Cadinha & Co LLC

13F filer · CIK 0000923469

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$675MU.S. long equity reported on 13F

Positions885 new · 3 closed

Net flow last quarter+$106MBuys minus sells

Top 10 positions weight45.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202688 positions
IAUIshares Gold Trust	$39M	5.78%	0.06%	-1.0%	Q2 2013
GOOGLAlphabet Inc.	$37.7M	5.59%	0.00%	+2.8%	Q4 2015
BRK.BBerkshire Hathaway Inc	$37.7M	5.58%	Not reported	-0.5%	Q2 2013
COSTCostco Wholesale Corp	$36.2M	5.37%	0.01%	+1.2%	Q2 2013
NVDANvidia Corp	$29M	4.29%	0.00%	+0.2%	Q3 2020
GEVGE Vernova Inc.	$27.3M	4.04%	0.01%	+180.0%	Q4 2025
JNJJohnson & Johnson	$27M	4.00%	0.00%	+0.3%	Q2 2013
JPMJPMorgan Chase & Co	$26.6M	3.94%	0.00%	+149.3%	Q1 2016
RTXRTX Corp	$24.4M	3.61%	0.01%	+0.4%	Q2 2020
CATCaterpillar Inc	$23.7M	3.51%	0.00%	+62.3%	Q3 2018
MRKMerck & Co., Inc.	$21.5M	3.19%	0.01%	+0.5%	Q2 2013
ISRGIntuitive Surgical Inc	$20.3M	3.00%	0.01%	+0.7%	Q3 2014
MSFTMicrosoft Corp	$19.5M	2.88%	0.00%	+19.3%	Q2 2013
GEGeneral Electric Co	$19.1M	2.84%	0.00%	+3.3%	Q2 2025
AMZNAmazon Com Inc	$18.8M	2.78%	0.00%	+67.3%	Q4 2013
XOMExxonMobil Holdings Corp	$18.2M	2.69%	0.00%	-0.2%	Q2 2013
HUBBHubbell Inc	$17.4M	2.58%	0.06%	+1112.0%	Q1 2015
WMTWalmart Inc.	$17M	2.52%	0.00%	+1.1%	Q2 2013
DUKDuke Energy CORP	$17M	2.51%	0.02%	+5.7%	Q4 2013
LLYELI LILLY & Co	$14.2M	2.10%	0.00%	+108.8%	Q2 2013
MCDMcdonalds Corp	$13M	1.92%	0.01%	+690.8%	Q2 2013
BABoeing Co	$9.69M	1.44%	0.01%	+10.2%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$9.06M	1.34%	Not reported	+6.8%	Q2 2018
AAPLApple Inc.	$8.43M	1.25%	0.00%	+38.8%	Q2 2013
AMGNAmgen Inc	$6.83M	1.01%	0.00%	+263.1%	Q2 2013
GWWW.W. Grainger, Inc.	$4.7M	0.70%	0.01%	+42.0%	Q2 2013
UNPUnion Pacific Corp	$3.95M	0.58%	0.00%	Not reported	Q2 2013
PLTRPalantir Technologies Inc.	$3.91M	0.58%	0.00%	+14.4%	Q1 2024
CVXChevron Corp	$3.04M	0.45%	0.00%	-2.0%	Q2 2013
METAMeta Platforms, Inc.	$2.95M	0.44%	Not reported	+754.2%	Q3 2016
CSCOCisco Systems, Inc.	$2.9M	0.43%	0.00%	+1.0%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.84M	0.42%	Not reported	-0.4%	Q2 2013
ABBVAbbVie Inc.	$2.79M	0.41%	0.00%	-2.0%	Q2 2013
APHAmphenol Corp	$2.44M	0.36%	0.00%	-1.6%	Q3 2020
WFCWells Fargo & Company	$1.97M	0.29%	0.00%	Not reported	Q2 2013
GSGoldman Sachs Group Inc	$1.94M	0.29%	0.00%	+57.4%	Q4 2019
CWCurtiss Wright Corp	$1.88M	0.28%	0.01%	+4.2%	Q3 2023
VVisa Inc.	$1.82M	0.27%	0.00%	+3.4%	Q3 2013
BRK.ABerkshire Hathaway Inc	$1.5M	0.22%	Not reported	Not reported	Q2 2013
AEMAgnico Eagle Mines Ltd	$1.36M	0.20%	0.00%	+6.7%	Q4 2023
WPMWheaton Precious Metals Corp.	$1.27M	0.19%	0.00%	-8.2%	Q1 2021
KOCoca Cola Co	$1.26M	0.19%	0.00%	+17.0%	Q2 2013
HDHome Depot, Inc.	$1.23M	0.18%	0.00%	+5.9%	Q2 2013
CSWCSW Industrials, Inc.	$1.19M	0.18%	0.03%	Not reported	Q2 2022
INTCIntel Corp	$1.15M	0.17%	0.00%	+22.0%	Q2 2013
CSXCSX Corp	$1.09M	0.16%	0.00%	+2.5%	Q2 2013
AMDAdvanced Micro Devices Inc	$952K	0.14%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$946K	0.14%	0.00%	+3.5%	Q1 2014
ABTAbbott Laboratories	$895K	0.13%	0.00%	-2.6%	Q2 2013
VZVerizon Communications Inc	$782K	0.12%	0.00%	0.0%	Q2 2013

