Filed: 7/31/2025ACC: 0000923469-25-000005
📋 What this filing means
CADINHA & CO LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $602.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$602.80M
Total AUM (reported)
3.73M
Total Shares
Allocation by class
COM$518.77M86.1%
ETF-EQ$47.46M7.9%
ETF-COMM$32.88M5.5%
ETF-FI$3.69M0.6%
Portfolio Concentration
Top 3$111.08M18.4%
4–10$195.25M32.4%
11–25$224.58M37.3%
Rest$71.89M11.9%
Top 3 weight
18.4%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 3.73M
Sole
Full voting authority
3.66M
shares
% of voting shares98.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
60.87K
shares
% of voting shares1.6%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeSole · 98.4% of voting shares
Institutional Holdings99
Rows:
Costco Wholesale Corp
SOLEShares38.99K
TypeSH
Market value$38.60M
6.40%
Sole
38.39K
Shared
0.00
None
606.00
Berkshire Hathaway Inc Cl B
SOLEShares78.23K
TypeSH
Market value$38.00M
6.30%
Sole
77.14K
Shared
0.00
None
1.08K
Intuitive Surgical Inc
SOLEShares63.44K
TypeSH
Market value$34.47M
5.72%
Sole
62.38K
Shared
0.00
None
1.06K
Microsoft Corp
SOLEShares68.79K
TypeSH
Market value$34.22M
5.68%
Sole
67.39K
Shared
0.00
None
1.40K
iShares Gold Trust
SOLEShares522.68K
TypeSH
Market value$32.59M
5.41%
Sole
513.41K
Shared
0.00
None
9.28K
JPMorgan Chase & Co
SOLEShares99.13K
TypeSH
Market value$28.74M
4.77%
Sole
96.89K
Shared
0.00
None
2.23K
iShares S&P 500 Index
SOLEShares42.54K
TypeSH
Market value$26.41M
4.38%
Sole
42.18K
Shared
0.00
None
360.00
Visa Inc Cl A
SOLEShares70.85K
TypeSH
Market value$25.16M
4.17%
Sole
69.48K
Shared
0.00
None
1.36K
Wal-Mart Stores Inc
SOLEShares249.16K
TypeSH
Market value$24.36M
4.04%
Sole
243.92K
Shared
0.00
None
5.24K
NVIDIA Corp
SOLEShares150.49K
TypeSH
Market value$23.78M
3.94%
Sole
147.67K
Shared
0.00
None
2.82K
Caterpillar Inc
SOLEShares55.01K
TypeSH
Market value$21.36M
3.54%
Sole
54.01K
Shared
0.00
None
1K
Netflix Inc
SOLEShares15.86K
TypeSH
Market value$21.24M
3.52%
Sole
15.54K
Shared
0.00
None
315.00
Cisco Systems Inc
SOLEShares279.79K
TypeSH
Market value$19.41M
3.22%
Sole
272.63K
Shared
0.00
None
7.16K
RTX CORPORATION COM
SOLEShares129.28K
TypeSH
Market value$18.88M
3.13%
Sole
126.91K
Shared
0.00
None
2.37K
Marsh & McLennan Cos Inc
SOLEShares82.73K
TypeSH
Market value$18.09M
3.00%
Sole
81.01K
Shared
0.00
None
1.72K
Amazon.com Inc
SOLEShares81.23K
TypeSH
Market value$17.82M
2.96%
Sole
79.74K
Shared
0.00
None
1.49K
Check Point Software Tech Ltd
SOLEShares75.55K
TypeSH
Market value$16.72M
2.77%
Sole
74.04K
Shared
0.00
None
1.51K
Duke Energy Corp
SOLEShares135.63K
TypeSH
Market value$16.00M
2.66%
Sole
133.30K
Shared
0.00
None
2.33K
Alphabet Inc Cap Stock Cl A
SOLEShares86.16K
TypeSH
Market value$15.18M
2.52%
Sole
84.58K
Shared
0.00
None
1.57K
Verizon Communications Inc
SOLEShares347.72K
TypeSH
Market value$15.05M
2.50%
Sole
340.79K
Shared
0.00
None
6.92K
Exxon Mobil Corp
SOLEShares133.35K
TypeSH
Market value$14.38M
2.38%
Sole
130.65K
Shared
0.00
None
2.71K
Ge Aerospace Com New
SOLEShares38.17K
TypeSH
Market value$9.83M
1.63%
Sole
37.12K
Shared
0.00
None
1.05K
Palantir Technologies Inc Cl A
SOLEShares65.06K
TypeSH
Market value$8.87M
1.47%
Sole
63.63K
Shared
0.00
None
1.44K
Invesco Qqq Tr Unit Ser 1
SOLEShares12.88K
TypeSH
Market value$7.11M
1.18%
Sole
12.56K
Shared
0.00
None
325.00
Eli Lilly & Co
SOLEShares5.98K
TypeSH
Market value$4.66M
0.77%
Sole
5.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Costco Wholesale CorpSOLE | COM | 38.99K | SH | $38.60M 6.40% | 38.39K | 0.00 | 606.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 78.23K | SH | $38.00M 6.30% | 77.14K | 0.00 | 1.08K |
Intuitive Surgical IncSOLE | COM | 63.44K | SH | $34.47M 5.72% | 62.38K | 0.00 | 1.06K |
Microsoft CorpSOLE | COM | 68.79K | SH | $34.22M 5.68% | 67.39K | 0.00 | 1.40K |
iShares Gold TrustSOLE | ETF-COMM | 522.68K | SH | $32.59M 5.41% | 513.41K | 0.00 | 9.28K |
JPMorgan Chase & CoSOLE | COM | 99.13K | SH | $28.74M 4.77% | 96.89K | 0.00 | 2.23K |
iShares S&P 500 IndexSOLE | ETF-EQ | 42.54K | SH | $26.41M 4.38% | 42.18K | 0.00 | 360.00 |
Visa Inc Cl ASOLE | COM | 70.85K | SH | $25.16M 4.17% | 69.48K | 0.00 | 1.36K |
Wal-Mart Stores IncSOLE | COM | 249.16K | SH | $24.36M 4.04% | 243.92K | 0.00 | 5.24K |
NVIDIA CorpSOLE | COM | 150.49K | SH | $23.78M 3.94% | 147.67K | 0.00 | 2.82K |
Caterpillar IncSOLE | COM | 55.01K | SH | $21.36M 3.54% | 54.01K | 0.00 | 1K |
Netflix IncSOLE | COM | 15.86K | SH | $21.24M 3.52% | 15.54K | 0.00 | 315.00 |
Cisco Systems IncSOLE | COM | 279.79K | SH | $19.41M 3.22% | 272.63K | 0.00 | 7.16K |
RTX CORPORATION COMSOLE | COM | 129.28K | SH | $18.88M 3.13% | 126.91K | 0.00 | 2.37K |
Marsh & McLennan Cos IncSOLE | COM | 82.73K | SH | $18.09M 3.00% | 81.01K | 0.00 | 1.72K |
Amazon.com IncSOLE | COM | 81.23K | SH | $17.82M 2.96% | 79.74K | 0.00 | 1.49K |
Check Point Software Tech LtdSOLE | COM | 75.55K | SH | $16.72M 2.77% | 74.04K | 0.00 | 1.51K |
Duke Energy CorpSOLE | COM | 135.63K | SH | $16.00M 2.66% | 133.30K | 0.00 | 2.33K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 86.16K | SH | $15.18M 2.52% | 84.58K | 0.00 | 1.57K |
Verizon Communications IncSOLE | COM | 347.72K | SH | $15.05M 2.50% | 340.79K | 0.00 | 6.92K |
Exxon Mobil CorpSOLE | COM | 133.35K | SH | $14.38M 2.38% | 130.65K | 0.00 | 2.71K |
Ge Aerospace Com NewSOLE | COM | 38.17K | SH | $9.83M 1.63% | 37.12K | 0.00 | 1.05K |
Palantir Technologies Inc Cl ASOLE | COM | 65.06K | SH | $8.87M 1.47% | 63.63K | 0.00 | 1.44K |
Invesco Qqq Tr Unit Ser 1SOLE | ETF-EQ | 12.88K | SH | $7.11M 1.18% | 12.56K | 0.00 | 325.00 |
Eli Lilly & CoSOLE | COM | 5.98K | SH | $4.66M 0.77% | 5.98K | 0.00 | 0.00 |
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