Location: Honolulu, HI
CIK: 0000923469 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: Apr 4, 2025
Total Value: $465M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc Cl B | 78,543 | $41.83M | 9.0% | $532.58 | $223.62 | +138.2% | COM | 084670702 |
| COST | Costco Wholesale Corp | 39,186 | $37.06M | 8.0% | $945.79 | $121.08 | +677.9% | COM | 22160K105 |
| ISRG | Intuitive Surgical Inc | 63,953 | $31.67M | 6.8% | $495.27 | $314.30 | +57.6% | COM | 46120E602 |
| IAU | iShares Gold Trust | 517,176 | $30.49M | 6.6% | $58.96 | $51.31 | +14.9% | ETF-COMM | 464285204 |
| FISV | Fiserv Inc | 88,425 | $19.53M | 4.2% | $220.83 | $194.95 | +13.3% | COM | 337738108 |
| IVV | iShares S&P 500 Index | 33,809 | $19M | 4.1% | $561.89 | $422.55 | +33.0% | ETF-EQ | 464287200 |
| AMZN | Amazon.com Inc | 90,763 | $17.27M | 3.7% | $190.26 | $201.41 | -5.5% | COM | 023135106 |
| WMT | Wal-Mart Stores Inc | 196,338 | $17.24M | 3.7% | $87.79 | $83.66 | +4.2% | COM | 931142103 |
| XOM | Exxon Mobil Corp | 136,747 | $16.26M | 3.5% | $118.93 * | $96.40 | +20.1% | COM | 30231G102 |
| CHKP | Check Point Software Tech Ltd | 71,350 | $16.26M | 3.5% | $227.92 | $198.26 | +15.0% | COM | M22465104 |
| LLY | Eli Lilly & Co | 18,795 | $15.52M | 3.3% | $825.91 | $157.33 | +422.0% | COM | 532457108 |
| JPM | JPMorgan Chase & Co | 59,682 | $14.64M | 3.1% | $245.30 | $228.03 | +5.9% | COM | 46625H100 |
| CW | Curtiss Wright Corp | 45,544 | $14.45M | 3.1% | $317.27 | $207.17 | +52.9% | COM | 231561101 |
| HD | Home Depot Inc | 39,221 | $14.37M | 3.1% | $366.49 | $339.50 | +6.0% | COM | 437076102 |
| MCD | McDonalds Corp | 43,922 | $13.72M | 2.9% | $312.37 | $273.74 | +12.2% | COM | 580135101 |
| GOOGL | Alphabet Inc Cap Stock Cl A | 87,190 | $13.48M | 2.9% | $154.64 | $139.14 | +10.8% | COM | 02079K305 |
| GS | Goldman Sachs Group Inc | 24,500 | $13.38M | 2.9% | $546.29 | $544.86 | -1.3% | COM | 38141G104 |
| CSCO | Cisco Systems Inc | 214,328 | $13.23M | 2.8% | $61.71 * | $55.37 | +8.8% | COM | 17275R102 |
| MSFT | Microsoft Corp | 34,479 | $12.94M | 2.8% | $375.39 | $236.96 | +57.6% | COM | 594918104 |
| FCX | Freeport-Mcmoran Inc Cl B | 278,612 | $10.55M | 2.3% | $37.86 | $26.56 | +40.9% | COM | 35671D857 |
| NVDA | NVIDIA Corp | 74,736 | $8.1M | 1.7% | $108.38 | $98.53 | +10.0% | COM | 67066G104 |
| META | Meta Platforms Inc. | 11,361 | $6.548M | 1.4% | $576.36 | $643.25 | -10.6% | COM | 30303M102 |
| PLTR | Palantir Technologies Inc Cl A | 60,079 | $5.071M | 1.1% | $84.40 | $44.45 | +89.9% | COM | 69608A108 |
