Filed: 10/17/2025ACC: 0000923469-25-000010
📋 What this filing means
CADINHA & CO LLC filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $735.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$735.76M
Total AUM (reported)
4.83M
Total Shares
Allocation by class
COM$601.04M81.7%
ETF-COMM$78.35M10.6%
ETF-EQ$52.63M7.2%
ETF-FI$3.73M0.5%
Portfolio Concentration
Top 3$113.01M15.4%
4–10$215.05M29.2%
11–25$298.79M40.6%
Rest$108.90M14.8%
Top 3 weight
15.4%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 4.83M
Sole
Full voting authority
4.74M
shares
% of voting shares98.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
86.37K
shares
% of voting shares1.8%
Investment Discretion (by position count)
Sole103
Shared0
Other0
Dominant voting typeSole · 98.2% of voting shares
Institutional Holdings103
Rows:
Berkshire Hathaway Inc Cl B
SOLEShares77.30K
TypeSH
Market value$38.86M
5.28%
Sole
76.21K
Shared
0.00
None
1.08K
iShares Gold Trust
SOLEShares528.71K
TypeSH
Market value$38.47M
5.23%
Sole
519.43K
Shared
0.00
None
9.28K
Costco Wholesale Corp
SOLEShares38.55K
TypeSH
Market value$35.68M
4.85%
Sole
37.94K
Shared
0.00
None
606.00
Microsoft Corp
SOLEShares67.90K
TypeSH
Market value$35.17M
4.78%
Sole
66.50K
Shared
0.00
None
1.40K
Alphabet Inc Cap Stock Cl A
SOLEShares142.51K
TypeSH
Market value$34.65M
4.71%
Sole
140.12K
Shared
0.00
None
2.40K
JPMorgan Chase & Co
SOLEShares100.52K
TypeSH
Market value$31.71M
4.31%
Sole
98.29K
Shared
0.00
None
2.23K
Ge Aerospace Com New
SOLEShares97.28K
TypeSH
Market value$29.26M
3.98%
Sole
95.57K
Shared
0.00
None
1.71K
iShares S&P 500 Index
SOLEShares42.59K
TypeSH
Market value$28.50M
3.87%
Sole
42.23K
Shared
0.00
None
360.00
Intuitive Surgical Inc
SOLEShares62.43K
TypeSH
Market value$27.92M
3.79%
Sole
61.37K
Shared
0.00
None
1.06K
NVIDIA Corp
SOLEShares149.25K
TypeSH
Market value$27.85M
3.78%
Sole
146.43K
Shared
0.00
None
2.82K
Caterpillar Inc
SOLEShares55.62K
TypeSH
Market value$26.54M
3.61%
Sole
54.62K
Shared
0.00
None
1K
Amazon.com Inc
SOLEShares115.73K
TypeSH
Market value$25.41M
3.45%
Sole
113.81K
Shared
0.00
None
1.92K
iShares MSCI Australia
SOLEShares938.84K
TypeSH
Market value$25.35M
3.45%
Sole
917.16K
Shared
0.00
None
21.67K
Wal-Mart Stores Inc
SOLEShares244.33K
TypeSH
Market value$25.18M
3.42%
Sole
239.09K
Shared
0.00
None
5.24K
Visa Inc Cl A
SOLEShares69.96K
TypeSH
Market value$23.88M
3.25%
Sole
68.59K
Shared
0.00
None
1.36K
RTX CORPORATION COM
SOLEShares128.59K
TypeSH
Market value$21.52M
2.92%
Sole
126.22K
Shared
0.00
None
2.37K
Netflix Inc
SOLEShares15.98K
TypeSH
Market value$19.15M
2.60%
Sole
15.66K
Shared
0.00
None
315.00
Cisco Systems Inc
SOLEShares279.18K
TypeSH
Market value$19.10M
2.60%
Sole
272.02K
Shared
0.00
None
7.16K
Johnson & Johnson
SOLEShares102.38K
TypeSH
Market value$18.98M
2.58%
Sole
100.22K
Shared
0.00
None
2.15K
Duke Energy Corp
SOLEShares143.75K
TypeSH
Market value$17.79M
2.42%
Sole
141.34K
Shared
0.00
None
2.40K
Boeing Co
SOLEShares73.70K
TypeSH
Market value$15.91M
2.16%
Sole
72.47K
Shared
0.00
None
1.23K
Check Point Software Tech Ltd
SOLEShares74.98K
TypeSH
Market value$15.51M
2.11%
Sole
73.47K
Shared
0.00
None
1.51K
Goldman Sachs Group Inc
SOLEShares19.13K
TypeSH
Market value$15.23M
2.07%
Sole
18.77K
Shared
0.00
None
350.00
Exxon Mobil Corp
SOLEShares132.73K
TypeSH
Market value$14.97M
2.03%
Sole
130.02K
Shared
0.00
None
2.71K
iShares MSCI CDA Index
SOLEShares282.33K
TypeSH
Market value$14.27M
1.94%
Sole
276.22K
Shared
0.00
None
6.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc Cl BSOLE | COM | 77.30K | SH | $38.86M 5.28% | 76.21K | 0.00 | 1.08K |
iShares Gold TrustSOLE | ETF-COMM | 528.71K | SH | $38.47M 5.23% | 519.43K | 0.00 | 9.28K |
Costco Wholesale CorpSOLE | COM | 38.55K | SH | $35.68M 4.85% | 37.94K | 0.00 | 606.00 |
Microsoft CorpSOLE | COM | 67.90K | SH | $35.17M 4.78% | 66.50K | 0.00 | 1.40K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 142.51K | SH | $34.65M 4.71% | 140.12K | 0.00 | 2.40K |
JPMorgan Chase & CoSOLE | COM | 100.52K | SH | $31.71M 4.31% | 98.29K | 0.00 | 2.23K |
Ge Aerospace Com NewSOLE | COM | 97.28K | SH | $29.26M 3.98% | 95.57K | 0.00 | 1.71K |
iShares S&P 500 IndexSOLE | ETF-EQ | 42.59K | SH | $28.50M 3.87% | 42.23K | 0.00 | 360.00 |
Intuitive Surgical IncSOLE | COM | 62.43K | SH | $27.92M 3.79% | 61.37K | 0.00 | 1.06K |
NVIDIA CorpSOLE | COM | 149.25K | SH | $27.85M 3.78% | 146.43K | 0.00 | 2.82K |
Caterpillar IncSOLE | COM | 55.62K | SH | $26.54M 3.61% | 54.62K | 0.00 | 1K |
Amazon.com IncSOLE | COM | 115.73K | SH | $25.41M 3.45% | 113.81K | 0.00 | 1.92K |
iShares MSCI AustraliaSOLE | ETF-COMM | 938.84K | SH | $25.35M 3.45% | 917.16K | 0.00 | 21.67K |
Wal-Mart Stores IncSOLE | COM | 244.33K | SH | $25.18M 3.42% | 239.09K | 0.00 | 5.24K |
Visa Inc Cl ASOLE | COM | 69.96K | SH | $23.88M 3.25% | 68.59K | 0.00 | 1.36K |
RTX CORPORATION COMSOLE | COM | 128.59K | SH | $21.52M 2.92% | 126.22K | 0.00 | 2.37K |
Netflix IncSOLE | COM | 15.98K | SH | $19.15M 2.60% | 15.66K | 0.00 | 315.00 |
Cisco Systems IncSOLE | COM | 279.18K | SH | $19.10M 2.60% | 272.02K | 0.00 | 7.16K |
Johnson & JohnsonSOLE | COM | 102.38K | SH | $18.98M 2.58% | 100.22K | 0.00 | 2.15K |
Duke Energy CorpSOLE | COM | 143.75K | SH | $17.79M 2.42% | 141.34K | 0.00 | 2.40K |
Boeing CoSOLE | COM | 73.70K | SH | $15.91M 2.16% | 72.47K | 0.00 | 1.23K |
Check Point Software Tech LtdSOLE | COM | 74.98K | SH | $15.51M 2.11% | 73.47K | 0.00 | 1.51K |
Goldman Sachs Group IncSOLE | COM | 19.13K | SH | $15.23M 2.07% | 18.77K | 0.00 | 350.00 |
Exxon Mobil CorpSOLE | COM | 132.73K | SH | $14.97M 2.03% | 130.02K | 0.00 | 2.71K |
iShares MSCI CDA IndexSOLE | ETF-COMM | 282.33K | SH | $14.27M 1.94% | 276.22K | 0.00 | 6.11K |
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