Churchill Financial Advisors
Latest statistics and disclosures from Churchill Financial Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002095935
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Portfolio Holdings for Churchill Financial Advisors
Churchill Financial Advisors holds 123 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 26.1 | $124M | 1.0M | 124.28 |
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| Apple (AAPL) | 5.0 | $24M | 95k | 253.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.1 | $19M | 30k | 653.21 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.5 | $17M | 25k | 650.35 |
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| Microsoft Corporation (MSFT) | 3.1 | $15M | 40k | 370.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $11M | 39k | 287.56 |
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| Costco Wholesale Corporation (COST) | 2.3 | $11M | 11k | 996.43 |
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| Ishares Tr Core Div Grwth (DGRO) | 2.2 | $11M | 150k | 70.18 |
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| Applied Materials (AMAT) | 2.1 | $9.8M | 29k | 341.79 |
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| Goldman Sachs (GS) | 1.9 | $9.1M | 11k | 845.99 |
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| International Business Machines (IBM) | 1.8 | $8.8M | 36k | 242.39 |
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| Oracle Corporation (ORCL) | 1.8 | $8.7M | 59k | 147.11 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $8.5M | 50k | 169.66 |
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| Chevron Corporation (CVX) | 1.7 | $8.1M | 39k | 206.90 |
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| McDonald's Corporation (MCD) | 1.6 | $7.8M | 25k | 310.79 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.5 | $7.3M | 36k | 205.80 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $7.1M | 78k | 90.53 |
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| Deere & Company (DE) | 1.3 | $6.3M | 11k | 563.30 |
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| Abbvie (ABBV) | 1.3 | $6.3M | 29k | 217.49 |
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| Caterpillar (CAT) | 1.3 | $6.2M | 8.8k | 708.46 |
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| TJX Companies (TJX) | 1.2 | $5.5M | 34k | 159.70 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $5.4M | 12k | 436.79 |
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| Cummins (CMI) | 1.1 | $5.2M | 9.6k | 538.02 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.0 | $4.9M | 53k | 92.69 |
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| Meta Platforms Cl A (META) | 1.0 | $4.8M | 8.4k | 572.13 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $4.7M | 16k | 294.16 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 1.0 | $4.6M | 98k | 46.91 |
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| Cme (CME) | 0.9 | $4.3M | 15k | 295.35 |
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| Analog Devices (ADI) | 0.9 | $4.2M | 13k | 318.14 |
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| Electronic Arts (EA) | 0.9 | $4.1M | 20k | 203.87 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $4.0M | 138k | 29.08 |
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| Coca-Cola Company (KO) | 0.8 | $3.9M | 51k | 76.05 |
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| Johnson & Johnson (JNJ) | 0.8 | $3.6M | 15k | 244.44 |
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| Lowe's Companies (LOW) | 0.7 | $3.4M | 15k | 236.28 |
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| Amazon (AMZN) | 0.7 | $3.3M | 16k | 208.27 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.9M | 17k | 174.40 |
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| Kla Corp Com New (KLAC) | 0.6 | $2.8M | 1.9k | 1472.41 |
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| Southern Company (SO) | 0.6 | $2.8M | 29k | 96.52 |
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| Visa Com Cl A (V) | 0.6 | $2.7M | 8.9k | 302.24 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $2.6M | 14k | 194.14 |
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| Yum! Brands (YUM) | 0.5 | $2.6M | 17k | 155.48 |
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| Cisco Systems (CSCO) | 0.5 | $2.4M | 31k | 77.59 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.5 | $2.3M | 3.7k | 616.68 |
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| Amgen (AMGN) | 0.5 | $2.2M | 6.3k | 351.85 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.0M | 30k | 67.53 |
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| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.4 | $1.9M | 57k | 33.22 |
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| Emerson Electric (EMR) | 0.4 | $1.9M | 14k | 131.02 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $1.9M | 21k | 88.46 |
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| Procter & Gamble Company (PG) | 0.4 | $1.9M | 13k | 144.44 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.4 | $1.7M | 21k | 83.73 |
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| Travelers Companies (TRV) | 0.4 | $1.7M | 6.0k | 291.68 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.6M | 2.7k | 604.39 |
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| American Express Company (AXP) | 0.3 | $1.6M | 5.2k | 302.48 |
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| Marvell Technology (MRVL) | 0.3 | $1.5M | 15k | 99.05 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $1.5M | 9.9k | 145.94 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.4M | 4.3k | 320.81 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.3M | 11k | 113.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.3M | 5.9k | 215.06 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 4.8k | 243.08 |
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| salesforce (CRM) | 0.2 | $1.1M | 6.1k | 186.67 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.1M | 6.7k | 164.57 |
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| Ecolab (ECL) | 0.2 | $1.1M | 4.0k | 266.02 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.0M | 4.3k | 242.62 |
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| Intuit (INTU) | 0.2 | $1.0M | 2.4k | 432.38 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $1.0M | 1.5k | 682.24 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.0M | 6.6k | 151.42 |
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| Corteva (CTVA) | 0.2 | $983k | 12k | 83.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $979k | 1.6k | 597.55 |
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| Gilead Sciences (GILD) | 0.2 | $970k | 7.0k | 139.37 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $917k | 3.7k | 248.00 |
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| American Tower Reit (AMT) | 0.2 | $911k | 5.3k | 172.58 |
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| UnitedHealth (UNH) | 0.2 | $893k | 3.3k | 270.59 |
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| Eli Lilly & Co. (LLY) | 0.2 | $859k | 934.00 | 919.77 |
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| Broadcom (AVGO) | 0.2 | $830k | 2.7k | 309.51 |
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| Abbott Laboratories (ABT) | 0.2 | $810k | 7.9k | 102.67 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $806k | 2.8k | 287.18 |
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| Ross Stores (ROST) | 0.2 | $802k | 3.7k | 216.63 |
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| Welltower Inc Com reit (WELL) | 0.2 | $785k | 4.0k | 197.71 |
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| Illinois Tool Works (ITW) | 0.2 | $764k | 2.9k | 260.29 |
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| Advanced Micro Devices (AMD) | 0.2 | $763k | 3.8k | 203.43 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $754k | 5.1k | 148.10 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $628k | 2.4k | 261.92 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $595k | 26k | 22.91 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $579k | 16k | 35.52 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $570k | 2.4k | 236.35 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $562k | 7.1k | 78.66 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $550k | 8.1k | 68.14 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $540k | 6.1k | 88.70 |
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| Truist Financial Corp equities (TFC) | 0.1 | $529k | 12k | 45.97 |
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| Stryker Corporation (SYK) | 0.1 | $521k | 1.6k | 328.59 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $496k | 6.7k | 73.64 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $491k | 1.1k | 446.54 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $490k | 3.0k | 161.73 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $484k | 2.4k | 198.14 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $466k | 19k | 24.91 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $464k | 4.2k | 110.86 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $457k | 14k | 33.54 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $439k | 20k | 22.43 |
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| Home Depot (HD) | 0.1 | $415k | 1.3k | 328.89 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $390k | 4.1k | 94.95 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $385k | 2.9k | 132.90 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $383k | 4.8k | 79.26 |
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| S&p Global (SPGI) | 0.1 | $367k | 862.00 | 425.34 |
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| Vail Resorts (MTN) | 0.1 | $355k | 2.8k | 128.32 |
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| AFLAC Incorporated (AFL) | 0.1 | $336k | 3.1k | 109.71 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $333k | 2.6k | 126.28 |
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| Uber Technologies (UBER) | 0.1 | $327k | 4.5k | 71.93 |
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| Rocket Lab Corp (RKLB) | 0.1 | $323k | 5.0k | 64.22 |
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| Tesla Motors (TSLA) | 0.1 | $303k | 816.00 | 371.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $297k | 515.00 | 577.18 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $288k | 2.2k | 130.94 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $278k | 5.8k | 48.05 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $275k | 6.0k | 45.89 |
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| ResMed (RMD) | 0.1 | $273k | 1.2k | 224.48 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $270k | 3.3k | 82.43 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $262k | 3.3k | 78.41 |
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| Colgate-Palmolive Company (CL) | 0.1 | $256k | 3.0k | 85.23 |
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| Equinix (EQIX) | 0.1 | $254k | 259.00 | 980.24 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $243k | 2.5k | 97.13 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $239k | 5.8k | 40.83 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $232k | 1.2k | 192.90 |
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| Bristol Myers Squibb (BMY) | 0.0 | $224k | 3.7k | 60.65 |
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| Pepsi (PEP) | 0.0 | $214k | 1.4k | 155.29 |
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Past Filings by Churchill Financial Advisors
SEC 13F filings are viewable for Churchill Financial Advisors going back to 2026
- Churchill Financial Advisors 2026 Q1 filed April 22, 2026