Grufity logo
Grufity logo

Latest CAHILL FINANCIAL ADVISORS INC Stock Portfolio

$923Million– No. of Holdings #286

CAHILL FINANCIAL ADVISORS INC Performance:
2026 Q1: 10.36%YTD: 10.36%2025: 1.03%
Performance for 2026 Q1 is 10.36%, and YTD is 10.36%, and 2025 is 1.03%.

About CAHILL FINANCIAL ADVISORS INC and 13F Hedge Fund Stock Holdings

CAHILL FINANCIAL ADVISORS INC is a hedge fund based in Edina, MN. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, CAHILL FINANCIAL ADVISORS INC reported an equity portfolio of $923.9 Millions as of 31 Mar, 2026.

The top stock holdings of CAHILL FINANCIAL ADVISORS INC are VB, VB, AFK. The fund has invested 7.8% of it's portfolio in VANGUARD GROWTH INDEX FUND and 5.8% of portfolio in VANGUARD VALUE ETF.

The fund managers got completely rid off PIMCO CORPORATE & INCOME OPPOR COM, VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF (VTIP) and ALLY FINL INC COM (ALLY) stocks. They significantly reduced their stock positions in ISHARES U.S. TECHNOLOGY ETF (IJR), VANGUARD GROWTH INDEX FUND (VB) and JPMORGAN CORE PLUS BOND ETF (BBAX). CAHILL FINANCIAL ADVISORS INC opened new stock positions in ISHARES A.I. INNOVATION AND TECH ACTIVE ETF (BECO), DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAC) and DOW JONES INDUSTRIAL AVERAGE (DOW). The fund showed a lot of confidence in some stocks as they added substantially to AVANTIS EMERGING MARKETS EQUITY ETF (AEMB), VANGUARD 0-3 MONTH TREASURY BILL ETF and JPMORGAN ULTRA-SHORT INCOME ETF (BBAX).
CAHILL FINANCIAL ADVISORS INC Equity Portfolio Value
Last Reported on: 13 May, 2026

CAHILL FINANCIAL ADVISORS INC Annual Return Estimates Vs S&P 500

Our best estimate is that CAHILL FINANCIAL ADVISORS INC made a return of 10.36% in the last quarter. In trailing 12 months, it's portfolio return was 13.43%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares a.i. innovation and tech active etf10,137,300
dimensional international core equity market etf756,446
dow jones industrial average296,256
phillips 66274,940
ge vernova inc com253,188
pgim aaa clo etf241,416
ishares flexible income active etf235,243
marathon petroleum corp231,593
New stocks bought by CAHILL FINANCIAL ADVISORS INC

Additions

Ticker% Inc.
avantis emerging markets equity etf4,068
vanguard 0-3 month treasury bill etf84.69
jpmorgan ultra-short income etf51.89
jpmorgan ultra-short municipal income etf51.23
vanguard high dividend yield etf44.18
pimco enhanced short maturity active exchange-traded fund41.12
ishares core u.s. reit etf40.51
vanguard tax-exempt bond etf25.93
Additions to existing portfolio by CAHILL FINANCIAL ADVISORS INC

Reductions

Ticker% Reduced
ishares u.s. technology etf-74.69
vanguard growth index fund-63.55
jpmorgan core plus bond etf-42.73
jpmorgan hedged equity laddered overlay etf-33.18
ishares global healthcare etf-29.83
schwab fundamental u.s. large company index etf-27.92
sei enhanced u.s. large cap quality factor etf-23.75
sei enhanced u.s. large cap momentum factor etf-23.54
CAHILL FINANCIAL ADVISORS INC reduced stake in above stock

Sold off

Ticker$ Sold
pimco corporate & income oppor com-466,488
vanguard short-term inflation-protected securities etf-336,229
ally finl inc com-263,724
abbott laboratories-238,032
procter & gamble co-208,447
servicenow inc-211,402
electronic arts inc com-209,335
ishares russell 1000 growth etf-213,989
CAHILL FINANCIAL ADVISORS INC got rid off the above stocks

Sector Distribution

CAHILL FINANCIAL ADVISORS INC has about 89.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
Sector%
Others89.4
Technology4.1
Industrials1.4

Market Cap. Distribution

CAHILL FINANCIAL ADVISORS INC has about 9.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.4
MEGA-CAP6.2
LARGE-CAP2.9

Stocks belong to which Index?

About 10.5% of the stocks held by CAHILL FINANCIAL ADVISORS INC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others89.6
S&P 5009.1
RUSSELL 20001.4
Top 5 Winners (%)%
VB
vanguard growth index fund
97.3 %
VRT
vertiv holdings co com cl a
53.7 %
STX
seagate technology plc
42.3 %
XOM
exxon mobil corporation
40.6 %
totalenergies se act
39.1 %
Top 5 Winners ($)$
VB
vanguard growth index fund
79.7 M
BIV
vanguard total bond market index fund
9.4 M
AFK
vaneck vectors morningstar wide moat etf
6.5 M
FNDA
schwab fundamental u.s. large company index etf
5.8 M
VB
vanguard value etf
1.4 M
Top 5 Losers (%)%
ACN
accenture plc
-25.0 %
QCOM
qualcomm inc
-24.6 %
ORCL
oracle corporation
-24.5 %
IJR
ishares expanded tech-software sector etf
-23.7 %
MSFT
microsoft corporation
-23.4 %
Top 5 Losers ($)$
IJR
ishares s&p 500 growth etf
-2.4 M
AAPL
apple inc
-1.5 M
MSFT
microsoft corporation
-1.3 M
FNDA
schwab u.s. large-cap growth etf
-1.0 M
berkshire hathaway inc class b
-0.8 M

CAHILL FINANCIAL ADVISORS INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CAHILL FINANCIAL ADVISORS INC

CAHILL FINANCIAL ADVISORS INC has 286 stocks in it's portfolio. About 42.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for CAHILL FINANCIAL ADVISORS INC last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions