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CIK: 0002095935
Total reported value
$519.4M
$519.4M
123 檔
38.3%
The Q1 2026 SEC filing reveals that Churchill Financial Advisors, LLC held a total portfolio value of $519.4M, covering 123 public equity positions.
In Q1 2026, Churchill Financial Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 73 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 26.13% | -4.37% | +59.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.05% | +0.20% | +50.01% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.06% | +0.94% | +79.61% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.47% | +0.13% | +17.18% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.31% | +70.17% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.29% | +55.43% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.31% | -0.32% | +46.22% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.22% | +0.66% | +46.65% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 2.05% | +1.92% | +19.87% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.91% | +0.18% | +67.01% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.85% | -0.02% | +43.22% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.83% | -0.20% | +42.50% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.79% | -0.50% | +65.56% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.71% | -0.49% | +66.85% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.63% | -0.57% | +54.92% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.54% | +0.54% | +13.34% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.48% | — | +4.83% | |
| 18 | DE | Deere & Co | Stock-Industrials | 1.32% | +0.04% | +39.22% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | +0.06% | +41.00% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.31% | +0.49% | +156.90% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.15% | -0.15% | +40.93% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.14% | +0.42% | +28.30% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.09% | +0.18% | +99.17% | |
| 24 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.04% | -0.14% | +8.98% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.10% | +88.91% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.02% | +37.23% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.96% | +0.17% | +7.16% | |
| 28 | CME | Cme Group Inc | Stock-Financials | 0.91% | -0.29% | +163.93% | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 0.89% | +0.13% | +19.55% | |
| 30 | EA | Electronic Arts Inc | Stock-Comm Services | 0.85% | -0.10% | +0.73% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.85% | +0.07% | -3.05% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.81% | -0.04% | +12.60% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.04% | +335.78% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.19% | +29.29% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.11% | +116.47% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.15% | +495.25% | |
| 37 | KLAC | Kla CORP | Stock-Tech | 0.59% | +0.52% | +128.78% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.59% | -0.06% | +160.80% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.02% | -10.24% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.55% | +0.21% | +145.56% | |
| 41 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.54% | -0.04% | +82.42% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.19% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.48% | +0.02% | -0.89% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.03% | +162.23% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | -0.07% | -13.96% | |
| 46 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.40% | +0.03% | +13.28% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.40% | — | +74.12% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.39% | -0.01% | -5.34% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.34% | +31.67% | |
| 50 | NYT | New York Times Co-a | Stock-Comm Services | 0.37% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +4.8% | +59.29% | Add |
| 2 | CAT | Caterpillar Inc | +0.7% | +156.90% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.7% | +65.56% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.6% | +79.61% | Add |
| 5 | CVX | Chevron CORP | +0.6% | +66.85% | Add |
| 6 | JNJ | Johnson & Johnson | +0.5% | +335.78% | Add |
| 7 | CME | Cme Group Inc | +0.5% | +163.93% | Add |
| 8 | NVDA | Nvidia CORP | +0.5% | +495.25% | Add |
| 9 | CMI | Cummins Inc | +0.3% | +99.17% | Add |
| 10 | COST | Costco Wholesale CORP | +0.3% | +46.22% | Add |
| 11 | SO | Southern Co/the | +0.3% | +160.80% | Add |
| 12 | KLAC | Kla CORP | +0.3% | +128.78% | Add |
| 13 | LMT | Lockheed Martin CORP | +0.3% | +493.08% | Add |
| 14 | TXN | Texas Instruments Inc | +0.3% | +145.56% | Add |
| 15 | AMGN | Amgen Inc | +0.2% | +162.23% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +67.01% | Add |
| 17 | AMAT | Applied Materials Inc | +0.2% | +19.87% | Add |
| 18 | DE | Deere & Co | +0.2% | +39.22% | Add |
| 19 | AMZN | Amazon.com Inc | +0.2% | +116.47% | Add |
| 20 | ECL | Ecolab Inc | +0.2% | +412.90% | Add |
| 21 | MCD | Mcdonald's CORP | +0.1% | +54.92% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +88.91% | Add |
| 23 | YUM | Yum! Brands Inc | +0.1% | +82.42% | Add |
| 24 | AXP | American Express Co | +0.1% | +163.88% | Add |
| 25 | UNP | Union Pacific CORP | +0.1% | +114.43% | Add |
| 26 | EMR | Emerson Electric Co | +0.1% | +74.12% | Add |
| 27 | DGRO | Ishares Core Dividend Growth | +0.1% | +46.65% | Add |
| 28 | AMD | Advanced Micro Devices | 0% | +103.14% | Add |
| 29 | ILF | Ishares Latin America 40 ETF | 0% | +94.09% | Add |
| 30 | HD | Home Depot Inc | 0% | +110.50% | Add |
| 31 | TJX | Tjx Companies Inc | 0% | +40.93% | Add |
| 32 | SLV | Ishares Silver Trust | 0% | +49.86% | Add |
| 33 | MBB | Ishares Mbs ETF | 0% | +62.90% | Add |
| 34 | ITW | Illinois Tool Works | — | +37.45% | Add |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | +21.77% | Add |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +26.04% | Add |
| 37 | RTX | Rtx CORP | 0% | +9.09% | Add |
| 38 | VYM | Vanguard High Dvd Yield ETF | 0% | +23.58% | Add |
| 39 | SCHR | Schwab Intermediate-term US | 0% | +23.93% | Add |
| 40 | RKLB | Rocket Lab CORP | 0% | +16.16% | Add |
| 41 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 42 | PEP | Pepsico Inc | 0% | -2.54% | Trim |
| 43 | BSV | Vanguard Short-term Bond ETF | 0% | -3.27% | Trim |
| 44 | EFA | Ishares Msci Eafe ETF | 0% | -0.12% | Trim |
| 45 | BNDX | Vanguard Total Intl Bond ETF | 0% | +1.07% | Add |
| 46 | ADI | Analog Devices Inc | 0% | +19.55% | Add |
| 47 | CTVA | Corteva Inc | 0% | -0.50% | Trim |
| 48 | AMT | American Tower CORP | 0% | +26.32% | Add |
| 49 | ROST | Ross Stores Inc | 0% | — | Unchanged |
| 50 | BND | Vanguard Total Bond Market | 0% | +18.22% | Add |
According to official SEC Form 13F filings, Churchill Financial Advisors, LLC reported a total U.S. public equity portfolio value of $519.4M across 123 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, IVV) accounted for 38.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
NYT
市值: $1.7M
Top Position Liquidated / Trimmed
ZM
前期市值: $1.2M
During Q1 2026, Churchill Financial Advisors, LLC's top holdings by market value included WMT (26.1%)、AAPL (5.0%)、IVV (4.1%). The largest single position, WMT, represented 26.1% of total portfolio value.
In Q1 2026, Churchill Financial Advisors, LLC made 123 total portfolio adjustments, initiating 10 new buys, adding to 73 positions, trimming 31 holdings, and fully liquidating 9 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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