CADINHA & CO LLC

Holdings as of 2026-06-30, filed 2026-07-28

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 28 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
107
Value reported by manager
$675.2M
Sum of our stored positions
$675.2M
should match the line above
Disclosure lag
28 d
quarter end to filing
Top 5 concentration
26.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

107 largest shown
IssuerClassValueSharesTypeCUSIP
iShares Gold TrustETF-COMM$39M516,618464285204
Alphabet Inc Cap Stock Cl ACOM$37.7M105,60402079K305
Berkshire Hathaway Inc Cl BCOM$37.7M75,269084670702
Costco Wholesale CorpCOM$36.2M38,74722160K105
NVIDIA CorpCOM$29M144,84067066G104
Ge Vernova IncCOM$27.3M23,23636828A101
Johnson & JohnsonCOM$27M106,241478160104
JPMorgan Chase & CoCOM$26.6M81,21046625H100
RTX CORPORATION COMCOM$24.4M128,48575513E101
Caterpillar IncCOM$23.7M22,251149123101
iShares S&P 500 IndexETF-EQ$23.1M30,840464287200
Merck & Co IncCOM$21.5M167,63258933Y105
Intuitive Surgical IncCOM$20.3M50,94446120E602
Microsoft CorpCOM$19.5M52,200594918104
Ge Aerospace Com NewCOM$19.1M51,226369604301
Amazon.com IncCOM$18.8M78,710023135106
Exxon Mobil CorpCOM$18.2M133,07730231G102
iShares Core MSCI Total InternETF-EQ$17.6M184,76846432F834
Hubbell IncCOM$17.4M33,269443510607
Wal-Mart Stores IncCOM$17M149,943931142103
Duke Energy CorpCOM$17M134,04926441C204
Eli Lilly & CoCOM$14.2M11,804532457108
McDonalds CorpCOM$13M47,969580135101
Boeing CoCOM$9.7M44,760097023105
iShares MSCI CDA IndexETF-COMM$9.3M160,666464286509
Invesco Qqq Tr Unit Ser 1ETF-EQ$9.1M12,30546090E103
Apple IncCOM$8.4M29,147037833100
iShares US Aer Def ETFETF-EQ$7.9M32,693464288760
Amgen IncCOM$6.8M18,865031162100
Grainger W W IncCOM$4.7M3,457384802104
Union Pacific CorpCOM$3.9M14,507907818108
Palantir Technologies Inc Cl ACOM$3.9M33,55269608A108
Chevron CorpCOM$3M18,311166764100
Meta Platforms Inc.COM$2.9M5,23630303M102
Cisco Systems IncCOM$2.9M24,69317275R102
STATE STREET SPDR S&P 500 ETFETF-EQ$2.8M3,80278462F103
Abbvie IncCOM$2.8M11,08300287Y109
Amphenol Corp Cl ACOM$2.4M13,820032095101
iShares Barclays 20 plus YrETF-FI$2.2M25,559464287432
Wells Fargo & CoCOM$2M23,802949746101
Goldman Sachs Group IncCOM$1.9M1,92038141G104
Curtiss Wright CorpCOM$1.9M2,478231561101
iShares S&P Mid Cap 400ETF-EQ$1.9M24,079464287507
Visa Inc Cl ACOM$1.8M5,31392826C839
iShares S&P 500 GrowthETF-EQ$1.7M12,258464287309
Berkshire Hathaway Inc Cl ACOM$1.5M2084670108
Vanguard Total Stock MktETF-EQ$1.5M4,002922908769
iShares S&P Small Cap 600ETF-EQ$1.5M9,946464287804
Agnico Eagle Mines LtdCOM$1.4M8,764008474108
iShares S&P 500 ValueETF-EQ$1.3M5,935464287408
Wheaton Precious Metals CorpCOM$1.3M11,270962879102
Coca-Cola CoCOM$1.3M15,486191216100
Home Depot IncCOM$1.2M3,489437076102
Csw Industrials IncCOM$1.2M4,283126402106
iShares Barclays 3-7 YrETF-FI$1.2M9,968464288661
Intel CorpCOM$1.2M8,256458140100
CSX CorpCOM$1.1M22,937126408103
Advanced Micro Devices IncCOM$951.5K1,638007903107
MasterCard Inc Cl ACOM$946.1K1,84257636Q104
Abbott LaboratoriesCOM$894.9K9,862002824100
Select Sector SPDR EnergyETF-EQ$797.4K15,01481369Y506
Verizon Communications IncCOM$782.5K18,48192343V104
Danaher CorpCOM$721.5K3,788235851102
Procter & Gamble CoCOM$658K4,487742718109
Phillips 66COM$631.1K3,733718546104
ConocoPhillipsCOM$629.3K6,05320825C104
Norfolk Southern CorpCOM$596.5K1,896655844108
Check Point Software Tech LtdCOM$591K4,497M22465104
iShares US Treas Bond ETFETF-FI$585.7K25,71346429B267
Broadcom IncCOM$518.7K1,37311135F101
iShares Core S&P Ttl StockETF-EQ$501.1K3,051464287150
Bwx Technologies IncCOM$473.2K2,43105605H100
PepsiCo IncCOM$433.4K3,201713448108
Illinois Tool Works IncCOM$413.1K1,527452308109
Applied Materials IncCOM$399.1K552038222105
Freeport-Mcmoran Inc Cl BCOM$390K6,20135671D857
Vanguard Mid Cap ETFETF-EQ$370.7K4,601922908629
Intl Business MachinesCOM$364.7K1,297459200101
Colgate Palmolive CoCOM$339.2K3,700194162103
STATE STREET SPDR DOW JONES INETF-EQ$336.9K64578467X109
Alphabet Inc Cap Stock Cl CCOM$334.6K94702079K107
Emerson Electric CoCOM$331.8K2,318291011104
Pfizer IncCOM$302.6K12,566717081103
Northrop Grumman CorpCOM$295.9K581666807102
iShares Barclays 1-3 YrETF-FI$292.6K3,564464287457
Central Pac Financial CorpCOM$290.6K7,608154760409
Bank of New York Mellon CorpCOM$289.2K2,000064058100
Stryker CorpCOM$286.8K911863667101
Lennox Intl IncCOM$280.7K490526107107
iShares Barclays US Aggreg BETF-FI$277.6K2,804464287226
Bank Hawaii CorpCOM$276.2K3,389062540109
Vanguard Information TechnologETF-EQ$272.5K2,28092204A702
iShares Silver TrustETF-COMM$271.9K5,08646428Q109
SPDR Gold TrustETF-COMM$268.9K73078463V107
Hawaiian Elec IndustriesCOM$268.2K19,824419870100
STATE STREET SPDR S&P MIDCAP 4ETF-EQ$248.3K35378467Y107
Deere & CoCOM$245.4K387244199105
McCormick & Co Inc Non VtgCOM$242.7K4,813579780206
Vanguard S&P 500 ETFETF-EQ$240.4K350922908363
Consolidated Edison IncCOM$237.9K2,150209115104
Trane Technologies PLCCOM$237.7K484G8994E103
Bank of America CorporationCOM$231.5K4,062060505104
Ecolab IncCOM$228.2K819278865100
Clorox CoCOM$224.1K2,348189054109
American Express CoCOM$201.6K596025816109
General Dynamics CorpCOM$201.2K568369550108
Northern Dynasty Minerals LtdCOM$192K100,00066510M204
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-28

CADINHA & CO LLC — 107 positions reported for 2026Q2 — Tapewire