Investor
CADINHA & CO LLC
CIK 0000923469 · filed 2026-05-11 · SEC filing
13F book
$536.8M
Positions
103
5 new · 5 sold
Largest name
8.6%
Ishares Gold Tr
Est. mark
$8.81M
Price effect on 98 names still held. Flow −$120.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Gold Tr | — | 521.6K | $46M | 8.6% | $3.65M | Cut$3.23M |
| Costco Whsl Corp New | — | 38.3K | $38.1M | 7.1% | $5.13M | Cut$4.94M |
| Berkshire Hathaway Inc Del | — | 75.7K | $36.3M | 6.8% | −$1.77M | Cut−$2.49M |
| Alphabet Inc | — | 102.8K | $29.6M | 5.5% | −$2.61M | Cut−$14.9M |
| Johnson & Johnson | JNJ | 106K | $25.9M | 4.8% | $3.96M | Added$4.04M |
| Nvidia Corp | NVDA | 144.6K | $25.2M | 4.7% | −$1.75M | Cut−$1.87M |
| RTX Corp | RTX | 127.9K | $24.7M | 4.6% | $1.22M | Cut$1.12M |
| Intuitive Surgical Inc | ISRG | 50.6K | $23.3M | 4.3% | −$5.33M | Cut−$11.8M |
| Exxon Mobil Corp | — | 133.3K | $22.6M | 4.2% | $6.57M | Cut$6.51M |
| Ishares Tr | — | 31.4K | $20.5M | 3.8% | −$995.8K | Cut−$9.94M |
| Merck & Co., Inc. | MRK | 166.9K | $20.1M | 3.7% | $2.51M | Cut−$6.46M |
| Walmart Inc. | WMT | 148.3K | $18.4M | 3.4% | $1.91M | Cut−$8.87M |
| Duke Energy Corp New | — | 126.8K | $16.6M | 3.1% | $1.73M | Added$1.82M |
| Microsoft Corp | MSFT | 43.7K | $16.2M | 3.0% | −$4.96M | Cut−$19.6M |
| Ge Aerospace | — | 49.6K | $14.1M | 2.6% | −$1.19M | Added−$1.03M |
| Amazon Com Inc | AMZN | 47K | $9.8M | 1.8% | −$1.06M | Cut−$8.39M |
| Caterpillar Inc | CAT | 13.7K | $9.71M | 1.8% | $1.86M | Cut−$4.69M |
| Jpmorgan Chase & Co. | — | 32.6K | $9.58M | 1.8% | −$914K | Cut−$7.05M |
| Ishares Tr | — | 103.4K | $8.96M | 1.7% | $206.8K | Cut−$9.22M |
| Ishares Inc | — | 162.7K | $8.91M | 1.7% | $139.9K | Cut−$7.64M |
| Boeing Co | — | 40.6K | $8.08M | 1.5% | −$99.8K | Added$6.88M |
| Ishares Tr | — | 34.4K | $7.52M | 1.4% | — | New |
| GE Vernova Inc. | GEV | 8.3K | $7.24M | 1.4% | $1.82M | Cut−$2.67M |
| Invesco Qqq Tr | — | 11.5K | $6.65M | 1.2% | −$427.6K | Cut−$1.22M |
| Apple Inc. | AAPL | 21K | $5.33M | 1.0% | −$373.8K | Added−$295.7K |
| Eli Lilly & Co | LLY | 5.65K | $5.2M | 1.0% | −$872.5K | Added−$852.2K |
| Palantir Technologies Inc. | PLTR | 29.3K | $4.29M | 0.8% | −$923.3K | Cut−$958.7K |
| Chevron Corp New | CVX | 18.7K | $3.87M | 0.7% | $1.01M | Added$1.05M |
| Union Pac Corp | — | 14.5K | $3.52M | 0.7% | $163.9K | Held |
| Ww Grainger Inc | — | 2.44K | $2.66M | 0.5% | $138.8K | Added$942.8K |
| Spdr S&P 500 Etf Tr | — | 3.82K | $2.48M | 0.5% | −$120.5K | Cut−$595.8K |
| AbbVie Inc. | ABBV | 11.3K | $2.46M | 0.5% | −$124.4K | Cut−$155.3K |
