Churchill Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$475.8M
Q ending 2026-03-31
Prior quarter
$327.3M
Q ending 2025-12-31
Change
+45.4% QoQ
Positions
123
reported holdings
Largest positions
Top 100 of 123 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Walmart Inc | WMT | Shares | $124.4M | 1.0M |
| Apple Inc | AAPL | Shares | $24.0M | 95K |
| Ishares Tr | IVV | Shares | $19.3M | 30K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $16.5M | 25K |
| Microsoft Corp | MSFT | Shares | $14.9M | 40K |
| Alphabet Inc | GOOGL | Shares | $11.1M | 39K |
| Costco Wholesale Corporation | COST | Shares | $11.0M | 11K |
| Ishares Tr | DGRO | Shares | $10.5M | 150K |
| Applied Matls Inc | AMAT | Shares | $9.8M | 29K |
| Goldman Sachs Group Inc | GS | Shares | $9.1M | 11K |
| International Business Machs | IBM | Shares | $8.8M | 36K |
| Oracle Corp | ORCL | Shares | $8.7M | 59K |
| Exxon Mobil Corp | XOM | Shares | $8.5M | 50K |
| Chevron Corporation | CVX | Shares | $8.1M | 39K |
| Mcdonalds Corp | MCD | Shares | $7.8M | 25K |
| Vanguard Index Fds | VXF | Shares | $7.3M | 36K |
| Ishares Tr | IEFA | Shares | $7.1M | 78K |
| Deere & Co | DE | Shares | $6.3M | 11K |
| Abbvie Inc | ABBV | Shares | $6.3M | 29K |
| Caterpillar Inc | CAT | Shares | $6.2M | 9K |
| Tjx Cos Inc New | TJX | Shares | $5.5M | 34K |
| Vanguard Index Fds | VUG | Shares | $5.4M | 12K |
| Cummins Inc | CMI | Shares | $5.2M | 10K |
| World Gold Tr | GLDM | Shares | $4.9M | 53K |
| Meta Platforms Inc | META | Shares | $4.8M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $4.7M | 16K |
| Spdr Index Shs Fds | SPEM | Shares | $4.6M | 97K |
| Cme Group Inc | CME | Shares | $4.3M | 15K |
| Analog Devices Inc | ADI | Shares | $4.2M | 13K |
| Electronic Arts Inc | EA | Shares | $4.1M | 20K |
| Schwab Strategic Tr | SCHA | Shares | $4.0M | 138K |
| Coca Cola Co | KO | Shares | $3.9M | 51K |
| Johnson & Johnson | JNJ | Shares | $3.6M | 15K |
| Lowes Cos Inc | LOW | Shares | $3.4M | 15K |
| Amazon Com Inc | AMZN | Shares | $3.3M | 16K |
| Nvidia Corporation | NVDA | Shares | $2.9M | 17K |
| Kla Corp | KLAC | Shares | $2.8M | 2K |
| Southern Co | SO | Shares | $2.8M | 29K |
| Visa Inc | V | Shares | $2.7M | 9K |
| Texas Instrs Inc | TXN | Shares | $2.6M | 13K |
| Yum Brands Inc | YUM | Shares | $2.6M | 17K |
| Cisco Sys Inc | CSCO | Shares | $2.4M | 31K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $2.3M | 4K |
| Amgen Inc | AMGN | Shares | $2.2M | 6K |
| Ishares Tr | IJH | Shares | $2.0M | 30K |
| Franklin Templeton Etf Tr | FLIN | Shares | $1.9M | 57K |
| Emerson Elec Co | EMR | Shares | $1.9M | 14K |
| Vanguard Whitehall Fds | VIGI | Shares | $1.9M | 21K |
| Procter & Gamble Co | PG | Shares | $1.9M | 13K |
| New York Times Co Mtn Be | NYT | Shares | $1.7M | 21K |
| Travelers Companies Inc | TRV | Shares | $1.7M | 6K |
| Lockheed Martin Corp | LMT | Shares | $1.6M | 3K |
| American Express Co | AXP | Shares | $1.6M | 5K |
| Marvell Technology Inc | MRVL | Shares | $1.5M | 15K |
| Spdr Series Trust | SDY | Shares | $1.5M | 10K |
| Vanguard Index Fds | VTI | Shares | $1.4M | 4K |
| Ishares Tr | IVW | Shares | $1.3M | 11K |
| Vanguard Specialized Funds | VIG | Shares | $1.3M | 6K |
| Adobe Inc | ADBE | Shares | $1.2M | 5K |
| Salesforce Inc | CRM | Shares | $1.1M | 6K |
| Morgan Stanley | MS | Shares | $1.1M | 7K |
| Ecolab Inc | ECL | Shares | $1.1M | 4K |
| Union Pac Corp | UNP | Shares | $1.0M | 4K |
| Intuit | INTU | Shares | $1.0M | 2K |
| Northrop Grumman Corp | NOC | Shares | $1.0M | 2K |
| Ishares Tr | DVY | Shares | $1.0M | 7K |
| Corteva Inc | CTVA | Shares | $983K | 12K |
| Vanguard Index Fds | VOO | Shares | $979K | 2K |
| Gilead Sciences Inc | GILD | Shares | $970K | 7K |
| Ishares Tr | IWM | Shares | $917K | 4K |
| American Tower Corp | AMT | Shares | $911K | 5K |
| Unitedhealth Group Inc | UNH | Shares | $893K | 3K |
| Eli Lilly & Co | LLY | Shares | $859K | 934 |
| Broadcom Inc | AVGO | Shares | $830K | 3K |
| Abbott Laboratories | ABT | Shares | $810K | 8K |
| Vanguard Index Fds | VO | Shares | $806K | 3K |
| Ross Stores Inc | ROST | Shares | $802K | 4K |
| Welltower Inc | WELL | Shares | $785K | 4K |
| Illinois Tool Wks Inc | ITW | Shares | $764K | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $763K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $754K | 5K |
| Vanguard Index Fds | VB | Shares | $628K | 2K |
| Ishares Tr | IBTG | Shares | $595K | 26K |
| Ishares Tr | ILF | Shares | $579K | 16K |
| Vanguard World Fd | MGC | Shares | $570K | 2K |
| Ishares Inc | EMXC | Shares | $561K | 7K |
| Ishares Silver Tr | SLV | Shares | $550K | 8K |
| Vanguard Index Fds | VNQ | Shares | $540K | 6K |
| Truist Finl Corp | TFC | Shares | $529K | 12K |
| Stryker Corporation | SYK | Shares | $521K | 2K |
| Vanguard Bd Index Fds | BND | Shares | $496K | 7K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $491K | 1K |
| Select Sector Spdr Tr | XLI | Shares | $490K | 3K |
| Vanguard World Fd | VPU | Shares | $484K | 2K |
| Schwab Strategic Tr | SCHR | Shares | $466K | 19K |
| Select Sector Spdr Tr | XLC | Shares | $464K | 4K |
| Spdr Series Trust | SPIB | Shares | $457K | 14K |
| Ishares Tr | IBTH | Shares | $439K | 20K |
| Home Depot Inc | HD | Shares | $415K | 1K |
| Ishares Tr | MBB | Shares | $390K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.