CADINHA & CO LLC 13F Portfolio
CADINHA & CO LLC runs CADINHA & CO LLC and currently holds 107 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $675.15M. Their top holdings are GOOGL, BRK-B, COST, NVDA, GEV. The top five represent 24.9% of reported portfolio weight. CADINHA & CO LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CADINHA & CO LLC initiated 3 new positions. They added to 49 existing positions. They trimmed 19 positions. Their current best-performing preview position is INTC with returns of +216.40%.
Portfolio Value
$675.15M
Alpha Score
46.0
#0 of 1000
Holdings
107
CADINHA & CO LLC Current 13F Holdings
Reported holdings from CADINHA & CO LLC's latest SEC 13F filing, ranked by portfolio weight.
107 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GOOGL Alphabet Inc Cap Stock Cl A | 5.59% | $189.73 | $351.66 | +85.35% | Added +2.75% |
BRK-B Berkshire Hathaway Inc Cl B | 5.58% | $233.88 | $515.44 | +120.39% | Trimmed -0.51% |
COST Costco Wholesale Corp | 5.37% | $162.41 | $946.92 | +483.04% | Added +1.21% |
NVDA NVIDIA Corp | 4.29% | $105.16 | $229.28 | +118.03% | Added +0.15% |
GEV Ge Vernova Inc | 4.04% | $988.68 | $1,004.66 | +1.62% | Added +179.99% |
JNJ Johnson & Johnson | 4.00% | $183.98 | $261.49 | +42.13% | Added +0.27% |
JPM JPMorgan Chase & Co | 3.94% | $300.51 | $333.01 | +10.81% | Added +149.29% |
RTX RTX CORPORATION COM | 3.61% | $145.54 | $185.96 | +27.77% | Added +0.44% |
CAT Caterpillar Inc | 3.51% | $648.52 | $800.60 | +23.45% | Added +62.29% |
IVV iShares S&P 500 Index | 3.42% | $479.55 | $781.99 | +63.07% | Trimmed -1.69% |
Showing 1-10 of 107