Churchill Financial Advisors, LLC Top Holdings and 13F Report (2026) About Churchill Financial Advisors, LLCInvestment ActivityChurchill 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 $124,351,958Apple $24,020,462iShares Core S&P 500 ETF $19,298,436SPDR S&P 500 ETF Trust $16,529,854Microsoft $14,943,763 Largest New Holdings this Quarter 650111107 - New York Times $1,747,529 Holding573874104 - Marvell Technology $1,504,371 Holding666807102 - Northrop Grumman $1,023,360 Holding81369Y704 - Industrial Select Sector SPDR Fund $490,042 Holding81369Y852 - 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 TimeMap of 500 Largest Holdings ofChurchill Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWALMART INC$124,351,958$46,286,595 ▲59.3%1,000,57926.1%COMAAPLApple$24,020,462$8,008,090 ▲50.0%94,6475.0%Computer and TechnologyIVViShares Core S&P 500 ETF$19,298,436$8,553,785 ▲79.6%29,5444.1%ETFSPYSPDR S&P 500 ETF Trust$16,529,854$2,423,841 ▲17.2%25,4173.5%FinanceMSFTMicrosoft$14,943,763$6,162,220 ▲70.2%40,3703.1%Computer and TechnologyGOOGLAlphabet$11,082,562$3,952,224 ▲55.4%38,5402.3%Computer and TechnologyCOSTCostco Wholesale$11,011,548$3,480,530 ▲46.2%11,0512.3%Retail/WholesaleDGROiShares Core Dividend Growth ETF$10,543,562$3,354,113 ▲46.7%150,2362.2%ETFAMATApplied Materials$9,755,370$1,617,350 ▲19.9%28,5422.1%Computer and TechnologyGSThe Goldman Sachs Group$9,068,167$3,638,603 ▲67.0%10,7191.9%FinanceIBMInternational Business Machines$8,786,153$2,651,504 ▲43.2%36,2481.8%Computer and TechnologyORCLOracle$8,704,793$2,596,197 ▲42.5%59,1721.8%Computer and TechnologyXOMExxonMobil$8,518,459$3,373,350 ▲65.6%50,2091.8%EnergyCVXChevron$8,137,170$3,260,123 ▲66.8%39,3291.7%EnergyMCDMcDonald's$7,756,697$2,749,870 ▲54.9%24,9581.6%Retail/WholesaleVXFVanguard Extended Market ETF$7,347,266$864,772 ▲13.3%35,7011.5%ETFIEFAiShares Core MSCI EAFE ETF$7,065,142$325,727 ▲4.8%78,0421.5%ETFDEDeere & Company$6,290,371$1,772,142 ▲39.2%11,1671.3%IndustrialsABBVAbbVie$6,264,582$1,821,479 ▲41.0%28,8041.3%MedicalCATCaterpillar$6,211,777$3,793,803 ▲156.9%8,7681.3%IndustrialsTJXTJX Companies$5,476,113$1,590,293 ▲40.9%34,2901.2%Retail/WholesaleVUGVanguard Growth ETF$5,410,518$1,193,310 ▲28.3%12,3871.1%ETFCMICummins$5,186,513$2,582,496 ▲99.2%9,6401.1%Auto/Tires/TrucksGLDMSPDR Gold MiniShares Trust$4,940,377$407,187 ▲9.0%53,3001.0%FinanceMETAMeta Platforms$4,785,867$2,252,476 ▲88.9%8,3651.0%Computer and TechnologyJPMJPMorgan Chase & Co.$4,710,384$1,277,831 ▲37.2%16,0131.0%FinanceSPEMSPDR Portfolio Emerging Markets ETF$4,571,567$305,337 ▲7.2%97,4541.0%ETFCMECME Group$4,324,810$2,686,208 ▲163.9%14,6430.9%FinanceADIAnalog Devices$4,223,945$690,682 ▲19.5%13,2770.9%Computer and TechnologyEAElectronic Arts$4,061,702$29,561 ▲0.7%19,9230.9%Consumer DiscretionarySCHASchwab US Small-Cap ETF$4,023,800$126,411 ▼-3.0%138,3700.8%ETFKOCocaCola$3,867,675$432,648 ▲12.6%50,8570.8%Consumer StaplesJNJJohnson & Johnson$3,632,378$2,798,838 ▲335.8%14,8600.8%MedicalLOWLowe's Companies$3,428,187$776,652 ▲29.3%14,5090.7%Retail/WholesaleAMZNAmazon.com$3,344,816$1,799,661 ▲116.5%16,0600.7%Retail/WholesaleNVDANVIDIA$2,881,786$2,397,652 ▲495.2%16,5240.6%Computer and TechnologyKLACKLA$2,809,358$1,581,368 ▲128.8%1,9080.6%Computer and TechnologySOSouthern$2,804,485$1,729,156 ▲160.8%29,0560.6%UtilitiesVVisa$2,685,100$306,169 ▼-10.2%8,8840.6%Business ServicesTXNTexas Instruments$2,620,113$1,553,120 ▲145.6%13,4960.6%Computer and TechnologyYUMYum! Brands$2,580,968$1,166,100 ▲82.4%16,6000.5%Retail/WholesaleCSCOCisco Systems$2,373,1680.0%30,5860.