13F HOLDINGS REPORT
CADINHA & CO LLC
Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0000923469-25-000005
Total Value
$602.8M
Positions
99
Other Managers
0
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Costco Wholesale Corp | 22160K105 | 38,993 | $38.6M | 6.40% |
| 2 | Berkshire Hathaway Inc Cl B | BRK-A | 78,230 | $38.0M | 6.30% |
| 3 | Intuitive Surgical Inc | ISRG | 63,441 | $34.5M | 5.72% |
| 4 | Microsoft Corp | MSFT | 68,788 | $34.2M | 5.68% |
| 5 | iShares Gold Trust | IAU | 522,685 | $32.6M | 5.41% |
| 6 | JPMorgan Chase & Co | VYLD | 99,125 | $28.7M | 4.77% |
| 7 | iShares S&P 500 Index | 464287200 | 42,537 | $26.4M | 4.38% |
| 8 | Visa Inc Cl A | V | 70,850 | $25.2M | 4.17% |
| 9 | Wal-Mart Stores Inc | WMT | 249,158 | $24.4M | 4.04% |
| 10 | NVIDIA Corp | NVDA | 150,488 | $23.8M | 3.94% |
| 11 | Caterpillar Inc | CAT | 55,013 | $21.4M | 3.54% |
| 12 | Netflix Inc | NFLX | 15,860 | $21.2M | 3.52% |
| 13 | Cisco Systems Inc | CSCO | 279,788 | $19.4M | 3.22% |
| 14 | RTX CORPORATION COM | RTX | 129,276 | $18.9M | 3.13% |
| 15 | Marsh & McLennan Cos Inc | 571748102 | 82,727 | $18.1M | 3.00% |
| 16 | Amazon.com Inc | AMZN | 81,227 | $17.8M | 2.96% |
| 17 | Check Point Software Tech Ltd | M22465104 | 75,554 | $16.7M | 2.77% |
| 18 | Duke Energy Corp | DUKB | 135,635 | $16.0M | 2.66% |
| 19 | Alphabet Inc Cap Stock Cl A | GOOG | 86,159 | $15.2M | 2.52% |
| 20 | Verizon Communications Inc | VZ | 347,716 | $15.0M | 2.50% |
| 21 | Exxon Mobil Corp | XOM | 133,354 | $14.4M | 2.38% |
| 22 | Ge Aerospace Com New | 369604301 | 38,174 | $9.8M | 1.63% |
| 23 | Palantir Technologies Inc Cl A | PLTR | 65,065 | $8.9M | 1.47% |
| 24 | Invesco Qqq Tr Unit Ser 1 | IVZ | 12,885 | $7.1M | 1.18% |
| 25 | Eli Lilly & Co | LLY | 5,982 | $4.7M | 0.77% |
| 26 | Apple Inc | AAPL | 20,722 | $4.3M | 0.71% |
| 27 | Union Pacific Corp | UNP | 15,008 | $3.5M | 0.57% |
| 28 | Freeport-Mcmoran Inc Cl B | FCX | 73,912 | $3.2M | 0.53% |
| 29 | SPDR S&P 500 ETF Tr | SPY | 4,543 | $2.8M | 0.47% |
| 30 | Grainger W W Inc | 384802104 | 2,531 | $2.6M | 0.44% |
| 31 | Chevron Corp | CVX | 18,141 | $2.6M | 0.43% |
| 32 | iShares Core MSCI Total Intern | 46432F834 | 33,000 | $2.6M | 0.42% |
| 33 | iShares Barclays 20 plus Yr | 464287432 | 28,365 | $2.5M | 0.42% |
| 34 | McDonalds Corp | MCD | 8,266 | $2.4M | 0.40% |
| 35 | Abbvie Inc | ABBV | 11,445 | $2.1M | 0.35% |
| 36 | Wells Fargo & Co | 949746101 | 24,184 | $1.9M | 0.32% |
| 37 | Boeing Co | BA-PA | 9,006 | $1.9M | 0.31% |
| 38 | Johnson & Johnson | JNJ | 10,760 | $1.6M | 0.27% |
| 39 | iShares S&P Mid Cap 400 | 464287507 | 25,400 | $1.6M | 0.26% |
| 40 | iShares S&P Small Cap 600 | 464287804 | 13,345 | $1.5M | 0.24% |
| 41 | Berkshire Hathaway Inc Cl A | BRK-A | 2 | $1.5M | 0.24% |
| 42 | Amgen Inc | AMGN | 5,045 | $1.4M | 0.23% |
| 43 | Abbott Laboratories | ABLZF | 10,233 | $1.4M | 0.23% |
| 44 | iShares S&P 500 Growth | 464287309 | 12,580 | $1.4M | 0.23% |
| 45 | Home Depot Inc | HD | 3,613 | $1.3M | 0.22% |
| 46 | Wheaton Precious Metals Corp | WPM | 13,710 | $1.2M | 0.20% |
| 47 | Csw Industrials Inc | CSW | 4,283 | $1.2M | 0.20% |
| 48 | Vanguard Total Stock Mkt | 922908769 | 4,022 | $1.2M | 0.20% |
