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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 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM IBM CORP Technology 2,928.0 $710K 0.08% -32.0 -1.1% $242.37 +5.3%
62 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 8,577.0 $687K 0.07% -406.0 -4.5% $80.05 +16.2%
63 SCHB SCHWAB U.S. BROAD MARKET ETF 27,260.0 $684K 0.07% -6K -18.9% $25.10 +15.3%
64 SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 27,111.0 $632K 0.07% -7K -21.1% $23.32 +0.6%
65 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 10,065.0 $605K 0.07% -634.0 -5.9% $60.10 +9.8%
66 ABBV ABBVIE INC Healthcare 2,691.0 $585K 0.06% -18.0 -0.7% $217.53 -1.0%
67 CHRW CH ROBINSON WORLDWIDE INC Industrials 3,484.0 $579K 0.06% -343.0 -9.0% $166.07 +6.3%
68 VZ VERIZON COMMUNICATIONS INC Communication Services 11,428.0 $574K 0.06% -1K -11.5% $50.20 -3.9%
69 MRK MERCK & CO INC Healthcare 4,753.0 $572K 0.06% -27.0 -0.6% $120.29 -0.0%
70 AMAT APPLIED MATERIALS INC Technology 1,622.0 $554K 0.06% -176.0 -9.8% $341.79 +31.1%
71 JEPQ J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF 8,935.0 $496K 0.05% -186.0 -2.0% $55.52 +9.4%
72 AMLP ALERIAN MLP ETF 9,247.0 $487K 0.05% -178.0 -1.9% $52.64 +0.1%
73 MAIN MAIN STR CAP CORP COM Financial Services 8,928.0 $473K 0.05% -360.0 -3.9% $52.96 -3.5%
74 WMB WILLIAMS COS INC COM Energy 6,441.0 $469K 0.05% -190.0 -2.9% $72.78 +4.9%
75 BCI ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 18,706.0 $454K 0.05% -3K -15.3% $24.29 +0.2%
76 MBB ISHARES MBS ETF 4,730.0 $449K 0.05% -1K -21.6% $94.95 -0.6%
77 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 6,935.0 $443K 0.05% -3K -33.2% $63.91 +6.3%
78 GIS GENERAL MILLS INC Consumer Defensive 11,536.0 $429K 0.05% -246.0 -2.1% $37.22 -9.6%
79 XLE ENERGY SELECT SECTOR SPDR FUND 6,967.0 $427K 0.05% -1K -13.4% $61.26 -7.0%
80 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 6,251.0 $411K 0.04% -1K -14.3% $65.69 +1.8%
Page 4 of 6  ·  101 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%