|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cadinha & Co LLC
✚
|
|
|---|---|
| CRD # | 108135 |
| SEC # | 801-57784 |
| CIK # | 0000923469 |
| AUM | $1.1 B (2025-03-21) |
| Employees | 19 (53% Investors, 0% Brokers) |
| Phone | 808-523-9488 |
| Address | 900 Fort St Mall, Ste 1450 Honolulu, HI 96813-3713 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000923469 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 38.6 | ||
| Intuitive Surgical Inc | 34.5 | ||
| Microsoft Corp | 34.2 | ||
| iShares Comex Gold Trust | 32.6 | ||
| J P Morgan Chase & Co | 28.7 | ||
| VISA Inc | 25.2 | ||
| Wal Mart Stores Inc | 24.4 | ||
| Nvidia Corp | 23.8 | ||
| Caterpillar Inc | 21.4 | ||
| Netflix Inc | 21.2 | ||
| Cisco Systems Inc | 19.4 | ||
| United Technologies Corp /DE/ | 18.9 | ||
| Marsh & McLennan Companies Inc | 18.1 | ||
| Amazon Com Inc | 17.8 | ||
| Check Point Software Technologies Ltd | 16.7 | ||
| Duke Energy Corp | 16.0 | ||
| Alphabet Inc | 15.2 | ||
| Verizon Communications Inc | 15.0 | ||
| Exxon Mobil Corp | 14.4 | ||
| General Electric Co | 9.8 | ||
| Palantir Technologies Inc | 8.9 | ||
| Lilly Eli & Co | 4.7 | ||
| Apple Inc | 4.3 | ||
| Union Pacific Corp | 3.5 | ||
| Freeport McMoran Copper & Gold Inc | 3.2 | ||
| Grainger W W Inc | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 0.1 |
| (b) Individuals (high net worth individuals) | 284 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,407 | 1.1 |
| By Discretionary | ||
| Discretionary | 1,407 | 1.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,407 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 1,407 | 1.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000923469] | |
| SC 13G | [0000923469] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Cadinha & Co LLC | Kelso Technologies Inc | [2014-12-12] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Silicon Valley Capital Partners LP
✚
|
CA | 1.1 |
|
Wilkins Investment Counsel Inc
✚
|
MA | 1.1 |
|
Wespac Advisors LLC
✚
|
CA | 1.1 |
|
Fusion Investment Advisors LLC
✚
|
TX | 1.1 |
|
Roble Belko and Company Inc
✚
|
PA | 1.1 |
|
Berkshire Money Management Inc
✚
|
MA | 1.1 |
|
Waypoint Wealth Partners Inc
✚
|
CA | 1.1 |
|
Stephens Consulting LLC
✚
|
MI | 1.1 |
|
LJI Wealth Management LLC
✚
|
IN | 1.1 |
|
KERA Capital Partners Inc
✚
|
CA | 1.1 |