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 (2026-03-31)

CADINHA & CO LLC (CIK 923469) reported $536.8M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($46.0M, 8.57%), COST ($38.1M, 7.11%), BRK/B ($36.3M, 6.75%), GOOGL ($29.6M, 5.51%), JNJ ($25.9M, 4.82%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IAUiShares Gold Trust$46.0M8.57%521,612Trimmed
2COSTCostco Wholesale Corp$38.1M7.11%38,284Trimmed
3BRK/BBerkshire Hathaway Inc Cl B$36.3M6.75%75,658Trimmed
4GOOGLAlphabet Inc Cap Stock Cl A$29.6M5.51%102,775Trimmed
5JNJJohnson & Johnson$25.9M4.82%105,950Added
6NVDANVIDIA Corp$25.2M4.70%144,621Trimmed
7RTXRTX CORPORATION COM$24.7M4.60%127,920Trimmed
8ISRGIntuitive Surgical Inc$23.3M4.34%50,592Trimmed
9XOMExxon Mobil Corp$22.6M4.21%133,274Trimmed
10IVViShares S&P 500 Index$20.5M3.82%31,370Trimmed
11MRKMerck & Co Inc$20.1M3.74%166,864Trimmed
12WMTWal-Mart Stores Inc$18.4M3.43%148,257Trimmed
13DUKDuke Energy Corp$16.6M3.09%126,849Added
14MSFTMicrosoft Corp$16.2M3.02%43,745Trimmed
15GEGe Aerospace Com New$14.1M2.62%49,611Added
16AMZNAmazon.com Inc$9.8M1.83%47,050Trimmed
17CATCaterpillar Inc$9.7M1.81%13,711Trimmed
18JPMJPMorgan Chase & Co$9.6M1.79%32,576Trimmed
19IXUSiShares Core MSCI Total Intern$9.0M1.67%103,402Trimmed
20EWCiShares MSCI CDA Index$8.9M1.66%162,684Trimmed
21BABoeing Co$8.1M1.51%40,610Added
22ITAiShares US Aer Def ETF$7.5M1.40%34,388New
23GEVGe Vernova Inc$7.2M1.35%8,299Trimmed
24QQQInvesco Qqq Tr Unit Ser 1$6.6M1.24%11,517Trimmed
25AAPLApple Inc$5.3M0.99%20,996Added

Source: SEC Form 13F filings · as of 2026-03-31