Cadinha & Co LLC
- SEC CIK
- 0000923469
- 最新申報
- 2026/7/28
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/6 申報。只含多頭部位。
- 持股檔數
- 115
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.95 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FCXFreeport-McMoran Inc | Stock | 1,007,179 | $3,317 萬 | 4.8% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 271,623 | $3,067 萬 | 4.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 102,341 | $2,615 萬 | 3.8% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 65,855 | $2,321 萬 | 3.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 96,947 | $2,248 萬 | 3.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 176,289 | $2,153 萬 | 3.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 196,481 | $2,132 萬 | 3.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 128,971 | $2,120 萬 | 3.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 110,379 | $2,062 萬 | 3.0% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 51,579 | $2,052 萬 | 3.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 66,897 | $2,042 萬 | 2.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 85,585 | $2,018 萬 | 2.9% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 79,508 | $1,978 萬 | 2.8% | – | – | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 286,975 | $1,966 萬 | 2.8% | – | – | – |
| ACNAccenture plc | Stock | 70,999 | $1,961 萬 | 2.8% | – | – | 歷史 |
| CSXCSX Corp | Stock | 195,398 | $1,884 萬 | 2.7% | – | – | 歷史 |
| INTCIntel Corp | Stock | 290,603 | $1,860 萬 | 2.7% | – | – | 歷史 |
| DEDeere & Co | Stock | 47,700 | $1,785 萬 | 2.6% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 100,425 | $1,778 萬 | 2.6% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 235,405 | $1,755 萬 | 2.5% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 43,215 | $1,733 萬 | 2.5% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 748,180 | $1,698 萬 | 2.4% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 22,859 | $1,689 萬 | 2.4% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 221,533 | $1,667 萬 | 2.4% | – | – | 歷史 |
| CMICummins Inc | Stock | 61,305 | $1,589 萬 | 2.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 70,955 | $1,503 萬 | 2.2% | – | – | 歷史 |
| iShares Tr46435U135 | CYBERSECURITY | 392,640 | $1,500 萬 | 2.2% | – | – | – |
| WMTWalmart Inc. | Stock | 105,288 | $1,430 萬 | 2.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 210,923 | $1,035 萬 | 1.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 177,226 | $1,031 萬 | 1.5% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 332,056 | $869.7 萬 | 1.3% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 16,115 | $735.5 萬 | 1.1% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 98,459 | $649.5 萬 | 0.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,010 | $621.9 萬 | 0.9% | – | – | 歷史 |
| FXCInvesco CurrencyShares Canadian Dollar Trust | CDN DLR SHS | 65,537 | $512.2 萬 | 0.7% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 251,753 | $409.4 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 17,057 | $361.1 萬 | 0.5% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 16,230 | $357.7 萬 | 0.5% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 16,033 | $348.0 萬 | 0.5% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 15,265 | $343.6 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 15,175 | $340.1 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 28,615 | $312.7 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,504 | $299.4 萬 | 0.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 41,851 | $269.4 萬 | 0.4% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 22,760 | $251.5 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,182 | $245.0 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 18,843 | $225.8 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,725 | $213.5 萬 | 0.3% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12,100 | $203.4 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 16,453 | $172.4 萬 | 0.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $154.3 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 4,282 | $152.5 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,475 | $142.0 萬 | 0.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,596 | $134.1 萬 | 0.2% | – | – | – |
| BOHBank of Hawaii Corp | COM | 14,608 | $130.7 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 35,507 | $128.6 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 620 | $127.9 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 4,925 | $120.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 8,529 | $115.5 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 7,461 | $105.4 萬 | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 24,972 | $97.6 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,545 | $96.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,637 | $95.8 萬 | 0.1% | – | – | – |
| FFBCFirst Financial Bancorp | COM | 33,872 | $81.3 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,558 | $78.6 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,726 | $77.5 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,360 | $72.6 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,817 | $71.6 萬 | 0.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 3,620 | $69.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,250 | $68.2 萬 | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,273 | $66.9 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 295 | $61.0 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,200 | $60.5 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,198 | $59.0 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,202 | $55.7 萬 | 0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 8,554 | $54.7 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,500 | $52.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 5,722 | $52.4 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 769 | $51.4 萬 | 0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 6,340 | $49.9 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,274 | $49.8 萬 | 0.1% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 6,354 | $49.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,606 | $48.3 萬 | 0.1% | – | – | – |
| HUBBHubbell Inc | COM | 2,550 | $47.7 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 990 | $47.1 萬 | 0.1% | – | – | 歷史 |
| GGGGraco Inc | COM | 6,213 | $44.5 萬 | 0.1% | – | – | 歷史 |
| FMCFMC Corp | COM NEW | 4,000 | $44.2 萬 | 0.1% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 4,000 | $35.7 萬 | 0.1% | – | – | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 3,150 | $35.3 萬 | 0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 733 | $34.9 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,006 | $32.1 萬 | <0.1% | – | – | – |
| COPConocoPhillips | Stock | 6,038 | $32.0 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 6,000 | $31.6 萬 | <0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 3,737 | $29.5 萬 | <0.1% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,617 | $29.4 萬 | <0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 385 | $29.0 萬 | <0.1% | – | – | 歷史 |
| LIILennox International Inc | COM | 900 | $28.0 萬 | <0.1% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 2,000 | $27.9 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,918 | $26.9 萬 | <0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 2,774 | $26.8 萬 | <0.1% | – | – | 歷史 |