CAHILL FINANCIAL ADVISORS INC
Top Portfolio Positions
98 positions ·
$98,579,365 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
82,586 | $20,959,500 | 21.26% | |
| MSFT |
Microsoft Corp
Technology
|
11,339 | $4,197,357 | 4.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,478 | $3,562,562 | 3.61% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,692 | $2,708,128 | 2.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,752 | $2,655,859 | 2.69% | |
| BIPH |
Brookfield Infrastructure Partners L.P.
Utilities
|
72,491 | $2,618,374 | 2.66% | |
| NVDA |
Nvidia Corp
Technology
|
12,682 | $2,211,740 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,948 | $2,043,823 | 2.07% | |
| MMM |
3M Co
Industrials
|
12,862 | $1,867,948 | 1.89% | |
| XOM |
Exxon Mobil Corp
Energy
|
10,772 | $1,827,577 | 1.85% |
Portfolio Trend
Holdings in FOCL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $502,051 | 134,960 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $444,018 | 134,960 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $309,058 | 134,960 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $222,684 | 134,960 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $264,521 | 134,960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $298,261 | 134,960 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $344,148 | 134,960 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $734,182 | 134,960 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $991,956 | 134,960 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $712,588 | 134,960 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $947,419 | 134,960 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,244,331 | 134,960 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,494,007 | 134,960 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,438,673 | 134,960 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,113,420 | 134,960 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $917,728 | 134,960 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $978,460 | 134,960 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $808,410 | 134,960 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $861,044 | 134,960 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $956,866 | 134,960 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,133,664 | 134,960 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $697,743 | 134,960 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $620,816 | 134,960 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $333,351 | 134,960 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $306,359 | 134,960 | Shares | Sole | 2020-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||