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CIK: 0002095935
Total reported value
$519.4M
$519.4M
122 檔
24.0%
In Q4 2025, Churchill Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $519.4M, distributed across 122 disclosed stock positions.
During Q4 2025, Churchill Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 21.38% | -4.37% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.24% | +0.20% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.52% | +0.13% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | -0.31% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.44% | +0.94% | — | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.47% | -0.20% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.37% | +0.29% | — | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 2.29% | -0.02% | — | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.17% | +0.66% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.04% | — | — | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.01% | +0.54% | — | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.99% | -0.32% | — | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.87% | +1.92% | — | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.72% | +0.18% | — | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.50% | -0.57% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.44% | +0.42% | — | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.43% | +0.06% | — | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.30% | +0.17% | — | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.28% | -0.14% | — | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.24% | +0.07% | — | |
| 21 | EA | Electronic Arts Inc | Stock-Comm Services | 1.23% | -0.10% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | +0.02% | — | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.14% | -0.15% | — | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.14% | +0.04% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.50% | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.49% | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | +0.02% | — | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.96% | -0.04% | — | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 0.92% | +0.13% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.10% | — | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.19% | — | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 0.75% | +0.18% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.19% | — | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | -0.07% | — | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.68% | +0.02% | — | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.62% | -0.01% | — | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.62% | — | — | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.49% | — | |
| 39 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.59% | +0.03% | — | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.59% | +0.01% | — | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.59% | -0.08% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.11% | — | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.48% | — | — | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.46% | -0.29% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.02% | — | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.44% | -0.03% | — | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.03% | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.34% | — | |
| 49 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.42% | -0.04% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | — | — |
According to official SEC Form 13F filings, Churchill Financial Advisors, LLC reported a total U.S. public equity portfolio value of $519.4M across 122 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WMT, AAPL, SPY) accounted for 24.0% of total reported equity market value during Q4 2025.
During Q4 2025, Churchill Financial Advisors, LLC's top holdings by market value included WMT (21.4%)、AAPL (5.2%)、SPY (4.5%). The largest single position, WMT, represented 21.4% of total portfolio value.
In Q4 2025, Churchill Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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