Cahill Financial Advisors Inc

13F filer · CIK 0001600327

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$1.04BU.S. long equity reported on 13F

Positions1138 new · 7 closed

Net flow last quarter+$2.49MBuys minus sells

Top 10 positions weight12.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026113 positions
DFAXGulf Resources, Inc.	$39.3M	3.77%	Not reported	+4.8%	Q4 2021
AAPLApple Inc.	$23.5M	2.26%	0.00%	-1.7%	Q4 2013
BRK.BBerkshire Hathaway Inc	$17.2M	1.65%	Not reported	-0.9%	Q4 2013
FNDFSchwab Strategic Trust	$15.7M	1.51%	Not reported	+2.4%	Q2 2019
BSVNBank7 Corp.	$9.96M	0.96%	1.34%	+0.2%	Q4 2013
MEMSMemsic Inc	$6.09M	0.58%	0.78%	-0.4%	Q2 2025
ASIAAsiainfo-Linkage, Inc	$5.58M	0.54%	0.17%	+0.5%	Q1 2024
MSFTMicrosoft Corp	$4.31M	0.41%	0.00%	+1.8%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$4.09M	0.39%	Not reported	+0.1%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$3.47M	0.33%	Not reported	+0.5%	Q2 2014
SPABASTROTECH Corp	$3.46M	0.33%	Not reported	+5.4%	Q3 2022
AMZNAmazon Com Inc	$2.98M	0.29%	0.00%	-1.8%	Q1 2018
BIPBrookfield Infrastructure Partners L.P.	$2.64M	0.25%	Not reported	-0.1%	Q1 2018
NVDANvidia Corp	$2.6M	0.25%	0.00%	+2.4%	Q3 2020
STXSeagate Technology Holdings plc	$2.38M	0.23%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$2.31M	0.22%	0.00%	-5.2%	Q2 2014
JPMJPMorgan Chase & Co	$2.26M	0.22%	0.00%	-0.5%	Q4 2020
USRTEnigma-Bulwark, Ltd.	$2.1M	0.20%	Not reported	+54.2%	Q4 2025
MMM3m Co	$2.08M	0.20%	0.00%	+0.1%	Q4 2013
UNHUnitedhealth Group Inc	$1.99M	0.19%	0.00%	-1.3%	Q4 2014
GOOGAlphabet Inc.	$1.8M	0.17%	Not reported	+2.5%	Q4 2016
MAMastercard Inc	$1.75M	0.17%	0.00%	0.0%	Q4 2016
VVisa Inc.	$1.71M	0.16%	0.00%	0.0%	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.65M	0.16%	Not reported	-1.6%	Q4 2014
RCLRoyal Caribbean Cruises Ltd	$1.64M	0.16%	0.00%	-2.4%	Q4 2016
USBUS Bancorp \de\	$1.62M	0.16%	0.00%	-0.6%	Q1 2020
WFCWells Fargo & Company	$1.44M	0.14%	0.00%	+0.1%	Q4 2013
XOMExxonMobil Holdings Corp	$1.42M	0.14%	0.00%	-3.4%	Q4 2013
LMTLockheed Martin Corp	$1.38M	0.13%	0.00%	-4.7%	Q4 2015
DEDeere & Co	$1.33M	0.13%	0.00%	Not reported	Q1 2019
TGTTarget Corp	$1.3M	0.12%	0.00%	-4.4%	Q4 2013
JNJJohnson & Johnson	$1.26M	0.12%	0.00%	-2.5%	Q4 2013
RTXRTX Corp	$1.22M	0.12%	0.00%	-1.4%	Q2 2020
CSCOCisco Systems, Inc.	$1.18M	0.11%	0.00%	+0.2%	Q1 2015
AMATApplied Materials Inc	$1.17M	0.11%	0.00%	-0.2%	Q1 2017
AVGOBroadcom Inc.	$1.14M	0.11%	0.00%	+0.4%	Q2 2023
COSTCostco Wholesale Corp	$1.13M	0.11%	0.00%	-5.4%	Q4 2013
KMIKinder Morgan, Inc.	$1.04M	0.10%	0.00%	-3.0%	Q1 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$1M	0.10%	Not reported	-2.7%	Q1 2024
NOGNorthern Oil & Gas, Inc.	$997K	0.10%	0.05%	Not reported	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$971K	0.09%	0.00%	+0.3%	Q1 2025
TYGTortoise Energy Infrastructure Corp	$924K	0.09%	Not reported	+0.8%	Q4 2024
ECLEcolab Inc.	$922K	0.09%	0.00%	-0.4%	Q3 2018
EMREmerson Electric Co	$898K	0.09%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$806K	0.08%	0.00%	+0.4%	Q4 2013
MDTMedtronic plc	$798K	0.08%	0.00%	-9.1%	Q4 2013
IBMInternational Business Machines Corp	$790K	0.08%	0.00%	-4.1%	Q1 2019
FOCLEdap TMS SA	$699K	0.07%	0.36%	Not reported	Q1 2020
ABBVAbbVie Inc.	$693K	0.07%	0.00%	+2.3%	Q4 2024
VRTVertiv Holdings Co	$676K	0.06%	0.00%	Not reported	Q3 2023