| AAPL | Apple Inc | 21,890 | $4.862M | 1.0% | $222.13 | $125.47 | +76.4% | COM | 037833100 |
| UNP | Union Pacific Corp | 15,000 | $3.544M | 0.8% | $236.24 | $168.16 | +38.0% | COM | 907818108 |
| CVX | Chevron Corp | 16,612 | $2.779M | 0.6% | $167.29 * | $114.93 | +40.6% | COM | 166764100 |
| JNJ | Johnson & Johnson | 16,028 | $2.658M | 0.6% | $165.84 * | $152.24 | +6.5% | COM | 478160104 |
| SPY | SPDR S&P 500 ETF Tr | 4,583 | $2.564M | 0.6% | $559.39 | $279.67 | +100.0% | ETF-EQ | 78462F103 |
| ABBV | Abbvie Inc | 11,434 | $2.396M | 0.5% | $209.52 * | $32.94 | +520.4% | COM | 00287Y109 |
| V | Visa Inc Cl A | 6,564 | $2.3M | 0.5% | $350.46 | $229.01 | +52.2% | COM | 92826C839 |
| GWW | Grainger W W Inc | 1,996 | $1.972M | 0.4% | $987.89 | $662.71 | +48.0% | COM | 384802104 |
| WFC | Wells Fargo & Co | 24,154 | $1.734M | 0.4% | $71.79 | $30.05 | +135.0% | COM | 949746101 |
| IJR | iShares S&P Small Cap 600 | 15,686 | $1.64M | 0.4% | $104.57 | $91.13 | +14.7% | ETF-EQ | 464287804 |
| IJH | iShares S&P Mid Cap 400 | 27,810 | $1.623M | 0.3% | $58.35 | $53.43 | +9.2% | ETF-EQ | 464287507 |
| BRK/A | Berkshire Hathaway Inc Cl A | 2 | $1.597M | 0.3% | $798441.50 | $175317.48 | +355.4% | COM | 084670108 |
| AMGN | Amgen Inc | 5,107 | $1.591M | 0.3% | $311.55 * | $236.28 | +28.7% | COM | 031162100 |
| ABT | Abbott Laboratories | 10,215 | $1.355M | 0.3% | $132.65 | $32.92 | +297.5% | COM | 002824100 |
| WPM | Wheaton Precious Metals Corp | 17,370 | $1.348M | 0.3% | $77.63 | $53.00 | +45.9% | COM | 962879102 |
| MRK | Merck & Co Inc | 14,323 | $1.286M | 0.3% | $89.76 * | $98.24 | -11.2% | COM | 58933Y105 |
| CSW | Csw Industrials Inc | 4,283 | $1.249M | 0.3% | $291.52 | $104.91 | +176.8% | COM | 126402106 |
| QQQ | Invesco Qqq Tr Unit Ser 1 | 2,623 | $1.23M | 0.3% | $468.90 | $381.29 | +23.0% | ETF-EQ | 46090E103 |
| IVW | iShares S&P 500 Growth | 12,690 | $1.178M | 0.3% | $92.83 | $57.56 | +61.3% | ETF-EQ | 464287309 |
| IVE | iShares S&P 500 Value | 6,102 | $1.163M | 0.2% | $190.58 | $78.81 | +141.8% | ETF-EQ | 464287408 |
| VTI | Vanguard Total Stock Mkt | 4,144 | $1.139M | 0.2% | $274.85 | $119.90 | +129.2% | ETF-EQ | 922908769 |
| MA | MasterCard Inc Cl A | 1,911 | $1.047M | 0.2% | $548.12 | $179.00 | +204.9% | COM | 57636Q104 |
| HUBB | Hubbell Inc | 2,929 | $969K | 0.2% | $330.91 | $312.09 | +5.0% | COM | 443510607 |
| PG | Procter & Gamble Co | 5,368 | $915K | 0.2% | $170.42 | $133.41 | +25.2% | COM | 742718109 |
| XLE | Select Sector SPDR Energy | 9,515 | $889K | 0.2% | $93.45 * | $23.21 | +101.3% | ETF-EQ | 81369Y506 |
