Churchill Financial Advisors, LLC holds a focused book of 123 stocks worth $519.0M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Talen Energy Corp and trimmed Walmart Inc. Their largest long position is Walmart Inc at 22% of the equity book. They also disclosed $377K in put options (a bearish bet), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2095935/holdings"
Use Arkolith to show Churchill Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Churchill Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $799.9B |
| MORGAN STANLEY | 80 / 80 | $615.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $573.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $463.1B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $283.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $191.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $176.4B |
| UBS Group AG | 80 / 80 | $171.7B |
Ranked by how many of Churchill Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc COM | $113.0M | 998.0K | 21.8% | ▼−0.3% Reduced · −3K sh | |
| 2 | Apple Inc COM | $27.3M | 94.2K | 5.3% | ▼−0.4% Reduced · −400 sh | |
| 3 | Ishares TR CORE S&P500 ETF | $26.0M | 34.7K | 5.0% | ▲+17% Added · +5K sh | |
| 4 | Applied Matls Inc COM | $20.6M | 28.5K | 4.0% | ▼−0.1% Reduced · −40 sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $18.7M | 25.0K | 3.6% | ▼−1.6% Reduced · −405 sh | |
| 6 | Ishares TR CORE DIV GRWTH | $15.0M | 197.4K | 2.9% | ▲+31% Added · +47K sh | |
| 7 | Microsoft Corp COM | $14.7M | 39.5K | 2.8% | ▼−2.2% Reduced · −900 sh | |
| 8 | Alphabet Inc CAP STK CL A | $13.6M | 38.0K | 2.6% | ▼−1.3% Reduced · −500 sh | |
| 9 | Goldman Sachs Group Inc COM | $10.8M | 10.7K | 2.1% | —Held | |
| 10 | Vanguard Index FDS EXTEND MKT ETF | $10.8M | 43.8K | 2.1% | ▲+23% Added · +8K sh | |
| 11 | Costco Wholesale Corporation COM | $10.3M | 11.1K | 2.0% | —Held | |
| 12 | International Business Machs COM | $9.5M | 33.8K | 1.8% | ▼−6.7% Reduced · −2K sh | |
| 13 | Caterpillar Inc COM | $9.3M | 8.8K | 1.8% | —Held | |
| 14 | Oracle Corp COM | $8.5M | 57.9K | 1.6% | ▼−2.1% Reduced · −1K sh | |
| 15 | Vanguard Index FDS GROWTH ETF | $8.1M | 94.3K | 1.6% | ▲+661% Added · +82K sh | |
| 16 | Ishares TR CORE MSCI EAFE | $7.7M | 79.7K | 1.5% | ▲+2.1% Added · +2K sh | |
| 17 | Abbvie Inc COM | $7.2M | 28.5K | 1.4% | ▼−1.0% Reduced · −300 sh | |
| 18 | Deere & Co COM | $7.1M | 11.2K | 1.4% | —Held | |
| 19 | Exxon Mobil Corp COM | $6.7M | 48.8K | 1.3% | ▼−2.8% Reduced · −1K sh | |
| 20 | Cummins Inc COM | $6.6M | 9.2K | 1.3% | ▼−4.1% Reduced · −400 sh | |
| 21 | Chevron Corporation COM | $6.3M | 38.1K | 1.2% | ▼−3.0% Reduced · −1K sh | |
| 22 | SPDR Index SHS FDS ST PORT MARK ETF | $5.8M | 112.9K | 1.1% | ▲+16% Added · +15K sh | |
| 23 | Kla Corp COM NEW | $5.7M | 19.1K | 1.1% | ▲+898% Added · +17K sh | |
| 24 | McDonalds Corp COM | $5.5M | 20.3K | 1.1% | ▼−19% Reduced · −5K sh | |
| 25 | Analog Devices Inc COM | $5.3M | 13.3K | 1.0% | —Held | |
| 26 | JPMorgan Chase & Co COM | $5.2M | 16.0K | 1.0% | —Held | |
| 27 | TJX Cos Inc New COM | $5.2M | 34.3K | 1.0% | —Held | |
| 28 | Schwab Strategic TR US SML CAP ETF | $4.8M | 132.1K | 0.9% | ▼−4.5% Reduced · −6K sh | |
| 29 | Meta Platforms Inc CL A | $4.7M | 8.4K | 0.9% | —Held | |
| 30 | World Gold TR SPDR GLD MINIS | $4.7M | 58.8K | 0.9% | ▲+10% Added · +6K sh | |
| 31 | Marvell Technology Inc COM | $4.4M | 14.9K | 0.9% | ▼−2.1% Reduced · −318 sh | |
| 32 | Amazon Com Inc COM | $4.2M | 17.7K | 0.8% | ▲+10% Added · +2K sh | |
| 33 | Coca Cola Co COM | $4.0M | 49.0K | 0.8% | ▼−3.7% Reduced · −2K sh | |
| 34 | Texas Instrs Inc COM | $4.0M | 13.3K | 0.8% | ▼−1.5% Reduced · −200 sh | |
| 35 | Nvidia Corporation COM | $4.0M | 19.7K | 0.8% | ▲+19% Added · +3K sh | |
| 36 | Electronic Arts Inc COM | $3.9M | 19.0K | 0.7% | ▼−4.8% Reduced · −966 sh | |
| 37 | Johnson & Johnson COM | $3.7M | 14.8K | 0.7% | ▼−0.7% Reduced · −100 sh | |
| 38 | Cisco Sys Inc COM | $3.6M | 30.6K | 0.7% | —Held | |
| 39 | Cme Group Inc COM | $3.2M | 14.6K | 0.6% | —Held | |
| 40 | Visa Inc COM CL A | $3.0M | 8.8K | 0.6% | ▼−0.5% Reduced · −40 sh | |
| 41 | Lowes Cos Inc COM | $2.8M | 12.5K | 0.5% | ▼−14% Reduced · −2K sh | |
| 42 | Southern Co COM | $2.8M | 28.8K | 0.5% | ▼−1.0% Reduced · −300 sh | |
| 43 | Advanced Micro Devices Inc COM | $2.6M | 4.6K | 0.5% | ▲+21% Added · +801 sh | |
| 44 | Yum Brands Inc COM | $2.6M | 16.4K | 0.5% | ▼−1.4% Reduced · −242 sh | |
| 45 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.6M | 3.7K | 0.5% | ▼−0.3% Reduced · −10 sh | |
| 46 | Amgen Inc COM | $2.3M | 6.3K | 0.4% | —Held | |
| 47 | Franklin Templeton ETF TR FRANKLIN INDIA | $2.2M | 62.4K | 0.4% | ▲+9.2% Added · +5K sh | |
| 48 | Emerson Elec Co COM | $2.1M | 14.4K | 0.4% | —Held | |
| 49 | Vanguard Whitehall FDS INTL DVD ETF | $2.0M | 21.4K | 0.4% | ▲+1.3% Added · +270 sh | |
| 50 | Travelers Companies Inc COM | $1.9M | 5.8K | 0.4% | ▼−2.9% Reduced · −173 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ADOBE INCADBE | $246K | 1K |
| PUT · bearish | INTUIT INCINTU | $131K | 500 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.