MondegarAI
CADINHA & CO LLC

Q4 2024 · 13F-HR

CADINHA & CO LLCholdings as filed

Filed 2025-01-16 · accession 0000923469-25-000001

$602.8M
Reported value
100
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
22160K105COSTCostco Wholesale Corp$36.2M6.00%39,493CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$35.9M5.95%79,093CommonSOLE
46120E602ISRGIntuitive Surgical Inc$33.9M5.62%64,943CommonSOLE
02079K305GOOGLAlphabet Inc Cap Stock Cl A$31.5M5.23%166,632CommonSOLE
46625H100JPMJPMorgan Chase & Co$29.8M4.94%124,173CommonSOLE
464287200IVViShares S&P 500 Index$28.1M4.66%47,705CommonSOLE
437076102HDHome Depot Inc$27.2M4.51%69,897CommonSOLE
580135101MCDMcDonalds Corp$26.2M4.34%90,297CommonSOLE
231561101CWCurtiss Wright Corp$24.5M4.06%69,041CommonSOLE
594918104MSFTMicrosoft Corp$22.6M3.74%53,524CommonSOLE
67066G104NVDANVIDIA Corp$22.2M3.69%165,499CommonSOLE
023135106AMZNAmazon.com Inc$20.7M3.43%94,270CommonSOLE
931142103WMTWal-Mart Stores Inc$19.6M3.25%216,510CommonSOLE
443510607HUBBHubbell Inc$19.2M3.19%45,934CommonSOLE
337738108FISVFiserv Inc$18.6M3.09%90,758CommonSOLE
38141G104GSGoldman Sachs Group Inc$18.5M3.06%32,235CommonSOLE
478160104JNJJohnson & Johnson$18.1M3.00%124,998CommonSOLE
35671D857FCXFreeport-Mcmoran Inc Cl B$17.7M2.93%464,122CommonSOLE
69608A108PLTRPalantir Technologies Inc Cl A$17.4M2.88%229,764CommonSOLE
30231G102XOMExxon Mobil Corp$15.2M2.52%140,965CommonSOLE
532457108LLYEli Lilly & Co$14.6M2.42%18,860CommonSOLE
17275R102CSCOCisco Systems Inc$13.9M2.30%234,554CommonSOLE
149123101CATCaterpillar Inc$11.1M1.84%30,553CommonSOLE
05605H100BWXTBwx Technologies Inc$7.2M1.19%64,341CommonSOLE
037833100AAPLApple Inc$5.5M0.92%22,099CommonSOLE
464285204IAUiShares Gold Trust$4.3M0.71%86,882CommonSOLE
907818108UNPUnion Pacific Corp$3.5M0.59%15,562CommonSOLE
78462F103SPYSPDR S&P 500 ETF Tr$2.8M0.47%4,854CommonSOLE
166764100CVXChevron Corp$2.5M0.41%16,919CommonSOLE
58933Y105MRKMerck & Co Inc$2.2M0.36%21,838CommonSOLE
384802104GWWGrainger W W Inc$2.2M0.36%2,041CommonSOLE
92826C839VVisa Inc Cl A$2.1M0.34%6,563CommonSOLE
M22465104CHKPCheck Point Software Tech Ltd$2.1M0.34%11,033CommonSOLE
00287Y109ABBVAbbvie Inc$2.0M0.34%11,425CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$2.0M0.33%25,783CommonSOLE
464287804IJRiShares S&P Small Cap 600$1.9M0.31%16,084CommonSOLE
949746101WMT2Wells Fargo & Co$1.8M0.29%24,954CommonSOLE
464287507IJHiShares S&P Mid Cap 400$1.7M0.29%27,925CommonSOLE
126402106CSWCsw Industrials Inc$1.5M0.25%4,283CommonSOLE
084670108BRK/ABerkshire Hathaway Inc Cl A$1.4M0.23%2CommonSOLE
031162100AMGNAmgen Inc$1.4M0.23%5,217CommonSOLE
46090E103QQQInvesco Qqq Tr Unit Ser 1$1.3M0.22%2,621CommonSOLE
464287309IVWiShares S&P 500 Growth$1.3M0.21%12,690CommonSOLE
962879102WPMWheaton Precious Metals Corp$1.3M0.21%22,435CommonSOLE
922908769VTIVanguard Total Stock Mkt$1.2M0.20%4,144CommonSOLE
00724F101ADBEAdobe Inc$1.2M0.20%2,689CommonSOLE
464287408IVEiShares S&P 500 Value$1.2M0.19%6,101CommonSOLE
002824100ABTAbbott Laboratories$1.2M0.19%10,215CommonSOLE
235851102DHRDanaher Corp$1.1M0.19%4,983CommonSOLE
007903107AMDAdvanced Micro Devices Inc$1.1M0.18%8,871CommonSOLE
