§ 13F · FUND PROFILE
CADINHA & CO LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $603M (13F)Positions · 99Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IAU | iShares Gold Trust | 522K | $46M | 8.6% | −1% |
| 2 | COST | Costco Wholesale Corp | 38K | $38M | 7.1% | −1% |
| 3 | BRK/B | Berkshire Hathaway Inc Cl B | 76K | $36M | 6.8% | −2% |
| 4 | GOOGL | Alphabet Inc Cap Stock Cl A | 103K | $30M | 5.5% | −28% |
| 5 | JNJ | Johnson & Johnson | 106K | $26M | 4.8% | ±0% |
| 6 | NVDA | NVIDIA Corp | 145K | $25M | 4.7% | ±0% |
| 7 | RTX | RTX CORPORATION COM | 128K | $25M | 4.6% | ±0% |
| 8 | ISRG | Intuitive Surgical Inc | 51K | $23M | 4.3% | −18% |
| 9 | XOM | Exxon Mobil Corp | 133K | $23M | 4.2% | ±0% |
| 10 | IVV | iShares S&P 500 Index | 31K | $20M | 3.8% | −29% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CADINHA SIGNAL
AC read
CADINHA & CO LLC is a Other fund managing $603 million in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed