§ 13F · FUND PROFILE
Churchill Financial Advisors, LLC.
AUM · $519M (13F)Positions · 125Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 998K | $113M | — | — |
| 2 | AAPL | APPLE INC | 94K | $27M | — | — |
| 3 | IVV | ISHARES TR | 35K | $26M | — | — |
| 4 | AMAT | APPLIED MATLS INC | 29K | $21M | — | — |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 25K | $19M | — | — |
| 6 | DGRO | ISHARES TR | 197K | $15M | — | — |
| 7 | MSFT | MICROSOFT CORP | 39K | $15M | — | — |
| 8 | GOOGL | ALPHABET INC | 38K | $14M | — | — |
| 9 | GS | GOLDMAN SACHS GROUP INC | 11K | $11M | — | — |
| 10 | VXF | VANGUARD INDEX FDS | 44K | $11M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHURCHILL SIGNAL
AC read
Churchill Financial Advisors, LLC is a Other fund managing $519 million in assets. The fund runs a portfolio of 125 positions.
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