Location: Honolulu, HI
CIK: 0000923469 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Jan 28, 2026
Total Value: $648M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc Cap Stock Cl A | 142,121 | $44.48M | 6.9% | $313.00 | $166.84 | +87.6% | COM | 02079K305 |
| IAU | iShares Gold Trust | 526,701 | $42.75M | 6.6% | $81.17 | $51.58 | +57.4% | ETF-COMM | 464285204 |
| BRK/B | Berkshire Hathaway Inc Cl B | 77,088 | $38.75M | 6.0% | $502.65 | $223.62 | +124.8% | COM | 084670702 |
| MSFT | Microsoft Corp | 74,073 | $35.82M | 5.5% | $483.62 | $348.28 | +38.9% | COM | 594918104 |
| ISRG | Intuitive Surgical Inc | 61,953 | $35.09M | 5.4% | $566.36 | $314.30 | +80.2% | COM | 46120E602 |
| COST | Costco Wholesale Corp | 38,503 | $33.2M | 5.1% | $862.35 | $121.08 | +612.2% | COM | 22160K105 |
| IVV | iShares S&P 500 Index | 44,435 | $30.44M | 4.7% | $684.95 | $463.05 | +47.9% | ETF-EQ | 464287200 |
| DIA | SPDR DJIA Avg ETF | 57,315 | $27.54M | 4.2% | $480.57 | $473.04 | +1.6% | ETF-EQ | 78467X109 |
| WMT | Wal-Mart Stores Inc | 244,971 | $27.29M | 4.2% | $111.41 | $86.01 | +29.5% | COM | 931142103 |
| NVDA | NVIDIA Corp | 145,265 | $27.09M | 4.2% | $186.50 | $112.27 | +66.1% | COM | 67066G104 |
| MRK | Merck & Co Inc | 252,024 | $26.53M | 4.1% | $105.26 | $93.48 | +12.6% | COM | 58933Y105 |
| RTX | RTX CORPORATION COM | 128,426 | $23.55M | 3.6% | $183.40 | $131.28 | +39.7% | COM | 75513E101 |
| JNJ | Johnson & Johnson | 105,609 | $21.86M | 3.4% | $206.95 | $168.59 | +22.8% | COM | 478160104 |
| AMZN | Amazon.com Inc | 78,783 | $18.18M | 2.8% | $230.82 | $208.85 | +10.5% | COM | 023135106 |
| IXUS | iShares Core MSCI Total Intern | 214,820 | $18.18M | 2.8% | $84.64 | $81.87 | +3.4% | ETF-EQ | 46432F834 |
| JPM | JPMorgan Chase & Co | 51,614 | $16.63M | 2.6% | $322.22 | $238.64 | +35.0% | COM | 46625H100 |
| EWC | iShares MSCI CDA Index | 306,875 | $16.55M | 2.6% | $53.93 | $48.23 | +11.8% | ETF-COMM | 464286509 |
| XOM | Exxon Mobil Corp | 133,840 | $16.11M | 2.5% | $120.34 | $96.40 | +24.8% | COM | 30231G102 |
| GE | Ge Aerospace Com New | 49,038 | $15.11M | 2.3% | $308.03 | $251.46 | +22.5% | COM | 369604301 |
| DUK | Duke Energy Corp | 126,212 | $14.79M | 2.3% | $117.21 | $114.58 | +2.3% | COM | 26441C204 |
| CAT | Caterpillar Inc | 25,137 | $14.4M | 2.2% | $572.87 | $331.87 | +72.6% | COM | 149123101 |
| GEV | Ge Vernova Inc | 15,171 | $9.915M | 1.5% | $653.57 | $609.04 | +7.3% | COM | 36828A101 |
| QQQ | Invesco Qqq Tr Unit Ser 1 | 12,812 | $7.87M | 1.2% | $614.30 | $475.08 | +29.3% | ETF-EQ | 46090E103 |
| LLY | Eli Lilly & Co | 5,632 | $6.053M | 0.9% | $1074.68 | $157.33 | +583.1% | COM | 532457108 |
| AAPL | Apple Inc | 20,688 | $5.624M | 0.9% | $271.86 | $125.47 | +116.7% | COM | 037833100 |
| PLTR | Palantir Technologies Inc Cl A | 29,538 | $5.25M | 0.8% | $177.75 | $50.03 | +255.3% | COM | 69608A108 |
| UNP | Union Pacific Corp | 14,507 | $3.356M | 0.5% | $231.32 | $168.16 | +37.6% | COM | 907818108 |
| SPY | STATE STREET SPDR S&P 500 ETF | 4,514 | $3.078M | 0.5% | $681.92 | $279.67 | +143.8% | ETF-EQ | 78462F103 |
| CVX | Chevron Corp | 18,484 | $2.817M | 0.4% | $152.41 | $117.47 | +29.7% | COM | 166764100 |
| ABBV | Abbvie Inc | 11,445 | $2.615M | 0.4% | $228.49 | $32.94 | +593.6% | COM | 00287Y109 |
| TLT | iShares Barclays 20 plus Yr | 28,267 | $2.464M | 0.4% | $87.16 | $87.49 | -0.4% | ETF-FI | 464287432 |
| WFC | Wells Fargo & Co | 23,802 | $2.218M | 0.3% | $93.20 | $30.05 | +210.1% | COM | 949746101 |
| V | Visa Inc Cl A | 5,887 | $2.065M | 0.3% | $350.71 | $336.06 | +4.4% | COM | 92826C839 |
| AEM | Agnico Eagle Mines Ltd | 11,211 | $1.901M | 0.3% | $169.53 | $141.19 | +20.1% | COM | 008474108 |
| APH | Amphenol Corp Cl A | 14,020 | $1.895M | 0.3% | $135.14 | $116.76 | +15.7% | COM | 032095101 |
| CSCO | Cisco Systems Inc | 24,578 | $1.893M | 0.3% | $77.03 | $56.55 | +35.5% | COM | 17275R102 |
| MCD | McDonalds Corp | 6,189 | $1.892M | 0.3% | $305.65 | $273.74 | +11.6% | COM | 580135101 |
| GWW | Grainger W W Inc | 1,698 | $1.713M | 0.3% | $1009.05 | $955.25 | +5.6% | COM | 384802104 |
| AMGN | Amgen Inc | 5,170 | $1.692M | 0.3% | $327.31 | $237.82 | +37.6% | COM | 031162100 |
| IJH | iShares S&P Mid Cap 400 | 25,151 | $1.66M | 0.3% | $66.00 | $53.43 | +23.5% | ETF-EQ | 464287507 |
| IVW | iShares S&P 500 Growth | 12,580 | $1.551M | 0.2% | $123.26 | $57.56 | +114.1% | ETF-EQ | 464287309 |
| BRK/A | Berkshire Hathaway Inc Cl A | 2 | $1.51M | 0.2% | $754800.00 | $175317.48 | +330.5% | COM | 084670108 |
| WPM | Wheaton Precious Metals Corp | 12,270 | $1.442M | 0.2% | $117.52 | $53.00 | +121.7% | COM | 962879102 |
| IJR | iShares S&P Small Cap 600 | 11,357 | $1.365M | 0.2% | $120.18 | $91.13 | +31.9% | ETF-EQ | 464287804 |
| VTI | Vanguard Total Stock Mkt | 4,002 | $1.342M | 0.2% | $335.29 | $119.90 | +179.6% | ETF-EQ | 922908769 |
| HUBB | Hubbell Inc | 2,964 | $1.316M | 0.2% | $444.11 | $366.64 | +21.1% | COM | 443510607 |
| IVE | iShares S&P 500 Value | 6,142 | $1.303M | 0.2% | $212.07 | $78.81 | +169.1% | ETF-EQ | 464287408 |
| CHKP | Check Point Software Tech Ltd | 6,937 | $1.287M | 0.2% | $185.56 | $199.47 | -7.0% | COM | M22465104 |
| ABT | Abbott Laboratories | 10,233 | $1.282M | 0.2% | $125.29 | $32.92 | +280.5% | COM | 002824100 |
| CW | Curtiss Wright Corp | 2,318 | $1.278M | 0.2% | $551.27 | $210.78 | +161.5% | COM | 231561101 |
| CSW | Csw Industrials Inc | 4,283 | $1.257M | 0.2% | $293.53 | $104.91 | +179.5% | COM | 126402106 |
| BA | Boeing Co | 5,519 | $1.198M | 0.2% | $217.12 | $220.50 | -1.5% | COM | 097023105 |
| HD | Home Depot Inc | 3,318 | $1.142M | 0.2% | $344.12 | $339.50 | +1.4% | COM | 437076102 |
| GS | Goldman Sachs Group Inc | 1,227 | $1.079M | 0.2% | $879.00 | $734.84 | +19.6% | COM | 38141G104 |
| MA | MasterCard Inc Cl A | 1,767 | $1.009M | 0.2% | $570.88 | $179.00 | +218.9% | COM | 57636Q104 |
| KO | Coca-Cola Co | 13,101 | $916K | 0.1% | $69.91 | $67.72 | +3.2% | COM | 191216100 |
| DHR | Danaher Corp | 3,788 | $867K | 0.1% | $228.92 | $200.66 | +14.1% | COM | 235851102 |
| CSX | CSX Corp | 22,381 | $811K | 0.1% | $36.25 | $26.79 | +35.3% | COM | 126408103 |
| VZ | Verizon Communications Inc | 18,705 | $762K | 0.1% | $40.73 | $41.76 | -2.5% | COM | 92343V104 |
| XLE | Select Sector SPDR Energy | 16,930 | $757K | 0.1% | $44.71 | $33.69 | +32.7% | ETF-EQ | 81369Y506 |
| PG | Procter & Gamble Co | 4,428 | $635K | 0.1% | $143.31 | $133.41 | +7.4% | COM | 742718109 |
| AMD | Advanced Micro Devices Inc | 2,896 | $620K | 0.1% | $214.16 | $143.89 | +48.8% | COM | 007903107 |
| GOVT | iShares US Treas Bond ETF | 25,713 | $592K | 0.1% | $23.03 | $26.65 | -13.6% | ETF-FI | 46429B267 |
| IBM | Intl Business Machines | 1,917 | $568K | 0.1% | $296.21 | $189.82 | +56.0% | COM | 459200101 |
| COP | ConocoPhillips | 5,933 | $555K | 0.1% | $93.61 | $44.48 | +110.5% | COM | 20825C104 |
| NSC | Norfolk Southern Corp | 1,896 | $547K | 0.1% | $288.72 | $121.20 | +138.2% | COM | 655844108 |
| PSX | Phillips 66 | 3,720 | $480K | 0.1% | $129.04 | $80.02 | +61.3% | COM | 718546104 |
| PEP | PepsiCo Inc | 3,186 | $457K | 0.1% | $143.52 | $115.96 | +23.8% | COM | 713448108 |
| AVGO | Broadcom Inc | 1,308 | $453K | 0.1% | $346.10 | $156.28 | +121.5% | COM | 11135F101 |
| ITOT | iShares Core S&P Ttl Stock | 2,772 | $412K | 0.1% | $148.70 | $61.68 | +141.1% | ETF-EQ | 464287150 |
| BWXT | Bwx Technologies Inc | 2,306 | $399K | 0.1% | $172.84 | $116.77 | +48.0% | COM | 05605H100 |
| SLV | iShares Silver Trust | 6,106 | $393K | 0.1% | $64.42 | $50.06 | +28.7% | ETF-COMM | 46428Q109 |
| ITW | Illinois Tool Works Inc | 1,524 | $375K | 0.1% | $246.29 | $215.39 | +14.4% | COM | 452308109 |
| META | Meta Platforms Inc. | 561 | $370K | 0.1% | $660.09 | $660.20 | -0.0% | COM | 30303M102 |
| VO | Vanguard Mid Cap ETF | 1,150 | $334K | 0.1% | $290.33 * | $46.89 | +54.7% | ETF-EQ | 922908629 |
| MKC | McCormick & Co Inc Non Vtg | 4,813 | $328K | 0.1% | $68.11 | $64.89 | +5.0% | COM | 579780206 |
| PFE | Pfizer Inc | 12,566 | $313K | 0.0% | $24.90 | $38.10 | -34.6% | COM | 717081103 |
| EMR | Emerson Electric Co | 2,351 | $312K | 0.0% | $132.71 | $93.87 | +41.4% | COM | 291011104 |
| SYK | Stryker Corp | 871 | $306K | 0.0% | $351.49 | $205.92 | +70.7% | COM | 863667101 |
| SHY | iShares Barclays 1-3 Yr | 3,557 | $295K | 0.0% | $82.82 | $85.81 | -3.5% | ETF-FI | 464287457 |
| CL | Colgate Palmolive Co | 3,700 | $292K | 0.0% | $79.02 | $51.09 | +54.7% | COM | 194162103 |
| GLD | SPDR Gold Trust | 730 | $289K | 0.0% | $396.31 | $236.94 | +67.3% | ETF-COMM | 78463V107 |
| GOOG | Alphabet Inc Cap Stock Cl C | 920 | $289K | 0.0% | $313.80 | $210.76 | +48.9% | COM | 02079K107 |
| TRMB | Trimble Navigation Ltd | 3,662 | $287K | 0.0% | $78.35 | $56.97 | +37.5% | COM | 896239100 |
| NOC | Northrop Grumman Corp | 485 | $277K | 0.0% | $570.21 | $492.06 | +15.9% | COM | 666807102 |
| BX | Blackstone Group Inc Cl A | 1,750 | $270K | 0.0% | $154.17 | $104.32 | +47.8% | COM | 09260D107 |
| AGG | iShares Barclays US Aggreg B | 2,644 | $264K | 0.0% | $99.88 | $113.50 | -12.0% | ETF-FI | 464287226 |
| FCX | Freeport-Mcmoran Inc Cl B | 5,175 | $263K | 0.0% | $50.79 | $26.56 | +91.2% | COM | 35671D857 |
| CLX | Clorox Co | 2,548 | $257K | 0.0% | $100.83 | $127.31 | -20.8% | COM | 189054109 |
| INTC | Intel Corp | 6,769 | $250K | 0.0% | $36.90 | $21.35 | +72.8% | COM | 458140100 |
| HE | Hawaiian Elec Industries | 19,824 | $244K | 0.0% | $12.30 | $11.59 | +6.1% | COM | 419870100 |
| ED | Consolidated Edison Inc | 2,450 | $243K | 0.0% | $99.32 | $68.08 | +45.9% | COM | 209115104 |
| LII | Lennox Intl Inc | 490 | $238K | 0.0% | $485.58 | $229.13 | +111.9% | COM | 526107107 |
| CPF | Central Pac Financial Corp | 7,608 | $237K | 0.0% | $31.16 | $29.97 | +4.0% | COM | 154760409 |
| BK | Bank of New York Mellon Corp | 2,000 | $232K | 0.0% | $116.09 | $101.35 | +14.5% | COM | 064058100 |
| BOH | Bank Hawaii Corp | 3,389 | $232K | 0.0% | $68.37 | $61.11 | +11.9% | COM | 062540109 |
| VOO | Vanguard S&P 500 ETF | 359 | $225K | 0.0% | $627.13 | $621.46 | +0.9% | ETF-EQ | 922908363 |
| AXP | American Express Co | 596 | $220K | 0.0% | $369.95 | $356.97 | +3.4% | COM | 025816109 |
| VGT | Vanguard Information Technolog | 285 | $215K | 0.0% | $753.78 * | $87.38 | +7.8% | ETF-EQ | 92204A702 |
| MDY | STATE STREET SPDR S&P MIDCAP 4 | 353 | $213K | 0.0% | $603.28 | $491.37 | +22.8% | ETF-EQ | 78467Y107 |
| ECL | Ecolab Inc | 800 | $210K | 0.0% | $262.52 | $249.61 | +5.2% | COM | 278865100 |
| SPGI | S&P Global Inc | 400 | $209K | 0.0% | $522.59 | $494.21 | +5.7% | COM | 78409V104 |
| BAC | Bank of America Corporation | 3,667 | $202K | 0.0% | $55.00 | $52.67 | +4.4% | COM | 060505104 |