Kailua, HICIK 20565773 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
256 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 27.0K | $7.33M | 5.0% | −405 | Reduced |
| 2 | Alphabet Inc | 23.2K | $7.29M | 5.0% | −525 | Reduced |
| 3 | Berkshire Hathaway Inc Del | 14.5K | $7.29M | 5.0% | −29 | Reduced |
| 4 | Microsoft Corp |
| 13.6K |
| $6.58M |
| 4.5% |
| +31 |
| Added |
| 5 | Jpmorgan Chase & Co. | 14.4K | $4.65M | 3.2% | −182 | Reduced |
| 6 | Schwab Strategic Tr | 164.9K | $4.44M | 3.0% | −3.4K | Reduced |
| 7 | Schwab Strategic Tr | 153.0K | $4.01M | 2.7% | +3.0K | Added |
| 8 | Thermo Fisher Scientific Inc | 5.4K | $3.15M | 2.1% | 0 | Held |
| 9 | Amazon Com Inc | 13.5K | $3.12M | 2.1% | −243 | Reduced |
| 10 | Schwab Strategic Tr | 122.6K | $2.95M | 2.0% | −3.2K | Reduced |
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