☆Churchill Financial Advisors, LLC
Quality Q
0.519
AUM ($M)
519
Positions
123
Turnover
0.10
Top-10 wt
52%
Herfindahl
0.063
History (qtrs)
3
Excess Return
—
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Holdings · 128 positions · portfolio value $519M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆WMT funds › | WALMART INC | TRIM | — | 21.8% | -4.4% | 113.0 | 998,049 | -2,530 | 2 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 5.3% | +0.2% | 27.3 | 94,247 | -400 | 2 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 5.0% | +0.9% | 26.0 | 34,653 | +5,109 | 2 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 4.0% | +1.9% | 20.6 | 28,502 | -40 | 2 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 3.6% | +0.1% | 18.7 | 25,012 | -405 | 2 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 2.9% | +0.7% | 15.0 | 197,441 | +47,205 | 2 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 2.8% | -0.3% | 14.7 | 39,470 | -900 | 2 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 2.6% | +0.3% | 13.6 | 38,040 | -500 | 2 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | HOLD | — | 2.1% | +0.2% | 10.8 | 10,719 | +0 | 2 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | ADD | — | 2.1% | +0.5% | 10.8 | 43,846 | +8,145 | 2 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | HOLD | — | 2.0% | -0.3% | 10.3 | 11,051 | +0 | 2 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 1.8% | -0.0% | 9.5 | 33,808 | -2,440 | 2 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 1.8% | +0.5% | 9.3 | 8,768 | +0 | 2 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 1.6% | -0.2% | 8.5 | 57,913 | -1,259 | 2 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 1.6% | +0.4% | 8.1 | 94,273 | +81,886 | 2 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 1.5% | -0.0% | 7.7 | 79,668 | +1,626 | 2 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 1.4% | +0.1% | 7.2 | 28,504 | -300 | 2 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 1.4% | +0.0% | 7.1 | 11,167 | +0 | 2 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 1.3% | -0.5% | 6.7 | 48,828 | -1,381 | 2 | — |
| ☆CMI funds › | CUMMINS INC | TRIM | — | 1.3% | +0.2% | 6.6 | 9,240 | -400 | 2 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 1.2% | -0.5% | 6.3 | 38,129 | -1,200 | 2 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | ADD | — | 1.1% | +0.2% | 5.8 | 112,942 | +15,488 | 2 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 1.1% | +0.5% | 5.7 | 19,050 | +17,142 | 2 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 1.1% | -0.6% | 5.5 | 20,285 | -4,673 | 2 | — |
| ☆ADI funds › | ANALOG DEVICES INC | HOLD | — | 1.0% | +0.1% | 5.3 | 13,277 | +0 | 2 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | HOLD | — | 1.0% | +0.0% | 5.2 | 16,013 | +0 | 2 | — |
| ☆TJX funds › | TJX COS INC NEW | HOLD | — | 1.0% | -0.1% | 5.2 | 34,290 | +0 | 2 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.9% | +0.1% | 4.8 | 132,089 | -6,281 | 2 | — |
| ☆META funds › | META PLATFORMS INC | HOLD | — | 0.9% | -0.1% | 4.7 | 8,365 | +0 | 2 | — |
| ☆GLDM funds › | WORLD GOLD TR | ADD | — | 0.9% | -0.1% | 4.7 | 58,843 | +5,543 | 2 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 0.9% | +0.5% | 4.4 | 14,870 | -318 | 2 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.8% | +0.1% | 4.2 | 17,737 | +1,677 | 2 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.8% | -0.0% | 4.0 | 48,957 | -1,900 | 2 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.8% | +0.2% | 4.0 | 13,296 | -200 | 2 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.8% | +0.2% | 4.0 | 19,744 | +3,220 | 2 | — |
