Sponsored

The Analysis of Financial Planning Hawaii, Inc.'s Holdings & P&L

Currently, Financial Planning Hawaii, Inc. holds 134 types of securities in its portfolio with a total value $186.4M. In the most recent quarter, they have increased their positions in VO (+33.5K shares, valued at $2.7M), TSM (+717 shares, valued at $342.4K), AMD (+572 shares, valued at $332.3K); decreased their positions in CVX (-2.2K shares, valued at $362.8K), ASML (-154 shares, valued at $306.4K), SHOP (-2.2K shares, valued at $255.4K); initiated new positions in TSM (+717 shares, valued at $342.4K), AMD (+572 shares, valued at $332.3K), BR (+2.4K shares, valued at $332.2K).

1M P&L

-2.0M-1.29%

3M P&L

+6.3M+4.30%

HY P&L

+5.6M+3.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A65.6M

43.4%

2Consumer Electronics18.1M

12.0%

3Internet Content & Information7.8M

5.2%

Top Industries by Stock Count

1N/A34 stocks

30.9%

2Semiconductors6 stocks

5.5%

3Banks - Regional6 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC62.6K shares0.25%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS45.6K shares1.45%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS27.7K shares2.71%2026-06-302026-07-23

VOO VANGUARD INDEX FDS12.8K shares2.09%2026-06-302026-07-23

MSFT MICROSOFT CORP20.6K shares2.46%2026-06-302026-07-23

GOOG ALPHABET INC11.2K shares1.99%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T18.5K shares-1.46%2026-06-302026-07-23

GOOGL ALPHABET INC10.7K shares-0.67%2026-06-302026-07-23

Sponsored

SDY SPDR SERIES TRUST24.6K shares-1.06%2026-06-302026-07-23

VO VANGUARD INDEX FDS45.5K shares277.53%2026-06-302026-07-23

VXUS VANGUARD STAR FDS40.7K shares0.89%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC29.5K shares2.67%2026-06-302026-07-23

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR68.2K shares0.00%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS19.5K shares-1.20%2026-06-302026-07-23

ABBVIE INC ABBVIE INC11.9K shares-2.19%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON11.3K shares0.28%2026-06-302026-07-23

Sponsored

AMZN AMAZON COM INC11.2K shares-7.78%2026-06-302026-07-23

WORLD GOLD TR WORLD GOLD TR33.3K shares0.00%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS35.8K shares4.23%2026-06-302026-07-23

VB VANGUARD INDEX FDS8.0K shares0.03%2026-06-302026-07-23

SGOV ISHARES TR23.8K shares-1.14%2026-06-302026-07-23

AMGN AMGEN INC6.4K shares3.80%2026-06-302026-07-23

NVDA NVIDIA CORPORATION11.2K shares-5.73%2026-06-302026-07-23

QQQ INVESCO QQQ TR2.9K shares14.99%2026-06-302026-07-23

Sponsored

IJR ISHARES TR14.1K shares-0.35%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP4.0K shares0.00%2026-06-302026-07-23

CMI CUMMINS INC2.8K shares3.73%2026-06-302026-07-23

ROST ROSS STORES INC8.8K shares3.28%2026-06-302026-07-23

PYLD PIMCO ETF TR69.6K shares5.25%2026-06-302026-07-23

CVX CHEVRON CORPORATION10.8K shares-16.85%2026-06-302026-07-23

PG PROCTER & GAMBLE CO11.6K shares0.02%2026-06-302026-07-23

TDIV FIRST TR EXCHANGE TRADED FD14.0K shares-0.11%2026-06-302026-07-23

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.9K shares2.64%2026-06-302026-07-23

BINC BLACKROCK ETF TRUST II30.0K shares9.22%2026-06-302026-07-23

FNDX SCHWAB STRATEGIC TR48.3K shares10.91%2026-06-302026-07-23

VIGI VANGUARD WHITEHALL FDS15.2K shares9.05%2026-06-302026-07-23

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC4.2K shares1.31%2026-06-302026-07-23

ITW ILLINOIS TOOL WKS INC5.0K shares-10.13%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.8K shares24.43%2026-06-302026-07-23

GD GENERAL DYNAMICS CORP3.7K shares14.04%2026-06-302026-07-23

Sponsored

WMT WALMART INC10.9K shares0.02%2026-06-302026-07-23

BROADCOM INC BROADCOM INC3.0K shares16.47%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC26.9K shares-8.08%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP8.2K shares-7.22%2026-06-302026-07-23

