Financial Planning Hawaii, Inc.
Sector Allocation
- Other40.9%$75.6M
- Technology27.7%$51.2M
- Financials9.5%$17.5M
- Industrials6.1%$11.3M
- Healthcare5.3%$9.8M
- Consumer Discretionary3.8%$7.1M
- Consumer Staples2.8%$5.2M
- Energy2.0%$3.7M
- Communication Services0.7%$1.4M
- Utilities0.5%$937,381
AUM History
13fpro.ai/research/fund/financial-planning-hawaii-inc-2105146
Conviction and streaks
Concentrating · top 10 = 43.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$20.2M- VANGUARD$11.0M
- VANGUARD$10.3M
MSFT
$10.0M- VANGUARD$9.3M
GOOG
$3.9MIVZ
$3.9M- VANGUARD$3.8M
- VANGUARD$3.5M
- SPDR$3.5M
GOOGL
$3.3MJNJ
$3.0M- VANGUARD$2.9M
CSCO
$2.9MABBV
$2.8MNVDA
$2.8MGLDM
$2.7MAMZN
$2.7M- VANGUARD$2.7M
- SELECT$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/financial-planning-hawaii-inc-2105146
Financial Planning Hawaii, Inc. 13F holdings — Q3 2026
$184.7M portfolio (-1.0% QoQ) · 127 holdings · Q3 2026 13F · top 10 are 43% of the stock portfolio
$20.2M
10.9% of stocks
-3%This quarter+0.8%Since filed4+ qtrsHeld- 2
VANGUARD INDEX FDS - MRNGSTR TTL STK
$11.0M
6.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$10.3M
5.6% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $10.0M
5.4% of stocks
-5%This quarter-2.0%Since filed4+ qtrsHeld- 5
VANGUARD INDEX FDS - S&P 500 ETF SHS
$9.3M
5.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $3.9M
2.1% of stocks
+2%This quarter-10.1%Since filed4+ qtrsHeld$3.9M
2.1% of stocks
+1%This quarter-1.4%Since filed4+ qtrsHeld- 8
VANGUARD INDEX FDS - MRNGSTR MID CAP
$3.8M
2.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD STAR FDS - VG TL INTL STK F
$3.5M
1.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR SP DIV
$3.5M
1.9% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $20.2M | 10.9% | -3% | +0.8% | 4+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $11.0M | 6.0% | +7% | — | — | — | — | |
| 3 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $10.3M | 5.6% | -3% | — | — | — | — | |
| 4 | $10.0M | 5.4% | -5% | -2.0% | 4+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $9.3M | 5.0% | +3% | — | — | — | — | |
| 6 | $3.9M | 2.1% | +2% | -10.1% | 4+ qtrsAdded 2 qtrs in a row | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $3.9M | 2.1% | +1% | -1.4% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $3.8M | 2.0% | +5% | — | — | — | — | |
| 9 | VANGUARD STAR FDS - VG TL INTL STK F | $3.5M | 1.9% | +2% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR SP DIV | $3.5M | 1.9% | -4% | — | — | — | — |
All holdings — Financial Planning Hawaii, Inc. (Q3 2026)
127 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $3.3M | 1.8% | 9,487 | -12% | 4+ qtrs | 77.7 | 13F | |
| 12 | JOHNSON & JOHNSON | Healthcare | $3.0M | 1.6% | 11K | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $2.9M | 1.6% | 19K | -3% | — | — | 13F |
| 14 | CISCO SYSTEMS, INC. | Technology | $2.9M | 1.6% | 27K | -8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AbbVie Inc. | Healthcare | $2.8M | 1.5% | 11K | -10% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NVIDIA CORP | Technology | $2.8M | 1.5% | 12K | +8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | World Gold Trustetf/fund | Financials | $2.7M | 1.5% | 33K | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $2.7M | 1.5% | 11K | -3% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $2.7M | 1.4% | 38K | +5% | — | — | 13F |
| 20 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETFetf/fund | — | $2.6M | 1.4% | 66K | -3% | — | — | 13F |
| 21 | AMGEN INC | Healthcare | $2.5M | 1.4% | 5,995 | -7% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $2.5M | 1.4% | 25K | +4% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $2.4M | 1.3% | 8,441 | +6% | — | — | 13F |
