Cadinha & Co Llc Portfolio Stock Holdings

Cadinha & Co Llc disclosed 103 stock positions valued at approximately $536.8 million in its latest SEC 13F filing. The largest holdings include iShares Gold Trust, Costco Wholesale Corp, and Berkshire Hathaway Inc Cl B. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.

Report Period
March 31, 2026
No. of Stocks
103
Portfolio Value
$536.8M
Holdings by Sector
Cadinha & Co Llc Portfolio Holdings in Q1 2026

103 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
iShares Gold TrustIAUOther8.57%521,612-5,089-0.97%$45,985,314
Costco Wholesale CorpCOSTConsumer Defensive7.11%38,284-219-0.57%$38,147,594
Berkshire Hathaway Inc Cl BBRK-BFinancial Services6.75%75,658-1,430-1.86%$36,255,314
Alphabet Inc Cap Stock Cl AGOOGLCommunication Services5.51%102,775-39,346-27.68%$29,554,088
Johnson & JohnsonJNJHealthcare4.82%105,950+341+0.32%$25,898,418
NVIDIA CorpNVDATechnology4.70%144,621-644-0.44%$25,221,931
RTX CORPORATION COMRTXIndustrials4.60%127,920-506-0.39%$24,675,707
Intuitive Surgical IncISRGHealthcare4.34%50,592-11,361-18.34%$23,322,406
Exxon Mobil CorpXOMEnergy4.21%133,274-566-0.42%$22,611,334
iShares S&P 500 IndexIVVOther3.82%31,370-13,065-29.40%$20,490,949
Merck & Co IncMRKHealthcare3.74%166,864-85,160-33.79%$20,072,119
Wal-Mart Stores IncWMTConsumer Defensive3.43%148,257-96,714-39.48%$18,425,351
Duke Energy CorpDUKUtilities3.09%126,849+637+0.50%$16,609,608
Microsoft CorpMSFTTechnology3.02%43,745-30,328-40.94%$16,193,073
Ge Aerospace Com NewGEIndustrials2.62%49,611+573+1.17%$14,078,183
Amazon.com IncAMZNConsumer Cyclical1.83%47,050-31,733-40.28%$9,799,103
Caterpillar IncCATIndustrials1.81%13,711-11,426-45.45%$9,713,695
JPMorgan Chase & CoJPMFinancial Services1.79%32,576-19,038-36.89%$9,582,652
iShares Core MSCI Total InternIXUSOther1.67%103,402-111,418-51.87%$8,958,738
iShares MSCI CDA IndexEWCOther1.66%162,684-144,191-46.99%$8,913,456
Boeing CoBAIndustrials1.51%40,610+35,091+635.82%$8,082,608
iShares US Aer Def ETFITAOther1.40%34,388+34,388+100.00%$7,522,377
Ge Vernova IncGEVUtilities1.35%8,299-6,872-45.30%$7,244,197
Invesco Qqq Tr Unit Ser 1QQQOther1.24%11,517-1,295-10.11%$6,647,309
Apple IncAAPLTechnology0.99%20,996+308+1.49%$5,328,628
Eli Lilly & CoLLYHealthcare0.97%5,654+22+0.39%$5,200,380
Palantir Technologies Inc Cl APLTRTechnology0.80%29,339-199-0.67%$4,291,709
Chevron CorpCVXEnergy0.72%18,687+203+1.10%$3,866,421
Union Pacific CorpUNPIndustrials0.66%14,507--$3,519,688
Grainger W W IncGWWIndustrials0.49%2,435+737+43.40%$2,656,122
STATE STREET SPDR S&P 500 ETF SPYOther0.46%3,817-697-15.44%$2,482,348
Abbvie IncABBVHealthcare0.46%11,310-135-1.18%$2,459,812
iShares Barclays 20 plus YrTLTOther0.45%27,816-451-1.60%$2,411,330
Cisco Systems IncCSCOTechnology0.35%24,443-135-0.55%$1,896,532
Wells Fargo & CoWFCFinancial Services0.35%23,802--$1,894,877
McDonalds CorpMCDConsumer Cyclical0.35%6,066-123-1.99%$1,885,115
Amgen IncAMGNHealthcare0.34%5,195+25+0.48%$1,827,861
Amphenol Corp Cl AAPHTechnology0.33%14,048+28+0.20%$1,774,965
Agnico Eagle Mines LtdAEMBasic Materials0.31%8,214-2,997-26.73%$1,667,278
iShares S&P Mid Cap 400IJHOther0.31%24,509-642-2.55%$1,655,093
Curtiss Wright CorpCWIndustrials0.30%2,378+60+2.59%$1,619,703
Wheaton Precious Metals CorpWPMBasic Materials0.30%12,270--$1,607,493
Visa Inc Cl AVFinancial Services0.29%5,137-750-12.74%$1,552,607