Q1 2026Reported May 13, 2026111 positions
DFAXGulf Resources, Inc.	$34.6M	3.75%	Not reported	+6.1%	Q4 2021
AAPLApple Inc.	$21M	2.27%	0.00%	-0.8%	Q4 2013
BRK.BBerkshire Hathaway Inc	$16.7M	1.80%	Not reported	+0.5%	Q4 2013
FNDFSchwab Strategic Trust	$14.2M	1.54%	Not reported	+2.3%	Q2 2019
BSVNBank7 Corp.	$10M	1.08%	1.34%	-10.7%	Q4 2013
MEMSMemsic Inc	$5.06M	0.55%	0.79%	+2.2%	Q2 2025
ASIAAsiainfo-Linkage, Inc	$4.27M	0.46%	0.17%	+0.8%	Q1 2024
MSFTMicrosoft Corp	$4.2M	0.45%	0.00%	+0.5%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$3.56M	0.39%	Not reported	-3.7%	Q1 2018
SPABASTROTECH Corp	$3.29M	0.36%	Not reported	+4.4%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$2.71M	0.29%	Not reported	-4.0%	Q2 2014
AMZNAmazon Com Inc	$2.66M	0.29%	0.00%	+3.7%	Q1 2018
BIPBrookfield Infrastructure Partners L.P.	$2.62M	0.28%	Not reported	-1.2%	Q1 2018
NVDANvidia Corp	$2.21M	0.24%	0.00%	+2.1%	Q3 2020
JPMJPMorgan Chase & Co	$2.04M	0.22%	0.00%	+1.2%	Q4 2020
MMM3m Co	$1.87M	0.20%	0.00%	-4.4%	Q4 2013
XOMExxonMobil Holdings Corp	$1.83M	0.20%	0.00%	+1.4%	Q4 2013
LMTLockheed Martin Corp	$1.71M	0.19%	0.00%	-0.8%	Q4 2015
MAMastercard Inc	$1.7M	0.18%	0.00%	-0.1%	Q4 2016
CATCaterpillar Inc	$1.62M	0.18%	0.00%	+0.1%	Q2 2014
NOGNorthern Oil & Gas, Inc.	$1.61M	0.17%	0.05%	Not reported	Q3 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.57M	0.17%	Not reported	+44.2%	Q4 2014
VVisa Inc.	$1.5M	0.16%	0.00%	-0.1%	Q4 2013
RCLRoyal Caribbean Cruises Ltd	$1.45M	0.16%	0.00%	-5.1%	Q4 2016
GOOGAlphabet Inc.	$1.43M	0.15%	Not reported	+2.1%	Q4 2016
USBUS Bancorp \de\	$1.4M	0.15%	0.00%	-2.2%	Q1 2020
WFCWells Fargo & Company	$1.38M	0.15%	0.00%	0.0%	Q4 2013
UNHUnitedhealth Group Inc	$1.31M	0.14%	0.00%	+0.6%	Q4 2014
TGTTarget Corp	$1.28M	0.14%	0.00%	-1.7%	Q4 2013
COSTCostco Wholesale Corp	$1.27M	0.14%	0.00%	+3.2%	Q4 2013
RTXRTX Corp	$1.25M	0.14%	0.00%	-7.0%	Q2 2020
JNJJohnson & Johnson	$1.24M	0.13%	0.00%	-1.8%	Q4 2013
USRTEnigma-Bulwark, Ltd.	$1.21M	0.13%	Not reported	+40.5%	Q4 2025
DEDeere & Co	$1.18M	0.13%	0.00%	+0.7%	Q1 2019
KMIKinder Morgan, Inc.	$1.13M	0.12%	0.00%	-2.7%	Q1 2021
HONHoneywell International Inc	$1.12M	0.12%	0.00%	Not reported	Q4 2013
TYGTortoise Energy Infrastructure Corp	$1.07M	0.12%	Not reported	+1.2%	Q4 2024
MDTMedtronic plc	$973K	0.11%	0.00%	-6.6%	Q4 2013
IDEVEndo Pharmaceuticals Solutions Inc.	$968K	0.10%	Not reported	+2.4%	Q1 2024
STXSeagate Technology Holdings plc	$965K	0.10%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$930K	0.10%	0.00%	+6.4%	Q2 2023
ECLEcolab Inc.	$884K	0.10%	0.00%	+0.1%	Q3 2018
EMREmerson Electric Co	$822K	0.09%	0.00%	Not reported	Q3 2025
CSCOCisco Systems, Inc.	$776K	0.08%	0.00%	+1.9%	Q1 2015
HDHome Depot, Inc.	$749K	0.08%	0.00%	+0.1%	Q4 2013
IBMInternational Business Machines Corp	$710K	0.08%	0.00%	-1.1%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$685K	0.07%	0.00%	+3.5%	Q1 2025
CVXChevron Corp	$653K	0.07%	0.00%	+0.1%	Q4 2013
ORCLOracle Corp	$599K	0.06%	0.00%	+0.1%	Q2 2021
XELXcel Energy Inc	$596K	0.06%	0.00%	-0.4%	Q4 2013

