— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

BANK OF HAWAII

Q4 2025 · Filed 2026-03-03
Market Value
$2.0B
+1.1%
Holdings
241
-2
New Purchases
11
Added To
62
Closed
17
Reduced
120
Top 10 Concentration
57.7%
Turnover
11.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VEA 11.64% 11.35% +0.29% $235M
GOOG 0.98% 0.71% +0.27% $20M
AAPL 2.24% 2.01% +0.23% $45M
VUG 8.38% 8.18% +0.20% $169M
AMZN 1.06% 0.91% +0.16% $21M
GOOGL 0.69% 0.54% +0.14% $14M
GEV 0.14% 0.00% +0.14% $3M
BND 1.03% 0.90% +0.12% $21M
QXO 0.22% 0.12% +0.11% $4M
ROKU 0.10% 0.00% +0.10% $2M
VTI 5.45% 5.36% +0.09% $110M
LLY 0.37% 0.29% +0.09% $8M
IVV 7.51% 7.44% +0.07% $152M
ISRG 0.07% 0.00% +0.07% $1M
CAT 0.32% 0.26% +0.06% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IJR 0.00% 0.25% -0.25% $0
VTV 4.76% 4.95% -0.19% $96M
RBLX 0.00% 0.17% -0.17% $0
VRT 0.02% 0.19% -0.17% $324K
V 0.41% 0.57% -0.16% $8M
HON 0.27% 0.41% -0.14% $5M
VST 0.07% 0.19% -0.12% $1M
NRG 0.04% 0.15% -0.12% $771K
JPM 0.48% 0.58% -0.09% $10M
ORCL 0.00% 0.09% -0.09% $0
MSFT 2.98% 3.06% -0.08% $60M
MLM 0.00% 0.08% -0.08% $0
PG 0.27% 0.34% -0.07% $5M
HOOD 0.16% 0.23% -0.07% $3M
SUB 0.80% 0.87% -0.07% $16M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $1.4B 66.9%
Large Cap 167 $656M 32.5%
Mid Cap 11 $13M 0.6%
Small Cap 2 $294K 0.0%

Portfolio Analytics

Avg Market Cap
$286.8B
Median Market Cap
$92.1B
Avg P/E
37.1
Median P/E
27.3
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
177
# ETFs / Funds
64

