Blom & Howell Financial Planning, Inc.
Blom & Howell Financial Planning, Inc. reported 67 holdings worth US$120M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Blom & Howell Financial Planning, Inc. reported 67 holdings worth US$120M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Costco Wholesale Corporation and Johnson & Johnson. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$120M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 4,172 | US$2.42M | 2.0% |
| Costco Wholesale Corporation | 1,389 | US$1.3M | 1.1% |
| Johnson & Johnson | 4,931 | US$1.25M | 1.0% |
| Apple Inc | 2,891 | US$836K | 0.70% |
| Broadcom Inc. | 2,169 | US$819K | 0.68% |
| Dell Technologies Inc. | 1,815 | US$783K | 0.65% |
| Asml Holding Nv | 344 | US$684K | 0.57% |
| Microsoft Corp. | 1,642 | US$612K | 0.51% |
| Amazon.com, Inc. | 2,501 | US$596K | 0.50% |
| Cisco Systems, Inc. | 4,828 | US$567K | 0.47% |
| Corning Incorporated | 2,092 | US$534K | 0.45% |
| Tesla, Inc. | 1,164 | US$490K | 0.41% |
| Chevron Corporation | 2,814 | US$467K | 0.39% |
| Walmart Inc. | 3,962 | US$449K | 0.37% |
| Alphabet Inc (google) Class C | 1,119 | US$400K | 0.33% |
| Realty Income Corporation | 5,746 | US$356K | 0.30% |
| Berkshire Hathaway Inc. | 702 | US$351K | 0.29% |
| Public Service Enterprise Group Incorporated | 3,705 | US$301K | 0.25% |
| Cummins Inc. | 400 | US$286K | 0.24% |
| Intuitive Surgical, Inc. | 679 | US$270K | 0.22% |
| Tjx Companies, Inc. (the) | 1,680 | US$255K | 0.21% |
| Unitedhealth Group Incorporated | 549 | US$228K | 0.19% |
| Applied Materials, Inc. | 299 | US$216K | 0.18% |
| Rtx Corporation | 1,131 | US$215K | 0.18% |
| O'reilly Automotive, Inc. | 2,313 | US$213K | 0.18% |
| Vici Properties Inc. | 7,835 | US$208K | 0.17% |
| Exxon Mobil Corporation | 1,468 | US$201K | 0.17% |
| M&t Bank Corporation | 841 | US$200K | 0.17% |
Source
View original at SEC
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