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The Analysis of Churchill Financial Advisors, LLC's Holdings & P&L

Currently, Churchill Financial Advisors, LLC holds 123 types of securities in its portfolio with a total value $475.8M. In the most recent quarter, they have increased their positions in WMT (+372.4K shares, valued at $46.3M), IVV (+13.1K shares, valued at $8.6M), AAPL (+31.6K shares, valued at $8.0M); decreased their positions in UBER (-19.2K shares, valued at $1.4M), SPGI (-1.2K shares, valued at $516.8K), IJH (-4.9K shares, valued at $331.6K); initiated new positions in NYT (+20.9K shares, valued at $1.7M), N/A (+15.2K shares, valued at $1.5M), NOC (+1.5K shares, valued at $1.0M).

1M P&L

-8.1M-1.68%

3M P&L

-39.1M-7.57%

HY P&L

-40.2M-7.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Discount Stores135.4M

29.4%

2N/A106.7M

23.2%

3Consumer Electronics24.0M

5.2%

Top Industries by Stock Count

1N/A44 stocks

37.9%

2Drug Manufacturers - General6 stocks

5.2%

3Software - Application4 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WMT WALMART INC1.0M shares59.29%2026-03-312026-04-22

AAPL APPLE INC94.6K shares50.01%2026-03-312026-04-22

IVV ISHARES TR29.5K shares79.61%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T25.4K shares17.18%2026-03-312026-04-22

MSFT MICROSOFT CORP40.4K shares70.17%2026-03-312026-04-22

ALPHABET INC ALPHABET INC38.5K shares55.43%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION11.1K shares46.22%2026-03-312026-04-22

DGRO ISHARES TR150.2K shares46.65%2026-03-312026-04-22

Sponsored

AMAT APPLIED MATLS INC28.5K shares19.87%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC10.7K shares67.01%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS36.2K shares43.22%2026-03-312026-04-22

ORCL ORACLE CORP59.2K shares42.50%2026-03-312026-04-22

XOM EXXON MOBIL CORP50.2K shares65.56%2026-03-312026-04-22

CVX CHEVRON CORPORATION39.3K shares66.85%2026-03-312026-04-22

MCD MCDONALDS CORP25.0K shares54.92%2026-03-312026-04-22

VXF VANGUARD INDEX FDS35.7K shares13.34%2026-03-312026-04-22

Sponsored

IEFA ISHARES TR78.0K shares4.83%2026-03-312026-04-22

DE DEERE & CO11.2K shares39.22%2026-03-312026-04-22

ABBV ABBVIE INC28.8K shares41.00%2026-03-312026-04-22

CAT CATERPILLAR INC8.8K shares156.90%2026-03-312026-04-22

TJX TJX COS INC NEW34.3K shares40.93%2026-03-312026-04-22

VUG VANGUARD INDEX FDS12.4K shares28.30%2026-03-312026-04-22

CMI CUMMINS INC9.6K shares99.17%2026-03-312026-04-22

GLDM WORLD GOLD TR53.3K shares8.98%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC8.4K shares88.91%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO16.0K shares37.23%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS97.5K shares7.16%2026-03-312026-04-22

CME CME GROUP INC14.6K shares163.93%2026-03-312026-04-22

ADI ANALOG DEVICES INC13.3K shares19.55%2026-03-312026-04-22

EA ELECTRONIC ARTS INC19.9K shares0.73%2026-03-312026-04-22

SCHA SCHWAB STRATEGIC TR138.4K shares-3.05%2026-03-312026-04-22

KO COCA COLA CO50.9K shares12.60%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON14.9K shares335.78%2026-03-312026-04-22

