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Financial Planning Hawaii, Inc.

All holdings · as of Dec 31, 2025

128 positions

CompanyClassValueShares% of portfolio
Northrop Grumman Corp$829.7K1,4550.5%
SPDR GOLD TR$817.6K2,0630.5%
KROGER CO$810.7K12,9750.5%
SHOPIFY INC$792.5K4,9230.5%
Snap-on Inc$790.5K2,2940.5%
Meta Platforms Inc$781.1K1,1830.5%
ISHARES TR$776.5K6,0120.4%
BERKSHIRE HATHAWAY INC DEL$754.8K10.4%
SPDR DOW JONES INDL AVERAGE$746.5K1,5530.4%
Tesla Inc$741.1K1,6480.4%
Warren E. Buffett$725.8K1,4440.4%
CULLEN/FROST BANKERS, INC.$722.3K5,7040.4%
SCHWAB STRATEGIC TR$707.8K25,8050.4%
COSTCO WHOLESALE CORP /NEW$699.1K8110.4%
Merck & Co., Inc.$678.5K6,4460.4%
NORFOLK SOUTHERN CORP$673.9K2,3340.4%
Consolidated Edison Inc$651.9K6,5630.4%
NBT BANCORP INC$641.0K15,4390.4%
MercadoLibre, Inc.$632.5K3140.4%
L3HARRIS TECHNOLOGIES, INC. /DE$614.4K2,0930.4%
QUALCOMM INC/DE$608.1K3,5550.4%
ELI LILLY & Co$605.1K5630.3%
Parker-Hannifin Corp$593.3K6750.3%
DEERE & CO$588.0K1,2630.3%
ADOBE INC.$567.0K1,6200.3%
ALTRIA GROUP, INC.$547.5K9,4960.3%
TJX Cos Inc/The$531.3K3,4590.3%
Salesforce Inc$529.8K2,0000.3%
Netflix Inc$526.9K5,6200.3%
LOWES COMPANIES INC$519.2K2,1530.3%
HUBBELL INC$505.4K1,1380.3%
ISHARES TR$494.2K7,4880.3%
HONEYWELL INTERNATIONAL INC$485.2K2,4870.3%
GENUINE PARTS CO$472.8K3,8450.3%
ISHARES TR$467.7K2,7850.3%
MCDONALD'S CORP$467.3K1,5290.3%
INTUIT INC.$466.3K7040.3%
ISHARES TR$406.7K3,9660.2%
CATERPILLAR INC$404.4K7060.2%
BAR HARBOR BANKSHARES$399.9K12,8800.2%
ASML HOLDING N V$395.8K3700.2%
ISHARES TR$390.6K2,8030.2%
Public Storage$384.1K1,4800.2%
PEPSICO INC$368.3K2,5660.2%
Mastercard Inc$358.5K6280.2%
Comcast Corp.$357.4K11,9580.2%
CSX CORP$354.0K9,7650.2%
VANGUARD MUN BD FDS$346.1K4,5270.2%
Becton Dickinson & Co$345.4K1,7800.2%
PACCAR INC$332.9K3,0400.2%
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