Churchill Financial Advisors, LLC: 13F holdings
CIK 20959352026Q2
| Positions | 123 |
|---|---|
| Reported value | $519.4m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WMT WALMART INC | 998,049 | $113.0m | 21.8% |
| AAPL APPLE INC | 94,247 | $27.3m | 5.3% |
| IVV ISHARES TR | 34,653 | $26.0m | 5.0% |
| AMAT APPLIED MATLS INC | 28,502 | $20.6m | 4.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 25,012 | $18.7m | 3.6% |
| DGRO ISHARES TR | 197,441 | $15.0m | 2.9% |
| MSFT MICROSOFT CORP | 39,470 | $14.7m | 2.8% |
| GOOGL ALPHABET INC | 38,040 | $13.6m | 2.6% |
| GS GOLDMAN SACHS GROUP INC | 10,719 | $10.8m | 2.1% |
| VXF VANGUARD INDEX FDS | 43,846 | $10.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2095935")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.