IGM ISHARES TR6.0K shares0.00%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION5.1K shares-5.36%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR29.4K shares10.44%2026-06-302026-07-23

AXP AMERICAN EXPRESS CO2.7K shares15.67%2026-06-302026-07-23

Sponsored

CFR CULLEN FROST BANKERS INC5.7K shares0.00%2026-06-302026-07-23

DIA STATE STR SPDR DOW JONES IND1.6K shares2.38%2026-06-302026-07-23

SNA SNAP ON INC2.0K shares-7.99%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS2.8K shares0.00%2026-06-302026-07-23

AFL AFLAC INC6.7K shares-12.18%2026-06-302026-07-23

GLD SPDR GOLD TR2.1K shares0.00%2026-06-302026-07-23

NBTB NBT BANCORP INC15.4K shares0.00%2026-06-302026-07-23

DE DEERE & CO1.2K shares-5.15%2026-06-302026-07-23

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-23

NOC NORTHROP GRUMMAN CORP1.5K shares0.00%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION780 shares-0.76%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2026-06-302026-07-23

KR KROGER CO12.8K shares-1.43%2026-06-302026-07-23

MRK MERCK & CO INC5.5K shares-10.44%2026-06-302026-07-23

NSC NORFOLK SOUTHN CORP2.2K shares0.00%2026-06-302026-07-23

ED CONSOLIDATED EDISON INC6.2K shares0.03%2026-06-302026-07-23

Sponsored

CAT CATERPILLAR INC646 shares-8.50%2026-06-302026-07-23

TSLA TESLA INC1.6K shares-0.97%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC1.2K shares7.04%2026-06-302026-07-23

LLY ELI LILLY & CO563 shares0.00%2026-06-302026-07-23

VISA INC VISA INC2.0K shares-17.27%2026-06-302026-07-23

MO ALTRIA GROUP INC9.3K shares0.03%2026-06-302026-07-23

PH PARKER-HANNIFIN CORP675 shares0.00%2026-06-302026-07-23

ORACLE CORP ORACLE CORP4.5K shares0.99%2026-06-302026-07-23

Sponsored

HUBB HUBBELL INC1.2K shares3.08%2026-06-302026-07-23

TJX TJX COS INC NEW3.9K shares14.02%2026-06-302026-07-23

QCOM QUALCOMM INC3.1K shares-11.67%2026-06-302026-07-23

LHX L3HARRIS TECHNOLOGIES INC1.9K shares-10.51%2026-06-302026-07-23

IUSG ISHARES TR2.8K shares0.00%2026-06-302026-07-23

GLW CORNING INC2.0K shares0.00%2026-06-302026-07-23

IJH ISHARES TR6.6K shares0.00%2026-06-302026-07-23

PSA PUBLIC STORAGE1.5K shares0.00%2026-06-302026-07-23

Sponsored

BHB BAR HBR BANKSHARES11.9K shares-7.96%2026-06-302026-07-23

IUSV ISHARES TR4.0K shares0.00%2026-06-302026-07-23

SUSA ISHARES TR2.8K shares0.00%2026-06-302026-07-23

ASML ASML HLDG NV216 shares-41.62%2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.5.6K shares0.00%2026-06-302026-07-23

CRM SALESFORCE INC2.5K shares26.85%2026-06-302026-07-23

VIOG VANGUARD ADMIRAL FDS INC2.6K shares0.00%2026-06-302026-07-23

CSX CSX CORP8.2K shares-15.67%2026-06-302026-07-23

Sponsored

MCD MCDONALDS CORP1.4K shares0.00%2026-06-302026-07-23

EMR EMERSON ELEC CO2.5K shares0.08%2026-06-302026-07-23

MELI MERCADOLIBRE INC207 shares-34.08%2026-06-302026-07-23

VSDM VANGUARD MUN BD FDS4.5K shares0.13%2026-06-302026-07-23

PEP PEPSICO INC2.6K shares0.08%2026-06-302026-07-23

BOND PIMCO ETF TR3.8K shares36.17%2026-06-302026-07-23

ISHARES TR ISHARES TR3.6K shares0.00%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC717 sharesnew addition2026-06-302026-07-23

Sponsored

GPC GENUINE PARTS CO2.9K shares-21.10%2026-06-302026-07-23

RJF RAYMOND JAMES FINL INC2.2K shares40.82%2026-06-302026-07-23

HD HOME DEPOT INC944 shares0.00%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC572 sharesnew addition2026-06-302026-07-23