| 24 | CHEVRON CORP | Energy | $2.2M | 1.2% | 11K | -2% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ROSS STORES, INC. | Consumer Discretionary | $2.1M | 1.1% | 8,841 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.9M | 1.0% | 2,592 | -9% | |||
| 27 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.9M | 1.0% | 3,726 | -7% | |||
| 28 | — | PIMCO ETF TR - MULTISECTOR BD | — | $1.8M | 1.0% | 70K | -0.0% | |||
| 29 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $1.7M | 0.9% | 54K | +13% | |||
| 30 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.7M | 0.9% | 12K | -14% | |||
| 31 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.6M | 0.9% | 11K | -2% | |||
| 32 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $1.6M | 0.8% | 31K | +2% | |||
| 33 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $1.5M | 0.8% | 14K | -3% | |||
| 34 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.5M | 0.8% | 4,220 | -0.6% | |||
| 35 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $1.5M | 0.8% | 16K | +3% | |||
| 36 | $JPM | JPMORGAN CHASE & CO | Financials | $1.4M | 0.8% | 4,176 | -15% | |||
| 37 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.7% | 7,984 | -2% | |||
| 38 | $CMI | CUMMINS INC | Industrials | $1.3M | 0.7% | 2,490 | -10% | |||
| 39 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.3M | 0.7% | 1,671 | -7% | |||
| 40 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.2M | 0.7% | 4,798 | -4% | |||
| 41 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.2M | 0.7% | 3,654 | -2% | |||
| 42 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.6% | 11K | +5% | |||
| 43 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.1M | 0.6% | 34K | +17% | |||
| 44 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.6% | 3,151 | +3% | |||
| 45 | — | ISHARES TR - EXPND TEC SC ETF | — | $1.0M | 0.6% | 6,012 | — | |||
| 46 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $971K | 0.5% | 21K | -21% | |||
| 47 | $RTX | RTX Corp | Industrials | $885K | 0.5% | 4,768 | -7% | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $882K | 0.5% | 1,216 | — | |||
| 49 | $AXP | AMERICAN EXPRESS CO | Financials | $838K | 0.5% | 2,754 | +2% | |||
| 50 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $806K | 0.4% | 5,279 | -7% | |||
| 51 | $GLD | SPDR GOLD TRUST | Financials | $802K | 0.4% | 2,105 | — | |||
| 52 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.4% | 1 | — | |||
| 53 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $744K | 0.4% | 1,462 | -8% | |||
| 54 | $KR | KROGER CO | Consumer Staples | $701K | 0.4% | 12K | -6% | |||
| 55 | $V | VISA INC. | Financials | $698K | 0.4% | 1,943 | -1% | |||
| 56 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $683K | 0.4% | 2,209 | — | |||
| 57 | $LLY | ELI LILLY & Co | Healthcare | $660K | 0.4% | 570 | +1% | |||
| 58 | $AFL | AFLAC INC | Financials | $658K | 0.4% | 5,885 | -12% | |||
| 59 | $ED | CONSOLIDATED EDISON INC | Utilities | $651K | 0.3% | 6,373 | +2% | |||
| 60 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $650K | 0.3% | 1,345 | -8% | |||
| 61 | $PH | Parker-Hannifin Corp | Industrials | $650K | 0.3% | 680 | +0.7% | |||
| 62 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $637K | 0.3% | 1,280 | -11% | |||
| 63 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $630K | 0.3% | 9,350 | — | |||
| 64 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $600K | 0.3% | 2,727 | -3% | |||
| 65 | $MRK | Merck & Co., Inc. | Healthcare | $599K | 0.3% | 4,121 | -25% | |||