Q4 2025Reported Feb 18, 2026111 positions
DFAXGulf Resources, Inc.	$31.4M	3.44%	Not reported	+13.1%	Q4 2021
AAPLApple Inc.	$22.6M	2.47%	0.00%	-0.4%	Q4 2013
BRK.BBerkshire Hathaway Inc	$17.4M	1.90%	Not reported	-5.0%	Q4 2013
FNDFSchwab Strategic Trust	$12.9M	1.41%	Not reported	+7.1%	Q2 2019
BSVNBank7 Corp.	$11.3M	1.23%	1.51%	0.0%	Q4 2013
MSFTMicrosoft Corp	$5.46M	0.60%	0.00%	-1.6%	Q4 2013
MEMSMemsic Inc	$4.81M	0.53%	0.77%	+2.2%	Q2 2025
ASIAAsiainfo-Linkage, Inc	$4.16M	0.45%	0.17%	+0.7%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$3.88M	0.42%	Not reported	-4.6%	Q1 2018
SPABASTROTECH Corp	$3.17M	0.35%	Not reported	+6.0%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$3M	0.33%	Not reported	0.0%	Q2 2014
AMZNAmazon Com Inc	$2.84M	0.31%	0.00%	+0.7%	Q1 2018
BIPBrookfield Infrastructure Partners L.P.	$2.55M	0.28%	Not reported	-2.2%	Q1 2018
NVDANvidia Corp	$2.32M	0.25%	0.00%	-9.2%	Q3 2020
JPMJPMorgan Chase & Co	$2.21M	0.24%	0.00%	-0.7%	Q4 2020
MMM3m Co	$2.15M	0.24%	0.00%	+2.3%	Q4 2013
MAMastercard Inc	$1.94M	0.21%	0.00%	-0.3%	Q4 2016
VVisa Inc.	$1.75M	0.19%	0.00%	-0.4%	Q4 2013
WFCWells Fargo & Company	$1.62M	0.18%	0.00%	-2.2%	Q4 2013
UNHUnitedhealth Group Inc	$1.59M	0.17%	0.00%	+0.1%	Q4 2014
RCLRoyal Caribbean Cruises Ltd	$1.55M	0.17%	0.00%	-8.3%	Q4 2016
GOOGAlphabet Inc.	$1.53M	0.17%	Not reported	-1.4%	Q4 2016
USBUS Bancorp \de\	$1.47M	0.16%	0.00%	+1.3%	Q1 2020
LMTLockheed Martin Corp	$1.38M	0.15%	0.00%	-3.6%	Q4 2015
CATCaterpillar Inc	$1.31M	0.14%	0.00%	-4.6%	Q2 2014
RTXRTX Corp	$1.28M	0.14%	0.00%	-12.0%	Q2 2020
XOMExxonMobil Holdings Corp	$1.28M	0.14%	0.00%	-7.7%	Q4 2013
NOGNorthern Oil & Gas, Inc.	$1.18M	0.13%	0.06%	Not reported	Q3 2020
MDTMedtronic plc	$1.15M	0.13%	0.00%	-6.5%	Q4 2013
JNJJohnson & Johnson	$1.07M	0.12%	0.00%	+26.1%	Q4 2013
COSTCostco Wholesale Corp	$1.06M	0.12%	0.00%	+3.9%	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.06M	0.12%	Not reported	+20.2%	Q4 2014
TGTTarget Corp	$1.05M	0.11%	0.00%	+5.1%	Q4 2013
AVGOBroadcom Inc.	$977K	0.11%	0.00%	-1.3%	Q2 2023
HONHoneywell International Inc	$971K	0.11%	0.00%	-3.3%	Q4 2013
DEDeere & Co	$966K	0.11%	0.00%	-2.7%	Q1 2019
KMIKinder Morgan, Inc.	$949K	0.10%	0.00%	+0.4%	Q1 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$933K	0.10%	Not reported	+0.4%	Q1 2024
IBMInternational Business Machines Corp	$877K	0.10%	0.00%	-11.0%	Q1 2019
ECLEcolab Inc.	$871K	0.10%	0.00%	-1.1%	Q3 2018
TYGTortoise Energy Infrastructure Corp	$864K	0.09%	Not reported	+1.6%	Q4 2024
EMREmerson Electric Co	$833K	0.09%	0.00%	Not reported	Q3 2025
USRTEnigma-Bulwark, Ltd.	$830K	0.09%	Not reported	New	Q4 2025
ORCLOracle Corp	$793K	0.09%	0.00%	-0.6%	Q2 2021
HDHome Depot, Inc.	$783K	0.09%	0.00%	-0.9%	Q4 2013
CSCOCisco Systems, Inc.	$756K	0.08%	0.00%	-6.3%	Q1 2015
STXSeagate Technology Holdings plc	$678K	0.07%	0.00%	+0.9%	Q4 2023
ABBVAbbVie Inc.	$619K	0.07%	0.00%	-11.1%	Q4 2024
CHRWC. H. Robinson Worldwide, Inc.	$615K	0.07%	0.00%	+0.8%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$595K	0.07%	0.00%	+0.1%	Q1 2025

Q3 2025Reported Nov 3, 2025118 positions
DFAXGulf Resources, Inc.	$26.7M	3.03%	Not reported	+9.1%	Q4 2021
AAPLApple Inc.	$21.3M	2.42%	0.00%	+3.0%	Q4 2013
BRK.BBerkshire Hathaway Inc	$18.3M	2.08%	Not reported	+0.7%	Q4 2013
FNDFSchwab Strategic Trust	$11.4M	1.30%	Not reported	+0.4%	Q2 2019
BSVNBank7 Corp.	$11.3M	1.28%	1.51%	-7.1%	Q4 2013
MSFTMicrosoft Corp	$5.94M	0.68%	0.00%	+2.0%	Q4 2013
MEMSMemsic Inc	$4.94M	0.56%	0.75%	+1.4%	Q2 2025
ASIAAsiainfo-Linkage, Inc	$4.03M	0.46%	0.17%	-0.5%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$3.97M	0.45%	Not reported	-6.9%	Q1 2018
SPABASTROTECH Corp	$3M	0.34%	Not reported	+3.1%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$2.93M	0.33%	Not reported	-5.5%	Q2 2014
AMZNAmazon Com Inc	$2.68M	0.31%	0.00%	+1.4%	Q1 2018
NVDANvidia Corp	$2.55M	0.29%	0.00%	+3.8%	Q3 2020
BIPBrookfield Infrastructure Partners L.P.	$2.47M	0.28%	Not reported	-0.8%	Q1 2018
JPMJPMorgan Chase & Co	$2.18M	0.25%	0.00%	+0.5%	Q4 2020
MMM3m Co	$2.04M	0.23%	0.00%	-10.7%	Q4 2013
RCLRoyal Caribbean Cruises Ltd	$1.96M	0.22%	0.00%	-10.4%	Q4 2016
MAMastercard Inc	$1.94M	0.22%	0.00%	-1.1%	Q4 2016
VVisa Inc.	$1.71M	0.19%	0.00%	+15.7%	Q4 2013
UNHUnitedhealth Group Inc	$1.66M	0.19%	0.00%	+3.9%	Q4 2014
WFCWells Fargo & Company	$1.49M	0.17%	0.00%	+96.2%	Q4 2013
LMTLockheed Martin Corp	$1.48M	0.17%	0.00%	+13.4%	Q4 2015
NOGNorthern Oil & Gas, Inc.	$1.36M	0.16%	0.06%	Not reported	Q3 2020
RTXRTX Corp	$1.33M	0.15%	0.00%	+6.9%	Q2 2020
USBUS Bancorp \de\	$1.32M	0.15%	0.00%	+1.5%	Q1 2020
