Financial Planning Hawaii, Inc.

Financial Planning Hawaii, Inc. reported 134 holdings worth US$186M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 23, 2026

Financial Planning Hawaii, Inc. reported 134 holdings worth US$186M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 23, 2026 (Form 13F).

Holdings
134
Value as reported
US$186M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc62,641US$18.1M9.7%
Alphabet Inc (google) Class C21,794US$7.79M4.2%
Microsoft Corp.20,621US$7.69M4.1%
Cisco Systems, Inc.29,465US$3.46M1.9%
Abbvie Inc.11,906US$3M1.6%
Johnson & Johnson11,302US$2.87M1.5%
Amazon.com, Inc.11,230US$2.68M1.4%
Amgen Inc.6,415US$2.32M1.2%
Nvidia Corporation11,211US$2.24M1.2%
Lockheed Martin Corporation4,026US$2.05M1.1%
Cummins Inc.2,780US$1.98M1.1%
Ross Stores, Inc.8,841US$1.88M1.0%
Chevron Corporation10,800US$1.79M0.96%
Procter & Gamble Company (the)11,579US$1.7M0.91%
Jp Morgan Chase & Co.4,896US$1.6M0.86%
Berkshire Hathaway Inc.2,934US$1.47M0.79%
The Travelers Companies, Inc.4,245US$1.4M0.75%
Illinois Tool Works Inc.5,023US$1.36M0.73%
General Dynamics Corporation3,737US$1.32M0.71%
Walmart Inc.10,853US$1.23M0.66%
Broadcom Inc.3,048US$1.15M0.62%
Verizon Communications Inc.26,905US$1.14M0.61%
Exxon Mobil Corporation8,153US$1.11M0.60%
Rtx Corporation5,143US$976K0.52%
American Express Company2,701US$914K0.49%
Cullen/frost Bankers, Inc.5,704US$881K0.47%
Snap-on Incorporated2,037US$820K0.44%
International Business Machines Corporation2,797US$787K0.42%
Aflac Incorporated6,667US$782K0.42%
Nbt Bancorp Inc.15,439US$762K0.41%
Deere & Company1,198US$760K0.41%
Northrop Grumman Corporation1,455US$741K0.40%
Costco Wholesale Corporation780US$729K0.39%
Kroger Company (the)12,790US$710K0.38%
Merck & Company, Inc.5,491US$706K0.38%
Norfolk Southern Corporation2,209US$695K0.37%
Consolidated Edison, Inc.6,233US$690K0.37%
Caterpillar, Inc.646US$688K0.37%
Tesla, Inc.1,632US$686K0.37%
Meta Platforms, Inc.1,216US$685K0.37%
Eli Lilly And Company563US$676K0.36%
Visa Inc.1,964US$674K0.36%
Altria Group, Inc.9,350US$673K0.36%
Parker-hannifin Corporation675US$660K0.35%
Oracle Corporation4,478US$656K0.35%
Hubbell Inc1,173US$614K0.33%
Tjx Companies, Inc. (the)3,944US$598K0.32%
Qualcomm Incorporated3,140US$580K0.31%
L3harris Technologies, Inc.1,873US$544K0.29%
Corning Incorporated2,035US$520K0.28%
Public Storage1,480US$471K0.25%
Bar Harbor Bankshares, Inc.11,855US$448K0.24%
Asml Holding Nv216US$430K0.23%
Netflix, Inc.5,620US$401K0.22%
Salesforce, Inc.2,537US$397K0.21%
Csx Corporation8,235US$391K0.21%
Mcdonald's Corporation1,369US$370K0.20%
Emerson Electric Company2,486US$356K0.19%
Mercadolibre, Inc.207US$351K0.19%
Pepsico, Inc.2,569US$348K0.19%
Taiwan Semiconductor Manufacturing Co., Ltd.717US$342K0.18%
Genuine Parts Company2,880US$340K0.18%
Raymond James Financial, Inc.2,232US$339K0.18%
Home Depot, Inc. (the)944US$333K0.18%
Advanced Micro Devices Inc572US$332K0.18%
Broadridge Financial Solutions, Inc.2,426US$332K0.18%
Adobe Inc.1,600US$328K0.18%
Donaldson Company, Inc.3,585US$322K0.17%
Beacon Financial Corporation10,380US$316K0.17%
Intuit Inc.1,184US$309K0.17%
Shopify Inc.2,686US$307K0.16%
O'reilly Automotive, Inc.3,295US$303K0.16%
Southern Company (the)3,090US$296K0.16%
Lowe's Companies, Inc.1,334US$294K0.16%
Banner Corporation4,349US$289K0.15%
Paccar Inc.2,400US$288K0.15%
Mastercard Incorporated551US$283K0.15%
Marvell Technology, Inc.937US$279K0.15%
Micron Technology, Inc.232US$268K0.14%
Blackrock, Inc.273US$263K0.14%
Union Pacific Corporation930US$253K0.14%
Abbott Laboratories2,767US$251K0.13%
Community Trust Bancorp, Inc.3,405US$246K0.13%
Sei Investments Company2,720US$239K0.13%
Cboe Global Markets, Inc.917US$223K0.12%
Mks Inc.499US$222K0.12%
Bank Of America Corporation3,817US$217K0.12%
Marsh1,291US$215K0.12%
Boeing Company (the)989US$214K0.11%
Carlisle Companies Incorporated585US$212K0.11%
Western Digital Corporation323US$206K0.11%
Applied Materials, Inc.281US$203K0.11%
Nike, Inc.0US$00.00%
Comcast Corporation0US$00.00%
Honeywell International Inc.0US$00.00%
Huntington Ingalls Industries, Inc.0US$00.00%

Source

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