| ☆EA funds › | ELECTRONIC ARTS INC | TRIM | — | 0.7% | -0.1% | 3.9 | 18,957 | -966 | 2 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.7% | -0.0% | 3.7 | 14,760 | -100 | 2 | — |
| ☆CSCO funds › | CISCO SYS INC | HOLD | — | 0.7% | +0.2% | 3.6 | 30,586 | +0 | 2 | — |
| ☆CME funds › | CME GROUP INC | HOLD | — | 0.6% | -0.3% | 3.2 | 14,643 | +0 | 2 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.6% | +0.0% | 3.0 | 8,844 | -40 | 2 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.5% | -0.2% | 2.8 | 12,498 | -2,011 | 2 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.5% | -0.1% | 2.8 | 28,756 | -300 | 2 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 0.5% | +0.3% | 2.6 | 4,553 | +801 | 2 | — |
| ☆YUM funds › | YUM BRANDS INC | TRIM | — | 0.5% | -0.0% | 2.6 | 16,358 | -242 | 2 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | TRIM | — | 0.5% | +0.0% | 2.6 | 3,667 | -10 | 2 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.4% | -0.0% | 2.3 | 6,304 | +0 | 2 | — |
| ☆FLIN funds › | FRANKLIN TEMPLETON ETF TR | ADD | — | 0.4% | +0.0% | 2.2 | 62,375 | +5,279 | 2 | — |
| ☆EMR funds › | EMERSON ELEC CO | HOLD | — | 0.4% | +0.0% | 2.1 | 14,386 | +0 | 2 | — |
| ☆VIGI funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.4% | -0.0% | 2.0 | 21,409 | +270 | 2 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | TRIM | — | 0.4% | +0.0% | 1.9 | 5,791 | -173 | 2 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 1.9 | 24,546 | -5,708 | 2 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.3% | +0.0% | 1.7 | 5,109 | -100 | 2 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | +0.0% | 1.6 | 4,315 | +0 | 2 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.3% | +0.0% | 1.5 | 11,159 | -219 | 2 | — |
| ☆NYT funds › | NEW YORK TIMES CO MTN BE | HOLD | — | 0.3% | -0.1% | 1.5 | 20,871 | +0 | 2 | — |
| ☆SDY funds › | SPDR SERIES TRUST | TRIM | — | 0.3% | -0.0% | 1.4 | 9,523 | -425 | 2 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.3% | +0.0% | 1.4 | 5,961 | +22 | 2 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.3% | -0.1% | 1.4 | 2,657 | +0 | 2 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.2% | +0.0% | 1.3 | 6,205 | -500 | 2 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.2% | +0.1% | 1.2 | 3,000 | -300 | 2 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 1.2 | 1,800 | +161 | 2 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.2% | +0.1% | 1.2 | 3,127 | +444 | 2 | — |
| ☆UNP funds › | UNION PAC CORP | HOLD | — | 0.2% | +0.0% | 1.2 | 4,310 | +0 | 2 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.2% | +0.0% | 1.1 | 929 | -5 | 2 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 1.1 | 3,699 | +0 | 2 | — |
| ☆ECL funds › | ECOLAB INC | HOLD | — | 0.2% | -0.0% | 1.1 | 3,975 | +0 | 2 | — |
| ☆DVY funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 1.0 | 6,618 | +0 | 2 | — |
| ☆CTVA funds › | CORTEVA INC | HOLD | — | 0.2% | -0.0% | 1.0 | 11,738 | +0 | 2 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 0.2% | -0.1% | 1.0 | 4,760 | -30 | 2 | — |
| ☆CRM funds › | SALESFORCE INC | HOLD | — | 0.2% | -0.1% | 1.0 | 6,130 | +0 | 2 | — |
| ☆WELL funds › | WELLTOWER INC | HOLD | — | 0.2% | +0.0% | 0.9 | 3,970 | +0 | 2 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | HOLD | — | 0.2% | -0.0% | 0.9 | 6,960 | +0 | 2 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.9 | 10,734 | +7,926 | 2 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | HOLD | — | 0.2% | -0.0% | 0.9 | 5,280 | +0 | 2 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.2% | +0.0% | 0.9 | 5,411 | +322 | 2 | — |
| ☆TLN funds › | TALEN ENERGY CORP | NEW | — | 0.2% | +0.2% | 0.8 | 2,078 | +2,078 | 1 | — |
