Long-term investor
Cadinha & Co. LLC @cadinhacollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000923469).
Record
- Tracked since 2025-06-30 (480 days), 108 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.1% · 1 year +8.6% · all +8.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IAU · 6.7% · long · since 2025-09-30
- BRK-B · 6.1% · long · since 2025-09-30
- 02079K305 · 5.9% · long · since 2025-09-30
- COST · 5.7% · long · since 2025-09-30
- NVDA · 5.5% · long · since 2025-09-30
- JNJ · 4.6% · long · since 2025-09-30
- JPM · 4.4% · long · since 2025-09-30
- MSFT · 4.4% · long · since 2025-09-30
- MRK · 4.0% · long · since 2025-09-30
- RTX · 3.9% · long · since 2025-09-30
- 464287200 · 3.8% · long · since 2025-09-30
- 30233Q108 · 3.5% · long · since 2026-09-30