Blom & Howell Financial Planning, Inc.
Long book
$101.8M
Q1 2026
Positions
61
Top-10 weight
65%
concentration
Last quarter
-1.3%
SPY -4.4%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsBlom & Howell Financial Planning, Inc. is an institutional manager, running a $101.8M US long book across 61 positions.
The portfolio is concentrated: the top 10 names carry 65% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD ULTRA SHORT BOND ET, SCHWAB US LARGE-CAP GROWTH, JPMORGAN ULTRA-SHORT INCOME, CAP GROUP DIVIDEND VALUE, VANGUARD DIVIDEND APPREC ETF.
Sector allocation
Technology 34%
Consumer discretionary 26%
Industrials 14%
Healthcare 13%
Energy 7%
Utilities 3%
Financials 3%
Long book by quarter
What does Blom & own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.4K | $1.4M | 1.4% | -0.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 5.0K | $1.2M | 1.2% | +0.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 4.2K | $860K | 0.8% | -1.7% |
| AAPL APPLE INC | Technology | 2.9K | $730K | 0.7% | -2.6% |
| AVGO BROADCOM INC | Technology | 2.2K | $674K | 0.7% | -3.3% |
| MSFT MICROSOFT CORP | Technology | 1.6K | $609K | 0.6% | -2.3% |
| CVX CHEVRON CORP | Energy | 2.8K | $578K | 0.6% | -2.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.5K | $524K | 0.5% | -25.4% |
| WMT WALMART INC | Consumer discretionary | 4.0K | $495K | 0.5% | -6.2% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 344 | $454K | 0.4% | -3.4% |
| TSLA TESLA INC | Industrials | 1.2K | $431K | 0.4% | -1.1% |
| CSCO CISCO SYSTEMS INC | Technology | 4.9K | $382K | 0.4% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.1K | $322K | 0.3% | -29.8% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 680 | $313K | 0.3% | -9.6% |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 3.8K | $306K | 0.3% | Held |
| DELL DELL TECHNOLOGIES -C | Technology | 1.8K | $300K | 0.3% | -1.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 604 | $289K | 0.3% | -0.2% |
| GLW CORNING INC | Industrials | 2.1K | $288K | 0.3% | -12.8% |
| TJX TJX COMPANIES INC | Consumer discretionary | 1.7K | $269K | 0.3% | -14.7% |
| XOM EXXON MOBIL CORP | Energy | 1.5K | $250K | 0.2% | New |
| RTX RTX CORP | Industrials | 1.1K | $219K | 0.2% | -1.4% |
| CMI CUMMINS INC | Industrials | 400 | $215K | 0.2% | +0.5% |
| ORLY O'REILLY AUTOMOTIVE INC | Consumer discretionary | 2.3K | $215K | 0.2% | +0.8% |