Sarah Kiaaina

@Cadinha & Co Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$602.799M

Total holdings100

Assets growth rate3.06%

Assets growth rate (2-Q avg)5.77%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cadinha & Co Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Cadinha & Co Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 602.799M in assets, with a quarterly growth rate of 3.06% and a 2-quarter average growth rate of 5.77%. The portfolio is managed by Sarah Kiaaina, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JPMJpmorgan Chase & Co Recent Activity New Position	4.94%	$29.766M 124,173 shares@ $239.72 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	3.07%	$18.459M 32,235 shares@ $572.63 avg price	New Position
CSCOCisco Systems Inc Recent Activity New Position	2.31%	$13.886M 234,554 shares@ $59.21 avg price	New Position
CATCaterpillar Inc Recent Activity New Position	1.84%	$11.083M 30,553 shares@ $362.77 avg price	New Position
AMDAdvanced Micro Devices Inc Recent Activity New Position	0.18%	$1.072M 8,871 shares@ $120.79 avg price	New Position
HONHoneywell Intl Inc Recent Activity New Position	0.04%	$238,097 1,054 shares@ $225.9 avg price	New Position