CAHILL FINANCIAL ADVISORS INC

CIK

1600327

Location

EDINA, MN

Portfolio Value

Small $113,461,234

Diversification

Diversified

Filing Date

Global Rank

#5,401 / 8,603 ▲ 125 · as of Mar 2026

Top Industry

Consumer Electronics 19.6%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed May 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.4%

SPY

+76.5%

Annualised alpha

-4.5%

Max drawdown

−16.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

18.5%

−0.9 pts

Top 5

42.4%

−2.3 pts

Top 10

52.4%

−2.6 pts

HHI

644

Diversified−44

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.2%	$33,122,790	12
Financial Services	24.4%	$27,700,405	13
Industrials	11.4%	$12,913,464	16
Healthcare	6.5%	$7,351,168	12
Consumer Cyclical	6.2%	$7,026,580	11
Unclassified	5.7%	$6,493,149	3
Consumer Defensive	4.5%	$5,087,759	8
Energy	4.3%	$4,831,404	7
Utilities	3.3%	$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
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
DAL	Delta Air Lines, Inc.	+8	4,831	$321,164
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

98 positions · $113,461,234 total · 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 98 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%	18.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	34,755	+160	$16,654,596	−4.2%	14.68%
MSFT	Microsoft Corp Technology	Added	11,339	+57	$4,197,357	−23.1%	3.70%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,478	-209	$3,562,562	−8.1%	3.14%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,692	-193	$2,708,128	−9.8%	2.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,752	+449	$2,655,859	−6.5%	2.34%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Reduced	72,491	-861	$2,618,374	+2.8%	2.31%
NVDA	Nvidia Corp Technology	Added	12,682	+261	$2,211,740	−4.5%	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,948	+83	$2,043,823	−7.6%	1.80%
MMM	3M Co Industrials	Reduced	12,862	-593	$1,867,948	−13.3%	1.65%
LMT	Lockheed Martin Corp Industrials	Reduced	2,835	-24	$1,713,445	+23.9%	1.51%
MA	Mastercard Inc Financial Services	Reduced	3,403	-2	$1,700,342	−12.5%	1.50%
CAT	Caterpillar Inc Industrials	Added	2,284	+3	$1,618,122	+23.8%	1.43%
NOG	Northern Oil & Gas, Inc. Energy	Held	54,947	0	$1,606,100	+36.1%	1.42%
V	Visa Inc. Financial Services	Reduced	4,978	-6	$1,504,550	−13.9%	1.33%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	5,280	-284	$1,452,950	−6.4%	1.28%
USB	US Bancorp De Financial Services	Reduced	26,990	-603	$1,403,749	−4.7%	1.24%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	17,370	-4	$1,382,825	−14.6%	1.22%
UNH	Unitedhealth Group Inc Healthcare	Added	4,839	+28	$1,309,385	−17.6%	1.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,272	+39	$1,267,458	+19.2%	1.12%
TGT	Target Corp Consumer Defensive	Reduced	10,345	-179	$1,253,814	+21.9%	1.11%
RTX	RTX Corp Industrials	Reduced	6,499	-491	$1,253,657	−2.2%	1.10%
JNJ	Johnson & Johnson Healthcare	Reduced	5,091	-91	$1,244,444	+16.0%	1.10%
HON	Honeywell International Inc Industrials	Held	4,976	0	$1,179,575	+15.9%	1.04%
DE	Deere & Co Industrials	Added	2,089	+14	$1,176,733	+21.8%	1.04%
KMI	Kinder Morgan, Inc. Energy	Reduced	33,577	-936	$1,125,836	+18.7%	0.99%
TYG	Tortoise Energy Infrastructure Corp Financial Services	Added	21,375	+256	$1,065,543	+23.4%	0.94%
MDT	Medtronic plc Healthcare	Reduced	11,229	-791	$972,992	−15.7%	0.86%
STX	Seagate Technology Holdings plc Technology	Held	2,463	0	$964,904	+42.3%	0.85%
AVGO	Broadcom Inc. Technology	Added	3,004	+181	$929,768	−4.8%	0.82%
ECL	Ecolab Inc. Basic Materials	Added	3,321	+2	$883,452	+1.4%	0.78%
EMR	Emerson Electric Co Industrials	Held	6,273	0	$821,888	−1.3%	0.72%
CSCO	Cisco Systems, Inc. Technology	Added	10,000	+185	$775,900	+2.6%	0.68%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,278	+3	$749,211	−4.3%	0.66%
IBM	International Business Machines Corp Technology	Reduced	2,928	-32	$709,717	−19.1%	0.63%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,027	+69	$685,024	+15.1%	0.60%
CVX	Chevron Corp Energy	Added	3,158	+3	$653,390	+35.9%	0.58%
ORCL	Oracle Corp Technology	Added	4,073	+4	$599,179	−24.4%	0.53%
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%	0.52%
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%	0.51%
VZ	Verizon Communications Inc Communication Services	Reduced	11,428	-1,480	$573,685	+9.1%	0.51%
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%	0.49%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	1,877	0	$545,249	+17.6%	0.48%
GILD	Gilead Sciences, Inc. Healthcare	Added	3,717	+38	$518,038	+14.7%	0.46%
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%	0.45%
FOCL	Edap Tms SA Healthcare	Held	134,960	0	$502,051	+13.1%	0.44%