First Hawaiian Bank
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$715M
Holdings
85
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: New position (109.8k shares)
33.2%
02
$IEFA
ISHARES TR
Q4 2025: Exited (was 1.75M shares)
11.7%
03
$VYMI
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 426.3k shares)
4.1%
04
$IVW
ISHARES TR
Q4 2025: Exited (was 305.3k shares)
3.5%
05
$AGG
ISHARES TR
Q4 2025: Exited (was 442.7k shares)
3.3%
06
$VXF
VANGUARD INDEX FDS
Q4 2025: Exited (was 181.7k shares)
3.2%
07
$VYM
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 266.5k shares)
3.2%
08
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 610.4k shares)
3.1%
09
$IVE
ISHARES TR
Q4 2025: Exited (was 201.5k shares)
2.5%
10
$VV
VANGUARD INDEX FDS
Q4 2025: Exited (was 87.1k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:48 UTC.