Churchill Financial Advisors, LLC
124 holdingsFiling period: 2026-06-30Current AUM: $532.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | 998.0K | $113.0M | $117.6M | 22.08% | -2,530 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 94.2K | $27.3M | $32.0M | 6.01% | -400 | 2026-06-30 |
| 3 | IVV | iShares TR | 34.7K | $26.0M | $26.8M | 5.02% | +5.1K | 2026-06-30 |
| 4 | AMAT | Applied Matls Inc | 28.5K | $20.6M | $11.5M | 2.17% | -40 | 2026-06-30 |
| 5 | SPY | State Str Spdr S&P 500 ETF T | 25.0K | $18.7M | $19.2M | 3.61% | -405 | 2026-06-30 |
| 6 | DGRO | iShares TR | 197.4K | $15.0M | $15.6M | 2.94% | +47.2K | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 39.5K | $14.7M | $21.0M | 3.94% | -900 | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 38.0K | $13.6M | $12.9M | 2.43% | -500 | 2026-06-30 |
| 9 | GS | Goldman Sachs Group Inc | 10.7K | $10.8M | $9.5M | 1.78% | -- | 2026-06-30 |
| 10 | VXF | Vanguard Index Fds | 43.8K | $10.8M | $10.1M | 1.89% | +8.1K | 2026-06-30 |
| 11 | COST | Costco Wholesale Corporation | 11.1K | $10.3M | $11.0M | 2.06% | -- | 2026-06-30 |
| 12 | IBM | International Business Machs | 33.8K | $9.5M | $8.2M | 1.54% | -2,440 | 2026-06-30 |
| 13 | CAT | Caterpillar Inc | 8.8K | $9.3M | $6.4M | 1.19% | -- | 2026-06-30 |
| 14 | ORCL | Oracle Corp | 57.9K | $8.5M | $7.6M | 1.43% | -1,259 | 2026-06-30 |
| 15 | VUG | Vanguard Index Fds | 94.3K | $8.1M | $8.4M | 1.57% | +81.9K | 2026-06-30 |
| 16 | IEFA | iShares TR | 79.7K | $7.7M | $7.7M | 1.45% | +1.6K | 2026-06-30 |
| 17 | ABBV | Abbvie Inc | 28.5K | $7.2M | $8.2M | 1.55% | -300 | 2026-06-30 |
| 18 | DE | Deere & Co | 11.2K | $7.1M | $7.1M | 1.32% | -- | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corp | 48.8K | $6.7M | $8.7M | 1.63% | -1,381 | 2026-06-30 |
| 20 | XOM | Exxon Mobil Corp | 48.8K | $6.7M | $8.7M | 1.63% | -1,381 | 2026-06-30 |
| 21 | CMI | Cummins Inc | 9.2K | $6.6M | $5.0M | 0.93% | -400 | 2026-06-30 |
| 22 | CVX | Chevron Corporation | 38.1K | $6.3M | $8.6M | 1.62% | -1,200 | 2026-06-30 |
| 23 | SPEM | Spdr Index Shs Fds | 112.9K | $5.8M | $5.7M | 1.08% | +15.5K | 2026-06-30 |
| 24 | KLAC | Kla Corp | 19.1K | $5.7M | $3.1M | 0.58% | +17.1K | 2026-06-30 |
| 25 | MCD | McDonalds Corp | 20.3K | $5.5M | $5.0M | 0.94% | -4,673 | 2026-06-30 |
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