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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
IJHIshares S&p Mid Cap 400
Recent Activity
Increased 0.17%
0.29%
$1.74M
27,925 shares@ $62.32 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.16%
0.23%
$1.36M
5,217 shares@ $260.65 avg price
IVWIshares S&p 500 Growth
Recent Activity
Increased 0.28%
0.22%
$1.288M
12,690 shares@ $101.54 avg price
IVEIshares S&p 500 Value
Recent Activity
Increased 0.22%
0.2%
$1.165M
6,101 shares@ $190.89 avg price
VZVerizon Communications Inc
Recent Activity
Increased 28.1%
0.08%
$480,924
12,026 shares@ $40.0 avg price
DUKDuke Energy Corp
Recent Activity
Increased 28.69%
0.08%
$448,522
4,163 shares@ $107.75 avg price
SYKStryker Corp
Recent Activity
Increased 9.64%
0.08%
$434,235
1,206 shares@ $360.07 avg price
RTXRtx Corporation Com
Recent Activity
Increased 40.16%
0.08%
$424,110
3,665 shares@ $115.72 avg price
MDYSpdr S&p Mid Cap 400 Etf Tr
Recent Activity
Increased 49.6%
0.08%
$422,628
742 shares@ $569.58 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1.15%
0.06%
$349,615
1,508 shares@ $231.85 avg price