| 66 | $HUBB | HUBBELL INC | Technology | $593K | 0.3% | 1,308 | +12% | |||
| 67 | $TSLA | Tesla, Inc. | Consumer Discretionary | $583K | 0.3% | 1,643 | +0.7% | |||
| 68 | $CRM | Salesforce, Inc. | Technology | $582K | 0.3% | 2,537 | — | |||
| 69 | $QCOM | QUALCOMM INC/DE | Technology | $551K | 0.3% | 2,995 | -5% | |||
| 70 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $542K | 0.3% | 595 | -24% | |||
| 71 | — | ISHARES TR - CORE S&P US GWT | — | $540K | 0.3% | 2,785 | — | |||
| 72 | $SNA | Snap-on Inc | Industrials | $517K | 0.3% | 1,423 | -30% | |||
| 73 | $DE | DEERE & CO | Industrials | $512K | 0.3% | 763 | -36% | |||
| 74 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $504K | 0.3% | 3,126 | +29% | |||
| 75 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $487K | 0.3% | 3,684 | -7% | |||
| 76 | — | ISHARES TR - CORE S&P MCP ETF | — | $476K | 0.3% | 6,613 | — | |||
| 77 | $ASML | ASML HOLDING NV | Technology | $460K | 0.3% | 254 | +18% | |||
| 78 | $BHB | BAR HARBOR BANKSHARES | Financials | $446K | 0.2% | 12K | -3% | |||
| 79 | — | ISHARES TR - CORE S&P US VLU | — | $437K | 0.2% | 3,966 | — | |||
| 80 | — | ISHARES TR - ESG OPTIMIZED | — | $436K | 0.2% | 2,803 | — | |||
| 81 | $INTU | INTUIT INC. | Technology | $431K | 0.2% | 1,564 | +32% | |||
| 82 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $430K | 0.2% | 942 | +31% | |||
| 83 | $PSA | Public Storage | Real Estate | $419K | 0.2% | 1,480 | — | |||
| 84 | $NFLX | NETFLIX INC | Communication Services | $395K | 0.2% | 5,682 | +1% | |||
| 85 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $393K | 0.2% | 2,487 | +11% | |||
| 86 | $DCI | DONALDSON Co INC | Industrials | $392K | 0.2% | 4,505 | +26% | |||
| 87 | $CAT | CATERPILLAR INC | Industrials | $385K | 0.2% | 475 | -26% | |||
| 88 | $ADBE | ADOBE INC. | Technology | $384K | 0.2% | 1,600 | — | |||
| 89 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $358K | 0.2% | 207 | — | |||
| 90 | $EMR | EMERSON ELECTRIC CO | Industrials | $356K | 0.2% | 2,298 | -8% | |||
| 91 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | — | $355K | 0.2% | 2,570 | — | |||
| 92 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $351K | 0.2% | 4,034 | +7% | |||
| 93 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $350K | 0.2% | 572 | — | |||
| 94 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $346K | 0.2% | 1,460 | -22% | |||
| 95 | — | ISHARES TR - CORE MSCI EAFE | — | $344K | 0.2% | 3,555 | — | |||
| 96 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $338K | 0.2% | 4,544 | +0.1% | |||
| 97 | — | ISHARES TR - ESG MSCI KLD ETF | — | $326K | 0.2% | 2,232 | — | |||
| 98 | $MA | Mastercard Inc | Financials | $320K | 0.2% | 581 | +5% | |||
| 99 | $CSX | CSX CORP | Industrials | $320K | 0.2% | 6,880 | -16% | |||
| 100 | $MCD | MCDONALDS CORP | Consumer Discretionary | $316K | 0.2% | 1,369 | — | |||
| 101 | $SEIC | SEI INVESTMENTS CO | Financials | $309K | 0.2% | 3,010 | +11% | |||
| 102 | $BLK | BlackRock, Inc. | Financials | $306K | 0.2% | 289 | +6% | |||
| 103 | $PEP | PEPSICO INC | Consumer Staples | $297K | 0.2% | 2,344 | -9% | |||
| 104 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $293K | 0.2% | 3,533 | — | |||
| 105 | $BANR | BANNER CORP | Financials | $291K | 0.2% | 4,349 | — | |||
| 106 | $BBT | Beacon Financial Corp | Financials | $291K | 0.2% | 10K | — | |||
| 107 | $AGNC | AGNC Investment Corp. | Real Estate | $290K | 0.2% | 32K | New | |||
| 108 | $SO | SOUTHERN CO | Utilities | $286K | 0.1% | 3,450 | +12% | |||
| 109 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $281K | 0.1% | 3,295 | — | |||
