CAHILL FINANCIAL ADVISORS INC
Top Portfolio Positions
99 positions ·
$115,233,961 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
82,586 | $20,959,500 | 18.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
34,755 | $16,654,596 | 14.45% | |
| MSFT |
Microsoft Corp
Technology
|
11,339 | $4,197,357 | 3.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,478 | $3,562,562 | 3.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,692 | $2,708,128 | 2.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,752 | $2,655,859 | 2.30% | |
| BIPH |
Brookfield Infrastructure Partners L.P.
Utilities
|
72,491 | $2,618,374 | 2.27% | |
| NVDA |
Nvidia Corp
Technology
|
12,682 | $2,211,740 | 1.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,948 | $2,043,823 | 1.77% | |
| MMM |
3M Co
Industrials
|
12,862 | $1,867,948 | 1.62% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BIPH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,618,374 | 72,491 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,548,248 | 73,352 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,466,750 | 75,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,532,131 | 75,586 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,236,156 | 75,064 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,375,126 | 74,713 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,642,856 | 75,424 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,078,744 | 75,756 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,353,983 | 75,424 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,424,730 | 77,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,276,883 | 77,445 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,922,263 | 80,062 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,691,469 | 79,700 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,438,696 | 78,693 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,876,559 | 80,127 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,105,871 | 81,263 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,426,532 | 54,957 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,205,740 | 54,409 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,999,762 | 53,460 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,772,784 | 47,870 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,495,757 | 42,134 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,128,821 | 34,276 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,055,546 | 33,249 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $911,245 | 33,249 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,304,967 | 54,419 | Shares | Sole | 2020-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||