Cadinha & Co LLC Top Holdings and 13F Report (2025) About Cadinha & Co LLCInvestment ActivityCadinha & Co LLC has $735.76 million in total holdings as of September 30, 2025.Cadinha & Co LLC owns shares of 103 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 19.45% of the portfolio was purchased this quarter.About 5.23% of the portfolio was sold this quarter.This quarter, Cadinha & Co LLC has purchased 99 new stocks and bought additional shares in 32 stocks.Cadinha & Co LLC sold shares of 36 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $38,860,294iShares Gold Trust $38,473,936Costco Wholesale $35,680,508Microsoft $35,167,770Alphabet $34,645,489 Largest New Holdings this Quarter 464286103 - iShares MSCI Australia ETF $25,348,545 Holding38141G104 - The Goldman Sachs Group $15,230,194 Holding464286509 - iShares MSCI Canada ETF $14,271,781 Holding032095101 - Amphenol $1,205,944 Holding02079K107 - Alphabet $221,630 Holding Largest Purchases this Quarter iShares MSCI Australia ETF 938,835 shares (about $25.35M)GE Aerospace 59,106 shares (about $17.78M)Johnson & Johnson 91,615 shares (about $16.99M)The Goldman Sachs Group 19,125 shares (about $15.23M)iShares MSCI Canada ETF 282,330 shares (about $14.27M) Largest Sales this Quarter Marsh & McLennan Companies 79,802 shares (about $16.08M)Verizon Communications 310,021 shares (about $13.63M)Freeport-McMoRan 68,737 shares (about $2.70M)Walmart 4,830 shares (about $497.78K)Berkshire Hathaway 933 shares (about $469.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCadinha & Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$38,860,294$469,056 ▼-1.2%77,2975.3%FinanceIAUiShares Gold Trust$38,473,936$438,148 ▲1.2%528,7065.2%FinanceCOSTCostco Wholesale$35,680,508$412,834 ▼-1.1%38,5474.8%Retail/WholesaleMSFTMicrosoft$35,167,770$460,976 ▼-1.3%67,8984.8%Computer and TechnologyGOOGLAlphabet$34,645,489$13,700,180 ▲65.4%142,5154.7%Computer and TechnologyJPMJPMorgan Chase & Co.$31,706,450$439,395 ▲1.4%100,5184.3%FinanceGEGE Aerospace$29,263,844$17,780,312 ▲154.8%97,2804.0%AerospaceIVViShares Core S&P 500 ETF$28,502,207$32,126 ▲0.1%42,5853.9%ETFISRGIntuitive Surgical$27,919,674$453,044 ▼-1.6%62,4283.8%MedicalNVDANVIDIA$27,847,842$230,240 ▼-0.8%149,2543.8%Computer and TechnologyCATCaterpillar$26,537,652$288,199 ▲1.1%55,6173.6%IndustrialsAMZNAmazon.com$25,410,177$7,575,165 ▲42.5%115,7273.5%Retail/WholesaleEWAiShares MSCI Australia ETF$25,348,545$25,348,545 ▲New Holding938,8353.4%FinanceWMTWalmart$25,180,420$497,779 ▼-1.9%244,3283.4%Retail/WholesaleVVisa$23,882,945$303,828 ▼-1.3%69,9603.2%Business ServicesRTXRTX$21,517,079$114,621 ▼-0.5%128,5912.9%AerospaceNFLXNetflix$19,153,946$139,075 ▲0.7%15,9762.6%Consumer DiscretionaryCSCOCisco Systems$19,101,287$41,805 ▼-0.2%279,1772.6%Computer and TechnologyJNJJohnson & Johnson$18,982,372$16,987,253 ▲851.4%102,3752.6%MedicalDUKDuke Energy$17,788,815$1,003,984 ▲6.0%143,7482.4%UtilitiesBABoeing$15,906,024$13,962,259 ▲718.3%73,6972.2%AerospaceCHKPCheck Point Software Technologies$15,513,905$118,973 ▼-0.8%74,9792.1%Computer and TechnologyGSThe Goldman Sachs Group$15,230,194$15,230,194 ▲New Holding19,1252.1%FinanceXOMExxon Mobil$14,965,107$70,582 ▼-0.5%132,7282.0%EnergyEWCiShares MSCI Canada ETF$14,271,781$14,271,781 ▲New Holding282,3301.9%ETFGWWW.W. Grainger$13,767,531$11,355,569 ▲470.8%14,4471.9%IndustrialsPalantir Technologies Inc Cl A$11,738,727$130,430 ▼-1.1%64,3501.6%COMQQQInvesco QQQ$7,843,157$107,465 ▲1.4%13,0641.1%FinanceAAPLApple$5,281,080$4,583 ▲0.1%20,7400.7%Computer and TechnologyLLYEli Lilly and Company$4,342,996$221,270 ▼-4.8%5,6920.6%MedicalIXUSiShares Core MSCI Total International Stock ETF$3,990,348$1,265,208 ▲46.4%48,3210.5%ManufacturingUNPUnion Pacific$3,429,020$118,421 ▼-3.3%14,5070.5%TransportationSPYSPDR S&P 500 ETF Trust$3,031,785$5,329 ▲0.2%4,5510.4%FinanceCVXChevron$2,871,463$54,351 ▲1.9%18,4910.4%EnergyABBVAbbVie$2,649,9750.0%11,4450.4%MedicalTLTiShares 20+ Year Treasury Bond ETF$2,553,857$18,857 ▲0.7%28,5760.3%ETFHUBBHubbell$2,239,333$1,052,108 ▲88.6%5,2040.3%IndustrialsMCDMcDonald's$2,196,842$315,137 ▼-12.5%7,2290.3%Retail/WholesaleWFCWells Fargo & Company$2,027,1030.0%24,1840.3%FinanceVZVerizon Communications$1,656,700$13,625,462 ▼-89.2%37,6950.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,648,794$8,810 ▼-0.5%25,2650.2%ETFIJRiShares Core S&P Small-Cap ETF$1,553,108$32,678 ▼-2.1%13,0700.2%ETFWPMWheaton Precious Metals$1,526,616$6,710 ▼-0.4%13,6500.2%Basic MaterialsIVWiShares S&P 500 Growth ETF$1,518,6580.0%12,5800.2%ETFBRK.ABerkshire Hathaway$1,508,4000.0%20.2%FinanceAMGNAmgen$1,430,754$7,055 ▲0.5%5,0700.2%MedicalABTAbbott Laboratories$1,370,6080.0%10,2330.2%MedicalHDHome Depot$1,354,626$109,407 ▼-7.5%3,3430.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,313,400$6,564 ▼-0.5%4,0020.2%ETFCWCurtiss-Wright$1,285,682$16,288 ▲1.3%2,3680.2%AerospaceIVEiShares S&P 500 Value ETF$1,268,3840.0%6,1420.2%ETFAPHAmphenol$1,205,944$1,205,944 ▲New Holding9,7450.2%Computer and TechnologyMAMastercard$1,058,5550.0%1,8610.1%Business ServicesCsw Industrials Inc$1,039,6980.0%4,2830.1%COMMRKMerck & Co., Inc.$1,004,592$154,604 ▼-13.3%11,9690.1%MedicalKOCocaCola$931,199$127,003 ▼-12.0%14,0410.1%Consumer StaplesCSXCSX$807,1780.0%22,7310.1%TransportationXLEEnergy Select Sector SPDR Fund$769,2170.0%8,6100.1%ETFDHRDanaher$751,009$2,974 ▲0.4%3,7880.1%MedicalPGProcter & Gamble$682,2060.0%4,4400.1%Consumer StaplesDECKDeckers Outdoor$640,152$91,233 ▼-12.5%6,3150.1%Retail/WholesaleGOVTiShares U.S. Treasury Bond ETF$594,485$10,404 ▲1.8%25,7130.1%ETFMMCMarsh & McLennan Companies$589,475$16,082,490 ▼-96.5%2,9250.1%FinanceNSCNorfolk Southern$569,5770.0%1,8960.1%TransportationCOPConocoPhillips$561,202$11,824 ▼-2.1%5,9330.1%EnergyAEMAgnico Eagle Mines$541,2460.0%3,2110.1%Basic MaterialsIBMInternational Business Machines$540,901$4,797 ▲0.9%1,9170.1%Computer and TechnologyPSXPhillips 66$507,6270.0%3,7320.1%EnergyPFEPfizer$471,9150.0%18,5210.1%MedicalAMDAdvanced Micro Devices$469,838$7,281 ▼-1.5%2,9040.1%Computer and TechnologyPEPPepsiCo$447,442$983 ▲0.2%3,1860.1%Consumer StaplesAVGOBroadcom$434,8210.0%1,3180.1%Computer and TechnologyBWXTBWX Technologies$425,157$55,311 ▲15.0%2,3060.1%AerospaceITOTiShares Core S&P Total U.S. Stock Market ETF$403,704$5,971 ▲1.5%2,7720.1%ETFMETAMeta Platforms$399,503$66,829 ▲20.1%5440.1%Computer and TechnologyITWIllinois Tool Works$396,928$261 ▲0.1%1,5220.1%IndustrialsCLXClorox$345,0020.0%2,7980.0%Consumer StaplesVOVanguard Mid-Cap ETF$337,927$59,358 ▼-14.9%1,1500.0%ETFMKCMcCormick & Company, Incorporated$322,038$870 ▲0.3%4,8130.0%Consumer StaplesSYKStryker$321,9970.0%8710.0%MedicalBXBlackstone$316,1370.0%1,8500.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$315,829$33,101 ▼-9.5%3,8070.0%ManufacturingFIFiserv$313,300$1,289 ▼-0.4%2,4300.0%Business ServicesEMREmerson Electric$308,371$131 ▲0.0%2,3510.0%IndustrialsTRMBTrimble$299,0020.0%3,6620.0%IndustrialsCLColgate-Palmolive$295,7780.0%3,7000.0%Consumer StaplesNOCNorthrop Grumman$295,5200.0%4850.0%AerospaceINTCIntel$285,815$348,923 ▼-55.0%8,5190.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$263,942$200 ▲0.1%2,6330.0%FinanceDDDuPont de Nemours$261,2770.0%3,3540.0%Basic MaterialsGLDSPDR Gold Shares$259,493$71,094 ▼-21.5%7300.0%FinanceLIILennox International$259,3860.0%4900.0%ConstructionEDConsolidated Edison$246,2740.0%2,4500.0%UtilitiesNAKNorthern Dynasty Minerals$242,8610.0%202,3840.0%Basic MaterialsMDYSPDR S&P MidCap 400 ETF Trust$240,200$35,762 ▼-13.0%4030.0%ETFECLEcolab$223,7440.0%8170.0%Basic MaterialsBOHBank of Hawaii$222,4540.0%3,3890.0%FinanceGOOGAlphabet$221,630$221,630 ▲New Holding9100.0%Computer and TechnologyBKBank of New York Mellon$217,920$217,920 ▲New Holding2,0000.0%FinanceHONHoneywell International$216,220$6,106 ▼-2.7%1,0270.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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