Filed: 4/4/2025ACC: 0000923469-25-000003
📋 What this filing means
CADINHA & CO LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $465.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$465.44M
Total AUM (reported)
2.99M
Total Shares
Allocation by class
COM$401.77M86.3%
ETF-EQ$31.45M6.8%
ETF-COMM$30.73M6.6%
ETF-FI$1.48M0.3%
Portfolio Concentration
Top 3$110.57M23.8%
4–10$136.05M29.2%
11–25$164.42M35.3%
Rest$54.41M11.7%
Top 3 weight
23.8%
Top 10 weight
53.0%
Voting Authority Distribution
Total shares with voting rights: 2.99M
Sole
Full voting authority
2.94M
shares
% of voting shares98.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
51.57K
shares
% of voting shares1.7%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeSole · 98.3% of voting shares
Institutional Holdings99
Rows:
Berkshire Hathaway Inc Cl B
SOLEShares78.54K
TypeSH
Market value$41.83M
8.99%
Sole
77.31K
Shared
0.00
None
1.24K
Costco Wholesale Corp
SOLEShares39.19K
TypeSH
Market value$37.06M
7.96%
Sole
38.51K
Shared
0.00
None
681.00
Intuitive Surgical Inc
SOLEShares63.95K
TypeSH
Market value$31.67M
6.81%
Sole
62.77K
Shared
0.00
None
1.18K
iShares Gold Trust
SOLEShares517.18K
TypeSH
Market value$30.49M
6.55%
Sole
506.48K
Shared
0.00
None
10.70K
Fiserv Inc
SOLEShares88.42K
TypeSH
Market value$19.53M
4.20%
Sole
86.36K
Shared
0.00
None
2.06K
iShares S&P 500 Index
SOLEShares33.81K
TypeSH
Market value$19.00M
4.08%
Sole
33.26K
Shared
0.00
None
551.00
Amazon.com Inc
SOLEShares90.76K
TypeSH
Market value$17.27M
3.71%
Sole
88.95K
Shared
0.00
None
1.81K
Wal-Mart Stores Inc
SOLEShares196.34K
TypeSH
Market value$17.24M
3.70%
Sole
191.45K
Shared
0.00
None
4.88K
Exxon Mobil Corp
SOLEShares136.75K
TypeSH
Market value$16.26M
3.49%
Sole
133.76K
Shared
0.00
None
2.99K
Check Point Software Tech Ltd
SOLEShares71.35K
TypeSH
Market value$16.26M
3.49%
Sole
69.77K
Shared
0.00
None
1.58K
Eli Lilly & Co
SOLEShares18.80K
TypeSH
Market value$15.52M
3.34%
Sole
18.32K
Shared
0.00
None
480.00
JPMorgan Chase & Co
SOLEShares59.68K
TypeSH
Market value$14.64M
3.15%
Sole
58.19K
Shared
0.00
None
1.49K
Curtiss Wright Corp
SOLEShares45.54K
TypeSH
Market value$14.45M
3.10%
Sole
44.49K
Shared
0.00
None
1.05K
Home Depot Inc
SOLEShares39.22K
TypeSH
Market value$14.37M
3.09%
Sole
38.36K
Shared
0.00
None
865.00
McDonalds Corp
SOLEShares43.92K
TypeSH
Market value$13.72M
2.95%
Sole
42.94K
Shared
0.00
None
985.00
Alphabet Inc Cap Stock Cl A
SOLEShares87.19K
TypeSH
Market value$13.48M
2.90%
Sole
85.44K
Shared
0.00
None
1.75K
Goldman Sachs Group Inc
SOLEShares24.50K
TypeSH
Market value$13.38M
2.88%
Sole
23.93K
Shared
0.00
None
565.00
Cisco Systems Inc
SOLEShares214.33K
TypeSH
Market value$13.23M
2.84%
Sole
210.01K
Shared
0.00
None
4.32K
Microsoft Corp
SOLEShares34.48K
TypeSH
Market value$12.94M
2.78%
Sole
33.86K
Shared
0.00
None
615.00
Freeport-Mcmoran Inc Cl B
SOLEShares278.61K
TypeSH
Market value$10.55M
2.27%
Sole
273.34K
Shared
0.00
None
5.27K
NVIDIA Corp
SOLEShares74.74K
TypeSH
Market value$8.10M
1.74%
Sole
73.54K
Shared
0.00
None
1.20K
Meta Platforms Inc.
