CADINHA & CO LLC

RIA/Wealth

CADINHA & CO LLC is a RIA/Wealth based in Honolulu, HI led by Kaleialoha Kathleen Cadinha-Pua'A, reporting $1.1B in AUM as of Q3 2025 with BRK.B as the largest holding (5% allocation).

CEOKaleialoha Kathleen Cadinha-Pua'A

Portfolio Value: $735.8M
Positions: 103
Top Holding: BRK.B at 5.28%
Last Reported: Q3 2025

Address900 Fort St. Mall, Ste. 1450, Honolulu, HI, 96813-3713, United States

Top Holdings

Largest long holdings in CADINHA & CO LLC's portfolio (44.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$38.9M	5.28%	-$469.1K Sold	0.00% 77.3K shares	Q4 2019 Held for 5y 11m
2 IAU iShares Gold Trust IAU	Unknown Unknown	$38.5M	5.23%	+$438.1K Bought	— 528.7K shares	Q4 2022 Held for 2y 11m
3 Costco Wholesale COST	Discount Stores Consumer Defensive	$35.7M	4.85%	-$412.8K Sold	0.01% 38.5K shares	≤ Q2 2013 Held for 12y 5m+
4 Microsoft MSFT	Software - Infrastructure Technology	$35.2M	4.78%	-$461.0K Sold	0.00% 67.9K shares	≤ Q2 2013 Held for 12y 5m+
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$34.6M	4.71%	+$13.7M Bought	0.00% 142.5K shares	≤ Q2 2013 Held for 12y 5m+
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$31.7M	4.31%	+$439.4K Bought	0.00% 100.5K shares	Q2 2024 Held for 1y 5m
7 General Electric GE	Aerospace & Defense Industrials	$29.3M	3.98%	+$17.8M Bought	0.01% 97.3K shares	Q2 2025 Held for 5 months
8 iShares Core S&P 500 ETF IVV	ETF ETF	$28.5M	3.87%	+$32.1K Bought	— 42.6K shares	Q4 2013 Held for 11y 11m
9 Intuitive Surgical ISRG	Medical - Instruments & Supplies Healthcare	$27.9M	3.79%	-$453.0K Sold	0.02% 62.4K shares	Q3 2014 Held for 11y 2m
10 Nvidia NVDA	Semiconductors Technology	$27.8M	3.78%	-$230.2K Sold	0.00% 149.3K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CADINHA & CO LLC's latest filing

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Market Value

$735.8M

Prior: $602.8M

Q/Q Change

+22.06%

+$133.0M

Net Flows % of MV

+6.54%

Turnover Ratio

11.12%

New Purchases

1 stocks

$212.8K

Added To

32 stocks

+$86.4M

Sold Out Of

3 stocks

$646.5K

Reduced Holdings

36 stocks

-$37.8M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Information Technology VGT	New	0 → 285.0 +$212.8K
2 Johnson & Johnson JNJ	+851.44%	10.8K → 102.4K +$17.0M
3 Boeing BA	+718.31%	9.0K → 73.7K +$14.0M
4 W.W. Grainger GWW	+470.8%	2.5K → 14.4K +$11.4M
5 General Electric GE	+154.83%	38.2K → 97.3K +$17.8M

Decreased Positions

Position	Shares Δ	Change
1 Chipotle Mexican Grill CMG	Sold	4.1K → 0 −$232.5K
2 S&P Global SPGI	Sold	400.0 → 0 −$210.9K
3 Tractor Supply Company TSCO	Sold	3.9K → 0 −$203.2K
4 Marsh & McLennan Companies MMC	-96.46%	82.7K → 2.9K −$16.1M
5 Freeport-McMoRan Inc. FCX	-93.0%	73.9K → 5.2K −$2.7M