| DHR | Danaher Corp | 4,073 | $835K | 0.2% | $205.00 | $200.66 | +1.7% | COM | 235851102 |
| SCI | Service Corp Intl | 8,575 | $688K | 0.1% | $80.20 | $78.68 | +1.9% | COM | 817565104 |
| CSX | CSX Corp | 23,091 | $680K | 0.1% | $29.43 | $26.79 | +8.5% | COM | 126408103 |
| COP | ConocoPhillips | 6,058 | $636K | 0.1% | $105.02 * | $44.48 | +130.1% | COM | 20825C104 |
| GOVT | iShares US Treas Bond ETF | 25,398 | $584K | 0.1% | $22.98 | $26.71 | -13.9% | ETF-FI | 46429B267 |
| VZ | Verizon Communications Inc | 11,526 | $523K | 0.1% | $45.36 * | $40.03 | +7.9% | COM | 92343V104 |
| PEP | PepsiCo Inc | 3,249 | $487K | 0.1% | $149.94 * | $115.96 | +25.4% | COM | 713448108 |
| PFE | Pfizer Inc | 19,216 | $487K | 0.1% | $25.34 * | $38.10 | -36.9% | COM | 717081103 |
| DUK | Duke Energy Corp | 3,863 | $471K | 0.1% | $121.97 * | $74.55 | +59.4% | COM | 26441C204 |
| IBM | Intl Business Machines | 1,875 | $466K | 0.1% | $248.66 | $188.97 | +29.1% | COM | 459200101 |
| PSX | Phillips 66 | 3,720 | $459K | 0.1% | $123.48 * | $80.02 | +50.1% | COM | 718546104 |
| NSC | Norfolk Southern Corp | 1,896 | $449K | 0.1% | $236.85 | $121.20 | +92.4% | COM | 655844108 |
| RTX | RTX CORPORATION COM | 3,282 | $435K | 0.1% | $132.45 | $113.14 | +15.5% | COM | 75513E101 |
| AMD | Advanced Micro Devices Inc | 4,006 | $412K | 0.1% | $102.74 | $143.89 | -28.6% | COM | 007903107 |
| ITW | Illinois Tool Works Inc | 1,613 | $400K | 0.1% | $248.00 | $215.39 | +13.0% | COM | 452308109 |
| MDY | SPDR S&P Mid Cap 400 ETF Tr | 742 | $396K | 0.1% | $533.48 | $491.37 | +8.6% | ETF-EQ | 78467Y107 |
| SHY | iShares Barclays 1-3 Yr | 4,781 | $396K | 0.1% | $82.73 | $85.81 | -3.6% | ETF-FI | 464287457 |
| MKC | McCormick & Co Inc Non Vtg | 4,800 | $395K | 0.1% | $82.31 * | $64.89 | +23.6% | COM | 579780206 |
| CLX | Clorox Co | 2,500 | $368K | 0.1% | $147.25 * | $126.94 | +12.7% | COM | 189054109 |
| CL | Colgate Palmolive Co | 3,700 | $347K | 0.1% | $93.70 | $51.09 | +80.1% | COM | 194162103 |
| AEM | Agnico Eagle Mines Ltd | 3,125 | $339K | 0.1% | $108.41 | $73.67 | +45.9% | COM | 008474108 |
| ITOT | iShares Core S&P Ttl Stock | 2,731 | $333K | 0.1% | $122.01 | $60.50 | +101.7% | ETF-EQ | 464287150 |
| SYK | Stryker Corp | 871 | $324K | 0.1% | $372.27 | $205.92 | +79.5% | COM | 863667101 |
| LII | Lennox Intl Inc | 560 | $314K | 0.1% | $560.83 | $229.13 | +142.4% | COM | 526107107 |
| ADBE | Adobe Inc | 804 | $308K | 0.1% | $383.53 | $452.46 | -15.2% | COM | 00724F101 |
| VO | Vanguard Mid Cap ETF | 1,162 | $301K | 0.1% | $258.72 * | $43.83 | +47.5% | ETF-EQ | 922908629 |
| ED | Consolidated Edison Inc | 2,460 | $272K | 0.1% | $110.59 * | $68.08 | +58.4% | COM | 209115104 |
| BX | Blackstone Group Inc Cl A | 1,925 | $269K | 0.1% | $139.81 * | $104.32 | +31.1% | COM | 09260D107 |
| BOH | Bank Hawaii Corp | 3,889 | $268K | 0.1% | $68.97 * | $61.11 | +9.4% | COM | 062540109 |
| AGG | iShares Barclays US Aggreg B | 2,630 | $260K | 0.1% | $98.93 | $113.50 | -12.8% | ETF-FI | 464287226 |
| EMR | Emerson Electric Co | 2,350 | $258K | 0.1% | $109.62 | $93.87 | +15.3% | COM | 291011104 |
| NOC | Northrop Grumman Corp | 491 | $251K | 0.1% | $511.52 | $492.06 | +2.7% | COM | 666807102 |
| DD | DuPont de Nemours Inc | 3,354 | $250K | 0.1% | $74.68 * | $27.24 | +12.8% | COM | 26614N102 |
| BA | Boeing Co | 1,465 | $250K | 0.1% | $170.55 | $163.86 | +4.1% | COM | 097023105 |
| AVGO | Broadcom Inc | 1,465 | $245K | 0.1% | $167.43 | $156.28 | +6.5% | COM | 11135F101 |
| TSCO | Tractor Supply Co | 4,450 | $245K | 0.1% | $55.10 | $52.89 | +2.9% | COM | 892356106 |
| TLT | iShares Barclays 20 plus Yr | 2,693 | $245K | 0.1% | $91.03 | $90.36 | +0.7% | ETF-FI | 464287432 |
| ADP | Automatic Data Processing Inc | 800 | $244K | 0.1% | $305.53 | $253.49 | +18.5% | COM | 053015103 |
| TRMB | Trimble Navigation Ltd | 3,662 | $240K | 0.1% | $65.65 | $56.97 | +15.2% | COM | 896239100 |
| KO | Coca-Cola Co | 3,348 | $240K | 0.1% | $71.62 * | $59.93 | +16.9% | COM | 191216100 |
| GLD | SPDR Gold Trust | 830 | $239K | 0.1% | $288.14 | $229.00 | +25.8% | ETF-COMM | 78463V107 |
| CMG | Chipotle Mexican Grill Inc | 4,740 | $238K | 0.1% | $50.21 | $61.71 | -18.6% | COM | 169656105 |
| INTC | Intel Corp | 10,294 | $234K | 0.1% | $22.71 | $21.88 | +3.8% | COM | 458140100 |
| NAK | Northern Dynasty Minerals Ltd | 202,384 | $233K | 0.1% | $1.15 | $0.33 | +252.8% | COM | 66510M204 |
| HON | Honeywell Intl Inc | 1,055 | $223K | 0.0% | $211.77 * | $203.59 | -3.6% | COM | 438516106 |
| DOW | Dow Inc | 6,354 | $222K | 0.0% | $34.92 * | $37.79 | -12.4% | COM | 260557103 |
| BWXT | Bwx Technologies Inc | 2,157 | $213K | 0.0% | $98.65 | $110.23 | -11.0% | COM | 05605H100 |
| ECL | Ecolab Inc | 817 | $207K | 0.0% | $253.52 | $249.61 | +0.8% | COM | 278865100 |
| CPF | Central Pac Financial Corp | 7,608 | $206K | 0.0% | $27.04 * | $24.41 | +7.7% | COM | 154760409 |
| BMY | Bristol-Myers Squibb Co | 3,333 | $203K | 0.0% | $61.00 * | $55.48 | +4.7% | COM | 110122108 |
| SPGI | S&P Global Inc | 400 | $203K | 0.0% | $508.10 | $507.58 | -0.5% | COM | 78409V104 |