Churchill Financial Advisors, LLC

Est. AUM

$519.4M

13F long equity, this entity only

Positions

125

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WALMART INC	COM	$113.0M	998049	21.76%	SOLE
2	APPLE INC	COM	$27.3M	94247	5.25%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$26.0M	34653	5.00%	SOLE
4	APPLIED MATLS INC	COM	$20.6M	28502	3.97%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.7M	25012	3.60%	SOLE
6	ISHARES TR	CORE DIV GRWTH	$15.0M	197441	2.88%	SOLE
7	MICROSOFT CORP	COM	$14.7M	39470	2.83%	SOLE
8	ALPHABET INC	CAP STK CL A	$13.6M	38040	2.62%	SOLE
9	GOLDMAN SACHS GROUP INC	COM	$10.8M	10719	2.09%	SOLE
10	VANGUARD INDEX FDS	EXTEND MKT ETF	$10.8M	43846	2.08%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$10.3M	11051	1.99%	SOLE
12	INTERNATIONAL BUSINESS MACHS	COM	$9.5M	33808	1.83%	SOLE
13	CATERPILLAR INC	COM	$9.3M	8768	1.80%	SOLE
14	ORACLE CORP	COM	$8.5M	57913	1.63%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$8.1M	94273	1.56%	SOLE
16	ISHARES TR	CORE MSCI EAFE	$7.7M	79668	1.48%	SOLE
17	ABBVIE INC	COM	$7.2M	28504	1.38%	SOLE
18	DEERE & CO	COM	$7.1M	11167	1.36%	SOLE
19	EXXON MOBIL CORP	COM	$6.7M	48828	1.29%	SOLE
20	CUMMINS INC	COM	$6.6M	9240	1.27%	SOLE
21	CHEVRON CORPORATION	COM	$6.3M	38129	1.22%	SOLE
22	SPDR INDEX SHS FDS	ST PORT MARK ETF	$5.8M	112942	1.13%	SOLE
23	KLA CORP	COM NEW	$5.7M	19050	1.11%	SOLE
24	MCDONALDS CORP	COM	$5.5M	20285	1.06%	SOLE
25	ANALOG DEVICES INC	COM	$5.3M	13277	1.02%	SOLE
26	JPMORGAN CHASE & CO	COM	$5.2M	16013	1.01%	SOLE
27	TJX COS INC NEW	COM	$5.2M	34290	1.00%	SOLE
28	SCHWAB STRATEGIC TR	US SML CAP ETF	$4.8M	132089	0.92%	SOLE
29	META PLATFORMS INC	CL A	$4.7M	8365	0.91%	SOLE
30	WORLD GOLD TR	SPDR GLD MINIS	$4.7M	58843	0.90%	SOLE
31	MARVELL TECHNOLOGY INC	COM	$4.4M	14870	0.85%	SOLE
32	AMAZON COM INC	COM	$4.2M	17737	0.81%	SOLE
33	COCA COLA CO	COM	$4.0M	48957	0.77%	SOLE
34	TEXAS INSTRS INC	COM	$4.0M	13296	0.76%	SOLE
35	NVIDIA CORPORATION	COM	$4.0M	19744	0.76%	SOLE
36	ELECTRONIC ARTS INC	COM	$3.9M	18957	0.75%	SOLE
37	JOHNSON & JOHNSON	COM	$3.7M	14760	0.72%	SOLE
38	CISCO SYS INC	COM	$3.6M	30586	0.69%	SOLE
39	CME GROUP INC	COM	$3.2M	14643	0.62%	SOLE
40	VISA INC	COM CL A	$3.0M	8844	0.58%	SOLE
41	LOWES COS INC	COM	$2.8M	12498	0.53%	SOLE
42	SOUTHERN CO	COM	$2.8M	28756	0.53%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$2.6M	4553	0.51%	SOLE
44	YUM BRANDS INC	COM	$2.6M	16358	0.50%	SOLE
45	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.6M	3667	0.50%	SOLE
46	AMGEN INC	COM	$2.3M	6304	0.44%	SOLE
47	FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$2.2M	62375	0.43%	SOLE
48	EMERSON ELEC CO	COM	$2.1M	14386	0.40%	SOLE
49	VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.0M	21409	0.38%	SOLE
50	TRAVELERS COMPANIES INC	COM	$1.9M	5791	0.37%	SOLE

1–50 of 125

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.