Cadinha & Co. LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists a total of 107 holdings, with a reported total value of approximately $61.6 million.
The portfolio is diversified across various sectors, with a significant allocation to large-cap technology and healthcare companies. Top holdings include NVIDIA Corporation, with 33,681,748 shares valued at approximately $14.7 million; Johnson & Johnson, with 28,463,521 shares valued at approximately $10.8 million; and Merck & Co. Inc., with 24,849,086 shares valued at approximately $17.1 million.
Other notable positions in the filing include Apple Inc., with 19,620,609 shares; Microsoft Corp., with 26,808,065 shares; and Eli Lilly & Co., with 15,331,310 shares. The firm also holds significant positions in exchange-traded funds (ETFs), including the iShares Gold Trust, the Invesco QQQ Trust, and the Vanguard Total Stock Market ETF.
The filing identifies Sarah Kiaaina as the Compliance Manager for the firm, located in Honolulu, Hawaii. The report was signed on October 21, 2026.