| Ishares Tr | — | 27.8K | $2.41M | 0.4% | −$13.1K | Cut−$52.4K |
| Cisco Sys Inc | — | 24.4K | $1.9M | 0.4% | $13.7K | Cut$3.29K |
| Wells Fargo Co New | — | 23.8K | $1.89M | 0.4% | −$323.5K | Held |
| Mcdonalds Corp | MCD | 6.07K | $1.89M | 0.4% | $31.1K | Cut−$6.53K |
| Amgen Inc | AMGN | 5.2K | $1.83M | 0.3% | $126.9K | Added$135.7K |
| Amphenol Corp New | — | 14K | $1.77M | 0.3% | −$123.2K | Added−$119.7K |
| Agnico Eagle Mines Ltd | AEM | 8.21K | $1.67M | 0.3% | $274.8K | Cut−$233.3K |
| Ishares Tr | — | 24.5K | $1.66M | 0.3% | $37.5K | Cut−$4.87K |
| Curtiss Wright Corp | CW | 2.38K | $1.62M | 0.3% | $301K | Added$341.9K |
| Wheaton Precious Metals Corp. | WPM | 12.3K | $1.61M | 0.3% | $165.5K | Held |
| Visa Inc. | V | 5.14K | $1.55M | 0.3% | −$249K | Cut−$512K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.3% | −$73.3K | Held |
| Ishares Tr | — | 11.3K | $1.4M | 0.3% | $46.7K | Cut$39.8K |
| Ishares Tr | — | 12.3K | $1.39M | 0.3% | −$124.4K | Cut−$164.1K |
| Hubbell Inc | HUBB | 2.75K | $1.35M | 0.3% | $128K | Cut$30.7K |
| Vanguard Index Fds | — | 4.01K | $1.29M | 0.2% | −$57.9K | Added−$55.9K |
| Ishares Tr | — | 5.99K | $1.26M | 0.2% | −$5.51K | Cut−$37.7K |
| Csw Industrials, Inc. | CSW | 4.28K | $1.12M | 0.2% | −$141.1K | Held |
| Home Depot, Inc. | HD | 3.29K | $1.08M | 0.2% | −$50.1K | Cut−$58.4K |
| Abbott Labs | ABT | 10.1K | $1.04M | 0.2% | −$229.1K | Cut−$242.4K |
| Goldman Sachs Group Inc | — | 1.22K | $1.03M | 0.2% | −$40.3K | Cut−$46.4K |
| Select Sector Spdr Tr | — | 16.8K | $1.03M | 0.2% | $278.6K | Cut$274.2K |
| Coca Cola Co | KO | 13.2K | $1.01M | 0.2% | $80.4K | Added$91K |
| Verizon Communications Inc | VZ | 18.5K | $927.5K | 0.2% | $175K | Cut$165.6K |
| Csx Corp | CSX | 22.4K | $918.7K | 0.2% | $107.4K | Held |
| Mastercard Inc | MA | 1.78K | $889.4K | 0.2% | −$125.8K | Added−$119.3K |
| Check Point Software Tech Lt | — | 5.74K | $820.2K | 0.2% | −$245.2K | Cut−$467K |
| Conocophillips | COP | 6.05K | $799K | 0.1% | $227.8K | Added$243.6K |
| Danaher Corporation | — | 3.79K | $718.2K | 0.1% | −$148.9K | Held |
| Phillips 66 | PSX | 3.72K | $677.7K | 0.1% | $197.7K | Held |
| Procter And Gamble Co | PG | 4.49K | $648.1K | 0.1% | $5K | Added$13.5K |
| Ishares Tr | — | 25.7K | $589.1K | 0.1% | −$2.96K | Held |
| Norfolk Southn Corp | — | 1.9K | $544.2K | 0.1% | −$3.26K | Held |
| Pepsico Inc | PEP | 3.2K | $497.1K | 0.1% | $37.5K | Added$39.8K |
| BWX Technologies, Inc. | BWXT | 2.37K | $484.8K | 0.1% | $73K | Added$86.3K |
