Cadinha & Co LLC Top Holdings and 13F Report (2025) About Cadinha & Co LLCInvestment ActivityCadinha & Co LLC has $602.80 million in total holdings as of December 31, 2024.Cadinha & Co LLC owns shares of 100 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 30.77% of the portfolio was purchased this quarter.About 25.56% of the portfolio was sold this quarter.This quarter, Cadinha & Co LLC has purchased 100 new stocks and bought additional shares in 38 stocks.Cadinha & Co LLC sold shares of 41 stocks and completely divested from 6 stocks this quarter.Largest Holdings Costco Wholesale $36,186,423Berkshire Hathaway $35,851,275Intuitive Surgical $33,897,648Alphabet $31,543,461JPMorgan Chase & Co. $29,765,510 Largest New Holdings this Quarter JPMorgan Chase & Co. $29,765,510 HoldingThe Goldman Sachs Group $18,458,630 HoldingCisco Systems $13,885,597 HoldingCaterpillar $11,083,500 HoldingAdvanced Micro Devices $1,071,528 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 124,173 shares (about $29.77M)The Goldman Sachs Group 32,235 shares (about $18.46M)Walmart 202,558 shares (about $18.30M)Amazon.com 83,246 shares (about $18.26M)Fiserv 80,651 shares (about $16.57M) Largest Sales this Quarter iShares Gold Trust 587,687 shares (about $29.10M)Cameco 400,686 shares (about $20.59M)Check Point Software Technologies 99,842 shares (about $18.64M)Agnico Eagle Mines 206,535 shares (about $16.15M)Wheaton Precious Metals 268,621 shares (about $15.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCadinha & Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOSTCostco Wholesale$36,186,423$143,855 ▲0.4%39,4936.0%Retail/WholesaleBRK.BBerkshire Hathaway$35,851,275$169,073 ▲0.5%79,0935.9%FinanceISRGIntuitive Surgical$33,897,648$3,549,328 ▲11.7%64,9435.6%MedicalGOOGLAlphabet$31,543,461$7,072,632 ▲28.9%166,6325.2%Computer and TechnologyJPMJPMorgan Chase & Co.$29,765,510$29,765,510 ▲New Holding124,1734.9%FinanceIVViShares Core S&P 500 ETF$28,082,949$4,557,556 ▲19.4%47,7054.7%ETFHDHome Depot$27,189,127$8,887,220 ▲48.6%69,8974.5%Retail/WholesaleMCDMcDonald's$26,176,277$11,249,216 ▲75.4%90,2974.3%Retail/WholesaleCWCurtiss-Wright$24,500,755$85,524 ▼-0.3%69,0414.1%AerospaceMSFTMicrosoft$22,560,264$155,111 ▲0.7%53,5243.7%Computer and TechnologyNVDANVIDIA$22,224,921$4,699,223 ▲26.8%165,4993.7%Computer and TechnologyAMZNAmazon.com$20,681,895$18,263,340 ▲755.1%94,2703.4%Retail/WholesaleWMTWalmart$19,561,681$18,301,118 ▲1,451.8%216,5103.2%Retail/WholesaleHUBBHubbell$19,241,231$115,613 ▲0.6%45,9343.2%Industrial ProductsFIFiserv$18,643,508$16,567,328 ▲798.0%90,7583.1%Business ServicesGSThe Goldman Sachs Group$18,458,630$18,458,630 ▲New Holding32,2353.1%FinanceJNJJohnson & Johnson$18,077,175$263,931 ▲1.5%124,9983.0%MedicalFCXFreeport-McMoRan$17,673,756$213,438 ▼-1.2%464,1222.9%Basic MaterialsPalantir Technologies Inc Cl A$17,377,051$9,388,027 ▲117.5%229,7642.9%COMXOMExxon Mobil$15,163,580$360,789 ▲2.4%140,9652.5%Oils/EnergyLLYEli Lilly and Company$14,559,920$81,060 ▼-0.6%18,8602.4%MedicalCSCOCisco Systems$13,885,597$13,885,597 ▲New Holding234,5542.3%Computer and TechnologyCATCaterpillar$11,083,500$11,083,500 ▲New Holding30,5531.8%Industrial ProductsBWXTBWX Technologies$7,166,915$5,907,879 ▲469.2%64,3411.2%Computer and TechnologyAAPLApple$5,534,156$156,766 ▼-2.8%22,0990.9%Computer and TechnologyIAUiShares Gold Trust$4,301,528$29,096,385 ▼-87.1%86,8820.7%FinanceUNPUnion Pacific$3,548,758$684 ▼0.0%15,5620.6%TransportationSPYSPDR S&P 500 ETF Trust$2,844,832$75,018 ▲2.7%4,8540.5%FinanceCVXChevron$2,450,548$113,699 ▼-4.4%16,9190.4%Oils/EnergyMRKMerck & Co., Inc.$2,172,484$12,886,079 ▼-85.6%21,8380.4%MedicalGWWW.W. Grainger$2,151,426$332,043 ▼-13.4%2,0410.4%Industrial ProductsVVisa$2,074,171$156,756 ▼-7.0%6,5630.3%Business ServicesCHKPCheck Point Software Technologies$2,059,861$18,640,500 ▼-90.0%11,0330.3%Computer and TechnologyABBVAbbVie$2,030,222$28,610 ▼-1.4%11,4250.3%MedicalAEMAgnico Eagle Mines$2,016,487$16,153,091 ▼-88.9%25,7830.3%Basic MaterialsIJRiShares Core S&P Small-Cap ETF$1,853,198$464,336 ▲33.4%16,0840.3%ETFWFCWells Fargo & Company$1,752,769$26,832 ▲1.6%24,9540.3%FinanceIJHiShares Core S&P Mid-Cap ETF$1,740,007$2,804 ▲0.2%27,9250.3%ETFCSWICSW Industrials$1,511,042$229,320 ▼-13.2%4,2830.3%Basic MaterialsBRK.ABerkshire Hathaway$1,361,8400.0%20.2%FinanceAMGNAmgen$1,359,759$2,085 ▲0.2%5,2170.2%MedicalQQQInvesco QQQ$1,339,869$513,761 ▼-27.7%2,6210.2%FinanceIVWiShares S&P 500 Growth ETF$1,288,416$3,554 ▲0.3%12,6900.2%ETFWPMWheaton Precious Metals$1,261,744$15,107,240 ▼-92.3%22,4350.2%Basic MaterialsVTIVanguard Total Stock Market ETF$1,201,029$30,431 ▼-2.5%4,1440.2%ETFADBEAdobe$1,195,745$9,271,582 ▼-88.6%2,6890.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$1,164,559$2,481 ▲0.2%6,1010.2%ETFABTAbbott Laboratories$1,155,419$13,460 ▼-1.2%10,2150.2%MedicalDHRDanaher$1,143,848$179,049 ▼-13.5%4,9830.2%Multi-Sector ConglomeratesAMDAdvanced Micro Devices$1,071,528$1,071,528 ▲New Holding8,8710.2%Computer and TechnologyMAMastercard$979,947$17,903 ▼-1.8%1,8610.2%Business ServicesCCJCameco$977,080$20,591,294 ▼-95.5%19,0130.2%Basic MaterialsLMTLockheed Martin$960,217$12,701,494 ▼-93.0%1,9760.2%AerospacePGProcter & Gamble$899,945$33,865 ▼-3.6%5,3680.1%Consumer StaplesCSXCSX$826,6280.0%25,6160.1%TransportationXLEEnergy Select Sector SPDR Fund$815,055$346,066 ▼-29.8%9,5150.1%ETFNAKNorthern Dynasty Minerals$814,1000.0%1,400,0000.1%Basic MaterialsKOCoca-Cola$675,976$161,258 ▼-19.3%10,8570.1%Consumer StaplesCOPConocoPhillips$630,7210.0%6,3600.1%Oils/EnergyPEPPepsiCo$608,696$2,737 ▼-0.4%4,0030.1%Consumer StaplesGOVTiShares U.S. Treasury Bond ETF$596,078$11,467 ▼-1.9%25,9390.1%ETFPFEPfizer$512,268$849 ▼-0.2%19,3090.1%MedicalIBMInternational Business Machines$510,006$43,966 ▼-7.9%2,3200.1%Computer and TechnologyVZVerizon Communications$480,924$105,495 ▲28.1%12,0260.1%Computer and TechnologyITWIllinois Tool Works$459,279$17,499 ▼-3.7%1,8110.1%Industrial ProductsPSXPhillips 66$457,999$6,836 ▼-1.5%4,0200.1%Oils/EnergyDUKDuke Energy$448,522$99,983 ▲28.7%4,1630.1%UtilitiesNSCNorfolk Southern$444,9910.0%1,8960.1%TransportationSYKStryker$434,235$38,167 ▲9.6%1,2060.1%MedicalRTXRTX$424,110$121,505 ▲40.2%3,6650.1%AerospaceMDYSPDR S&P MidCap 400 ETF Trust$422,628$140,117 ▲49.6%7420.1%ETFACNAccenture$410,5390.0%1,1670.1%Computer and TechnologyCLXClorox$406,025$32,482 ▼-7.4%2,5000.1%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$391,946$45,745 ▼-10.5%4,7810.1%ManufacturingCLColgate-Palmolive$372,7310.0%4,1000.1%Consumer StaplesMKCMcCormick & Company, Incorporated$365,9520.0%4,8000.1%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$351,222$18,391 ▼-5.0%2,7310.1%ETFAVGOBroadcom$349,615$3,941 ▲1.1%1,5080.1%Computer and TechnologyBXBlackstone$343,526$11,554 ▲3.5%1,9920.1%FinanceLIILennox International$341,2080.0%5600.1%ConstructionVOVanguard Mid-Cap ETF$306,919$3,170 ▲1.0%1,1620.1%ETFEMREmerson Electric$291,100$10,410 ▼-3.5%2,3490.0%Industrial ProductsTLTiShares 20+ Year Treasury Bond ETF$288,8880.0%3,3080.0%ETFCMGChipotle Mexican Grill$285,822$2,412 ▲0.9%4,7400.0%Retail/WholesaleNOCNorthrop Grumman$279,862$1,409 ▲0.5%5960.0%AerospaceBOHBank of Hawaii$277,337$30,134 ▲12.2%3,8930.0%FinanceBABoeing$269,925$10,620 ▲4.1%1,5250.0%AerospaceTRMBTrimble$258,7570.0%3,6620.0%Industrial ProductsGOLDBarrick Gold$257,811$1,000,787 ▼-79.5%16,6330.0%Basic MaterialsDDDuPont de Nemours$255,742$106,750 ▼-29.4%3,3540.0%Basic MaterialsDOWDOW$254,986$88,286 ▼-25.7%6,3540.0%Basic MaterialsNEMNewmont$254,957$12,220,778 ▼-98.0%6,8500.0%Basic MaterialsAGGiShares Core U.S. Aggregate Bond ETF$247,095$3,198 ▼-1.3%2,5500.0%FinanceHONHoneywell International$238,097$238,097 ▲New Holding1,0540.0%Multi-Sector ConglomeratesTSCOTractor Supply$236,117$186,771 ▲378.5%4,4500.0%Retail/WholesaleADPAutomatic Data Processing$234,1840.0%8000.0%Business ServicesCPFCentral Pacific Financial$221,0120.0%7,6080.0%FinanceEDConsolidated Edison$219,5060.0%2,4600.0%UtilitiesGLDSPDR Gold Shares$200,968$1,211 ▲0.6%8300.0%FinanceArcadium Lithium Plc Com$69,2550.0%13,5000.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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