57636Q104MAMasterCard Inc Cl A$979,9470.16%1,861CommonSOLE
13321L108CCJCameco Corp$977,0800.16%19,013CommonSOLE
539830109LMTLockheed Martin Corp$960,2170.16%1,976CommonSOLE
742718109PGProcter & Gamble Co$899,9450.15%5,368CommonSOLE
126408103CSXCSX Corp$826,6280.14%25,616CommonSOLE
81369Y506XLESelect Sector SPDR Energy$815,0550.14%9,515CommonSOLE
66510M204NAKNorthern Dynasty Minerals Ltd$814,1000.14%1,400,000CommonSOLE
191216100KOCoca-Cola Co$675,9760.11%10,857CommonSOLE
20825C104COPConocoPhillips$630,7210.10%6,360CommonSOLE
713448108PEPPepsiCo Inc$608,6960.10%4,003CommonSOLE
46429B267GOVTiShares US Treas Bond ETF$596,0780.10%25,939CommonSOLE
717081103PFEPfizer Inc$512,2680.08%19,309CommonSOLE
459200101IBMIntl Business Machines$510,0060.08%2,320CommonSOLE
92343V104VZVerizon Communications Inc$480,9240.08%12,026CommonSOLE
452308109ITWIllinois Tool Works Inc$459,2790.08%1,811CommonSOLE
718546104PSXPhillips 66$457,9990.08%4,020CommonSOLE
26441C204DUKDuke Energy Corp$448,5220.07%4,163CommonSOLE
655844108NSCNorfolk Southern Corp$444,9910.07%1,896CommonSOLE
863667101SYKStryker Corp$434,2350.07%1,206CommonSOLE
75513E101RTXRTX CORPORATION COM$424,1100.07%3,665CommonSOLE
78467Y107MDYSPDR S&P Mid Cap 400 ETF Tr$422,6280.07%742CommonSOLE
G1151C101ACNAccenture PLC Ireland Class A$410,5390.07%1,167CommonSOLE
189054109CLXClorox Co$406,0250.07%2,500CommonSOLE
464287457SHYiShares Barclays 1-3 Yr$391,9460.07%4,781CommonSOLE
194162103CLColgate Palmolive Co$372,7310.06%4,100CommonSOLE
579780206MKCMcCormick & Co Inc Non Vtg$365,9520.06%4,800CommonSOLE
464287150ITOTiShares Core S&P Ttl Stock$351,2220.06%2,731CommonSOLE
11135F101AVGOBroadcom Inc$349,6150.06%1,508CommonSOLE
09260D107BXBlackstone Group Inc Cl A$343,5260.06%1,992CommonSOLE
526107107LIILennox Intl Inc$341,2080.06%560CommonSOLE
922908629VOVanguard Mid Cap ETF$306,9190.05%1,162CommonSOLE
291011104EMREmerson Electric Co$291,1000.05%2,349CommonSOLE
464287432TLTiShares Barclays 20 plus Yr$288,8880.05%3,308CommonSOLE
169656105CMGChipotle Mexican Grill Inc$285,8220.05%4,740CommonSOLE
666807102NOCNorthrop Grumman Corp$279,8620.05%596CommonSOLE
062540109BOHBank Hawaii Corp$277,3370.05%3,893CommonSOLE
097023105BABoeing Co$269,9250.04%1,525CommonSOLE
896239100TRMBTrimble Navigation Ltd$258,7570.04%3,662CommonSOLE
067901108ABXBarrick Gold Corporation$257,8110.04%16,633CommonSOLE
26614N102DDDuPont de Nemours Inc$255,7420.04%3,354CommonSOLE
260557103DOWDow Inc$254,9860.04%6,354CommonSOLE
651639106NEMNewmont Corporation Com$254,9570.04%6,850CommonSOLE
464287226AGGiShares Barclays US Aggreg B$247,0950.04%2,550CommonSOLE
438516106HONHoneywell Intl Inc$238,0970.04%1,054CommonSOLE
892356106TSCOTractor Supply Co$236,1170.04%4,450CommonSOLE
053015103ADPAutomatic Data Processing Inc$234,1840.04%800CommonSOLE
154760409CPFCentral Pac Financial Corp$221,0120.04%7,608CommonSOLE
209115104EDConsolidated Edison Inc$219,5060.04%2,460CommonSOLE
78463V107GLDSPDR Gold Trust$200,9680.03%830CommonSOLE
G0508H110ALTMEURArcadium Lithium Plc Com$69,2550.01%13,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.