Churchill Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Churchill Financial Advisors, LLC

Investment Activity

Churchill Financial Advisors, LLC has $475.83 million in total holdings as of March 31, 2026.
Churchill Financial Advisors, LLC owns shares of 123 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 32.51% of the portfolio was purchased this quarter.
About 2.04% of the portfolio was sold this quarter.
This quarter, Churchill Financial Advisors, LLC has purchased 122 new stocks and bought additional shares in 73 stocks.
Churchill Financial Advisors, LLC sold shares of 31 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

WALMART INC: $124,351,958
Apple: $24,020,462
iShares Core S&P 500 ETF: $19,298,436
SPDR S&P 500 ETF Trust: $16,529,854
Microsoft: $14,943,763

Largest New Holdings this Quarter

650111107 - New York Times: $1,747,529 Holding
573874104 - Marvell Technology: $1,504,371 Holding
666807102 - Northrop Grumman: $1,023,360 Holding
81369Y704 - Industrial Select Sector SPDR Fund: $490,042 Holding
81369Y852 - Communication Services Select Sector SPDR Fund: $463,949 Holding

Largest Purchases this Quarter

WALMART INC: 372,438 shares (about $46.29M)
iShares Core S&P 500 ETF: 13,095 shares (about $8.55M)
Apple: 31,554 shares (about $8.01M)
Microsoft: 16,647 shares (about $6.16M)
Alphabet: 13,744 shares (about $3.95M)

