Financial Planning Hawaii, Inc.
Top Portfolio Positions
89 positions ·
$99,280,021 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
62,487 | $15,858,575 | 15.97% | |
| MSFT |
Microsoft Corp
Technology
|
20,125 | $7,449,671 | 7.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,793 | $3,103,635 | 3.13% | |
| GLDM |
World Gold Trust
|
33,250 | $3,081,942 | 3.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
11,271 | $2,755,083 | 2.78% | |
| CVX |
Chevron Corp
Energy
|
12,989 | $2,687,424 | 2.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
12,173 | $2,647,505 | 2.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,177 | $2,536,103 | 2.55% | |
| LMT |
Lockheed Martin Corp
Industrials
|
4,026 | $2,433,274 | 2.45% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
28,699 | $2,226,755 | 2.24% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BHB
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,956 | 12,880 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $399,924 | 12,880 | Shares | Sole | 2026-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||