| 110 | $SHOP | SHOPIFY INC. | Technology | $281K | 0.1% | 1,896 | -29% | |||
| 111 | — | RBB FD INC - F/M US TREASURY | — | $281K | 0.1% | 5,639 | New | |||
| 112 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $272K | 0.1% | 2,165 | -25% | |||
| 113 | $GLW | CORNING INC /NY | Materials | $270K | 0.1% | 1,755 | -14% | |||
| 114 | $PCAR | PACCAR INC | Industrials | $264K | 0.1% | 2,400 | — | |||
| 115 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $260K | 0.1% | 2,886 | — | |||
| 116 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $255K | 0.1% | 1,980 | — | |||
| 117 | $MU | MICRON TECHNOLOGY INC | Technology | $255K | 0.1% | 239 | +3% | |||
| 118 | $CTBI | COMMUNITY TRUST BANCORP INC /KY/ | Financials | $252K | 0.1% | 3,400 | -0.1% | |||
| 119 | $MRVL | Marvell Technology, Inc. | Technology | $248K | 0.1% | 937 | — | |||
| 120 | $ABT | ABBOTT LABORATORIES | Healthcare | $244K | 0.1% | 2,467 | -11% | |||
| 121 | — | DBX ETF TR - XTRACKERS S&P | — | $241K | 0.1% | 8,449 | New | |||
| 122 | $CBOE | Cboe Global Markets, Inc. | Financials | $233K | 0.1% | 847 | -8% | |||
| 123 | — | ISHARES TR - SP SMCP600VL ETF | — | $220K | 0.1% | 1,718 | +3% | |||
| 124 | $PSX | Phillips 66 | Energy | $220K | 0.1% | 861 | New | |||
| 125 | $COR | Cencora, Inc. | Consumer Staples | $216K | 0.1% | 721 | New | |||
| 126 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $208K | 0.1% | 899 | New | |||
| 127 | $UNP | UNION PACIFIC CORP | Industrials | $203K | 0.1% | 746 | -20% |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 37 added to, 55 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$AGNCAGNC Investment Corp.$290K
first bought this quarter
- RBB FD INC - F/M US TREASURY$281K
first bought this quarter
- DBX ETF TR - XTRACKERS S&P$241K
first bought this quarter
$PSXPhillips 66$220K
first bought this quarter
$CORCencora, Inc.$216K
first bought this quarter
- VANGUARD INDEX FDS - MRNGSTR SML CP V$208K
first bought this quarter
Added to (37)
- VANGUARD INDEX FDS - MRNGSTR TTL STK+7%
now $11.0M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+3%
now $9.3M
now $2.8M · held 4+ qtrs
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+13%
now $1.7M
- VANGUARD INDEX FDS - MRNGSTR MID CAP+5%
now $3.8M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+17%
now $1.1M
+31 more in the Excel export
Trimmed (55)
now $20.2M · held 4+ qtrs
now $10.0M · held 4+ qtrs
now $3.3M · held 4+ qtrs
now $2.8M · held 4+ qtrs, 3 trims in a row
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF-3%
now $10.3M
$DEDEERE & CO-36%
now $512K · held 4+ qtrs, 2 trims in a row
+49 more in the Excel export
Holdings by quarter
Every 13F Financial Planning Hawaii, Inc. has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Financial Planning Hawaii?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Financial Planning Hawaii's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Financial Planning Hawaii, Inc. disclosed 127 positions worth $184.7M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 10.9% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 13 — including a new stake in $AGNC and a full exit from $NBTB. The portfolio is most concentrated in Other (40.9% of disclosed assets). All figures are sourced directly from Financial Planning Hawaii, Inc.’s Form 13F-HR filing with the SEC under CIK 2105146.
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AI-Powered Hedge Fund Analysis: Financial Planning Hawaii, Inc.
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Every holding in Financial Planning Hawaii, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.