CAHILL FINANCIAL ADVISORS INC

CIK

1600327

Location

EDINA, MN

Portfolio Value

Small $115,233,961

Diversification

Diversified

Filing Date

Global Rank

#5,396 / 8,623 ▲ 127 · as of Mar 2026

Top Industry

Consumer Electronics 19.3%

3Y Alpha vs SPY

-2.6%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.6%

SPY

+65.3%

Annualised alpha

-2.1%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

99 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.2%

−0.9 pts

Top 5

41.7%

−2.5 pts

Top 10

51.6%

−2.8 pts

HHI

627

Diversified−48

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$33,122,790	12
Financial Services	24.0%	$27,700,405	13
Industrials	11.2%	$12,858,614	16
Healthcare	6.4%	$7,351,168	12
Consumer Cyclical	6.1%	$7,026,580	11
Energy	5.8%	$6,658,981	8
Unclassified	5.6%	$6,493,149	3
Consumer Defensive	4.4%	$5,087,759	8
Utilities	3.2%	$3,702,669	3
Basic Materials	1.9%	$2,197,360	4
Communication Services	1.7%	$1,972,438	5
Real Estate	0.9%	$1,062,048	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+449	12,752	$2,655,859
NEE	Nextera Energy Inc	+395	5,262	$488,734
NVDA	Nvidia Corp	+261	12,682	$2,211,740
TYG	Tortoise Energy Infrastructure Corp	+256	21,375	$1,065,543
CSCO	Cisco Systems, Inc.	+185	10,000	$775,900
AVGO	Broadcom Inc.	+181	3,004	$929,768
ACN	Accenture plc	+181	1,606	$318,453
BRK-B	Berkshire Hathaway Inc	+160	34,755	$16,654,596
XOM	ExxonMobil Holdings Corp	+148	10,772	$1,827,577
GOOGL	Alphabet Inc.	+142	1,628	$468,147
WM	Waste Management Inc	+119	1,511	$347,212
JPM	Jpmorgan Chase & Co	+83	6,948	$2,043,823
NEM	NEWMONT Corp /DE/	+80	4,364	$472,403
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+69	2,027	$685,024
MSFT	Microsoft Corp	+57	11,339	$4,197,357
PEP	Pepsico Inc	+52	2,216	$344,122
VRT	Vertiv Holdings Co	+46	2,019	$505,921
COST	Costco Wholesale Corp /New	+39	1,272	$1,267,458
GILD	Gilead Sciences, Inc.	+38	3,717	$518,038
UNH	Unitedhealth Group Inc	+28	4,839	$1,309,385
LAND	GLADSTONE LAND Corp	+27	10,146	$103,489
PM	Philip Morris International Inc.	+26	2,741	$453,196
DE	Deere & Co	+14	2,089	$1,176,733
PRU	Prudential Financial Inc	+10	3,522	$344,064
GGG	Graco Inc	+8	2,584	$218,735
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−1,480	11,428	$573,685
T	At&T Inc.	−1,402	14,097	$408,672
KMI	Kinder Morgan, Inc.	−936	33,577	$1,125,836
BIPH	Brookfield Infrastructure Partners L.P.	−861	72,491	$2,618,374
MDT	Medtronic plc	−791	11,229	$972,992
AAPL	Apple Inc.	−649	82,586	$20,959,500
USB	US Bancorp De	−603	26,990	$1,403,749
MMM	3M Co	−593	12,862	$1,867,948
VOD	Vodafone Group Public Ltd Co	−534	10,790	$162,065
RTX	RTX Corp	−491	6,499	$1,253,657
MAIN	Main Street Capital CORP	−360	8,928	$472,826
CHRW	C. H. Robinson Worldwide, Inc.	−343	3,484	$578,587
SOLV	Solventum Corp	−341	3,688	$240,826
F	Ford Motor Co	−330	14,717	$169,834
RCL	Royal Caribbean Cruises Ltd	−284	5,280	$1,452,950
GIS	General Mills Inc	−246	11,536	$429,369
O	Realty Income Corp	−246	4,925	$301,311
SPY	Spdr S&P 500 ETF Trust	−209	5,478	$3,562,562
QQQ	Invesco Qqq Trust, Series 1	−193	4,692	$2,708,128
WMB	Williams Companies, Inc.	−190	6,441	$468,775
TGT	Target Corp	−179	10,345	$1,253,814
AMAT	Applied Materials Inc /De	−176	1,622	$554,383
PFE	Pfizer Inc	−95	13,788	$387,167
JNJ	Johnson & Johnson	−91	5,091	$1,244,444
WELL	Welltower Inc.	−50	1,669	$329,977
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
DOW	Dow Inc.	7,113	$296,256
PSX	Phillips 66	1,509	$274,909
GEV	GE Vernova Inc.	290	$253,141
MPC	Marathon Petroleum Corp	948	$231,482
GLD	Spdr Gold Trust	517	$222,459
DRI	Darden Restaurants Inc	1,048	$205,449
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
PTY	Pimco Corporate & Income Opportunity Fund	36,162	$466,489
ALLY	Ally Financial Inc.	5,823	$263,723
ABT	Abbott Laboratories	1,900	$238,051
NOW	ServiceNow, Inc.	1,380	$211,402
EA	Electronic Arts Inc.	1,024	$209,233
PG	PROCTER & GAMBLE Co	1,455	$208,516