Berkshire Hathaway Inc Cl ABRK-AFinancial Services0.27%2--$1,436,280
iShares S&P Small Cap 600IJROther0.26%11,300-57-0.50%$1,404,703
iShares S&P 500 GrowthIVWOther0.26%12,258-322-2.56%$1,386,502
Hubbell IncHUBBIndustrials0.25%2,745-219-7.39%$1,347,081
Vanguard Total Stock MktVTIOther0.24%4,008+6+0.15%$1,285,869
iShares S&P 500 ValueIVEOther0.24%5,990-152-2.47%$1,264,788
Csw Industrials IncCSWIIndustrials0.21%4,283--$1,116,064
Home Depot IncHDConsumer Cyclical0.20%3,294-24-0.72%$1,083,425
Abbott LaboratoriesABTHealthcare0.19%10,127-106-1.04%$1,039,739
Goldman Sachs Group IncGSFinancial Services0.19%1,220-7-0.57%$1,032,108
Select Sector SPDR EnergyXLEOther0.19%16,832-98-0.58%$1,031,128
Coca-Cola CoKOConsumer Defensive0.19%13,240+139+1.06%$1,006,902
Verizon Communications IncVZCommunication Services0.17%18,476-229-1.22%$927,500
CSX CorpCSXIndustrials0.17%22,381--$918,740
MasterCard Inc Cl AMAFinancial Services0.17%1,780+13+0.74%$889,395
Check Point Software Tech LtdCHKPOther0.15%5,742-1,195-17.23%$820,245
ConocoPhillipsCOPEnergy0.15%6,053+120+2.02%$798,996
Danaher CorpDHRHealthcare0.13%3,788--$718,205
Phillips 66PSXEnergy0.13%3,720--$677,710
Procter & Gamble CoPGConsumer Defensive0.12%4,487+59+1.33%$648,102
iShares US Treas Bond ETFGOVTOther0.11%25,713--$589,085
Norfolk Southern CorpNSCIndustrials0.10%1,896--$544,152
PepsiCo IncPEPConsumer Defensive0.09%3,201+15+0.47%$497,083
Bwx Technologies IncBWXTIndustrials0.09%2,371+65+2.82%$484,846
Broadcom IncAVGOTechnology0.08%1,373+65+4.97%$424,957
iShares Silver TrustSLVOther0.07%5,856-250-4.09%$399,028
Illinois Tool Works IncITWIndustrials0.07%1,526+2+0.13%$397,106
iShares Core S&P Ttl StockITOTOther0.07%2,772--$394,875
Pfizer IncPFEHealthcare0.07%12,566--$352,853
Meta Platforms Inc.METACommunication Services0.07%613+52+9.27%$350,716
Advanced Micro Devices IncAMDTechnology0.06%1,638-1,258-43.44%$333,218
Northrop Grumman CorpNOCIndustrials0.06%485--$330,886
Vanguard Mid Cap ETFVOOther0.06%1,150--$330,380
Colgate Palmolive CoCLConsumer Defensive0.06%3,700--$315,351
Intl Business MachinesIBMTechnology0.06%1,297-620-32.34%$314,380
SPDR Gold TrustGLDOther0.06%730--$314,112
Emerson Electric CoEMRIndustrials0.06%2,318-33-1.40%$303,671
Stryker CorpSYKHealthcare0.06%911+40+4.59%$299,359
Intel CorpINTCTechnology0.06%6,769--$298,720
iShares Barclays 1-3 YrSHYOther0.05%3,564+7+0.20%$294,279
Hawaiian Elec IndustriesHEUtilities0.05%19,824--$294,188
Freeport-Mcmoran Inc Cl BFCXBasic Materials0.05%4,655-520-10.05%$273,621
Alphabet Inc Cap Stock Cl CGOOGCommunication Services0.05%947+27+2.93%$271,656
O'Reilly Automotive IncORLYConsumer Cyclical0.05%2,878+2,878+100.00%$265,668
Clorox CoCLXConsumer Defensive0.05%2,548--$264,056
iShares Barclays US Aggreg BAGGOther0.05%2,644--$262,514
STATE STREET SPDR DOW JONES INDIAOther0.05%545-56,770-99.05%$252,439
Bank Hawaii CorpBOHFinancial Services0.05%3,389--$251,633
Consolidated Edison IncEDUtilities0.05%2,150-300-12.24%$243,337
Central Pac Financial CorpCPFFinancial Services0.05%7,608--$243,152
McCormick & Co Inc Non VtgMKCConsumer Defensive0.05%4,813--$242,768
Trimble Navigation LtdTRMBTechnology0.04%3,662--$238,872
Bank of New York Mellon CorpBKFinancial Services0.04%2,000--$237,260
Lennox Intl IncLIIIndustrials0.04%490--$227,424
Deere & CoDEIndustrials0.04%387+387+100.00%$217,898
Ecolab IncECLBasic Materials0.04%819+19+2.38%$217,870
STATE STREET SPDR S&P MIDCAP 4MDYOther0.04%353--$217,716