Cadinha & CO LLC Reduced Holdings in Q2 2025

Cadinha & CO LLC

  • $603 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CW
Curtiss Wright Corp

Industrials
-43.2K
- 94.87%
$283.18 - $488.55 $12.2M - $21.1M
2.34K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
-35.6K
- 90.79%
$335.24 - $380.78 $11.9M - $13.6M
3.61K $1.32M
MCD
Mcdonalds Corp

Consumer Cyclical
-35.7K
- 81.18%
$285.55 - $321.23 $10.2M - $11.5M
8.27K $2.42M
LLY
Eli Lilly & CO

Healthcare
-12.8K
- 68.17%
$713.71 - $898.95 $9.14M - $11.5M
5.98K $4.66M
FISV
Fiserv Inc

Technology
-86K
- 97.24%
N/A
2.44K $305K
FCX
Freeport Mcmoran Inc

Basic Materials
-205K
- 73.47%
$29.15 - $44.46 $5.97M - $9.1M
73.9K $3.2M
META
Meta Platforms, Inc.

Communication Services
-10.9K
- 96.01%
$484.66 - $738.09 $5.29M - $8.05M
453 $334K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-313
- 0.4%
$483.48 - $539.8 $151K - $169K
78.2K $38M
XOM
Exxon Mobil Corp

Energy
-3.39K
- 2.48%
$99.93 - $119.04 $339K - $404K
133K $14.4M
JNJ
Johnson & Johnson

Healthcare
-5.27K
- 32.87%
$146.36 - $159.82 $771K - $842K
10.8K $1.64M
PG
Procter & Gamble CO

Consumer Defensive
-928
- 17.29%
$157.66 - $172.39 $146K - $160K
4.44K $707K
MRK
Merck & Co., Inc.

Healthcare
-512
- 3.57%
$73.47 - $87.12 $37.6K - $44.6K
13.8K $1.09M
AMGN
Amgen Inc

Healthcare
-62
- 1.21%
$262.28 - $309.85 $16.3K - $19.2K
5.05K $1.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.34K
- 14.92%
$90.56 - $109.49 $212K - $256K
13.3K $1.46M
SCI
Service Corp International

Consumer Cyclical
-2K
- 23.32%
$73.58 - $81.65 $147K - $163K
6.58K $535K
XLE
Energy Sector Spdr

ETFs
-905
- 9.51%
$76.44 - $94.13 $69.2K - $85.2K
8.61K $730K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-279
- 37.6%
$468.22 - $566.51 $131K - $158K
463 $262K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-3.66K
- 21.07%
$70.56 - $92.75 $258K - $339K
13.7K $1.23M
DHR
Danaher Corp

Healthcare
-300
- 7.37%
$174.64 - $205.16 $52.4K - $61.5K
3.77K $745K
PEP
Pepsico Inc

Consumer Defensive
-70
- 2.15%
$128.02 - $151.37 $8.96K - $10.6K
3.18K $419K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-575
- 12.03%
$82.21 - $83.12 $47.3K - $47.8K
4.21K $348K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.41K
- 8.67%
$51.16 - $62.02 $123K - $149K
25.4K $1.58M
TSCO
Tractor Supply CO

Consumer Cyclical
-600
- 13.48%
$47.86 - $55.77 $28.7K - $33.5K
3.85K $203K
BOH
Bank Of Hawaii Corp

Financial Services
-500
- 12.86%
$60.02 - $70.83 $30K - $35.4K
3.39K $228K
PFE
Pfizer Inc

Healthcare
-695
- 3.62%
$21.59 - $24.84 $15K - $17.3K
18.5K $448K
LII
Lennox International Inc

Industrials
-70
- 12.5%
$508.76 - $605.77 $35.6K - $42.4K
490 $280K
ED
Consolidated Edison Inc

Utilities
-10
- 0.41%
$98.05 - $113.3 $981 - $1.13K
2.45K $245K
ITW
Illinois Tool Works Inc

Industrials
-92
- 5.7%
$218.41 - $252.43 $20.1K - $23.2K
1.52K $376K
NOC
Northrop Grumman Corp

Industrials
-6
- 1.22%
$456.3 - $540.39 $2.74K - $3.24K
485 $242K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-600
- 12.66%
$45.98 - $56.15 $27.6K - $33.7K
4.14K $232K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-135
- 0.53%
$22.54 - $23.17 $3.04K - $3.13K
25.3K $580K
MA
Mastercard Inc

Financial Services
-50
- 2.62%
$479.92 - $590.74 $24K - $29.5K
1.86K $1.05M
AMD
Advanced Micro Devices Inc

Technology
-1.06K
- 26.39%
$78.21 - $143.81 $82.7K - $152K
2.95K $418K
BX
Blackstone Inc.

Financial Services
-75
- 3.9%
$120.07 - $151.11 $9.01K - $11.3K
1.85K $276K
CSX
Csx Corp

Industrials
-360
- 1.56%
$26.69 - $32.91 $9.61K - $11.8K
22.7K $741K
BWXT
Bwx Technologies, Inc.

Industrials
-151
- 7.0%
$89.24 - $144.06 $13.5K - $21.8K
2.01K $288K
VTI
Vanguard Total Stock Market Et

ETFs
-122
- 2.94%
$243.75 - $303.93 $29.7K - $37.1K
4.02K $1.22M
AVGO
Broadcom Inc.

Technology
-147
- 10.03%
$146.29 - $275.65 $21.5K - $40.5K
1.32K $363K
HUBB
Hubbell Inc

Industrials
-170
- 5.8%
$315.94 - $408.41 $53.7K - $69.4K
2.76K $1.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
-110
- 0.87%
$82.96 - $110.1 $9.13K - $12.1K
12.6K $1.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
-40
- 0.87%
$496.48 - $617.85 $19.9K - $24.7K
4.54K $2.81M
AMZN
Amazon Com Inc

Consumer Cyclical
-9.54K
- 10.51%
$167.32 - $223.3 $1.6M - $2.13M
81.2K $17.8M
COST
Costco Wholesale Corp

Consumer Defensive
-193
- 0.49%
$908.13 - $1056.85 $175K - $204K
39K $38.6M
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 1.18%
$144.7 - $178.6 $149K - $184K
86.2K $15.2M
ISRG
Intuitive Surgical Inc

Healthcare
-512
- 0.8%
$451.58 - $565.94 $231K - $290K
63.4K $34.5M
Activity Summary
Buys All Purchases 39 New Holdings 6 Increased Positions 33 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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