Q1 2026Reported May 11, 202686 positions
IAUIshares Gold Trust	$46M	8.57%	0.06%	-1.0%	Q2 2013
COSTCostco Wholesale Corp	$38.1M	7.11%	0.01%	-0.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$36.3M	6.75%	Not reported	-1.9%	Q2 2013
GOOGLAlphabet Inc.	$29.6M	5.51%	0.00%	-27.7%	Q4 2015
JNJJohnson & Johnson	$25.9M	4.82%	0.00%	+0.3%	Q2 2013
NVDANvidia Corp	$25.2M	4.70%	0.00%	-0.4%	Q3 2020
RTXRTX Corp	$24.7M	4.60%	0.01%	-0.4%	Q2 2020
ISRGIntuitive Surgical Inc	$23.3M	4.34%	0.01%	-18.3%	Q3 2014
XOMExxonMobil Holdings Corp	$22.6M	4.21%	0.00%	-0.4%	Q2 2013
MRKMerck & Co., Inc.	$20.1M	3.74%	0.01%	-33.8%	Q2 2013
WMTWalmart Inc.	$18.4M	3.43%	0.00%	-39.5%	Q2 2013
DUKDuke Energy CORP	$16.6M	3.09%	0.02%	+0.5%	Q4 2013
MSFTMicrosoft Corp	$16.2M	3.02%	0.00%	-40.9%	Q2 2013
GEGeneral Electric Co	$14.1M	2.62%	0.00%	+1.2%	Q2 2025
AMZNAmazon Com Inc	$9.8M	1.83%	0.00%	-40.3%	Q4 2013
CATCaterpillar Inc	$9.71M	1.81%	0.00%	-45.5%	Q3 2018
JPMJPMorgan Chase & Co	$9.58M	1.79%	0.00%	-36.9%	Q1 2016
BABoeing Co	$8.08M	1.51%	0.01%	+635.8%	Q4 2014
GEVGE Vernova Inc.	$7.24M	1.35%	0.00%	-45.3%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$6.65M	1.24%	Not reported	-10.1%	Q2 2018
AAPLApple Inc.	$5.33M	0.99%	0.00%	+1.5%	Q2 2013
LLYELI LILLY & Co	$5.2M	0.97%	0.00%	+0.4%	Q2 2013
PLTRPalantir Technologies Inc.	$4.29M	0.80%	0.00%	-0.7%	Q1 2024
CVXChevron Corp	$3.87M	0.72%	0.00%	+1.1%	Q2 2013
UNPUnion Pacific Corp	$3.52M	0.66%	0.00%	Not reported	Q2 2013
GWWW.W. Grainger, Inc.	$2.66M	0.49%	0.01%	+43.4%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.48M	0.46%	Not reported	-15.4%	Q2 2013
ABBVAbbVie Inc.	$2.46M	0.46%	0.00%	-1.2%	Q2 2013
CSCOCisco Systems, Inc.	$1.9M	0.35%	0.00%	-0.6%	Q2 2013
WFCWells Fargo & Company	$1.89M	0.35%	0.00%	Not reported	Q2 2013
MCDMcdonalds Corp	$1.89M	0.35%	0.00%	-2.0%	Q2 2013
AMGNAmgen Inc	$1.83M	0.34%	0.00%	+0.5%	Q2 2013
APHAmphenol Corp	$1.77M	0.33%	0.00%	+0.2%	Q3 2020
AEMAgnico Eagle Mines Ltd	$1.67M	0.31%	0.00%	-26.7%	Q4 2023
CWCurtiss Wright Corp	$1.62M	0.30%	0.01%	+2.6%	Q3 2023
WPMWheaton Precious Metals Corp.	$1.61M	0.30%	0.00%	Not reported	Q1 2021
VVisa Inc.	$1.55M	0.29%	0.00%	-12.7%	Q3 2013
BRK.ABerkshire Hathaway Inc	$1.44M	0.27%	Not reported	Not reported	Q2 2013
HUBBHubbell Inc	$1.35M	0.25%	0.01%	-7.4%	Q1 2015
CSWCSW Industrials, Inc.	$1.12M	0.21%	0.03%	Not reported	Q2 2022
HDHome Depot, Inc.	$1.08M	0.20%	0.00%	-0.7%	Q2 2013
ABTAbbott Laboratories	$1.04M	0.19%	0.00%	-1.0%	Q2 2013
GSGoldman Sachs Group Inc	$1.03M	0.19%	0.00%	-0.6%	Q4 2019
KOCoca Cola Co	$1.01M	0.19%	0.00%	+1.1%	Q2 2013
VZVerizon Communications Inc	$928K	0.17%	0.00%	-1.2%	Q2 2013
CSXCSX Corp	$919K	0.17%	0.00%	Not reported	Q2 2013
MAMastercard Inc	$889K	0.17%	0.00%	+0.7%	Q1 2014
CHKPCheck Point Software Technologies Ltd	$820K	0.15%	0.01%	-17.2%	Q2 2013
COPConocophillips	$799K	0.15%	0.00%	+2.0%	Q2 2013
DHRDanaher Corp	$718K	0.13%	0.00%	Not reported	Q2 2013

