Loading…
CIK 0002095935 • 4 13F filings • Feb 9, 2026 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("churchill-financial-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $810K | 0.2% | 7,886 SH | |
| ABBVIE INC | COM | $6.3M | 1.3% | 28,804 SH | |
| ADOBE INC | COM | $1.2M | 0.2% | 4,790 SH | |
| ADVANCED MICRO DEVICES INC | COM | $763K | 0.2% | 3,752 SH | |
| AFLAC INC | COM | $336K | 0.1% | 3,060 SH | |
| AIRBNB INC | COM CL A | $333K | 0.1% | 2,638 SH | |
| ALPHABET INC | CAP STK CL A | $11.1M | 2.3% | 38,540 SH | |
| AMAZON COM INC | COM | $3.3M | 0.7% | 16,060 SH | |
| AMERICAN EXPRESS CO | COM | $1.6M | 0.3% | 5,209 SH | |
| AMERICAN TOWER CORP | COM | $911K | 0.2% | 5,280 SH | |
| AMGEN INC | COM | $2.2M | 0.5% | 6,304 SH | |
| ANALOG DEVICES INC | COM | $4.2M | 0.9% | 13,277 SH | |
| APPLE INC | COM | $24.0M | 5.0% | 94,647 SH | |
| APPLIED MATLS INC | COM | $9.8M | 2.1% | 28,542 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $224K | 0.0% | 3,700 SH | |
| BROADCOM INC | COM | $830K | 0.2% | 2,683 SH | |
| CATERPILLAR INC | COM | $6.2M | 1.3% | 8,768 SH | |
| CHEVRON CORPORATION | COM | $8.1M | 1.7% | 39,329 SH | |
| CISCO SYS INC | COM | $2.4M | 0.5% | 30,586 SH | |
| CME GROUP INC | COM | $4.3M | 0.9% | 14,643 SH | |
| COCA COLA CO | COM | $3.9M | 0.8% | 50,857 SH | |
| COLGATE PALMOLIVE CO | COM | $256K | 0.1% | 3,000 SH | |
| CORTEVA INC | COM | $983K | 0.2% | 11,738 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $11.0M | 2.3% | 11,051 SH | |
| CUMMINS INC | COM | $5.2M | 1.1% | 9,640 SH | |
| DEERE & CO | COM | $6.3M | 1.3% | 11,167 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $288K | 0.1% | 2,200 SH | |
| ECOLAB INC | COM | $1.1M | 0.2% | 3,975 SH | |
| ELECTRONIC ARTS INC | COM | $4.1M | 0.9% | 19,923 SH | |
| ELI LILLY & CO | COM | $859K | 0.2% | 934 SH | |
| EMERSON ELEC CO | COM | $1.9M | 0.4% | 14,386 SH | |
| EQUINIX INC | COM | $254K | 0.1% | 259 SH | |
| EXXON MOBIL CORP | COM | $8.5M | 1.8% | 50,209 SH | |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN INDIA | $1.9M | 0.4% | 57,096 SH | |
| GILEAD SCIENCES INC | COM | $970K | 0.2% | 6,960 SH | |
| GOLDMAN SACHS GROUP INC | COM | $9.1M | 1.9% | 10,719 SH | |
| HOME DEPOT INC | COM | $415K | 0.1% | 1,263 SH | |
| ILLINOIS TOOL WKS INC | COM | $764K | 0.2% | 2,936 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $8.8M | 1.8% | 36,248 SH | |
| INTUIT | COM | $1.0M | 0.2% | 2,396 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $297K | 0.1% | 515 SH | |
| ISHARES INC | MSCI EMRG CHN | $561K | 0.1% | 7,138 SH | |
| ISHARES SILVER TR | ISHARES | $550K | 0.1% | 8,067 SH | |
| ISHARES TR | CORE DIV GRWTH | $10.5M | 2.2% | 150,236 SH | |
| ISHARES TR | CORE MSCI EAFE | $7.1M | 1.5% | 78,042 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.0M | 0.4% | 30,254 SH | |
| ISHARES TR | CORE S&P500 ETF | $19.3M | 4.1% | 29,544 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $595K | 0.1% | 25,961 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $439K | 0.1% | 19,552 SH | |
| ISHARES TR | LATN AMER 40 ETF | $579K | 0.1% | 16,290 SH | |
| ISHARES TR | MBS ETF | $390K | 0.1% | 4,105 SH | |
| ISHARES TR | MSCI EAFE ETF | $243K | 0.1% | 2,497 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $917K | 0.2% | 3,699 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.3M | 0.3% | 11,378 SH | |
| ISHARES TR | SELECT DIVID ETF | $1.0M | 0.2% | 6,618 SH | |
| JOHNSON & JOHNSON | COM | $3.6M | 0.8% | 14,860 SH | |
| JPMORGAN CHASE & CO | COM | $4.7M | 1.0% | 16,013 SH | |
| KLA CORP | COM NEW | $2.8M | 0.6% | 1,908 SH | |
| LOCKHEED MARTIN CORP | COM | $1.6M | 0.3% | 2,657 SH | |
| LOWES COS INC | COM | $3.4M | 0.7% | 14,509 SH | |
| MARVELL TECHNOLOGY INC | COM | $1.5M | 0.3% | 15,188 SH | |
| MCDONALDS CORP | COM | $7.8M | 1.6% | 24,958 SH | |
| META PLATFORMS INC | CL A | $4.8M | 1.0% | 8,365 SH | |
| MICROSOFT CORP | COM | $14.9M | 3.1% | 40,370 SH | |
