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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 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC CLASS A Communication Services 1,628.0 $468K 0.05% +142.0 +9.6% $287.55 +35.2%
62 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 2,741.0 $453K 0.05% +26.0 +1.0% $165.33 +10.1%
63 HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 15,616.0 $387K 0.04% +273.0 +1.8% $24.80 +1.2%
64 TLT ISHARES 20 YEAR TREASURY BOND ETF 4,331.0 $375K 0.04% +140.0 +3.3% $86.70 -1.6%
65 DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND 4,435.0 $367K 0.04% +431.0 +10.8% $82.84 +5.6%
66 WM WASTE MANAGEMENT INC Industrials 1,511.0 $347K 0.04% +119.0 +8.6% $229.80 -6.2%
67 PEP PEPSICO INC Consumer Defensive 2,216.0 $344K 0.04% +52.0 +2.4% $155.26 -4.8%
68 IWO ISHARES RUSSELL 2000 GROWTH ETF 1,086.0 $341K 0.04% +8.0 +0.7% $313.91 +21.0%
69 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 7,979.0 $338K 0.04% +1K +18.1% $42.31 +0.4%
70 ACN ACCENTURE PLC Technology 1,606.0 $319K 0.03% +181.0 +12.7% $198.33 -11.1%
71 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 2,380.0 $284K 0.03% +317.0 +15.4% $119.51 +2.1%
72 EEM ISHARES MSCI EMERGING MARKETS ETF 4,988.0 $283K 0.03% +940.0 +23.2% $56.80 +20.4%
73 DWM WISDOMTREE INTERNATIONAL EQUITY FUND 3,885.0 $272K 0.03% +154.0 +4.1% $69.89 +6.7%
74 SMH VANECK SEMICONDUCTOR ETF 653.0 $250K 0.03% +24.0 +3.8% $383.45 +55.3%
75 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 2,661.0 $247K 0.03% +74.0 +2.9% $92.72 +3.6%
Page 4 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%