Largest Sales this Quarter

Uber Technologies: 19,164 shares (about $1.38M)
S&P Global: 1,215 shares (about $516.79K)
iShares Core S&P Mid-Cap ETF: 4,910 shares (about $331.57K)
Vanguard Mid-Cap ETF: 1,070 shares (about $307.28K)
Visa: 1,013 shares (about $306.17K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
WALMART INC	$124,351,958	$46,286,595 â–²	59.3%	1,000,579	26.1%	COM
AAPL Apple	$24,020,462	$8,008,090 â–²	50.0%	94,647	5.0%	Computer and Technology
IVV iShares Core S&P 500 ETF	$19,298,436	$8,553,785 â–²	79.6%	29,544	4.1%	ETF
SPY SPDR S&P 500 ETF Trust	$16,529,854	$2,423,841 â–²	17.2%	25,417	3.5%	Finance
MSFT Microsoft	$14,943,763	$6,162,220 â–²	70.2%	40,370	3.1%	Computer and Technology
GOOGL Alphabet	$11,082,562	$3,952,224 â–²	55.4%	38,540	2.3%	Computer and Technology
COST Costco Wholesale	$11,011,548	$3,480,530 â–²	46.2%	11,051	2.3%	Retail/Wholesale
DGRO iShares Core Dividend Growth ETF	$10,543,562	$3,354,113 â–²	46.7%	150,236	2.2%	ETF
AMAT Applied Materials	$9,755,370	$1,617,350 â–²	19.9%	28,542	2.1%	Computer and Technology
GS The Goldman Sachs Group	$9,068,167	$3,638,603 â–²	67.0%	10,719	1.9%	Finance
IBM International Business Machines	$8,786,153	$2,651,504 â–²	43.2%	36,248	1.8%	Computer and Technology
ORCL Oracle	$8,704,793	$2,596,197 â–²	42.5%	59,172	1.8%	Computer and Technology
XOM ExxonMobil	$8,518,459	$3,373,350 â–²	65.6%	50,209	1.8%	Energy
CVX Chevron	$8,137,170	$3,260,123 â–²	66.8%	39,329	1.7%	Energy
MCD McDonald's	$7,756,697	$2,749,870 â–²	54.9%	24,958	1.6%	Retail/Wholesale
VXF Vanguard Extended Market ETF	$7,347,266	$864,772 â–²	13.3%	35,701	1.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$7,065,142	$325,727 â–²	4.8%	78,042	1.5%	ETF
DE Deere & Company	$6,290,371	$1,772,142 â–²	39.2%	11,167	1.3%	Industrials
ABBV AbbVie	$6,264,582	$1,821,479 â–²	41.0%	28,804	1.3%	Medical
CAT Caterpillar	$6,211,777	$3,793,803 â–²	156.9%	8,768	1.3%	Industrials
TJX TJX Companies	$5,476,113	$1,590,293 â–²	40.9%	34,290	1.2%	Retail/Wholesale
VUG Vanguard Growth ETF	$5,410,518	$1,193,310 â–²	28.3%	12,387	1.1%	ETF
CMI Cummins	$5,186,513	$2,582,496 â–²	99.2%	9,640	1.1%	Auto/Tires/Trucks
GLDM SPDR Gold MiniShares Trust	$4,940,377	$407,187 â–²	9.0%	53,300	1.0%	Finance
META Meta Platforms	$4,785,867	$2,252,476 â–²	88.9%	8,365	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,710,384	$1,277,831 â–²	37.2%	16,013	1.0%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$4,571,567	$305,337 â–²	7.2%	97,454	1.0%	ETF
CME CME Group	$4,324,810	$2,686,208 â–²	163.9%	14,643	0.9%	Finance
ADI Analog Devices	$4,223,945	$690,682 â–²	19.5%	13,277	0.9%	Computer and Technology
EA Electronic Arts	$4,061,702	$29,561 â–²	0.7%	19,923	0.9%	Consumer Discretionary
SCHA Schwab US Small-Cap ETF	$4,023,800	$126,411 â–¼	-3.0%	138,370	0.8%	ETF
KO CocaCola	$3,867,675	$432,648 â–²	12.6%	50,857	0.8%	Consumer Staples
JNJ Johnson & Johnson	$3,632,378	$2,798,838 â–²	335.8%	14,860	0.8%	Medical
LOW Lowe's Companies	$3,428,187	$776,652 â–²	29.3%	14,509	0.7%	Retail/Wholesale
AMZN Amazon.com	$3,344,816	$1,799,661 â–²	116.5%	16,060	0.7%	Retail/Wholesale
NVDA NVIDIA	$2,881,786	$2,397,652 â–²	495.2%	16,524	0.6%	Computer and Technology
KLAC KLA	$2,809,358	$1,581,368 â–²	128.8%	1,908	0.6%	Computer and Technology
SO Southern	$2,804,485	$1,729,156 â–²	160.8%	29,056	0.6%	Utilities
V Visa	$2,685,100	$306,169 â–¼	-10.2%	8,884	0.6%	Business Services
TXN Texas Instruments	$2,620,113	$1,553,120 â–²	145.6%	13,496	0.6%	Computer and Technology
YUM Yum! Brands	$2,580,968	$1,166,100 â–²	82.4%	16,600	0.5%	Retail/Wholesale
CSCO Cisco Systems	$2,373,168		0.0%	30,586	0.5%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$2,267,539	$20,350 â–¼	-0.9%	3,677	0.5%	ETF
AMGN Amgen	$2,218,062	$1,372,215 â–²	162.2%	6,304	0.5%	Medical
IJH iShares Core S&P Mid-Cap ETF	$2,043,053	$331,572 â–¼	-14.0%	30,254	0.4%	ETF
FLIN Franklin FTSE India ETF	$1,896,729	$222,375 â–²	13.3%	57,096	0.4%	ETF
EMR Emerson Electric	$1,884,854	$802,367 â–²	74.1%	14,386	0.4%	Industrials
VIGI Vanguard International Dividend Appreciation ETF	$1,869,956	$105,444 â–¼	-5.3%	21,139	0.4%	ETF
PG Procter & Gamble	$1,857,932	$446,897 â–²	31.7%	12,863	0.4%	Consumer Staples
NYT New York Times	$1,747,529	$1,747,529 â–²	New Holding	20,871	0.4%	Consumer Staples