LOW LOWES COS INC14.5K shares29.29%2026-03-312026-04-22

AMZN AMAZON COM INC16.1K shares116.47%2026-03-312026-04-22

NVDA NVIDIA CORPORATION16.5K shares495.24%2026-03-312026-04-22

KLAC KLA CORP1.9K shares128.78%2026-03-312026-04-22

SO SOUTHERN CO29.1K shares160.80%2026-03-312026-04-22

V VISA INC8.9K shares-10.24%2026-03-312026-04-22

TXN TEXAS INSTRS INC13.5K shares145.56%2026-03-312026-04-22

Sponsored

YUM YUM BRANDS INC16.6K shares82.42%2026-03-312026-04-22

CSCO CISCO SYS INC30.6K shares0.00%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 403.7K shares-0.89%2026-03-312026-04-22

AMGN AMGEN INC6.3K shares162.23%2026-03-312026-04-22

IJH ISHARES TR30.3K shares-13.96%2026-03-312026-04-22

FLIN FRANKLIN TEMPLETON ETF TR57.1K shares13.28%2026-03-312026-04-22

EMR EMERSON ELEC CO14.4K shares74.12%2026-03-312026-04-22

VIGI VANGUARD WHITEHALL FDS21.1K shares-5.34%2026-03-312026-04-22

Sponsored

PG PROCTER & GAMBLE CO12.9K shares31.67%2026-03-312026-04-22

NYT NEW YORK TIMES CO MTN BE20.9K sharesnew addition2026-03-312026-04-22

TRV TRAVELERS COMPANIES INC6.0K shares9.71%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP2.7K shares493.08%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO5.2K shares163.88%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC15.2K sharesnew addition2026-03-312026-04-22

SDY SPDR SERIES TRUST9.9K shares-4.60%2026-03-312026-04-22

VTI VANGUARD INDEX FDS4.3K shares-0.87%2026-03-312026-04-22

Sponsored

IVW ISHARES TR11.4K shares0.00%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS5.9K shares-0.22%2026-03-312026-04-22

ADBE ADOBE INC4.8K shares-16.96%2026-03-312026-04-22

CRM SALESFORCE INC6.1K shares37.60%2026-03-312026-04-22

MS MORGAN STANLEY6.7K shares26.39%2026-03-312026-04-22

ECL ECOLAB INC4.0K shares412.90%2026-03-312026-04-22

UNP UNION PAC CORP4.3K shares114.43%2026-03-312026-04-22

INTU INTUIT2.4K shares-17.38%2026-03-312026-04-22

Sponsored

NOC NORTHROP GRUMMAN CORP1.5K sharesnew addition2026-03-312026-04-22

DVY ISHARES TR6.6K shares-3.03%2026-03-312026-04-22

CTVA CORTEVA INC11.7K shares-0.50%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares10.07%2026-03-312026-04-22

GILD GILEAD SCIENCES INC7.0K shares3.71%2026-03-312026-04-22

IWM ISHARES TR3.7K shares-1.07%2026-03-312026-04-22

AMT AMERICAN TOWER CORP5.3K shares26.32%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC3.3K shares22.22%2026-03-312026-04-22

Sponsored

LLY ELI LILLY & CO934 shares28.30%2026-03-312026-04-22

BROADCOM INC BROADCOM INC2.7K shares-13.42%2026-03-312026-04-22

ABT ABBOTT LABORATORIES7.9K shares-13.65%2026-03-312026-04-22

VO VANGUARD INDEX FDS2.8K shares-27.59%2026-03-312026-04-22

ROST ROSS STORES INC3.7K shares0.00%2026-03-312026-04-22

WELL WELLTOWER INC4.0K shares-3.05%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC2.9K shares37.45%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC3.8K shares103.14%2026-03-312026-04-22

Sponsored

VYM VANGUARD WHITEHALL FDS5.1K shares23.58%2026-03-312026-04-22

VB VANGUARD INDEX FDS2.4K shares1.40%2026-03-312026-04-22

IBTG ISHARES TR26.0K shares2.03%2026-03-312026-04-22

ILF ISHARES TR16.3K shares94.09%2026-03-312026-04-22

MGC VANGUARD WORLD FD2.4K shares0.00%2026-03-312026-04-22

EMXC ISHARES INC7.1K shares-0.39%2026-03-312026-04-22

SLV ISHARES SILVER TR8.1K shares49.86%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS6.1K shares2.37%2026-03-312026-04-22

Sponsored

TFC TRUIST FINL CORP11.5K shares-8.06%2026-03-312026-04-22

SYK STRYKER CORPORATION1.6K shares-5.93%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS6.7K shares18.22%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-12.00%2026-03-312026-04-22

XLI SELECT SECTOR SPDR TR3.0K sharesnew addition2026-03-312026-04-22

VPU VANGUARD WORLD FD2.4K shares1.16%2026-03-312026-04-22

SCHR SCHWAB STRATEGIC TR18.7K shares23.93%2026-03-312026-04-22

XLC SELECT SECTOR SPDR TR4.2K sharesnew addition2026-03-312026-04-22

Sponsored

SPIB SPDR SERIES TRUST13.6K shares26.04%2026-03-312026-04-22

IBTH ISHARES TR19.6K sharesnew addition2026-03-312026-04-22

HD HOME DEPOT INC1.3K shares110.50%2026-03-312026-04-22

MBB ISHARES TR4.1K shares62.90%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS4.8K shares0.00%2026-03-312026-04-22

SPGI S&P GLOBAL INC862 shares-58.50%2026-03-312026-04-22

MTN VAIL RESORTS INC2.8K shares-13.17%2026-03-312026-04-22

Sponsored

AFL AFLAC INC3.1K sharesnew addition2026-03-312026-04-22

ABNB AIRBNB INC2.6K sharesnew addition2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC4.5K shares-80.85%2026-03-312026-04-22

ROCKET LAB CORP ROCKET LAB CORP5.0K shares16.16%2026-03-312026-04-22

TSLA TESLA INC816 shares0.00%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR515 shares0.00%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K sharesnew addition2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS5.8K shares1.07%2026-03-312026-04-22

Sponsored

XLU SELECT SECTOR SPDR TR6.0K shares21.77%2026-03-312026-04-22

RMD RESMED INC1.2K shares-16.44%2026-03-312026-04-22

VGK VANGUARD INTL EQUITY INDEX F3.3K shares-5.75%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS3.3K shares-3.27%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO3.0K shares0.00%2026-03-312026-04-22

EQIX EQUINIX INC259 shares-52.21%2026-03-312026-04-22

EFA ISHARES TR2.5K shares-0.12%2026-03-312026-04-22

XLRE SELECT SECTOR SPDR TR5.8K shares-49.51%2026-03-312026-04-22

Sponsored

RTX RTX CORPORATION1.2K shares9.09%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO3.7K sharesnew addition2026-03-312026-04-22

PEP PEPSICO INC1.4K shares-2.54%2026-03-312026-04-22

WMT

WALMART INC

59.29%

Shares1.0M

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

50.01%

Shares94.6K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

79.61%

Shares29.5K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

17.18%

Shares25.4K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

70.17%

Shares40.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

55.43%

Shares38.5K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

46.22%

Shares11.1K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

46.65%

Shares150.2K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

19.87%

Shares28.5K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

67.01%

Shares10.7K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

43.22%

Shares36.2K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

42.50%

Shares59.2K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

65.56%

Shares50.2K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

66.85%

Shares39.3K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

54.92%

Shares25.0K

Event2026-03-31

Filed2026-04-22

VXF

VANGUARD INDEX FDS

13.34%

Shares35.7K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

4.83%

Shares78.0K

Event2026-03-31

Filed2026-04-22

DEERE & CO

39.22%

Shares11.2K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

41.00%

Shares28.8K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

156.90%

Shares8.8K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

40.93%

Shares34.3K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

28.30%

Shares12.4K

Event2026-03-31

Filed2026-04-22

CMI

CUMMINS INC

99.17%

Shares9.6K

Event2026-03-31

Filed2026-04-22

GLDM

WORLD GOLD TR

8.98%

Shares53.3K

Event2026-03-31

Filed2026-04-22