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 tracked positions · $115,233,961 total · filing declares 323 positions · $923,893,105 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 99 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	82,586	-649	$20,959,500	−7.4%	18.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	34,755	+160	$16,654,596	−4.2%	14.45%
MSFT	Microsoft Corp Technology	Added	11,339	+57	$4,197,357	−23.1%	3.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,478	-209	$3,562,562	−8.1%	3.09%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,692	-193	$2,708,128	−9.8%	2.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,752	+449	$2,655,859	−6.5%	2.30%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Reduced	72,491	-861	$2,618,374	+2.8%	2.27%
NVDA	Nvidia Corp Technology	Added	12,682	+261	$2,211,740	−4.5%	1.92%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,948	+83	$2,043,823	−7.6%	1.77%
MMM	3M Co Industrials	Reduced	12,862	-593	$1,867,948	−13.3%	1.62%
XOM	ExxonMobil Holdings Corp Energy	Added	10,772	+148	$1,827,577	+42.9%	1.59%
LMT	Lockheed Martin Corp Industrials	Reduced	2,835	-24	$1,713,445	+23.9%	1.49%
MA	Mastercard Inc Financial Services	Reduced	3,403	-2	$1,700,342	−12.5%	1.48%
CAT	Caterpillar Inc Industrials	Added	2,284	+3	$1,618,122	+23.8%	1.40%
NOG	Northern Oil & Gas, Inc. Energy	Held	54,947	0	$1,606,100	+36.1%	1.39%
V	Visa Inc. Financial Services	Reduced	4,978	-6	$1,504,550	−13.9%	1.31%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	5,280	-284	$1,452,950	−6.4%	1.26%
USB	US Bancorp De Financial Services	Reduced	26,990	-603	$1,403,749	−4.7%	1.22%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	17,370	-4	$1,382,825	−14.6%	1.20%
UNH	Unitedhealth Group Inc Healthcare	Added	4,839	+28	$1,309,385	−17.6%	1.14%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,272	+39	$1,267,458	+19.2%	1.10%
TGT	Target Corp Consumer Defensive	Reduced	10,345	-179	$1,253,814	+21.9%	1.09%
RTX	RTX Corp Industrials	Reduced	6,499	-491	$1,253,657	−2.2%	1.09%
JNJ	Johnson & Johnson Healthcare	Reduced	5,091	-91	$1,244,444	+16.0%	1.08%
DE	Deere & Co Industrials	Added	2,089	+14	$1,176,733	+21.8%	1.02%
KMI	Kinder Morgan, Inc. Energy	Reduced	33,577	-936	$1,125,836	+18.7%	0.98%
HON	Honeywell International Inc Industrials	Held	4,976	0	$1,124,725	+15.9%	0.98%
TYG	Tortoise Energy Infrastructure Corp Financial Services	Added	21,375	+256	$1,065,543	+23.4%	0.92%
MDT	Medtronic plc Healthcare	Reduced	11,229	-791	$972,992	−15.7%	0.84%
STX	Seagate Technology Holdings plc Technology	Held	2,463	0	$964,904	+42.3%	0.84%
AVGO	Broadcom Inc. Technology	Added	3,004	+181	$929,768	−4.8%	0.81%
ECL	Ecolab Inc. Basic Materials	Added	3,321	+2	$883,452	+1.4%	0.77%
EMR	Emerson Electric Co Industrials	Held	6,273	0	$821,888	−1.3%	0.71%
CSCO	Cisco Systems, Inc. Technology	Added	10,000	+185	$775,900	+2.6%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,278	+3	$749,211	−4.3%	0.65%
IBM	International Business Machines Corp Technology	Reduced	2,928	-32	$709,717	−19.1%	0.62%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,027	+69	$685,024	+15.1%	0.59%
CVX	Chevron Corp Energy	Added	3,158	+3	$653,390	+35.9%	0.57%
ORCL	Oracle Corp Technology	Added	4,073	+4	$599,179	−24.4%	0.52%
XEL	Xcel Energy Inc Utilities	Reduced	7,497	-26	$595,561	+7.2%	0.52%
ABBV	AbbVie Inc. Healthcare	Reduced	2,691	-18	$585,265	−5.4%	0.51%
MO	Altria Group, Inc. Consumer Defensive	Reduced	8,819	-34	$581,965	+14.0%	0.51%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	3,484	-343	$578,587	−6.0%	0.50%
VZ	Verizon Communications Inc Communication Services	Reduced	11,428	-1,480	$573,685	+9.1%	0.50%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,753	-27	$571,738	+13.6%	0.50%
AMAT	Applied Materials Inc /De Technology	Reduced	1,622	-176	$554,383	+20.0%	0.48%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	1,877	0	$545,249	+17.6%	0.47%
GILD	Gilead Sciences, Inc. Healthcare	Added	3,717	+38	$518,038	+14.7%	0.45%
BAC	Bank Of America Corp /De/ Financial Services	Added	10,534	+3	$513,532	−11.3%	0.45%
VRT	Vertiv Holdings Co Industrials	Added	2,019	+46	$505,921	+58.3%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.