Churchill Financial Advisors, LLC
124 holdingsFiling period: 2026-03-31Current AUM: $507.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 1.00M | $124.4M | $111.3M | 21.93% | +372.4K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 94.6K | $24.0M | $29.2M | 5.76% | +31.6K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 29.5K | $19.3M | $22.2M | 4.37% | +13.1K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 25.4K | $16.5M | $19.0M | 3.74% | +3.7K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 40.4K | $14.9M | $18.8M | 3.70% | +16.6K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 38.5K | $11.1M | $13.7M | 2.70% | +13.7K | 2026-03-31 |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 11.1K | $11.0M | $10.5M | 2.07% | +3.5K | 2026-03-31 |
| 8 | DGRO | ISHARES TR | 150.2K | $10.5M | $11.7M | 2.31% | +47.8K | 2026-03-31 |
| 9 | AMAT | APPLIED MATLS INC | 28.5K | $9.8M | $14.5M | 2.86% | +4.7K | 2026-03-31 |
| 10 | GS | GOLDMAN SACHS GROUP INC | 10.7K | $9.1M | $10.9M | 2.15% | +4.3K | 2026-03-31 |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | 36.2K | $8.8M | $8.1M | 1.60% | +10.9K | 2026-03-31 |
| 12 | ORCL | ORACLE CORP | 59.2K | $8.7M | $7.7M | 1.51% | +17.6K | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 50.2K | $8.5M | $7.8M | 1.54% | +19.9K | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 50.2K | $8.5M | $7.8M | 1.54% | +19.9K | 2026-03-31 |
| 15 | CVX | CHEVRON CORPORATION | 39.3K | $8.1M | $7.7M | 1.53% | +15.8K | 2026-03-31 |
| 16 | MCD | MCDONALDS CORP | 25.0K | $7.8M | $6.8M | 1.33% | +8.8K | 2026-03-31 |
| 17 | VXF | VANGUARD INDEX FDS | 35.7K | $7.3M | $8.4M | 1.66% | +4.2K | 2026-03-31 |
| 18 | IEFA | ISHARES TR | 78.0K | $7.1M | $7.7M | 1.51% | +3.6K | 2026-03-31 |
| 19 | DE | DEERE & CO | 11.2K | $6.3M | $6.6M | 1.30% | +3.1K | 2026-03-31 |
| 20 | ABBV | ABBVIE INC | 28.8K | $6.3M | $7.2M | 1.42% | +8.4K | 2026-03-31 |
| 21 | CAT | CATERPILLAR INC | 8.8K | $6.2M | $7.1M | 1.41% | +5.4K | 2026-03-31 |
| 22 | TJX | TJX COS INC NEW | 34.3K | $5.5M | $5.4M | 1.06% | +10.0K | 2026-03-31 |
| 23 | VUG | VANGUARD INDEX FDS | 12.4K | $5.4M | $6.3M | 1.25% | +2.7K | 2026-03-31 |
| 24 | CMI | CUMMINS INC | 9.6K | $5.2M | $6.1M | 1.20% | +4.8K | 2026-03-31 |
| 25 | GLDM | WORLD GOLD TR | 53.3K | $4.9M | $4.3M | 0.84% | +4.4K | 2026-03-31 |
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