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,267,539$20,350 ▼-0.9%3,6770.5%ETFAMGNAmgen$2,218,062$1,372,215 ▲162.2%6,3040.5%MedicalIJHiShares Core S&P Mid-Cap ETF$2,043,053$331,572 ▼-14.0%30,2540.4%ETFFLINFranklin FTSE India ETF$1,896,729$222,375 ▲13.3%57,0960.4%ETFEMREmerson Electric$1,884,854$802,367 ▲74.1%14,3860.4%IndustrialsVIGIVanguard International Dividend Appreciation ETF$1,869,956$105,444 ▼-5.3%21,1390.4%ETFPGProcter & Gamble$1,857,932$446,897 ▲31.7%12,8630.4%Consumer StaplesNYTNew York Times$1,747,529$1,747,529 ▲New Holding20,8710.4%Consumer StaplesTRVTravelers Companies$1,739,580$154,007 ▲9.7%5,9640.4%FinanceLMTLockheed Martin$1,605,864$1,335,097 ▲493.1%2,6570.3%AerospaceAXPAmerican Express$1,575,618$978,523 ▲163.9%5,2090.3%FinanceMRVLMarvell Technology$1,504,371$1,504,371 ▲New Holding15,1880.3%Computer and TechnologySDYSPDR S&P Dividend ETF$1,451,811$70,051 ▼-4.6%9,9480.3%ETFVTIVanguard Total Stock Market ETF$1,384,295$12,191 ▼-0.9%4,3150.3%ETFIVWiShares S&P 500 Growth ETF$1,286,9090.0%11,3780.3%ETFVIGVanguard Dividend Appreciation ETF$1,277,241$2,796 ▼-0.2%5,9390.3%ETFADBEAdobe$1,164,353$237,732 ▼-17.0%4,7900.2%Computer and TechnologyCRMSalesforce$1,144,287$312,672 ▲37.6%6,1300.2%Computer and TechnologyMSMorgan Stanley$1,103,442$230,398 ▲26.4%6,7050.2%FinanceECLEcolab$1,057,430$851,264 ▲412.9%3,9750.2%Basic MaterialsUNPUnion Pacific$1,045,692$558,026 ▲114.4%4,3100.2%TransportationINTUIntuit$1,035,982$217,919 ▼-17.4%2,3960.2%Computer and TechnologyNOCNorthrop Grumman$1,023,360$1,023,360 ▲New Holding1,5000.2%AerospaceDVYiShares Select Dividend ETF$1,002,101$31,344 ▼-3.0%6,6180.2%ETFCTVACorteva$982,588$4,939 ▼-0.5%11,7380.2%Consumer StaplesVOOVanguard S&P 500 ETF$979,384$89,632 ▲10.1%1,6390.2%ETFGILDGilead Sciences$970,015$34,703 ▲3.7%6,9600.2%MedicalIWMiShares Russell 2000 ETF$917,363$9,920 ▼-1.1%3,6990.2%FinanceAMTAmerican Tower$911,222$189,838 ▲26.3%5,2800.2%FinanceUNHUnitedHealth Group$892,947$162,354 ▲22.2%3,3000.2%MedicalLLYEli Lilly and Company$859,065$189,473 ▲28.3%9340.2%MedicalAVGOBroadcom$830,415$128,756 ▼-13.4%2,6830.2%Computer and TechnologyABTAbbott Laboratories$809,656$128,030 ▼-13.7%7,8860.2%MedicalVOVanguard Mid-Cap ETF$806,401$307,282 ▼-27.6%2,8080.2%ETFROSTRoss Stores$801,5310.0%3,7000.2%Retail/WholesaleWELLWelltower$784,909$24,714 ▼-3.1%3,9700.2%FinanceITWIllinois Tool Works$764,211$208,232 ▲37.5%2,9360.2%IndustrialsAMDAdvanced Micro Devices$763,269$387,534 ▲103.1%3,7520.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$753,681$143,805 ▲23.6%5,0890.2%ETFVBVanguard Small-Cap ETF$627,560$8,643 ▲1.4%2,3960.1%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$594,896$11,824 ▲2.0%25,9610.1%ManufacturingILFiShares Latin America 40 ETF$578,621$280,502 ▲94.1%16,2900.1%ETFMGCVanguard Mega Cap ETF$569,6040.0%2,4100.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$561,475$2,202 ▼-0.4%7,1380.1%ManufacturingSLViShares Silver Trust$549,685$182,888 ▲49.9%8,0670.1%ETFVNQVanguard Real Estate ETF$540,183$12,507 ▲2.4%6,0900.1%ETFTFCTruist Financial$528,793$46,338 ▼-8.1%11,5030.1%FinanceSYKStryker$521,144$32,859 ▼-5.9%1,5860.1%MedicalBNDVanguard Total Bond Market ETF$496,334$76,512 ▲18.2%6,7400.1%ETFVRTXVertex Pharmaceuticals$491,194$66,981 ▼-12.0%1,1000.1%MedicalXLIIndustrial Select Sector SPDR Fund$490,042$490,042 ▲New Holding3,0300.1%ETFVPUVanguard Utilities ETF$484,056$5,548 ▲1.2%2,4430.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$465,568$89,900 ▲23.9%18,6900.1%ETFXLCCommunication Services Select Sector SPDR Fund$463,949$463,949 ▲New Holding4,1850.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$457,217$94,449 ▲26.0%13,6320.1%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$438,551$438,551 ▲New Holding19,5520.1%ManufacturingHDHome Depot$415,388$218,054 ▲110.5%1,2630.1%Retail/WholesaleMBBiShares MBS ETF$389,770$150,496 ▲62.9%4,1050.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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