Blom & Howell Financial Planning, Inc. current holdings: USA Stocks
Blom & Howell Financial Planning, Inc. reported $0.02 billion in share positions in stocks (listed in the US), 28 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are AMD, COST, JNJ.
- AMD: Country of operation United States; Class COM; Shares 4,172; Value $2,423,557.
- COST: Country of operation United States; Class COM; Shares 1,389; Value $1,299,764.
- JNJ: Country of operation United States; Class COM; Shares 4,931; Value $1,252,206.
- AAPL: Country of operation United States; Class COM; Shares 2,891; Value $836,415.
Form 13F-HR as filed (SEC CIK 2136102): quarter ended 2026-06-30, filed 2026-08-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 4,172 | $2,423,557 | 15.62% | 2026-06-30 | 2026-08-05 | +4.59% |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 1,389 | $1,299,764 | 8.38% | 2026-06-30 | 2026-08-05 | -1.16% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 4,931 | $1,252,206 | 8.07% | 2026-06-30 | 2026-08-05 | +5.35% |
|---|
AAPL
APPLE INC | United States | COM | 2,891 | $836,415 | 5.39% | 2026-06-30 | 2026-08-05 | |
|---|
AVGO
BROADCOM INC | United States | COM | 2,169 | $819,353 | 5.28% | 2026-06-30 | 2026-08-05 | -6.00% |
|---|
DELL
DELL TECHNOLOGIES INC | United States | CL C | 1,815 | $783,100 | 5.05% | 2026-06-30 | 2026-08-05 | +25.06% |
|---|
ASML
ASML HLDG NV | | N Y REGISTRY SHS | 344 | $684,367 | 4.41% | 2026-06-30 | 2026-08-05 | -7.79% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 1,642 | $612,470 | 3.95% | 2026-06-30 | 2026-08-05 | +36.44% |
|---|
AMZN
AMAZON COM INC | United States | COM | 2,501 | $596,088 | 3.84% | 2026-06-30 | 2026-08-05 | +3.50% |
|---|
CSCO
CISCO SYS INC | United States | COM | 4,828 | $567,109 | 3.66% | 2026-06-30 | 2026-08-05 | -8.96% |
|---|
GLW
CORNING INC | United States | COM | 2,092 | $534,360 | 3.44% | 2026-06-30 | 2026-08-05 | -37.87% |
|---|
TSLA
TESLA INC | United States | COM | 1,164 | $489,578 | 3.16% | 2026-06-30 | 2026-08-05 | -16.11% |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 2,814 | $466,520 | 3.01% | 2026-06-30 | 2026-08-05 | +23.30% |
|---|
WMT
WALMART INC | United States | COM | 3,962 | $448,754 | 2.89% | 2026-06-30 | 2026-08-05 | -5.70% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,119 | $399,897 | 2.58% | 2026-06-30 | 2026-08-05 | -4.60% |
|---|
O
REALTY INCOME CORP | United States | COM | 5,746 | $356,024 | 2.30% | 2026-06-30 | 2026-08-05 | -11.01% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 702 | $351,274 | 2.26% | 2026-06-30 | 2026-08-05 | |
|---|
PEG
PUBLIC SVC ENTERPRISE GROUP | United States | COM | 3,705 | $300,698 | 1.94% | 2026-06-30 | 2026-08-05 | -16.61% |
|---|
CMI
CUMMINS INC | United States | COM | 400 | $285,631 | 1.84% | 2026-06-30 | 2026-08-05 | -26.90% |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 679 | $270,025 | 1.74% | 2026-06-30 | 2026-08-05 | +3.65% |
|---|
TJX
TJX COS INC NEW | United States | COM | 1,680 | $254,546 | 1.64% | 2026-06-30 | 2026-08-05 | -11.68% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 549 | $228,181 | 1.47% | 2026-06-30 | 2026-08-05 | -9.79% |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 299 | $216,177 | 1.39% | 2026-06-30 | 2026-08-05 | -29.18% |
|---|
RTX
RTX CORPORATION | United States | COM | 1,131 | $214,585 | 1.38% | 2026-06-30 | 2026-08-05 | -1.47% |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 2,313 | $213,004 | 1.37% | 2026-06-30 | 2026-08-05 | -6.54% |
|---|
VICI
VICI PPTYS INC | United States | COM | 7,835 | $208,019 | 1.34% | 2026-06-30 | 2026-08-05 | -12.62% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 1,468 | $200,683 | 1.29% | 2026-06-30 | 2026-08-05 | |
|---|
MTB
M & T BK CORP | United States | COM | 841 | $200,166 | 1.29% | 2026-06-30 | 2026-08-05 | -8.62% |
|---|
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