XOMExxonMobil Holdings Corp	$1.3M	0.15%	0.00%	-5.0%	Q4 2013
MDTMedtronic plc	$1.22M	0.14%	0.00%	-6.7%	Q4 2013
GOOGAlphabet Inc.	$1.2M	0.14%	Not reported	-3.3%	Q4 2016
ORCLOracle Corp	$1.15M	0.13%	0.00%	+34.9%	Q2 2021
CATCaterpillar Inc	$1.14M	0.13%	0.00%	-10.4%	Q2 2014
COSTCostco Wholesale Corp	$1.1M	0.13%	0.00%	+14.2%	Q4 2013
HONHoneywell International Inc	$1.08M	0.12%	0.00%	-0.4%	Q4 2013
DEDeere & Co	$975K	0.11%	0.00%	+2.0%	Q1 2019
KMIKinder Morgan, Inc.	$973K	0.11%	0.00%	-9.5%	Q1 2021
AVGOBroadcom Inc.	$943K	0.11%	0.00%	+5.7%	Q2 2023
IBMInternational Business Machines Corp	$938K	0.11%	0.00%	-19.3%	Q1 2019
HDHome Depot, Inc.	$930K	0.11%	0.00%	+1.1%	Q4 2013
ECLEcolab Inc.	$919K	0.10%	0.00%	+0.1%	Q3 2018
TGTTarget Corp	$916K	0.10%	0.00%	+0.9%	Q4 2013
IDEVEndo Pharmaceuticals Solutions Inc.	$904K	0.10%	Not reported	+1.0%	Q1 2024
TYGTortoise Energy Infrastructure Corp	$896K	0.10%	Not reported	-3.0%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$863K	0.10%	Not reported	-6.9%	Q4 2014
EMREmerson Electric Co	$823K	0.09%	0.00%	New	Q3 2025
PTYPimco Corporate & Income Opportunity Fund	$767K	0.09%	Not reported	-11.1%	Q3 2022
JNJJohnson & Johnson	$762K	0.09%	0.00%	+23.9%	Q4 2013
CSCOCisco Systems, Inc.	$717K	0.08%	0.00%	+23.5%	Q1 2015
ABBVAbbVie Inc.	$705K	0.08%	0.00%	+8.2%	Q4 2024
MAINMain Street Capital CORP	$620K	0.07%	0.01%	-1.5%	Q3 2022
XELXcel Energy Inc	$607K	0.07%	0.00%	Not reported	Q4 2013
STXSeagate Technology Holdings plc	$576K	0.07%	0.00%	-5.3%	Q4 2023

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