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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
DOWDow Inc
Recent Activity
Decreased -25.71%
0.05%
$254,986
6,354 shares@ $40.13 avg price
NEMNewmont Corporation Com
Recent Activity
Decreased -97.95%
0.05%
$254,957
6,850 shares@ $37.22 avg price
AGGIshares Barclays Us Aggreg B
Recent Activity
Decreased -1.27%
0.05%
$247,095
2,550 shares@ $96.9 avg price
HONHoneywell Intl Inc
Recent Activity
New Position
0.04%
$238,097
1,054 shares@ $225.9 avg price
TSCOTractor Supply Co
Recent Activity
Increased 378.5%
0.04%
$236,117
4,450 shares@ $53.06 avg price
ADPAutomatic Data Processing Inc
Recent Activity
0.04%
$234,184
800 shares@ $292.73 avg price
CPFCentral Pac Financial Corp
Recent Activity
0.04%
$221,012
7,608 shares@ $29.05 avg price
EDConsolidated Edison Inc
Recent Activity
0.04%
$219,506
2,460 shares@ $89.24 avg price
GLDSpdr Gold Trust
Recent Activity
Increased 0.61%
0.04%
$200,968
830 shares@ $242.14 avg price
ALTMArcadium Lithium Plc Com
Recent Activity
0.02%
$69,255
13,500 shares@ $5.13 avg price