Churchill Financial Advisors, LLC
•CIK: 2095935•Filing: Q4 2025
**Churchill Financial Advisors, LLC** manages $327M across a diversified portfolio of 122 positions. The fund exhibits significant concentration in mega-cap technology and consumer staples, notably holding WMT at $70.0M and AAPL at $17.2M. Further allocations include substantial exposure to broad market indices via SPY ($14.8M) and IVV ($11.3M). This positioning suggests a core strategy focused on established market leaders and defensive growth sectors.
Total AUM
$327.3M
QoQ Performance
N/A
Positions
99
Top 10 Concentration
49.4%
Latest Filing
Q4 2025
Top Holdings Allocation
WMT
AAPL
WMT21.4%
AAPL5.2%
SPY4.5%
MSFT3.5%
IVV3.4%
ORCL2.5%
GOOGL2.4%
IBM2.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other32.4%
Consumer27.0%
Technology20.0%
ETF8.2%
Financial4.3%
Healthcare3.0%
Industrial2.3%
Energy1.1%