Q4 2025Reported Jan 28, 202686 positions
GOOGLAlphabet Inc.	$44.5M	6.86%	0.00%	-0.3%	Q4 2015
IAUIshares Gold Trust	$42.8M	6.60%	0.06%	-0.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$38.7M	5.98%	Not reported	-0.3%	Q2 2013
MSFTMicrosoft Corp	$35.8M	5.53%	0.00%	+9.1%	Q2 2013
ISRGIntuitive Surgical Inc	$35.1M	5.41%	0.02%	-0.8%	Q3 2014
COSTCostco Wholesale Corp	$33.2M	5.12%	0.01%	-0.1%	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$27.5M	4.25%	Not reported	Not reported	Q3 2016
WMTWalmart Inc.	$27.3M	4.21%	0.00%	+0.3%	Q2 2013
NVDANvidia Corp	$27.1M	4.18%	0.00%	-2.7%	Q3 2020
MRKMerck & Co., Inc.	$26.5M	4.09%	0.01%	+2005.6%	Q2 2013
RTXRTX Corp	$23.6M	3.63%	0.01%	-0.1%	Q2 2020
JNJJohnson & Johnson	$21.9M	3.37%	0.00%	+3.2%	Q2 2013
AMZNAmazon Com Inc	$18.2M	2.81%	0.00%	-31.9%	Q4 2013
JPMJPMorgan Chase & Co	$16.6M	2.57%	0.00%	-48.7%	Q1 2016
XOMExxonMobil Holdings Corp	$16.1M	2.48%	0.00%	+0.8%	Q2 2013
GEGeneral Electric Co	$15.1M	2.33%	0.00%	-49.6%	Q2 2025
DUKDuke Energy CORP	$14.8M	2.28%	0.02%	-12.2%	Q4 2013
CATCaterpillar Inc	$14.4M	2.22%	0.01%	-54.8%	Q3 2018
GEVGE Vernova Inc.	$9.92M	1.53%	0.01%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$7.87M	1.21%	Not reported	-1.9%	Q2 2018
LLYELI LILLY & Co	$6.05M	0.93%	0.00%	-1.1%	Q2 2013
AAPLApple Inc.	$5.62M	0.87%	0.00%	-0.3%	Q2 2013
PLTRPalantir Technologies Inc.	$5.25M	0.81%	0.00%	-54.1%	Q1 2024
UNPUnion Pacific Corp	$3.36M	0.52%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$3.08M	0.47%	Not reported	-0.8%	Q2 2013
CVXChevron Corp	$2.82M	0.43%	0.00%	0.0%	Q2 2013
ABBVAbbVie Inc.	$2.62M	0.40%	0.00%	Not reported	Q2 2013
WFCWells Fargo & Company	$2.22M	0.34%	0.00%	-1.6%	Q2 2013
VVisa Inc.	$2.06M	0.32%	0.00%	-91.6%	Q3 2013
AEMAgnico Eagle Mines Ltd	$1.9M	0.29%	0.00%	+249.1%	Q4 2023
APHAmphenol Corp	$1.89M	0.29%	0.00%	+43.9%	Q3 2020
CSCOCisco Systems, Inc.	$1.89M	0.29%	0.00%	-91.2%	Q2 2013
MCDMcdonalds Corp	$1.89M	0.29%	0.00%	-14.4%	Q2 2013
GWWW.W. Grainger, Inc.	$1.71M	0.26%	0.00%	-88.3%	Q2 2013
AMGNAmgen Inc	$1.69M	0.26%	0.00%	+2.0%	Q2 2013
BRK.ABerkshire Hathaway Inc	$1.51M	0.23%	Not reported	Not reported	Q2 2013
WPMWheaton Precious Metals Corp.	$1.44M	0.22%	0.00%	-10.1%	Q1 2021
HUBBHubbell Inc	$1.32M	0.20%	0.01%	-43.0%	Q1 2015
CHKPCheck Point Software Technologies Ltd	$1.29M	0.20%	0.01%	-90.8%	Q2 2013
ABTAbbott Laboratories	$1.28M	0.20%	0.00%	Not reported	Q2 2013
CWCurtiss Wright Corp	$1.28M	0.20%	0.01%	-2.1%	Q3 2023
CSWCSW Industrials, Inc.	$1.26M	0.19%	0.03%	Not reported	Q2 2022
BABoeing Co	$1.2M	0.18%	0.00%	-92.5%	Q4 2014
HDHome Depot, Inc.	$1.14M	0.18%	0.00%	-0.8%	Q2 2013
GSGoldman Sachs Group Inc	$1.08M	0.17%	0.00%	-93.6%	Q4 2019
MAMastercard Inc	$1.01M	0.16%	0.00%	-5.1%	Q1 2014
KOCoca Cola Co	$916K	0.14%	0.00%	-6.7%	Q2 2013
DHRDanaher Corp	$867K	0.13%	0.00%	Not reported	Q2 2013
CSXCSX Corp	$811K	0.13%	0.00%	-1.5%	Q2 2013
VZVerizon Communications Inc	$762K	0.12%	0.00%	-50.4%	Q2 2013

Q3 2025Reported Oct 17, 202586 positions
BRK.BBerkshire Hathaway Inc	$38.9M	5.28%	Not reported	-1.2%	Q2 2013
IAUIshares Gold Trust	$38.5M	5.23%	0.07%	+1.2%	Q2 2013
COSTCostco Wholesale Corp	$35.7M	4.85%	0.01%	-1.1%	Q2 2013
MSFTMicrosoft Corp	$35.2M	4.78%	0.00%	-1.3%	Q2 2013
GOOGLAlphabet Inc.	$34.6M	4.71%	0.00%	+65.4%	Q4 2015
JPMJPMorgan Chase & Co	$31.7M	4.31%	0.00%	+1.4%	Q1 2016
GEGeneral Electric Co	$29.3M	3.98%	0.01%	+154.8%	Q2 2025
ISRGIntuitive Surgical Inc	$27.9M	3.79%	0.02%	-1.6%	Q3 2014
NVDANvidia Corp	$27.8M	3.78%	0.00%	-0.8%	Q3 2020
CATCaterpillar Inc	$26.5M	3.61%	0.01%	+1.1%	Q3 2018
AMZNAmazon Com Inc	$25.4M	3.45%	0.00%	+42.5%	Q4 2013
WMTWalmart Inc.	$25.2M	3.42%	0.00%	-1.9%	Q2 2013
VVisa Inc.	$23.9M	3.25%	0.00%	-1.3%	Q3 2013
RTXRTX Corp	$21.5M	2.92%	0.01%	-0.5%	Q2 2020
NFLXNetflix Inc	$19.2M	2.60%	0.00%	+0.7%	Q2 2025
CSCOCisco Systems, Inc.	$19.1M	2.60%	0.01%	-0.2%	Q2 2013
JNJJohnson & Johnson	$19M	2.58%	0.00%	+851.4%	Q2 2013
DUKDuke Energy CORP	$17.8M	2.42%	0.02%	+6.0%	Q4 2013
BABoeing Co	$15.9M	2.16%	0.01%	+718.3%	Q4 2014
CHKPCheck Point Software Technologies Ltd	$15.5M	2.11%	0.07%	-0.8%	Q2 2013
GSGoldman Sachs Group Inc	$15.2M	2.07%	0.01%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$15M	2.03%	0.00%	-0.5%	Q2 2013
GWWW.W. Grainger, Inc.	$13.8M	1.87%	0.03%	+470.8%	Q2 2013
PLTRPalantir Technologies Inc.	$11.7M	1.60%	0.00%	-1.1%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$7.84M	1.07%	Not reported	+1.4%	Q2 2018
AAPLApple Inc.	$5.28M	0.72%	0.00%	+0.1%	Q2 2013
LLYELI LILLY & Co	$4.34M	0.59%	0.00%	-4.9%	Q2 2013
UNPUnion Pacific Corp	$3.43M	0.47%	0.00%	-3.3%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$3.03M	0.41%	Not reported	+0.2%	Q2 2013
CVXChevron Corp	$2.87M	0.39%	0.00%	+1.9%	Q2 2013
ABBVAbbVie Inc.	$2.65M	0.36%	0.00%	Not reported	Q2 2013
HUBBHubbell Inc	$2.24M	0.30%	0.01%	+88.6%	Q1 2015
MCDMcdonalds Corp	$2.2M	0.30%	0.00%	-12.6%	Q2 2013
WFCWells Fargo & Company	$2.03M	0.28%	0.00%	Not reported	Q2 2013
VZVerizon Communications Inc	$1.66M	0.23%	0.00%	-89.2%	Q2 2013
WPMWheaton Precious Metals Corp.	$1.53M	0.21%	0.00%	-0.4%	Q1 2021
BRK.ABerkshire Hathaway Inc	$1.51M	0.21%	Not reported	Not reported	Q2 2013
AMGNAmgen Inc	$1.43M	0.19%	0.00%	+0.5%	Q2 2013
ABTAbbott Laboratories	$1.37M	0.19%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$1.35M	0.18%	0.00%	-7.5%	Q2 2013
CWCurtiss Wright Corp	$1.29M	0.17%	0.01%	+1.3%	Q3 2023
APHAmphenol Corp	$1.21M	0.16%	0.00%	Not reported	Q3 2020
MAMastercard Inc	$1.06M	0.14%	0.00%	Not reported	Q1 2014
CSWCSW Industrials, Inc.	$1.04M	0.14%	0.03%	Not reported	Q2 2022
MRKMerck & Co., Inc.	$1M	0.14%	0.00%	-13.3%	Q2 2013
KOCoca Cola Co	$931K	0.13%	0.00%	-12.0%	Q2 2013
CSXCSX Corp	$807K	0.11%	0.00%	Not reported	Q2 2013
DHRDanaher Corp	$751K	0.10%	0.00%	+0.4%	Q2 2013
PGPROCTER & GAMBLE Co	$682K	0.09%	0.00%	Not reported	Q2 2013
DECKDeckers Outdoor Corp	$640K	0.09%	0.00%	-12.5%	Q2 2025

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