Top Holdings (241 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VEA 11.64% 3,763,436 $235M $62.47 $8M -21,360 -0.6%
2 VUG 8.38% 347,034 $169M $487.86 $6M +6,260 +1.8%
3 IVV 7.51% 221,533 $152M $684.94 $3M -705 -0.3%
4 SPY 6.69% 198,191 $135M $681.92 $3M -737 -0.4%
5 VTI 5.45% 328,228 $110M $335.27 $3M +1,974 +0.6%
6 IXUS 4.96% 1,183,625 $100M $84.64 $2M -5,023 -0.4%
7 VTV 4.76% 503,578 $96M $190.99 -$3M -27,300 -5.1%
8 MSFT 2.98% 124,299 $60M $483.62 -$1M +6,224 +5.3%
9 MCD 2.84% 187,475 $57M $305.63 $427K +333 +0.2%
10 IEFA 2.48% 560,049 $50M $89.46 $1M -25
11 VMBS 2.33% 998,548 $47M $47.08 $296K +3,754 +0.4%
12 AAPL 2.24% 166,346 $45M $271.86 $5M +8,580 +5.4%
13 VWO 1.95% 734,337 $39M $53.76 $192K +9,245 +1.3%
14 IWP 1.72% 253,786 $35M $136.94 $512K +13,340 +5.5%
15 NVDA 1.60% 173,584 $32M $186.50 -$785K -4,134 -2.3%
16 VYM 1.50% 211,693 $30M $143.52 $736K +1,363 +0.7%
17 VB 1.41% 110,201 $28M $257.95 $540K +534 +0.5%
18 VYMI 1.26% 282,995 $25M $90.00 $1M -5,489 -1.9%
19 AGG 1.23% 249,289 $25M $99.88 $84K +1,758 +0.7%
20 AMZN 1.06% 93,133 $21M $230.82 $3M +10,459 +12.7%
21 BND 1.03% 279,579 $21M $74.07 $3M +37,640 +15.6%
22 IEMG 1.01% 303,871 $20M $67.22 $323K -1,086 -0.4%
23 GOOG 0.98% 62,942 $20M $313.80 $6M +5,051 +8.7%
24 IUSB 0.94% 408,472 $19M $46.54 -$753K -14,644 -3.5%
25 SUB 0.80% 151,440 $16M $106.70 -$1M -11,001 -6.8%
26 META 0.73% 22,290 $15M $660.09 -$308K +1,835 +9.0%
27 GOOGL 0.69% 44,457 $14M $313.00 $3M -339 -0.8%
28 VTEB 0.61% 244,855 $12M $50.29 -$426K -9,575 -3.8%
29 VXUS 0.54% 143,577 $11M $75.44 $308K +321 +0.2%
30 AVGO 0.50% 28,927 $10M $346.10 $827K +1,087 +3.9%
31 JPM 0.48% 30,277 $10M $322.22 -$2M -6,192 -17.0%
32 WMT 0.41% 74,710 $8M $111.41 $543K -782 -1.0%
33 V 0.41% 23,394 $8M $350.71 -$3M -9,879 -29.7%
34 QQQ 0.40% 13,099 $8M $614.31 -$236K -697 -5.0%
35 JNJ 0.38% 36,747 $8M $206.95 $268K -2,824 -7.1%
36 LLY 0.37% 7,031 $8M $1,074.68 $2M -445 -6.0%
37 TSLA 0.37% 16,800 $8M $449.72 -$19K -232 -1.4%
38 ITOT 0.33% 45,065 $7M $148.69 -$166K -2,080 -4.4%
39 ABBV 0.33% 28,875 $7M $228.49 -$202K -494 -1.7%
40 CAT 0.32% 11,312 $6M $572.87 $1M +567 +5.3%
41 XOM 0.31% 52,614 $6M $120.34 $296K -914 -1.7%
42 IJH 0.31% 95,810 $6M $66.00 -$1M -16,615 -14.8%
43 VGLT 0.31% 113,095 $6M $55.80 $781K +15,849 +16.3%
44 BSV 0.30% 77,285 $6M $78.81 $262K +3,423 +4.6%
45 WDC 0.30% 34,651 $6M $172.27 $548K -10,503 -23.3%
46 SCZ 0.27% 71,135 $6M $77.53 -$3K -788 -1.1%
47 PG 0.27% 37,985 $5M $143.31 -$1M -6,411 -14.4%
48 HON 0.27% 27,621 $5M $195.09 -$3M -11,076 -28.6%
49 BRK-B 0.26% 10,568 $5M $502.65 -$1M -2,003 -15.9%
50 NFLX 0.26% 55,689 $5M $93.76 -$428K +50,977 +1081.8%
51 DVY 0.25% 35,616 $5M $141.14 -$5K +205 +0.6%
52 KO 0.25% 70,910 $5M $69.91 $209K -683 -0.9%
