Blom & Howell Financial Planning, Inc.
Filing Date
Global Rank
#7,128
/ 8,650
▲ 1239
Top Industry
Semiconductors
20.9%
3Y Alpha vs SPY
+21.7%
Period ended 54 days ago
Filed Aug 5, 2026 · 18d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+21.1%
SPY
+12.3%
Annualised alpha
+19.5%
Max drawdown
−5.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.0%
+5.3 pts
Top 5
64.3%
+23.4 pts
Top 10
78.8%
+15.5 pts
HHI
1,015
Diversified+457
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 69.8% | $35,897,888 |
| Technology | 14.5% | $7,477,030 |
| Healthcare | 3.4% | $1,750,530 |
| Consumer Defensive | 3.4% | $1,748,103 |
| Consumer Cyclical | 3.0% | $1,553,190 |
| Energy | 1.3% | $667,152 |
| Real Estate | 1.1% | $564,041 |
| Financial Services | 1.1% | $551,439 |
| Industrials | 1.0% | $499,868 |
| Communication Services | 0.8% | $399,897 |
| Utilities | 0.6% | $300,697 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VICI | Vici Properties Inc. | −185 | 7,835 | $208,019 | |
| O | Realty Income Corp | −98 | 5,746 | $356,022 | |
| CSCO | Cisco Systems, Inc. | −98 | 4,828 | $567,096 | |
| PEG | Public Service Enterprise Group Inc | −75 | 3,705 | $300,697 | |
| AMD | Advanced Micro Devices Inc | −57 | 4,172 | $2,423,556 | |
| JNJ | Johnson & Johnson | −27 | 4,931 | $1,252,326 | |
| GLW | Corning Inc /Ny | −23 | 2,092 | $534,359 | |
| WMT | Walmart Inc. | −22 | 3,962 | $448,736 | |
| DELL | Dell Technologies Inc. | −15 | 1,815 | $783,099 | |
| AMZN | Amazon Com Inc | −14 | 2,501 | $596,088 | |
| COST | Costco Wholesale Corp /New | −11 | 1,389 | $1,299,367 | |
| ORLY | O Reilly Automotive Inc | −11 | 2,313 | $213,004 | |
| AVGO | Broadcom Inc. | −7 | 2,169 | $819,339 | |
| XOM | ExxonMobil Holdings Corp | −6 | 1,468 | $200,704 | |
| RTX | RTX Corp | −5 | 1,131 | $214,584 | |
| TJX | Tjx Companies Inc /De/ | −2 | 1,680 | $254,520 | |
| MSFT | Microsoft Corp | −2 | 1,642 | $612,498 | |
| GOOGL | Alphabet Inc. | −2 | 1,119 | $399,897 | |
| ISRG | Intuitive Surgical Inc | −1 | 679 | $270,024 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | 177,695 | $8,756,809 | |
| CGGO | Capital Group Global Growth Equity ETF | 202,039 | $8,552,310 | |
| VIG | Vanguard Dividend Appreciation ETF | 35,500 | $8,400,010 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 63,985 | $4,907,649 | |
| VEA | Vanguard FTSE Developed Markets ETF | 33,442 | $2,382,742 | |
| CGDG | Capital Group Dividend Growers ETF | 38,956 | $1,461,239 | |
| VB | Vanguard Morningstar Small-Cap ETF | 3,483 | $1,055,766 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 4,084 | $381,363 | |
| UNH | Unitedhealth Group Inc | 549 | $228,180 | |
| AMAT | Applied Materials Inc /De | 299 | $216,177 | |
| MTB | M&T Bank Corp | 841 | $200,166 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
36 tracked positions ·
$51,409,835 total
· filing declares
67 positions · $120,068,063
· as of Jun 30, 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 |
|---|---|---|---|---|---|---|
| CGDV |
Capital Group Dividend Value ETF
|
NEW | 177,695 | $8,756,809 | 17.03% | |
| CGGO |
Capital Group Global Growth Equity ETF
|
NEW | 202,039 | $8,552,310 | 16.64% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
NEW | 35,500 | $8,400,010 | 16.34% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
NEW | 63,985 | $4,907,649 | 9.55% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 4,172 | $2,423,556 | 4.71% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
NEW | 33,442 | $2,382,742 | 4.63% | |
| CGDG |
Capital Group Dividend Growers ETF
|
NEW | 38,956 | $1,461,239 | 2.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,389 | $1,299,367 | 2.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,931 | $1,252,326 | 2.44% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
NEW | 3,483 | $1,055,766 | 2.05% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,891 | $836,539 | 1.63% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,169 | $819,339 | 1.59% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 1,815 | $783,099 | 1.52% | |
| ASML |
Asml Holding NV
Technology
|
Held | 344 | $684,367 | 1.33% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,642 | $612,498 | 1.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,501 | $596,088 | 1.16% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,828 | $567,096 | 1.10% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 2,092 | $534,359 | 1.04% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,164 | $489,578 | 0.95% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,814 | $466,448 | 0.91% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,962 | $448,736 | 0.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,119 | $399,897 | 0.78% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
NEW | 4,084 | $381,363 | 0.74% | |
| O |
Realty Income Corp
Real Estate
|
Reduced | 5,746 | $356,022 | 0.69% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 702 | $351,273 | 0.68% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 3,705 | $300,697 | 0.58% | |
| CMI |
Cummins Inc
Industrials
|
Held | 400 | $285,284 | 0.55% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 679 | $270,024 | 0.53% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 1,680 | $254,520 | 0.50% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 549 | $228,180 | 0.44% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 299 | $216,177 | 0.42% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,131 | $214,584 | 0.42% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 2,313 | $213,004 | 0.41% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Reduced | 7,835 | $208,019 | 0.40% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 1,468 | $200,704 | 0.39% | |
| MTB |
M&T Bank Corp
Financial Services
|
NEW | 841 | $200,166 | 0.39% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.