SOLEShares11.36K
TypeSH
Market value$6.55M
1.41%
Sole
11.08K
Shared
0.00
None
285.00
Palantir Technologies Inc Cl A
SOLEShares60.08K
TypeSH
Market value$5.07M
1.09%
Sole
58.61K
Shared
0.00
None
1.47K
Apple Inc
SOLEShares21.89K
TypeSH
Market value$4.86M
1.04%
Sole
21.82K
Shared
0.00
None
70.00
Union Pacific Corp
SOLEShares15K
TypeSH
Market value$3.54M
0.76%
Sole
15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc Cl BSOLE | COM | 78.54K | SH | $41.83M 8.99% | 77.31K | 0.00 | 1.24K |
Costco Wholesale CorpSOLE | COM | 39.19K | SH | $37.06M 7.96% | 38.51K | 0.00 | 681.00 |
Intuitive Surgical IncSOLE | COM | 63.95K | SH | $31.67M 6.81% | 62.77K | 0.00 | 1.18K |
iShares Gold TrustSOLE | ETF-COMM | 517.18K | SH | $30.49M 6.55% | 506.48K | 0.00 | 10.70K |
Fiserv IncSOLE | COM | 88.42K | SH | $19.53M 4.20% | 86.36K | 0.00 | 2.06K |
iShares S&P 500 IndexSOLE | ETF-EQ | 33.81K | SH | $19.00M 4.08% | 33.26K | 0.00 | 551.00 |
Amazon.com IncSOLE | COM | 90.76K | SH | $17.27M 3.71% | 88.95K | 0.00 | 1.81K |
Wal-Mart Stores IncSOLE | COM | 196.34K | SH | $17.24M 3.70% | 191.45K | 0.00 | 4.88K |
Exxon Mobil CorpSOLE | COM | 136.75K | SH | $16.26M 3.49% | 133.76K | 0.00 | 2.99K |
Check Point Software Tech LtdSOLE | COM | 71.35K | SH | $16.26M 3.49% | 69.77K | 0.00 | 1.58K |
Eli Lilly & CoSOLE | COM | 18.80K | SH | $15.52M 3.34% | 18.32K | 0.00 | 480.00 |
JPMorgan Chase & CoSOLE | COM | 59.68K | SH | $14.64M 3.15% | 58.19K | 0.00 | 1.49K |
Curtiss Wright CorpSOLE | COM | 45.54K | SH | $14.45M 3.10% | 44.49K | 0.00 | 1.05K |
Home Depot IncSOLE | COM | 39.22K | SH | $14.37M 3.09% | 38.36K | 0.00 | 865.00 |
McDonalds CorpSOLE | COM | 43.92K | SH | $13.72M 2.95% | 42.94K | 0.00 | 985.00 |
Alphabet Inc Cap Stock Cl ASOLE | COM | 87.19K | SH | $13.48M 2.90% | 85.44K | 0.00 | 1.75K |
Goldman Sachs Group IncSOLE | COM | 24.50K | SH | $13.38M 2.88% | 23.93K | 0.00 | 565.00 |
Cisco Systems IncSOLE | COM | 214.33K | SH | $13.23M 2.84% | 210.01K | 0.00 | 4.32K |
Microsoft CorpSOLE | COM | 34.48K | SH | $12.94M 2.78% | 33.86K | 0.00 | 615.00 |
Freeport-Mcmoran Inc Cl BSOLE | COM | 278.61K | SH | $10.55M 2.27% | 273.34K | 0.00 | 5.27K |
NVIDIA CorpSOLE | COM | 74.74K | SH | $8.10M 1.74% | 73.54K | 0.00 | 1.20K |
Meta Platforms Inc.SOLE | COM | 11.36K | SH | $6.55M 1.41% | 11.08K | 0.00 | 285.00 |
Palantir Technologies Inc Cl ASOLE | COM | 60.08K | SH | $5.07M 1.09% | 58.61K | 0.00 | 1.47K |
Apple IncSOLE | COM | 21.89K | SH | $4.86M 1.04% | 21.82K | 0.00 | 70.00 |
Union Pacific CorpSOLE | COM | 15K | SH | $3.54M 0.76% | 15K | 0.00 | 0.00 |
Page 1 of 4