| MORGAN STANLEY | COM NEW | $1.1M | 0.2% | 6,705 SH | |
| NEW YORK TIMES CO MTN BE | CL A | $1.7M | 0.4% | 20,871 SH | |
| NORTHROP GRUMMAN CORP | COM | $1.0M | 0.2% | 1,500 SH | |
| NVIDIA CORPORATION | COM | $2.9M | 0.6% | 16,524 SH | |
| ORACLE CORP | COM | $8.7M | 1.8% | 59,172 SH | |
| PEPSICO INC | COM | $214K | 0.0% | 1,380 SH | |
| PROCTER & GAMBLE CO | COM | $1.9M | 0.4% | 12,863 SH | |
| RESMED INC | COM | $273K | 0.1% | 1,215 SH | |
| ROCKET LAB CORP | COM | $323K | 0.1% | 5,032 SH | |
| ROSS STORES INC | COM | $802K | 0.2% | 3,700 SH | |
| RTX CORPORATION | COM | $231K | 0.0% | 1,200 SH | |
| S&P GLOBAL INC | COM | $367K | 0.1% | 862 SH | |
| SALESFORCE INC | COM | $1.1M | 0.2% | 6,130 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $466K | 0.1% | 18,690 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.0M | 0.8% | 138,370 SH | |
| SELECT SECTOR SPDR TR | STATE STREET COM | $464K | 0.1% | 4,185 SH | |
| SELECT SECTOR SPDR TR | STATE STREET IND | $490K | 0.1% | 3,030 SH | |
| SELECT SECTOR SPDR TR | STATE STREET REA | $239K | 0.1% | 5,848 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $385K | 0.1% | 2,896 SH | |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $275K | 0.1% | 5,996 SH | |
| SOUTHERN CO | COM | $2.8M | 0.6% | 29,056 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $4.6M | 1.0% | 97,454 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $1.9M | 0.4% | 23,580 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $16.5M | 3.5% | 25,417 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $2.3M | 0.5% | 3,677 SH | |
| STRYKER CORPORATION | COM | $521K | 0.1% | 1,586 SH | |
| TESLA INC | COM | $303K | 0.1% | 816 SH | |
| TEXAS INSTRS INC | COM | $2.6M | 0.6% | 13,496 SH | |
| TJX COS INC NEW | COM | $5.5M | 1.2% | 34,290 SH | |
| TRAVELERS COMPANIES INC | COM | $1.7M | 0.4% | 5,964 SH | |
| TRUIST FINL CORP | COM | $529K | 0.1% | 11,503 SH | |
| UBER TECHNOLOGIES INC | COM | $327K | 0.1% | 4,540 SH | |
| UNION PAC CORP | COM | $1.0M | 0.2% | 4,310 SH | |
| UNITEDHEALTH GROUP INC | COM | $893K | 0.2% | 3,300 SH | |
| VAIL RESORTS INC | COM | $355K | 0.1% | 2,763 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $262K | 0.1% | 3,347 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $496K | 0.1% | 6,740 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $278K | 0.1% | 5,777 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $7.3M | 1.5% | 35,701 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $5.4M | 1.1% | 12,387 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $806K | 0.2% | 2,808 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $540K | 0.1% | 6,090 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $979K | 0.2% | 1,639 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $628K | 0.1% | 2,396 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 0.3% | 4,315 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $270K | 0.1% | 3,280 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $383K | 0.1% | 4,833 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.3M | 0.3% | 5,939 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $754K | 0.2% | 5,089 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $1.9M | 0.4% | 21,139 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $570K | 0.1% | 2,410 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $484K | 0.1% | 2,443 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $491K | 0.1% | 1,100 SH | |
| VISA INC | COM CL A | $2.7M | 0.6% | 8,884 SH | |
| WALMART INC | COM | $124.4M | 26.1% | 1,000,579 SH | |
| WELLTOWER INC | COM | $785K | 0.2% | 3,970 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $4.9M | 1.0% | 53,300 SH | |
| YUM BRANDS INC | COM | $2.6M | 0.5% | 16,600 SH |
| 13F-HR |
| 0002095935-26-000003 |
| $519.4M |
| View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002095935-26-000002 | $475.8M | View |