CADINHA & CO LLC
CIK: 0000923469SEC EDGAR →
Portfolio Value
$648.2M
Holdings
103
As of
Q4 2025
New Positions
103
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc Cap Stock Cl A | 142,121 | $44.5M | 6.86% |
| 2 | iShares Gold Trust | 526,701 | $42.8M | 6.60% |
| 3 | Berkshire Hathaway Inc Cl B | 77,088 | $38.7M | 5.98% |
| 4 | Microsoft Corp | 74,073 | $35.8M | 5.53% |
| 5 | Intuitive Surgical Inc | 61,953 | $35.1M | 5.41% |
| 6 | Costco Wholesale Corp | 38,503 | $33.2M | 5.12% |
| 7 | iShares S&P 500 Index | 44,435 | $30.4M | 4.70% |
| 8 | SPDR DJIA Avg ETF | 57,315 | $27.5M | 4.25% |
| 9 | Wal-Mart Stores Inc | 244,971 | $27.3M | 4.21% |
| 10 | NVIDIA Corp | 145,265 | $27.1M | 4.18% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (103)
$44.5M · 142K shares
$42.8M · 527K shares
$38.7M · 77K shares
$35.8M · 74K shares
$35.1M · 62K shares
$33.2M · 39K shares
$30.4M · 44K shares
$27.5M · 57K shares
$27.3M · 245K shares
$27.1M · 145K shares
$26.5M · 252K shares
$23.6M · 128K shares
$21.9M · 106K shares
$18.2M · 79K shares
$18.2M · 215K shares
$16.6M · 52K shares
$16.5M · 307K shares
$16.1M · 134K shares
$15.1M · 49K shares
$14.8M · 126K shares
$14.4M · 25K shares
$9.9M · 15K shares
$7.9M · 13K shares
$6.1M · 6K shares
$5.6M · 21K shares
$5.3M · 30K shares
$3.4M · 15K shares
$3.1M · 5K shares
$2.8M · 18K shares
$2.6M · 11K shares
$2.5M · 28K shares
$2.2M · 24K shares
$2.1M · 6K shares
$1.9M · 11K shares
$1.9M · 14K shares
$1.9M · 25K shares
$1.9M · 6K shares
$1.7M · 2K shares
$1.7M · 5K shares
$1.7M · 25K shares
$1.6M · 13K shares
$1.5M · 2 shares
$1.4M · 12K shares
$1.4M · 11K shares
$1.3M · 4K shares
$1.3M · 3K shares
$1.3M · 6K shares
$1.3M · 7K shares
$1.3M · 10K shares
$1.3M · 2K shares
$1.3M · 4K shares
$1.2M · 6K shares
$1.1M · 3K shares
$1.1M · 1K shares
$1.0M · 2K shares
$915K · 13K shares
$867K · 4K shares
$811K · 22K shares
$761K · 19K shares
$756K · 17K shares
$634K · 4K shares
$620K · 3K shares
$592K · 26K shares
$567K · 2K shares
$555K · 6K shares
$547K · 2K shares
$480K · 4K shares
$457K · 3K shares
$452K · 1K shares
$412K · 3K shares
$398K · 2K shares
$393K · 6K shares
$375K · 2K shares
$370K · 561 shares
$333K · 1K shares
$327K · 5K shares
$312K · 13K shares
$311K · 2K shares
$306K · 871 shares
$294K · 4K shares
$292K · 4K shares
$289K · 730 shares
$288K · 920 shares
$286K · 4K shares
$276K · 485 shares
$269K · 2K shares
$264K · 3K shares
$262K · 5K shares
$256K · 3K shares
$249K · 7K shares
$243K · 20K shares
$243K · 2K shares
$237K · 8K shares
$237K · 490 shares
$232K · 2K shares
$231K · 3K shares
$225K · 359 shares
$220K · 596 shares
$214K · 285 shares
$212K · 353 shares
$210K · 800 shares
$209K · 400 shares
$201K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $133.9M | 20.7% |
| Healthcare | 10 | $96.6M | 14.9% |
| Unknown | 6 | $91.8M | 14.2% |
| Technology | 13 | $81.4M | 12.6% |
| Industrials | 16 | $66.1M | 10.2% |
| Consumer Defensive | 7 | $63.0M | 9.7% |
| Communication Services | 3 | $45.1M | 7.0% |
| Utilities | 4 | $25.2M | 3.9% |
| Consumer Cyclical | 3 | $21.2M | 3.3% |
| Energy | 4 | $20.0M | 3.1% |
| Basic Materials | 4 | $3.8M | 0.6% |