BR BROADRIDGE FINL SOLUTIONS IN2.4K sharesnew addition2026-06-302026-07-23

ADOBE INC ADOBE INC1.6K shares0.00%2026-06-302026-07-23

DCI DONALDSON INC3.6K shares28.49%2026-06-302026-07-23

DSI ISHARES TR2.2K shares0.00%2026-06-302026-07-23

Sponsored

BBT BEACON FINANCIAL CORP.10.4K shares0.00%2026-06-302026-07-23

INTU INTUIT1.2K shares55.99%2026-06-302026-07-23

SHOP SHOPIFY INC2.7K shares-45.44%2026-06-302026-07-23

ORLY OREILLY AUTOMOTIVE INC3.3K shares0.00%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO3.1K shares0.00%2026-06-302026-07-23

LOW LOWES COS INC1.3K shares-38.04%2026-06-302026-07-23

BANR BANNER CORP4.3K shares-7.74%2026-06-302026-07-23

Sponsored

PCAR PACCAR INC2.4K shares-8.05%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED551 shares-12.26%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC937 sharesnew addition2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC1.2K sharesnew addition2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.2K sharesnew addition2026-06-302026-07-23

MU MICRON TECHNOLOGY INC232 sharesnew addition2026-06-302026-07-23

BLK BLACKROCK INC273 shares0.00%2026-06-302026-07-23

VONG VANGUARD SCOTTSDALE FDS2.0K shares0.05%2026-06-302026-07-23

Sponsored

UNP UNION PAC CORP930 shares0.00%2026-06-302026-07-23

ABT ABBOTT LABORATORIES2.8K sharesnew addition2026-06-302026-07-23

VUG VANGUARD INDEX FDS2.9K shares438.43%2026-06-302026-07-23

CTBI COMMUNITY TR BANCORP INC3.4K shares0.00%2026-06-302026-07-23

SEIC SEI INVTS CO2.7K shares0.00%2026-06-302026-07-23

IJS ISHARES TR1.7K sharesnew addition2026-06-302026-07-23

CBOE CBOE GLOBAL MKTS INC917 shares0.00%2026-06-302026-07-23

MKS INC. MKS INC.499 sharesnew addition2026-06-302026-07-23

Sponsored

BAC BANK OF AMER CORP3.8K sharesnew addition2026-06-302026-07-23

MMC MARSH & MCLENNAN COS INC1.3K sharesnew addition2026-06-302026-07-23

BA BOEING CO989 sharesnew addition2026-06-302026-07-23

CSL CARLISLE COS INC585 shares-33.90%2026-06-302026-07-23

WDC WESTERN DIGITAL CORP323 sharesnew addition2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC281 sharesnew addition2026-06-302026-07-23

AAPL

APPLE INC

0.25%

Shares62.6K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

1.45%

Shares45.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

2.71%

Shares27.7K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

2.09%

Shares12.8K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

2.46%

Shares20.6K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

1.99%

Shares11.2K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

-1.46%

Shares18.5K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-0.67%

Shares10.7K

Event2026-06-30

Filed2026-07-23

SDY

SPDR SERIES TRUST

-1.06%

Shares24.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

277.53%

Shares45.5K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

0.89%

Shares40.7K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

2.67%

Shares29.5K

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR TR

0.00%

Shares68.2K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

-1.20%

Shares19.5K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-2.19%

Shares11.9K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

0.28%

Shares11.3K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

-7.78%

Shares11.2K

Event2026-06-30

Filed2026-07-23

WORLD GOLD TR

0.00%

Shares33.3K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

4.23%

Shares35.8K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.03%

Shares8.0K

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES TR

-1.14%

Shares23.8K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

3.80%

Shares6.4K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

-5.73%

Shares11.2K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

14.99%

Shares2.9K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

-0.35%

Shares14.1K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

3.73%

Shares2.8K

Event2026-06-30

Filed2026-07-23

ROST

ROSS STORES INC

3.28%

Shares8.8K

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO ETF TR

5.25%

Shares69.6K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

-16.85%

Shares10.8K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

0.02%

Shares11.6K

Event2026-06-30

Filed2026-07-23

TDIV

FIRST TR EXCHANGE TRADED FD

-0.11%

Shares14.0K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

2.64%

Shares4.9K

Event2026-06-30

Filed2026-07-23

BINC

BLACKROCK ETF TRUST II

9.22%

Shares30.0K

Event2026-06-30

Filed2026-07-23

FNDX

SCHWAB STRATEGIC TR

10.91%

Shares48.3K

Event2026-06-30

Filed2026-07-23

VIGI

VANGUARD WHITEHALL FDS

9.05%

Shares15.2K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

1.31%

Shares4.2K

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WKS INC

-10.13%

Shares5.0K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

24.43%

Shares1.8K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

14.04%

Shares3.7K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

0.02%

Shares10.9K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

16.47%

Shares3.0K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

-8.08%

Shares26.9K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

-7.22%

Shares8.2K

Event2026-06-30

Filed2026-07-23

IGM

ISHARES TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

-5.36%

Shares5.1K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

10.44%

Shares29.4K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

15.67%

Shares2.7K

Event2026-06-30

Filed2026-07-23

CFR

CULLEN FROST BANKERS INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-23

DIA

STATE STR SPDR DOW JONES IND

2.38%

Shares1.6K

Event2026-06-30

Filed2026-07-23

SNA

SNAP ON INC

-7.99%

Shares2.0K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

-12.18%

Shares6.7K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

NBTB

NBT BANCORP INC

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-23

DEERE & CO

-5.15%

Shares1.2K

Event2026-06-30

Filed2026-07-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

-0.76%

Shares780

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

KROGER CO

-1.43%

Shares12.8K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

-10.44%

Shares5.5K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

CONSOLIDATED EDISON INC

0.03%

Shares6.2K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

-8.50%

Shares646

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

-0.97%

Shares1.6K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

7.04%

Shares1.2K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

0.00%

Shares563

Event2026-06-30

Filed2026-07-23

VISA INC

-17.27%

Shares2.0K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

0.03%

Shares9.3K

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP

0.00%

Shares675

Event2026-06-30

Filed2026-07-23

ORACLE CORP

0.99%

Shares4.5K

Event2026-06-30

Filed2026-07-23

HUBB

HUBBELL INC

3.08%

Shares1.2K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

14.02%

Shares3.9K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

-11.67%

Shares3.1K

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

-10.51%

Shares1.9K

Event2026-06-30

Filed2026-07-23

IUSG

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-23

PSA

PUBLIC STORAGE

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

BHB

BAR HBR BANKSHARES

-7.96%

Shares11.9K

Event2026-06-30

Filed2026-07-23

IUSV

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

SUSA

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

-41.62%

Shares216

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

26.85%

Shares2.5K

Event2026-06-30

Filed2026-07-23

VIOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

CSX

CSX CORP

-15.67%

Shares8.2K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELEC CO

0.08%

Shares2.5K

Event2026-06-30

Filed2026-07-23

MELI

MERCADOLIBRE INC

-34.08%

Shares207

Event2026-06-30

Filed2026-07-23

VSDM

VANGUARD MUN BD FDS

0.13%

Shares4.5K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

0.08%

Shares2.6K

Event2026-06-30

Filed2026-07-23

BOND

PIMCO ETF TR

36.17%

Shares3.8K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares717

Event2026-06-30

Filed2026-07-23

GPC

GENUINE PARTS CO

-21.10%

Shares2.9K

Event2026-06-30

Filed2026-07-23

RJF

RAYMOND JAMES FINL INC

40.82%

Shares2.2K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

0.00%

Shares944

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares572

Event2026-06-30

Filed2026-07-23

BROADRIDGE FINL SOLUTIONS IN

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

ADOBE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

DCI

DONALDSON INC

28.49%

Shares3.6K

Event2026-06-30

Filed2026-07-23

DSI

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

BBT

BEACON FINANCIAL CORP.

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-23

INTU

INTUIT

55.99%

Shares1.2K

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC

-45.44%

Shares2.7K

Event2026-06-30

Filed2026-07-23

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC

-38.04%

Shares1.3K

Event2026-06-30

Filed2026-07-23

BANR

BANNER CORP

-7.74%

Shares4.3K

Event2026-06-30

Filed2026-07-23

PCAR

PACCAR INC

-8.05%

Shares2.4K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

-12.26%

Shares551

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

New

Shares937

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

New

Shares232

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

0.00%

Shares273

Event2026-06-30

Filed2026-07-23

VONG

VANGUARD SCOTTSDALE FDS

0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

0.00%

Shares930

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

New

Shares2.8K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

438.43%

Shares2.9K

Event2026-06-30

Filed2026-07-23

CTBI

COMMUNITY TR BANCORP INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

SEIC

SEI INVTS CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

IJS

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares917

Event2026-06-30

Filed2026-07-23

MKS INC.

New

Shares499

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-23

MMC

MARSH & MCLENNAN COS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

BOEING CO

New

Shares989

Event2026-06-30

Filed2026-07-23

CSL

CARLISLE COS INC

-33.90%

Shares585

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

New

Shares323

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

New

Shares281

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available