Cahill Financial Advisors Inc reported 95 positions worth $117.51M for the quarter ended Jun 30, 2026, up 8.1% on the prior quarter. It opened 7 new positions, added to 31, trimmed 35 and exited 7. Its largest holding is Apple Inc. at 20% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +2,484 | – | $549.16K | 0.467% |
| TXN Texas Instruments Inc | +971 | – | $289.43K | 0.246% |
| MS Morgan Stanley | +1,300 | – | $271.79K | 0.231% |
| INTC Intel Corp | +1,874 | – | $261.65K | 0.223% |
| ASML Asml Holding Nv | +126 | – | $251.54K | 0.214% |
| ETN Eaton Corp plc | +523 | – | $222.72K | 0.19% |
| ALLY Ally Financial Inc. | +4,796 | – | $220.38K | 0.188% |
| MSFT Microsoft Corp | +206 | +1.8% | $76.84K | 3.66% |
| NVDA Nvidia Corp | +310 | +2.4% | $62.03K | 2.21% |
| GOOG Alphabet Inc. | +124 | +2.5% | $43.81K | 1.53% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -1,373 | -1.7% | $397.29K | 20% |
| ACN Accenture plc | -1,606 | -100.0% | $318.51K | Exited |
| DOW Dow Inc. | -7,113 | -100.0% | $296.26K | Exited |
| TSCO Tractor Supply Co | -6,237 | -100.0% | $282.54K | Exited |
| GLD Spdr Gold Trust | -517 | -100.0% | $221.46K | Exited |
| GGG Graco Inc | -2,584 | -100.0% | $218.75K | Exited |
| VOD Vodafone Group Public Ltd Co | -10.8K | -100.0% | $162.07K | Exited |
| BRK-B Berkshire Hathaway Inc | -316 | -0.9% | $158.12K | 14.67% |
| CAT Caterpillar Inc | -118 | -5.2% | $125.66K | 1.96% |
| LAND GLADSTONE LAND Corp | -10.1K | -100.0% | $103.49K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +2,484 | $549.16K | 0.467% |
| TXN Texas Instruments Inc | +971 | $289.43K | 0.246% |
| MS Morgan Stanley | +1,300 | $271.79K | 0.231% |
| INTC Intel Corp | +1,874 | $261.65K | 0.223% |
| ASML Asml Holding Nv | +126 | $251.54K | 0.214% |
| ETN Eaton Corp plc | +523 | $222.72K | 0.19% |
| ALLY Ally Financial Inc. | +4,796 | $220.38K | 0.188% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ACN Accenture plc | -1,606 | $318.51K | 0.293% |
| DOW Dow Inc. | -7,113 | $296.26K | 0.273% |
| TSCO Tractor Supply Co | -6,237 | $282.54K | 0.26% |
| GLD Spdr Gold Trust | -517 | $221.46K | 0.204% |
| GGG Graco Inc | -2,584 | $218.75K | 0.201% |
| VOD Vodafone Group Public Ltd Co | -10.8K | $162.07K | 0.149% |
| LAND GLADSTONE LAND Corp | -10.1K | $103.49K | 0.095% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 81.2K | $23.50M | 20% | -1,373 | -1.7% | Reduced | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 34.4K | $17.23M | 14.67% | -316 | -0.9% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 11.5K | $4.31M | 3.66% | +206 | +1.8% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 12.5K | $2.98M | 2.54% | -233 | -1.8% | Reduced | 0% |
| 5 | BIP Brookfield Infrastructure Partners L.P. | Industrials | 72.4K | $2.64M | 2.25% | -42 | -0.1% | Reduced | 0.01% |
| 6 | NVDA Nvidia Corp | Technology | 13.0K | $2.60M | 2.21% | +310 | +2.4% | Added | 0% |
| 7 | STX Seagate Technology Holdings plc | Technology | 2,463 | $2.38M | 2.02% | 0 | 0.0% | Unchanged | 0% |
| 8 | CAT Caterpillar Inc | Industrials | 2,166 | $2.31M | 1.96% | -118 | -5.2% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 6,916 | $2.26M | 1.93% | -32 | -0.5% | Reduced | 0% |
| 10 | MMM 3M Co | Industrials | 12.9K | $2.08M | 1.77% | +10 | +0.1% | Added | 0% |
| 11 | UNH Unitedhealth Group Inc | Healthcare | 4,776 | $1.99M | 1.69% | -63 | -1.3% | Reduced | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 5,103 | $1.80M | 1.53% | +124 | +2.5% | Added | 0% |
| 13 | MA Mastercard Inc | Financial Services | 3,404 | $1.75M | 1.49% | +1 | +0.0% | Added | 0% |
| 14 | V Visa Inc. | Financial Services | 4,980 | $1.71M | 1.45% | +2 | +0.0% | Added | 0% |
| 15 | RCL Royal Caribbean Cruises Ltd | Consumer Discretionary | 5,153 | $1.64M | 1.39% | -127 | -2.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Cahill Financial Advisors.
As of its Q2 2026 13F filing, Cahill Financial Advisors Inc’s five largest positions were Apple Inc. (AAPL) at 20.0%, Berkshire Hathaway Inc (BRK-B) at 14.7%, Microsoft Corp (MSFT) at 3.7%, Amazon Com Inc (AMZN) at 2.5%, Brookfield Infrastructure Partners L.P. (BIP) at 2.3% of the reported portfolio.
Cahill Financial Advisors Inc reported a 13F portfolio worth $117.51M across 95 positions for Q2 2026. That is up 8.1% from the previous quarter.
Its largest purchases by value were Honeywell Aerospace Inc. ($549.16K), Texas Instruments Inc ($289.43K), Morgan Stanley ($271.79K). It opened 7 new positions.
Its largest sales by value were Apple Inc. ($397.29K), Accenture plc ($318.51K), Dow Inc. ($296.26K). It exited 7 positions entirely.
From the Form 13F-HR reports Cahill Financial Advisors Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.