Cahill Wealth Management, LLC
Filing Date
Global Rank
#7,225
/ 7,977
▲ 36
Top Industry
Medical Devices
31.5%
3Y Alpha vs SPY
-9.6%
Period ended 1 year ago
Filed May 12, 2025 · 1y
13 quarters · since Mar 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+37.3%
SPY
+76.5%
Annualised alpha
-9.7%
Max drawdown
−25.3%
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
14 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Top Position
22.5%
−1.8 pts
Top 5
75.6%
−1.9 pts
Top 10
94.5%
+0.2 pts
HHI
1,417
Diversified−66
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 32.5% | $6,029,217 |
| Technology | 22.5% | $4,173,822 |
| Unclassified | 20.8% | $3,861,469 |
| Financial Services | 16.6% | $3,085,308 |
| Consumer Cyclical | 3.5% | $646,693 |
| Consumer Defensive | 3.0% | $556,198 |
| Communication Services | 1.2% | $224,537 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AQST | Aquestive Therapeutics, Inc. | +75,330 | 218,381 | $633,304 | |
| VKTX | Viking Therapeutics, Inc. | +5,991 | 21,286 | $514,056 | |
| TMDX | TransMedics Group, Inc. | +3,067 | 8,987 | $604,645 | |
| CLPT | ClearPoint Neuro, Inc. | +925 | 245,347 | $2,917,175 | |
| SPY | Spdr S&P 500 ETF Trust | +751 | 6,903 | $3,861,469 | |
| COST | Costco Wholesale Corp /New | +20 | 337 | $318,727 | |
| ZTS | Zoetis Inc. | +1 | 1,455 | $239,565 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
14 positions ·
$18,577,244 total
· as of Mar 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,790 | $4,173,822 | 22.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,903 | $3,861,469 | 20.79% | |
| CLPT |
ClearPoint Neuro, Inc.
Healthcare
|
Added | 245,347 | $2,917,175 | 15.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 3,672 | $1,955,633 | 10.53% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 2,061 | $1,129,675 | 6.08% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 3,010 | $1,120,472 | 6.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 3,399 | $646,693 | 3.48% | |
| AQST |
Aquestive Therapeutics, Inc.
Healthcare
|
Added | 218,381 | $633,304 | 3.41% | |
| TMDX |
TransMedics Group, Inc.
Healthcare
|
Added | 8,987 | $604,645 | 3.25% | |
| VKTX |
Viking Therapeutics, Inc.
Healthcare
|
Added | 21,286 | $514,056 | 2.77% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 337 | $318,727 | 1.72% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 1,455 | $239,565 | 1.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,705 | $237,471 | 1.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,452 | $224,537 | 1.21% |