53 ALAB 0.24% 28,580 $5M $166.36 -$211K +3,221 +12.7%
54 QXO 0.22% 232,460 $4M $19.29 $2M +111,743 +92.6%
55 MRK 0.22% 41,960 $4M $105.26 -$9K -10,773 -20.4%
56 VIG 0.19% 17,489 $4M $219.78 $68K -7 -0.0%
57 SPTM 0.19% 46,529 $4M $82.50 $75K -132 -0.3%
58 NTRA 0.19% 16,697 $4M $229.09 $954K -1,138 -6.4%
59 GS 0.17% 3,898 $3M $879.00 $264K -73 -1.8%
60 TSM 0.17% 11,272 $3M $303.89 $149K -459 -3.9%
61 MA 0.17% 5,997 $3M $570.88 -$148K -282 -4.5%
62 HEI-A 0.17% 13,489 $3M $252.43 -$270K -974 -6.7%
63 MGK 0.17% 8,156 $3M $412.77 -$33K -291 -3.5%
64 CSCO 0.17% 43,656 $3M $77.03 $524K +2,171 +5.2%
65 ABT 0.16% 26,172 $3M $125.29 -$188K +283 +1.1%
66 HOOD 0.16% 28,132 $3M $113.10 -$1M -3,559 -11.2%
67 BOH 0.15% 42,922 $3M $68.37 -$1M -17,312 -28.7%
68 QCOM 0.14% 17,045 $3M $171.05 $932 -475 -2.7%
69 GEV 0.14% 4,379 $3M $653.57 +4,379 NEW
70 VOE 0.14% 16,084 $3M $177.37 $343K +1,707 +11.9%
71 BIV 0.14% 36,614 $3M $77.88 $73K +1,037 +2.9%
72 CVX 0.14% 18,039 $3M $152.41 -$159K -687 -3.7%
73 IVE 0.14% 12,929 $3M $212.07 $72K
74 MCK 0.13% 3,303 $3M $820.29 $58K -129 -3.8%
75 TMO 0.13% 4,608 $3M $579.45 $396K -81 -1.7%
76 BLV 0.13% 37,664 $3M $69.52 $118K +2,375 +6.7%
77 IWS 0.13% 18,414 $3M $141.05 $512K +3,483 +23.3%
78 IDV 0.13% 64,536 $3M $39.45 $187K
79 ITW 0.12% 10,227 $3M $246.30 -$158K -39 -0.4%
80 EEM 0.12% 44,723 $2M $54.71 $59K
81 BNDX 0.12% 50,291 $2M $48.32 $6K +1,277 +2.6%
82 EFA 0.12% 24,693 $2M $96.03 $66K
83 C 0.11% 19,712 $2M $116.69 $151K -1,464 -6.9%
84 MGV 0.11% 15,531 $2M $141.16 -$40K -675 -4.2%
85 NEE 0.11% 26,445 $2M $80.28 $117K -124 -0.5%
86 HD 0.10% 6,039 $2M $344.10 -$465K -236 -3.8%
87 COP 0.10% 22,060 $2M $93.61 -$81K -625 -2.8%
88 SPGI 0.10% 3,942 $2M $522.59 $93K -99 -2.5%
89 PM 0.10% 12,594 $2M $160.40 -$116K -573 -4.3%
90 APH 0.10% 14,924 $2M $135.14 $170K
91 AMD 0.10% 9,405 $2M $214.16 $492K -6 -0.1%
92 UNP 0.10% 8,687 $2M $231.32 -$127K -351 -3.9%
93 ROKU 0.10% 18,496 $2M $108.49 +18,496 NEW
94 BSX 0.09% 19,805 $2M $95.35 -$56K -111 -0.6%
95 AXP 0.09% 4,936 $2M $369.95 $152K -104 -2.1%
96 ADP 0.09% 7,058 $2M $257.23 -$249K +23 +0.3%
97 SCHW 0.09% 18,166 $2M $99.91 $81K
98 RKT 0.09% 92,777 $2M $19.36 $903K +46,672 +101.2%
99 CEG 0.09% 4,925 $2M $353.27 -$930K -3,187 -39.3%
100 MDB 0.08% 4,012 $2M $419.69 $461K +72 +1.8%

New Positions

SymbolValue% Port
GEV $3M 0.14%
ROKU $2M 0.10%
ISRG $1M 0.07%
ARWR $1M 0.06%
BIIB $1M 0.06%
FIGR $1M 0.05%
COGT $929K 0.05%
U $872K 0.04%
DD $419K 0.02%
SOLS $241K 0.01%
NKE $223K 0.01%

Sold Out Positions

SymbolValue% Port
XLV —%
PINS —%
MLM —%
BA —%
TKO —%
EVGO —%
MELI —%
UAL —%
LMT —%
XLF —%
ZS —%
IJR —%
XLB —%
ORCL —%
RBLX —%
View SEC EDGAR Filings for BANK OF HAWAII →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms