Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CADINHA & CO LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

CADINHA & CO LLC (CIK 923469) reported $675.2M across 107 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IAU ($39.0M, 5.78%), GOOGL ($37.7M, 5.59%), BRK/B ($37.7M, 5.58%), COST ($36.2M, 5.37%), NVDA ($29.0M, 4.29%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IAUiShares Gold Trust$39.0M5.78%516,618Trimmed
2GOOGLAlphabet Inc Cap Stock Cl A$37.7M5.59%105,604Added
3BRK/BBerkshire Hathaway Inc Cl B$37.7M5.58%75,269Trimmed
4COSTCostco Wholesale Corp$36.2M5.37%38,747Added
5NVDANVIDIA Corp$29.0M4.29%144,840Added
6GEVGe Vernova Inc$27.3M4.04%23,236Added
7JNJJohnson & Johnson$27.0M4.00%106,241Added
8JPMJPMorgan Chase & Co$26.6M3.94%81,210Added
9RTXRTX CORPORATION COM$24.4M3.61%128,485Added
10CATCaterpillar Inc$23.7M3.51%22,251Added
11IVViShares S&P 500 Index$23.1M3.42%30,840Trimmed
12MRKMerck & Co Inc$21.5M3.19%167,632Added
13ISRGIntuitive Surgical Inc$20.3M3.00%50,944Added
14MSFTMicrosoft Corp$19.5M2.88%52,200Added
15GEGe Aerospace Com New$19.1M2.84%51,226Added
16AMZNAmazon.com Inc$18.8M2.78%78,710Added
17XOMExxon Mobil Corp$18.2M2.69%133,077Trimmed
18IXUSiShares Core MSCI Total Intern$17.6M2.61%184,768Added
19HUBBHubbell Inc$17.4M2.58%33,269Added
20WMTWal-Mart Stores Inc$17.0M2.52%149,943Added
21DUKDuke Energy Corp$17.0M2.51%134,049Added
22LLYEli Lilly & Co$14.2M2.10%11,804Added
23MCDMcDonalds Corp$13.0M1.92%47,969Added
24BABoeing Co$9.7M1.44%44,760Added
25EWCiShares MSCI CDA Index$9.3M1.37%160,666Trimmed

Source: SEC Form 13F filings · as of 2026-06-30