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Portfolio (Quarterly) Guide ↗

Cassilly Financial Group LLC

· CIK 0002090777
13F Portfolio $115M AUM 64 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 42 Added 6 Reduced 1 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OEF ISHARES TR 705.0 $224K 0.20% +73.0 +11.6% $318.07 +16.4%
42 AMZN AMAZON COM INC Consumer Cyclical 1,007.0 $210K 0.18% +29.0 +3.0% $208.27 +28.9%
Page 3 of 3  ·  42 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
Industrials 47.5%
Financial Services 31.7%
Technology 10.3%
Consumer Defensive 5.9%
Consumer Cyclical 4.7%