Blom & Howell Financial Planning, Inc. reported 28 positions worth $15.51M for the quarter ended Jun 30, 2026, up 30.3% on the prior quarter. It opened 3 new positions, added to 4, trimmed 19 and exited 0. Its largest holding is Advanced Micro Devices Inc at 15.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNH Unitedhealth Group Inc | +549 | – | $228.18K | 1.47% |
| AMAT Applied Materials Inc | +299 | – | $216.18K | 1.39% |
| MTB M&T Bank Corp | +841 | – | $200.17K | 1.29% |
| BRK-B Berkshire Hathaway Inc | +98 | +16.2% | $49.04K | 2.26% |
| AAPL Apple Inc. | +14 | +0.5% | $4.05K | 5.39% |
| CVX Chevron Corp | +21 | +0.8% | $3.48K | 3.01% |
| TSLA Tesla, Inc. | +5 | +0.4% | $2.10K | 3.16% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -57 | -1.3% | $33.11K | 15.62% |
| CSCO Cisco Systems, Inc. | -98 | -2.0% | $11.51K | 3.66% |
| COST Costco Wholesale Corp | -11 | -0.8% | $10.29K | 8.38% |
| JNJ Johnson & Johnson | -27 | -0.5% | $6.86K | 8.07% |
| DELL Dell Technologies Inc. | -15 | -0.8% | $6.47K | 5.05% |
| PEG Public Service Enterprise Group Inc | -75 | -2.0% | $6.09K | 1.94% |
| O Realty Income Corp | -98 | -1.7% | $6.07K | 2.3% |
| GLW Corning Inc | -23 | -1.1% | $5.87K | 3.44% |
| VICI Vici Properties Inc. | -185 | -2.3% | $4.91K | 1.34% |
| AMZN Amazon Com Inc | -14 | -0.6% | $3.34K | 3.84% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD Advanced Micro Devices Inc | Technology | 4,172 | $2.42M | 15.62% | -57 | -1.3% | Reduced | 0% |
| 2 | COST Costco Wholesale Corp | Consumer Staples | 1,389 | $1.30M | 8.38% | -11 | -0.8% | Reduced | 0% |
| 3 | JNJ Johnson & Johnson | Healthcare | 4,931 | $1.25M | 8.07% | -27 | -0.5% | Reduced | 0% |
| 4 | AAPL Apple Inc. | Technology | 2,891 | $836.42K | 5.39% | +14 | +0.5% | Added | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 2,169 | $819.35K | 5.28% | -7 | -0.3% | Reduced | 0% |
| 6 | DELL Dell Technologies Inc. | Technology | 1,815 | $783.10K | 5.05% | -15 | -0.8% | Reduced | 0% |
| 7 | ASML Asml Holding Nv | Technology | 344 | $684.37K | 4.41% | 0 | 0.0% | Unchanged | 0% |
| 8 | MSFT Microsoft Corp | Technology | 1,642 | $612.47K | 3.95% | -2 | -0.1% | Reduced | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 2,501 | $596.09K | 3.84% | -14 | -0.6% | Reduced | 0% |
| 10 | CSCO Cisco Systems, Inc. | Technology | 4,828 | $567.11K | 3.66% | -98 | -2.0% | Reduced | 0% |
| 11 | GLW Corning Inc | Basic Materials | 2,092 | $534.36K | 3.44% | -23 | -1.1% | Reduced | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 1,164 | $489.58K | 3.16% | +5 | +0.4% | Added | 0% |
| 13 | CVX Chevron Corp | Energy | 2,814 | $466.52K | 3.01% | +21 | +0.8% | Added | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 3,962 | $448.75K | 2.89% | -22 | -0.6% | Reduced | 0% |
| 15 | GOOGL Alphabet Inc. | Technology | 1,119 | $399.90K | 2.58% | -2 | -0.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Blom & Howell Financial Planning.
As of its Q2 2026 13F filing, Blom & Howell Financial Planning, Inc.’s five largest positions were Advanced Micro Devices Inc (AMD) at 15.6%, Costco Wholesale Corp (COST) at 8.4%, Johnson & Johnson (JNJ) at 8.1%, Apple Inc. (AAPL) at 5.4%, Broadcom Inc. (AVGO) at 5.3% of the reported portfolio.
Blom & Howell Financial Planning, Inc. reported a 13F portfolio worth $15.51M across 28 positions for Q2 2026. That is up 30.3% from the previous quarter.
Its largest purchases by value were Unitedhealth Group Inc ($228.18K), Applied Materials Inc ($216.18K), M&T Bank Corp ($200.17K). It opened 3 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($33.11K), Cisco Systems, Inc. ($11.51K), Costco Wholesale Corp ($10.29K). It exited 0 positions entirely.
From the Form 13F-HR reports Blom & Howell Financial Planning, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.