms, Inc. | −47 | 1,136 | $649,939 | |
| AFL | Aflac Inc | −40 | 7,592 | $832,918 | |
| WMT | Walmart Inc. | −38 | 10,851 | $1,348,562 | |
| COST | Costco Wholesale Corp /New | −25 | 786 | $783,193 | |
| ADBE | Adobe Inc. | −20 | 1,600 | $388,928 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BDX | Becton Dickinson & Co | 1,780 | $271,576 | |
| BITB | Bitwise Bitcoin ETF | 5,665 | $269,427 | |
| ADP | Automatic Data Processing Inc | 880 | $226,362 | |
| BR | Broadridge Financial Solutions, Inc. | 1,005 | $224,285 | |
| BA | Boeing Co | 989 | $214,731 | |
| AOS | Smith A O Corp | 3,147 | $210,471 | |
| BAC | Bank Of America Corp /De/ | 3,817 | $209,935 | |
| No positions match the current search. | ||||
14 positions ·
$32,646,828 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 62,487 | $15,858,575 | 48.58% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 20,125 | $7,449,671 | 22.82% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 28,699 | $2,226,755 | 6.82% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 11,892 | $2,073,964 | 6.35% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,617 | $809,987 | 2.48% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,797 | $677,964 | 2.08% | |
| ORCL |
Oracle Corp
Technology
|
Added | 4,434 | $652,285 | 2.00% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 4,923 | $583,966 | 1.79% | |
| ASML |
Asml Holding NV
Technology
|
Held | 370 | $488,707 | 1.50% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 3,555 | $457,812 | 1.40% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 1,600 | $388,928 | 1.19% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 2,000 | $373,340 | 1.14% | |
| INTU |
Intuit Inc.
Technology
|
Added | 759 | $328,176 | 1.01% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 2,035 | $276,698 | 0.85% |