Portfolio (Quarterly)
Guide ↗
CAHILL FINANCIAL ADVISORS INC
· CIK 0001600327| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | APOS | APOLLO GLOBAL MGMT INC COM | — | 1,801.0 | $201K | 0.02% | — | — | $111.42 | — |
| 282 | HYT | BLACKROCK CORPORATE HIGH YIELD FUND | Financial Services | 20,643.0 | $176K | 0.02% | — | — | $8.52 | -8.8% |
| 283 | F | FORD MOTOR COMPANY | Consumer Cyclical | 14,717.0 | $170K | 0.02% | -330.0 | -2.2% | $11.54 | +7.3% |
| 284 | VOD | VODAFONE GROUP PLC | Communication Services | 10,790.0 | $162K | 0.02% | -534.0 | -4.7% | $15.02 | +10.4% |
| 285 | LAND | GLADSTONE LAND CORPORATION | Real Estate | 10,146.0 | $103K | 0.01% | — | — | $10.20 | -8.1% |
| 286 | — | PINSTRIPES HOLDINGS INC CL A COM | — | 14,800.0 | — | — | — | — | — | — |
① 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
33.8%
Financial Services
17.7%
Industrials
12.9%
Healthcare
7.5%
Consumer Cyclical
7.2%
Energy
6.3%
Consumer Defensive
5.2%
Utilities
4.0%
Basic Materials
2.2%
Communication Services
2.0%