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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 5 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MMM 3M CO Industrials 12,862.0 $1.9M 0.20% -593.0 -4.4% $145.23 +4.6%
82 XOM EXXON MOBIL CORPORATION Energy 10,772.0 $1.8M 0.20% +148.0 +1.4% $169.66 -13.1%
83 USFR WISDOMTREE FLOATING RATE TREASURY FUND 35,791.0 $1.8M 0.20% -2K -5.9% $50.34 -0.0%
84 IEFA ISHARES CORE MSCI EAFE ETF 19,553.0 $1.8M 0.19% $90.53 +8.3%
85 IHE ISHARES U.S. PHARMACEUTICALS ETF 20,336.0 $1.8M 0.19% $86.68 +6.7%
86 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,492.0 $1.7M 0.19% +68.0 +2.8% $697.80 -82.9%
87 LMT LOCKHEED MARTIN CORPORATION Industrials 2,835.0 $1.7M 0.18% -24.0 -0.8% $604.45 -11.3%
88 VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 5,628.0 $1.7M 0.18% +39.0 +0.7% $302.24 +17.7%
89 MA MASTERCARD INC Financial Services 3,403.0 $1.7M 0.18% $499.59 -1.9%
90 SEIV SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF 39,736.0 $1.7M 0.18% -12K -23.0% $41.56 +14.7%
91 SEIM SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF 35,619.0 $1.6M 0.18% -11K -23.5% $45.55 +18.4%
92 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 49,969.0 $1.6M 0.17% -1K -2.0% $32.43 +12.2%
93 CAT CATERPILLAR INC Industrials 2,284.0 $1.6M 0.17% $708.55 +26.5%
94 NOG NORTHERN OIL & GAS, INC Energy 54,947.0 $1.6M 0.17% $29.23 -26.5%
95 SCHM SCHWAB U.S. MID-CAP ETF 51,238.0 $1.6M 0.17% -2K -3.3% $30.96 +14.2%
96 VYM VANGUARD HIGH DIVIDEND YIELD ETF 10,620.0 $1.6M 0.17% +3K +44.2% $148.10 +7.0%
97 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 30,676.0 $1.6M 0.17% +10K +51.2% $50.98 -0.1%
98 V VISA INC Financial Services 4,978.0 $1.5M 0.16% $302.27 +6.7%
99 VOO VANGUARD S&P 500 ETF 2,441.0 $1.5M 0.16% $597.55 +16.1%
100 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 5,280.0 $1.5M 0.16% -284.0 -5.1% $275.20 +2.1%
Page 5 of 15  ·  286 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%