§ 13F · FUND PROFILE
CADINHA & CO LLC.
AUM · $675M (13F)Positions · 107Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IAU | iShares Gold Trust | 517K | $39M | 5.8% | −1% |
| 2 | GOOGL | Alphabet Inc Cap Stock Cl A | 106K | $38M | 5.6% | +3% |
| 3 | BRK/B | Berkshire Hathaway Inc Cl B | 75K | $38M | 5.6% | −1% |
| 4 | COST | Costco Wholesale Corp | 39K | $36M | 5.4% | +1% |
| 5 | NVDA | NVIDIA Corp | 145K | $29M | 4.3% | ±0% |
| 6 | GEV | Ge Vernova Inc | 23K | $27M | 4.0% | +180% |
| 7 | JNJ | Johnson & Johnson | 106K | $27M | 4.0% | ±0% |
| 8 | JPM | JPMorgan Chase & Co | 81K | $27M | 3.9% | +149% |
| 9 | RTX | RTX CORPORATION COM | 128K | $24M | 3.6% | ±0% |
| 10 | CAT | Caterpillar Inc | 22K | $24M | 3.5% | +62% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CADINHA SIGNAL
AC read
CADINHA & CO LLC is a Other fund managing $675 million in assets. The fund runs a portfolio of 107 positions.
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