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Sarah Kiaaina

@Cadinha & Co Llc

Latest period2024 - Q4ReportedManaged Assets$602.799MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EWJIshares Msci Jpn Etf
Recent Activity
Exited
0%
$2.191M
30,625 shares@ $71.55 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$290,906
12,400 shares@ $23.47 avg price
BHPBhp Billiton Ltd Sp Adr
Recent Activity
Exited
0%
$219,869
3,540 shares@ $62.11 avg price
ECLEcolab Inc
Recent Activity
Exited
0%
$208,605
817 shares@ $255.34 avg price
SPGIS&p Global Inc
Recent Activity
Exited
0%
$206,648
400 shares@ $516.62 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$205,302
3,072 shares@ $66.84 avg price