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Portfolio (Quarterly) Guide ↗

CAHILL FINANCIAL ADVISORS INC

· CIK 0001600327
13F Portfolio $924M AUM 323 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 75 Added 101 Reduced 8 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,272.0 $1.3M 0.14% +39.0 +3.2% $996.54 +0.7%
42 USRT ISHARES CORE U.S. REIT ETF 20,466.0 $1.2M 0.13% +6K +40.5% $59.19 +11.0%
43 DE DEERE & COMPANY Industrials 2,089.0 $1.2M 0.13% +14.0 +0.7% $563.19 -6.0%
44 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 17,184.0 $1.2M 0.13% +477.0 +2.9% $68.28 +10.9%
45 TYG TORTOISE ENERGY INFRA CORP COM Financial Services 21,375.0 $1.1M 0.12% +256.0 +1.2% $49.85 -9.7%
46 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 24,169.0 $1.0M 0.11% +3K +12.1% $42.56 +5.1%
47 FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 4,207.0 $985K 0.11% +103.0 +2.5% $234.03 +17.3%
48 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 11,585.0 $968K 0.10% +271.0 +2.4% $83.57 +8.0%
49 AVGO BROADCOM INC COM Technology 3,004.0 $930K 0.10% +181.0 +6.4% $309.52 +36.3%
50 VFH VANGUARD FINANCIALS INDEX FUND 6,509.0 $786K 0.09% +157.0 +2.5% $120.81 +4.5%
51 CSCO CISCO SYSTEMS INC Technology 10,000.0 $776K 0.08% +185.0 +1.9% $77.59 +54.2%
52 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 2,027.0 $685K 0.07% +69.0 +3.5% $337.88 +25.1%
53 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 7,376.0 $639K 0.07% +161.0 +2.2% $86.64 +11.4%
54 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 6,535.0 $540K 0.06% +576.0 +9.7% $82.56 -0.4%
55 GILD GILEAD SCIENCES INC Healthcare 3,717.0 $518K 0.06% +38.0 +1.0% $139.39 -4.1%
56 VRT VERTIV HOLDINGS CO COM CL A Industrials 2,019.0 $506K 0.06% +46.0 +2.3% $250.58 +27.6%
57 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 6,586.0 $498K 0.05% +3K +84.7% $75.66 -0.0%
58 NEE NEXTERA ENERGY INC COM Utilities 5,262.0 $489K 0.05% +395.0 +8.1% $92.89 -5.6%
59 HYD VANECK VECTORS HIGH YIELD MUNI ETF 9,610.0 $482K 0.05% +474.0 +5.2% $50.14 +2.1%
60 NEM NEWMONT CORPORATION Basic Materials 4,364.0 $472K 0.05% +80.0 +1.9% $108.26 -1.0%
Page 3 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 17.6%
Industrials 12.7%
Healthcare 7.4%
Consumer Cyclical 7.1%
Energy 6.2%
Consumer Defensive 5.1%
Utilities 4.0%
Communication Services 3.4%
Basic Materials 2.2%