| 49 | iShares S&P 500 Value | 464287408 | 6,142 | $1.2M | 0.20% |
| 50 | Curtiss Wright Corp | CW | 2,338 | $1.1M | 0.19% |
| 51 | Coca-Cola Co | KO | 15,956 | $1.1M | 0.19% |
| 52 | Hubbell Inc | HUBB | 2,759 | $1.1M | 0.19% |
| 53 | Merck & Co Inc | MRK | 13,811 | $1.1M | 0.18% |
| 54 | MasterCard Inc Cl A | MA | 1,861 | $1.0M | 0.17% |
| 55 | Danaher Corp | 235851102 | 3,773 | $745,318 | 0.12% |
| 56 | Deckers Outdoor Corp | DECK | 7,215 | $743,650 | 0.12% |
| 57 | CSX Corp | CSX | 22,731 | $741,713 | 0.12% |
| 58 | Select Sector SPDR Energy | 81369Y506 | 8,610 | $730,214 | 0.12% |
| 59 | Procter & Gamble Co | 742718109 | 4,440 | $707,381 | 0.12% |
| 60 | iShares US Treas Bond ETF | 46429B267 | 25,263 | $580,544 | 0.10% |
| 61 | Intl Business Machines | INTR | 1,900 | $560,082 | 0.09% |
| 62 | ConocoPhillips | COP | 6,058 | $543,645 | 0.09% |
| 63 | Service Corp Intl | 817565104 | 6,575 | $535,205 | 0.09% |
| 64 | Norfolk Southern Corp | 655844108 | 1,896 | $485,319 | 0.08% |
| 65 | Pfizer Inc | PFE | 18,521 | $448,949 | 0.07% |
| 66 | Phillips 66 | PSX | 3,732 | $445,228 | 0.07% |
| 67 | Intel Corp | INTC | 18,919 | $423,788 | 0.07% |
| 68 | Fiserv Inc | FISV | 2,440 | $420,680 | 0.07% |
| 69 | PepsiCo Inc | PEP | 3,179 | $419,755 | 0.07% |
| 70 | Advanced Micro Devices Inc | AMD | 2,949 | $418,463 | 0.07% |
| 71 | Agnico Eagle Mines Ltd | AEM | 3,211 | $381,884 | 0.06% |
| 72 | Vanguard Mid Cap ETF | 922908629 | 1,352 | $378,450 | 0.06% |
| 73 | Illinois Tool Works Inc | 452308109 | 1,521 | $375,983 | 0.06% |
| 74 | iShares Core S&P Ttl Stock | 464287150 | 2,731 | $368,848 | 0.06% |
| 75 | McCormick & Co Inc Non Vtg | MKC-V | 4,800 | $363,936 | 0.06% |
| 76 | Broadcom Inc | AVGO | 1,318 | $363,307 | 0.06% |
| 77 | iShares Barclays 1-3 Yr | 464287457 | 4,206 | $348,509 | 0.06% |
| 78 | Stryker Corp | SYK | 871 | $344,609 | 0.06% |
| 79 | Colgate Palmolive Co | CL | 3,700 | $336,330 | 0.06% |
| 80 | Clorox Co | CLX | 2,798 | $335,964 | 0.06% |
| 81 | Meta Platforms Inc. | META | 453 | $334,355 | 0.06% |
| 82 | Emerson Electric Co | EMR | 2,350 | $313,349 | 0.05% |
| 83 | Bwx Technologies Inc | BWXT | 2,006 | $288,984 | 0.05% |
| 84 | SPDR Gold Trust | GLD | 930 | $283,492 | 0.05% |
| 85 | Lennox Intl Inc | 526107107 | 490 | $280,888 | 0.05% |
| 86 | Trimble Navigation Ltd | TRMB | 3,662 | $278,239 | 0.05% |
| 87 | Blackstone Group Inc Cl A | BX | 1,850 | $276,780 | 0.05% |
| 88 | Northern Dynasty Minerals Ltd | 66510M204 | 202,384 | $271,195 | 0.04% |
| 89 | SPDR S&P Mid Cap 400 ETF Tr | MDY | 463 | $262,280 | 0.04% |
| 90 | iShares Barclays US Aggreg B | 464287226 | 2,631 | $260,999 | 0.04% |
| 91 | Honeywell Intl Inc | 438516106 | 1,056 | $245,947 | 0.04% |
| 92 | Consolidated Edison Inc | ED | 2,450 | $245,857 | 0.04% |
| 93 | Northrop Grumman Corp | NOC | 485 | $242,490 | 0.04% |
| 94 | Chipotle Mexican Grill Inc | CMG | 4,140 | $232,461 | 0.04% |
| 95 | DuPont de Nemours Inc | DD | 3,354 | $230,051 | 0.04% |
| 96 | Bank Hawaii Corp | 062540109 | 3,389 | $228,859 | 0.04% |
| 97 | Ecolab Inc | ECL | 817 | $220,132 | 0.04% |
| 98 | S&P Global Inc | SPGI | 400 | $210,916 | 0.03% |
| 99 | Tractor Supply Co | TSCO | 3,850 | $203,164 | 0.03% |