Cadinha & Co. LLC
Cadinha & Co., LLC is a minority- and women-owned, Honolulu-based Registered Investment Advisor founded in 1979. The firm specializes in providing fiduciary investment management, financial planning, and consulting services to high-net-worth individuals, families, charitable organizations, institutions, pensions, and corporations. Cadinha is recognized as the largest financial asset manager in Hawaii, employing a team of 10-49 professionals dedicated to a client-first, transparent, and relationship-driven philosophy.
Investment Strategy
Cadinha & Co. emphasizes capital preservation through a disciplined, proactive top-down and bottom-up investment process. The firm first analyzes macroeconomic trends, fiscal, and monetary policies to inform its asset class selection, emphasizing undervalued and growth-ready sectors while avoiding overvalued, risky areas. In the bottom-up stage, they conduct rigorous security analysis and selection to customize client portfolios. Each strategy is tailored to the client’s needs, prioritizing risk management and wealth preservation while aiming for solid long-term returns.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | Berkshire Hathaway Inc Cl B | 5.28% | $38.9M | 77,297 | $233.88 | $502.74 | +$858.5K |
I IAU | iShares Gold Trust | 5.23% | $38.5M | 528,706 | $55.46 | $72.77 | +$5.9M |
C COST | Costco Wholesale Corp | 4.85% | $35.7M | 38,547 | $153.06 | $925.63 | -$2.9M |
M MSFT | Microsoft Corp | 4.78% | $35.2M | 67,898 | $376.74 | $517.95 | +$951.9K |
G GOOGL | Alphabet Inc Cap Stock Cl A | 4.71% | $34.6M | 142,515 | $185.11 | $243.10 | +$19.5M |