| Broadcom Inc. | AVGO | 1.37K | $425K | 0.1% | −$47.9K | Added−$27.7K |
| Ishares Silver Tr | — | 5.86K | $399K | 0.1% | $21.8K | Cut$5.68K |
| Illinois Tool Wks Inc | — | 1.53K | $397.1K | 0.1% | $21.2K | Added$21.8K |
| Ishares Tr | — | 2.77K | $394.9K | 0.1% | −$17.3K | Held |
| Pfizer Inc | PFE | 12.6K | $352.9K | 0.1% | $40K | Held |
| Meta Platforms, Inc. | META | 613 | $350.7K | 0.1% | −$49.3K | Added−$19.6K |
| Advanced Micro Devices Inc | AMD | 1.64K | $333.2K | 0.1% | −$17.6K | Cut−$287K |
| Northrop Grumman Corp | — | 485 | $330.9K | 0.1% | $54.3K | Held |
| Vanguard Index Fds | — | 1.15K | $330.4K | 0.1% | −$3.5K | Held |
| Colgate Palmolive Co | CL | 3.7K | $315.4K | 0.1% | $23K | Held |
| International Business Machs | — | 1.3K | $314.4K | 0.1% | −$69.8K | Cut−$253.5K |
| Spdr Gold Tr | — | 730 | $314.1K | 0.1% | $24.8K | Held |
| Emerson Elec Co | — | 2.32K | $303.7K | 0.1% | −$3.94K | Cut−$8.32K |
| Stryker Corp | SYK | 911 | $299.4K | 0.1% | −$19.9K | Added−$6.79K |
| Intel Corp | INTC | 6.77K | $298.7K | 0.1% | $48.9K | Held |
| Ishares Tr | — | 3.56K | $294.3K | 0.1% | −$890 | Added−$312 |
| Hawaiian Elec Industries | — | 19.8K | $294.2K | 0.1% | $50.4K | Held |
| Freeport-Mcmoran Inc | FCX | 4.66K | $273.6K | 0.1% | $37.2K | Cut$10.8K |
| Alphabet Inc | — | 947 | $271.7K | 0.1% | −$24.8K | Added−$17K |
| Oreilly Automotive Inc | — | 2.88K | $265.7K | 0.0% | — | New |
| Clorox Co Del | — | 2.55K | $264.1K | 0.0% | $7.13K | Held |
| Ishares Tr | — | 2.64K | $262.5K | 0.0% | −$1.56K | Held |
| Spdr Dow Jones Indl Average | — | 545 | $252.4K | 0.0% | −$9.47K | Cut−$27.3M |
| Bank Hawaii Corp | — | 3.39K | $251.6K | 0.0% | $19.9K | Held |
| Consolidated Edison Inc | ED | 2.15K | $243.3K | 0.0% | $29.8K | Cut$3 |
| Central Pac Finl Corp | — | 7.61K | $243.2K | 0.0% | $6.09K | Held |
| Mccormick & Co Inc | — | 4.81K | $242.8K | 0.0% | −$85K | Held |
| Trimble Inc. | TRMB | 3.66K | $238.9K | 0.0% | −$48K | Held |
| Bank New York Mellon Corp | — | 2K | $237.3K | 0.0% | $5.08K | Held |
| Lennox Intl Inc | — | 490 | $227.4K | 0.0% | −$10.5K | Held |
| Deere & Co | DE | 387 | $217.9K | 0.0% | — | New |
| Ecolab Inc. | ECL | 819 | $217.9K | 0.0% | $2.8K | Added$7.85K |
| Spdr S&P Midcap 400 Etf Tr | — | 353 | $217.7K | 0.0% | $4.76K | Held |
| Vanguard Index Fds | — | 349 | $208.5K | 0.0% | −$10.3K | Cut−$16.6K |
| Service Corp Intl | — | 2.5K | $205.9K | 0.0% | — | New |
| Northern Dynasty Minerals Lt | — | 100K | $140K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.