TRV Travelers Companies	$1,739,580	$154,007 â–²	9.7%	5,964	0.4%	Finance
LMT Lockheed Martin	$1,605,864	$1,335,097 â–²	493.1%	2,657	0.3%	Aerospace
AXP American Express	$1,575,618	$978,523 â–²	163.9%	5,209	0.3%	Finance
MRVL Marvell Technology	$1,504,371	$1,504,371 â–²	New Holding	15,188	0.3%	Computer and Technology
SDY SPDR S&P Dividend ETF	$1,451,811	$70,051 â–¼	-4.6%	9,948	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$1,384,295	$12,191 â–¼	-0.9%	4,315	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$1,286,909		0.0%	11,378	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,277,241	$2,796 â–¼	-0.2%	5,939	0.3%	ETF
ADBE Adobe	$1,164,353	$237,732 â–¼	-17.0%	4,790	0.2%	Computer and Technology
CRM Salesforce	$1,144,287	$312,672 â–²	37.6%	6,130	0.2%	Computer and Technology
MS Morgan Stanley	$1,103,442	$230,398 â–²	26.4%	6,705	0.2%	Finance
ECL Ecolab	$1,057,430	$851,264 â–²	412.9%	3,975	0.2%	Basic Materials
UNP Union Pacific	$1,045,692	$558,026 â–²	114.4%	4,310	0.2%	Transportation
INTU Intuit	$1,035,982	$217,919 â–¼	-17.4%	2,396	0.2%	Computer and Technology
NOC Northrop Grumman	$1,023,360	$1,023,360 â–²	New Holding	1,500	0.2%	Aerospace
DVY iShares Select Dividend ETF	$1,002,101	$31,344 â–¼	-3.0%	6,618	0.2%	ETF
CTVA Corteva	$982,588	$4,939 â–¼	-0.5%	11,738	0.2%	Consumer Staples
VOO Vanguard S&P 500 ETF	$979,384	$89,632 â–²	10.1%	1,639	0.2%	ETF
GILD Gilead Sciences	$970,015	$34,703 â–²	3.7%	6,960	0.2%	Medical
IWM iShares Russell 2000 ETF	$917,363	$9,920 â–¼	-1.1%	3,699	0.2%	Finance
AMT American Tower	$911,222	$189,838 â–²	26.3%	5,280	0.2%	Finance
UNH UnitedHealth Group	$892,947	$162,354 â–²	22.2%	3,300	0.2%	Medical
LLY Eli Lilly and Company	$859,065	$189,473 â–²	28.3%	934	0.2%	Medical
AVGO Broadcom	$830,415	$128,756 â–¼	-13.4%	2,683	0.2%	Computer and Technology
ABT Abbott Laboratories	$809,656	$128,030 â–¼	-13.7%	7,886	0.2%	Medical
VO Vanguard Mid-Cap ETF	$806,401	$307,282 â–¼	-27.6%	2,808	0.2%	ETF
ROST Ross Stores	$801,531		0.0%	3,700	0.2%	Retail/Wholesale
WELL Welltower	$784,909	$24,714 â–¼	-3.1%	3,970	0.2%	Finance
ITW Illinois Tool Works	$764,211	$208,232 â–²	37.5%	2,936	0.2%	Industrials
AMD Advanced Micro Devices	$763,269	$387,534 â–²	103.1%	3,752	0.2%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$753,681	$143,805 â–²	23.6%	5,089	0.2%	Financial Services
VB Vanguard Small-Cap ETF	$627,560	$8,643 â–²	1.4%	2,396	0.1%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$594,896	$11,824 â–²	2.0%	25,961	0.1%	Manufacturing
ILF iShares Latin America 40 ETF	$578,621	$280,502 â–²	94.1%	16,290	0.1%	ETF
MGC Vanguard Mega Cap ETF	$569,604		0.0%	2,410	0.1%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$561,475	$2,202 â–¼	-0.4%	7,138	0.1%	Manufacturing
SLV iShares Silver Trust	$549,685	$182,888 â–²	49.9%	8,067	0.1%	ETF
VNQ Vanguard Real Estate ETF	$540,183	$12,507 â–²	2.4%	6,090	0.1%	ETF
TFC Truist Financial	$528,793	$46,338 â–¼	-8.1%	11,503	0.1%	Finance
SYK Stryker	$521,144	$32,859 â–¼	-5.9%	1,586	0.1%	Medical
BND Vanguard Total Bond Market ETF	$496,334	$76,512 â–²	18.2%	6,740	0.1%	ETF
VRTX Vertex Pharmaceuticals	$491,194	$66,981 â–¼	-12.0%	1,100	0.1%	Medical
XLI Industrial Select Sector SPDR Fund	$490,042	$490,042 â–²	New Holding	3,030	0.1%	ETF
VPU Vanguard Utilities ETF	$484,056	$5,548 â–²	1.2%	2,443	0.1%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$465,568	$89,900 â–²	23.9%	18,690	0.1%	ETF
XLC Communication Services Select Sector SPDR Fund	$463,949	$463,949 â–²	New Holding	4,185	0.1%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$457,217	$94,449 â–²	26.0%	13,632	0.1%	ETF
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$438,551	$438,551 â–²	New Holding	19,552	0.1%	Manufacturing
HD Home Depot	$415,388	$218,054 â–²	110.5%	1,263	0.1%	Retail/Wholesale
MBB iShares MBS ETF	$389,770	$150,496 â–²	62.9%	4,105	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Churchill Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Churchill Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Churchill Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Churchill Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofChurchill Financial Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools