CADINHA & CO LLC: 13F holdings
CIK 9234692026Q2
| Positions | 107 |
|---|
| Reported value | $675.2m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 107 (+4 vs prior quarter) |
|---|
| Reported value | $675.2m (+25.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IAU iShares Gold Trust | 516,618 | $39.0m | 5.8% |
| GOOGL Alphabet Inc Cap Stock Cl A | 105,604 | $37.7m | 5.6% |
| BRK-B Berkshire Hathaway Inc Cl B | 75,269 | $37.7m | 5.6% |
| COST Costco Wholesale Corp | 38,747 | $36.2m | 5.4% |
| NVDA NVIDIA Corp | 144,840 | $29.0m | 4.3% |
| GEV Ge Vernova Inc | 23,236 | $27.3m | 4.0% |
| JNJ Johnson & Johnson | 106,241 | $27.0m | 4.0% |
| JPM JPMorgan Chase & Co | 81,210 | $26.6m | 3.9% |
| RTX RTX CORPORATION COM | 128,485 | $24.4m | 3.6% |
| CAT Caterpillar Inc | 22,251 | $23.7m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="923469")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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