Cadinha & Co LLC Top Holdings and 13F Report (2025) About Cadinha & Co LLCInvestment ActivityCadinha & Co LLC has $465.44 million in total holdings as of March 31, 2025.Cadinha & Co LLC owns shares of 99 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.15% of the portfolio was purchased this quarter.About 38.28% of the portfolio was sold this quarter.This quarter, Cadinha & Co LLC has purchased 100 new stocks and bought additional shares in 10 stocks.Cadinha & Co LLC sold shares of 59 stocks and completely divested from 7 stocks this quarter.Largest Holdings Berkshire Hathaway $41,830,431Costco Wholesale $37,061,589Intuitive Surgical $31,674,002iShares Gold Trust $30,492,697Fiserv $19,526,893 Largest New Holdings this Quarter 30303M102 - Meta Platforms $6,548,026 Holding817565104 - Service Co. International $687,715 Holding458140100 - Intel $233,779 Holding278865100 - Ecolab $207,126 Holding110122108 - Bristol-Myers Squibb $203,302 Holding Largest Purchases this Quarter iShares Gold Trust 430,294 shares (about $25.37M)Check Point Software Technologies 60,317 shares (about $13.75M)Meta Platforms 11,361 shares (about $6.55M)Service Co. International 8,575 shares (about $687.72K)Intel 10,294 shares (about $233.78K) Largest Sales this Quarter Johnson & Johnson 108,970 shares (about $18.07M)JPMorgan Chase & Co. 64,491 shares (about $15.82M)McDonald's 46,375 shares (about $14.49M)Palantir Technologies Inc Cl A 169,685 shares (about $14.32M)Hubbell 43,005 shares (about $14.23M) 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 PortfolioSectorBRK.BBerkshire Hathaway$41,830,431$292,919 ▼-0.7%78,5439.0%FinanceCOSTCostco Wholesale$37,061,589$290,356 ▼-0.8%39,1868.0%Retail/WholesaleISRGIntuitive Surgical$31,674,002$490,317 ▼-1.5%63,9536.8%MedicalIAUiShares Gold Trust$30,492,697$25,370,134 ▲495.3%517,1766.6%FinanceFIFiserv$19,526,893$515,196 ▼-2.6%88,4254.2%Business ServicesIVViShares Core S&P 500 ETF$18,997,002$7,808,049 ▼-29.1%33,8094.1%ETFAMZNAmazon.com$17,268,568$667,242 ▼-3.7%90,7633.7%Retail/WholesaleWMTWalmart$17,236,493$1,770,898 ▼-9.3%196,3383.7%Retail/WholesaleXOMExxon Mobil$16,263,372$501,648 ▼-3.0%136,7473.5%EnergyCHKPCheck Point Software Technologies$16,262,092$13,747,451 ▲546.7%71,3503.5%Computer and TechnologyLLYEli Lilly and Company$15,522,978$53,684 ▼-0.3%18,7953.3%MedicalJPMJPMorgan Chase & Co.$14,640,092$15,819,748 ▼-51.9%59,6823.1%FinanceCWCurtiss-Wright$14,449,901$7,454,974 ▼-34.0%45,5443.1%AerospaceHDHome Depot$14,374,242$11,242,555 ▼-43.9%39,2213.1%Retail/WholesaleMCDMcDonald's$13,719,972$14,486,219 ▼-51.4%43,9222.9%Retail/WholesaleGOOGLAlphabet$13,483,120$12,284,964 ▼-47.7%87,1902.9%Computer and TechnologyGSThe Goldman Sachs Group$13,383,992$4,225,517 ▼-24.0%24,5002.9%FinanceCSCOCisco Systems$13,226,178$1,248,146 ▼-8.6%214,3282.8%Computer and TechnologyMSFTMicrosoft$12,943,072$7,149,303 ▼-35.6%34,4792.8%Computer and TechnologyFCXFreeport-McMoRan$10,548,254$7,023,411 ▼-40.0%278,6122.3%Basic MaterialsNVDANVIDIA$8,099,936$9,836,953 ▼-54.8%74,7361.7%Computer and TechnologyMETAMeta Platforms$6,548,026$6,548,026 ▲New Holding11,3611.4%Computer and TechnologyPalantir Technologies Inc Cl A$5,070,668$14,321,415 ▼-73.9%60,0791.1%COMAAPLApple$4,862,333$46,424 ▼-0.9%21,8901.0%Computer and TechnologyUNPUnion Pacific$3,543,600$132,767 ▼-3.6%15,0000.8%TransportationCVXChevron$2,779,021$51,358 ▼-1.8%16,6120.6%EnergyJNJJohnson & Johnson$2,658,084$18,071,588 ▼-87.2%16,0280.6%MedicalSPYSPDR S&P 500 ETF Trust$2,563,684$151,595 ▼-5.6%4,5830.6%FinanceABBVAbbVie$2,395,652$1,886 ▲0.1%11,4340.5%MedicalVVisa$2,300,419$350 ▲0.0%6,5640.5%Business ServicesGWWW.W. Grainger$1,971,831$44,455 ▼-2.2%1,9960.4%IndustrialsWFCWells Fargo & Company$1,734,016$57,432 ▼-3.2%24,1540.4%FinanceIJRiShares Core S&P Small-Cap ETF$1,640,285$41,619 ▼-2.5%15,6860.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,622,713$6,710 ▼-0.4%27,8100.3%ETFBRK.ABerkshire Hathaway$1,596,8830.0%20.3%FinanceAMGNAmgen$1,591,086$34,271 ▼-2.1%5,1070.3%MedicalABTAbbott Laboratories$1,355,0200.0%10,2150.3%MedicalWPMWheaton Precious Metals$1,348,433$393,196 ▼-22.6%17,3700.3%Basic MaterialsMRKMerck & Co., Inc.$1,285,668$674,565 ▼-34.4%14,3230.3%MedicalCSWICSW Industrials$1,248,5800.0%4,2830.3%Basic MaterialsQQQInvesco QQQ$1,229,918$938 ▲0.1%2,6230.3%FinanceIVWiShares S&P 500 Growth ETF$1,178,0130.0%12,6900.3%ETFIVEiShares S&P 500 Value ETF$1,162,919$191 ▲0.0%6,1020.2%ETFVTIVanguard Total Stock Market ETF$1,138,9910.0%4,1440.2%ETFMAMastercard$1,047,457$27,406 ▲2.7%1,9110.2%Business ServicesHUBBHubbell$969,235$14,230,779 ▼-93.6%2,9290.2%IndustrialsPGProcter & Gamble$914,8150.0%5,3680.2%Consumer StaplesXLEEnergy Select Sector SPDR Fund$889,1770.0%9,5150.2%ETFDHRDanaher$834,965$186,550 ▼-18.3%4,0730.2%MedicalSCIService Co. International$687,715$687,715 ▲New Holding8,5750.1%Consumer StaplesCSXCSX$679,568$74,311 ▼-9.9%23,0910.1%TransportationCOPConocoPhillips$636,211$31,716 ▼-4.7%6,0580.1%EnergyGOVTiShares U.S. Treasury Bond ETF$583,773$12,435 ▼-2.1%25,3980.1%ETFVZVerizon Communications$522,824$22,680 ▼-4.2%11,5260.1%Computer and TechnologyPEPPepsiCo$487,155$113,055 ▼-18.8%3,2490.1%Consumer StaplesPFEPfizer$486,933$2,357 ▼-0.5%19,2160.1%MedicalDUKDuke Energy$471,170$36,591 ▼-7.2%3,8630.1%UtilitiesIBMInternational Business Machines$466,237$110,654 ▼-19.2%1,8750.1%Computer and TechnologyPSXPhillips 66$459,346$37,044 ▼-7.5%3,7200.1%EnergyNSCNorfolk Southern$449,0680.0%1,8960.1%TransportationRTXRTX$434,692$50,727 ▼-10.5%3,2820.1%AerospaceAMDAdvanced Micro Devices$411,576$499,830 ▼-54.8%4,0060.1%Computer and TechnologyITWIllinois Tool Works$400,020$49,104 ▼-10.9%1,6130.1%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$395,8420.0%7420.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$395,5320.0%4,7810.1%ManufacturingMKCMcCormick & Company, Incorporated$395,0880.0%4,8000.1%Consumer StaplesCLXClorox$368,1250.0%2,5000.1%Consumer StaplesCLColgate-Palmolive$346,690$37,480 ▼-9.8%3,7000.1%Consumer StaplesAEMAgnico Eagle Mines$338,781$2,456,352 ▼-87.9%3,1250.1%Basic MaterialsITOTiShares Core S&P Total U.S. Stock Market ETF$333,2150.0%2,7310.1%ETFSYKStryker$324,244$124,709 ▼-27.8%8710.1%MedicalLIILennox International$314,0650.0%5600.1%ConstructionADBEAdobe$308,358$722,954 ▼-70.1%8040.1%Computer and TechnologyVOVanguard Mid-Cap ETF$300,6270.0%1,1620.1%ETFEDConsolidated Edison$272,0510.0%2,4600.1%UtilitiesBXBlackstone$269,130$9,367 ▼-3.4%1,9250.1%FinanceBOHBank of Hawaii$268,224$276 ▼-0.1%3,8890.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$260,184$7,914 ▲3.1%2,6300.1%FinanceEMREmerson Electric$257,607$110 ▲0.0%2,3500.1%IndustrialsNOCNorthrop Grumman$251,154$53,709 ▼-17.6%4910.1%AerospaceDDDuPont de Nemours$250,4770.0%3,3540.1%Basic MaterialsBABoeing$249,856$10,233 ▼-3.9%1,4650.1%AerospaceAVGOBroadcom$245,285$7,199 ▼-2.9%1,4650.1%Computer and TechnologyTSCOTractor Supply$245,1950.0%4,4500.1%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$245,144$55,983 ▼-18.6%2,6930.1%ETFADPAutomatic Data Processing$244,4240.0%8000.1%Business ServicesTRMBTrimble$240,4100.0%3,6620.1%IndustrialsKOCoca-Cola$239,784$537,795 ▼-69.2%3,3480.1%Consumer StaplesGLDSPDR Gold Shares$239,1560.0%8300.1%FinanceCMGChipotle Mexican Grill$237,9950.0%4,7400.1%Retail/WholesaleINTCIntel$233,779$233,779 ▲New Holding10,2940.1%Computer and TechnologyNAKNorthern Dynasty Minerals$232,742$1,377,261 ▼-85.5%202,3840.1%Basic MaterialsHONHoneywell International$223,422$212 ▲0.1%1,0550.0%Multi-Sector ConglomeratesDOWDOW$221,8820.0%6,3540.0%Basic MaterialsBWXTBWX Technologies$212,788$6,134,450 ▼-96.6%2,1570.0%Computer and TechnologyECLEcolab$207,126$207,126 ▲New Holding8170.0%Basic MaterialsCPFCentral Pacific Financial$205,7200.0%7,6080.0%FinanceBMYBristol-Myers Squibb$203,302$203,302 ▲New Holding3,3330.0%MedicalSPGIS&P Global$203,240$203,240 ▲New Holding4000.0%Business ServicesCATCaterpillar$0$11,083,500 ▼-100.0%00.0%IndustrialsShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
