account_balance
Investment manager · 13F filer · SEC CIK 923469
Cadinha & Co LLC
Reported value$616Mas of Sep 30, 2026
Positions107 4 new, 4 sold out
Top 10 weight51.2%IAU alone is 7%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IAUiShares Gold Trust
6.7%Added +2%
BRK-BBerkshire Hathaway Inc
6.1%
GOOGLAlphabet Inc.
5.9%
COSTCostco Wholesale Corp
5.7%
NVDANVIDIA Corp
5.5%
JNJJohnson & Johnson
4.6%
JPMJPMorgan Chase & Co
4.4%
MSFTMicrosoft Corp
4.4%
MRKMerck & Co., Inc.
4.0%Added +2%
RTXRTX Corp
3.9%
IVViShares S&P 500 Index
3.8%
XOMExxonMobil Holdings Corp
3.5%
IAUiShares Gold Trust
6.7%+2%
BRK-BBerkshire Hathaway Inc
6.1%
GOOGLAlphabet Inc.
5.9%
COSTCostco Wholesale Corp
5.7%
NVDANVIDIA Corp
5.5%
JNJJohnson & Johnson
4.6%
JPMJPMorgan Chase & Co
4.4%
MSFTMicrosoft Corp
4.4%
MRKMerck & Co., Inc.
4.0%
RTXRTX Corp
3.9%
IVViShares S&P 500 Index
3.8%
XOMExxonMobil Holdings Corp
3.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IAU iShares Gold Trust 6.7% Added +2%BRK-B Berkshire Hathaway Inc 6.1% HeldGOOGL Alphabet Inc. 5.9% HeldCOST Costco Wholesale Corp 5.7% HeldNVDA NVIDIA Corp 5.5% HeldJNJ Johnson & Johnson 4.6% HeldJPM JPMorgan Chase & Co 4.4% HeldMSFT Microsoft Corp 4.4% HeldMRK Merck & Co., Inc. 4.0% Added +2%RTX RTX Corp 3.9% Held
IVV iShares S&P 500 Index 3.8% Held
XOM ExxonMobil Holdings Corp 3.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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