Cadinha & CO LLC Portfolio Holdings
Cadinha & CO LLC
- $603 Million
- Q2 2025
Cadinha & CO LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $603 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $38.6M, Berkshire Hathaway Inc Class B with a value of $38M, Intuitive Surgical Inc with a value of $34.5M, Microsoft Corp with a value of $34.2M, and Ishares Gold Trust with a value of $32.6M.
Examining the 13F form we can see an increase of $146M in the current position value, from $456M to 603M.
Below you can find more details about Cadinha & CO LLC portfolio as well as his latest detailed transactions.
Portfolio value
$603 Million
Financial Services: $115 Million
Technology: $110 Million
ETFs: $84 Million
Consumer Defensive: $66.3 Million
Industrials: $64.5 Million
Communication Services: $51.8 Million
Healthcare: $48.3 Million
Consumer Cyclical: $23.3 Million
Other: $39.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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