Cadinha & CO LLC Portfolio Holdings

Cadinha & CO LLC

$736 Million
Q3 2025

Cadinha & CO LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $736 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $38.9M, Ishares Gold Trust with a value of $38.5M, Costco Wholesale Corp with a value of $35.7M, Microsoft Corp with a value of $35.2M, and Alphabet Inc. with a value of $34.6M.

Examining the 13F form we can see an increase of $133M in the current position value, from $603M to 736M.

Below you can find more details about Cadinha & CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $736 Million

ETFs: $135 Million

Industrials: $118 Million

Technology: $118 Million

Financial Services: $116 Million

Consumer Defensive: $63.9 Million

Healthcare: $59.2 Million

Communication Services: $56.1 Million

Consumer Cyclical: $29.8 Million

Other: $39.9 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NAK Northern Dynasty Minerals LTD Basic Materials	$1.01B	$240,000 0.03% of portfolio	202,384	Q1 2025 Reduced 85.54%
BOH Bank Of Hawaii Corp Financial Services	$2.47B	$222,000 0.03% of portfolio	3,389	Q2 2025 Reduced 12.86%
ECL Ecolab Inc. Basic Materials	$79.3B	$223,000 0.03% of portfolio	817	Q1 2025 New

Summary

Portfolio
No. of Stocks 103
Current Value $736 Million
Prior Value $603 Million
Filing
Period Q3 2025
Filing Date October 16, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 7 stocks
Additional Purchases 32 stocks
Sold out of 0 stocks
Reduced holdings in 36 stocks

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