CADINHA & CO LLC
CIK 923469
13F filing for Q2 2026・No. 3,274
- Holdings
- US$675.15M
- Quarter change
- +US$138.37M
- Entries
- 107
- Net bought (estimate)
- +US$113.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 3
- Cut 21
- Added 47
- Corporate actions 0
- Unchanged 32
Largest holdings
107 stocks worth US$675.15M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| iShares Gold TrustETF-COMM | Cut | 516,618 | US$39.01M | 5.78% |
| GOOGLAlphabetCOM | Added | 105,604 | US$37.74M | 5.59% |
| BRK.BBerkshire Hathaway Inc Cl BCOM | Cut | 75,269 | US$37.66M | 5.58% |
| COSTCostco Wholesale CorpCOM | Added | 38,747 | US$36.25M | 5.37% |
| NVDANvidiaCOM | Added | 144,840 | US$28.98M | 4.29% |
| GEVGe Vernova IncCOM | Added | 23,236 | US$27.3M | 4.04% |
| JNJJohnson & JohnsonCOM | Added | 106,241 | US$26.98M | 4.00% |
| JPMJPMorgan Chase & CoCOM | Added | 81,210 | US$26.58M | 3.94% |
| RTXRTX CORPORATION COMCOM | Added | 128,485 | US$24.38M | 3.61% |
| CATCaterpillar IncCOM | Added | 22,251 | US$23.7M | 3.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.