| ☆ROST funds › | ROSS STORES INC | HOLD | — | 0.2% | -0.0% | 0.8 | 3,700 | +0 | 2 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | HOLD | — | 0.1% | -0.1% | 0.8 | 1,500 | +0 | 2 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.8 | 2,475 | +79 | 2 | — |
| ☆EMXC funds › | ISHARES INC | TRIM | — | 0.1% | +0.0% | 0.7 | 6,665 | -473 | 2 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | +0.0% | 0.7 | 3,616 | +586 | 2 | — |
| ☆IBBQ funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.1% | +0.1% | 0.7 | 20,326 | +20,326 | 1 | — |
| ☆MGC funds › | VANGUARD WORLD FD | HOLD | — | 0.1% | +0.0% | 0.7 | 2,410 | +0 | 2 | — |
| ☆INTU funds › | INTUIT | TRIM | — | 0.1% | -0.1% | 0.6 | 2,346 | -50 | 2 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.6 | 6,190 | +100 | 2 | — |
| ☆IBTG funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.6 | 26,061 | +100 | 2 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 6,256 | +2,151 | 2 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | TRIM | — | 0.1% | -0.0% | 0.6 | 2,136 | -800 | 2 | — |
| ☆TFC funds › | TRUIST FINL CORP | HOLD | — | 0.1% | -0.0% | 0.6 | 11,503 | +0 | 2 | — |
| ☆SPIB funds › | SPDR SERIES TRUST | ADD | — | 0.1% | +0.0% | 0.6 | 16,587 | +2,955 | 2 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | +0.0% | 0.6 | 2,896 | +0 | 2 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | HOLD | — | 0.1% | +0.0% | 0.5 | 1,100 | +0 | 2 | — |
| ☆SCHR funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 0.5 | 20,931 | +2,241 | 2 | — |
| ☆RKLB funds › | ROCKET LAB CORP | HOLD | — | 0.1% | +0.0% | 0.5 | 5,032 | +0 | 2 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.1% | -0.1% | 0.5 | 5,620 | -2,266 | 2 | — |
| ☆ABNB funds › | AIRBNB INC | ADD | — | 0.1% | +0.0% | 0.5 | 3,522 | +884 | 2 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.5 | 6,835 | +95 | 2 | — |
| ☆SYK funds › | STRYKER CORPORATION | HOLD | — | 0.1% | -0.0% | 0.5 | 1,586 | +0 | 2 | — |
| ☆VPU funds › | VANGUARD WORLD FD | ADD | — | 0.1% | -0.0% | 0.5 | 2,460 | +17 | 2 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | -0.0% | 0.5 | 4,356 | +171 | 2 | — |
| ☆IBTH funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 19,686 | +134 | 2 | — |
| ☆SLV funds › | ISHARES SILVER TR | ADD | — | 0.1% | -0.0% | 0.4 | 8,231 | +164 | 2 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | ADD | — | 0.1% | +0.0% | 0.4 | 9,086 | +3,309 | 2 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.1% | +0.0% | 0.4 | 5,412 | +872 | 2 | — |
| ☆ILF funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 11,520 | -4,770 | 2 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.1% | -0.0% | 0.4 | 4,833 | +0 | 2 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.1% | +0.0% | 0.4 | 515 | +0 | 2 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | +0.0% | 0.4 | 8,235 | +2,239 | 2 | — |
| ☆AFL funds › | AFLAC INC | TRIM | Common Stock | 0.1% | -0.0% | 0.4 | 3,000 | -60 | 2 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.1% | +0.0% | 0.3 | 816 | +0 | 2 | — |
| ☆SPGI funds › | S&P GLOBAL INC | TRIM | — | 0.1% | -0.0% | 0.3 | 818 | -44 | 2 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | HOLD | — | 0.1% | -0.0% | 0.3 | 2,200 | +0 | 2 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | +0.0% | 0.3 | 6,303 | +455 | 2 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | HOLD | — | 0.1% | -0.0% | 0.3 | 3,000 | +0 | 2 | — |
| ☆EQIX funds › | EQUINIX INC | HOLD | — | 0.1% | -0.0% | 0.3 | 259 | +0 | 2 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.1% | -0.3% | 0.3 | 1,826 | -11,037 | 2 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 3,347 | +0 | 2 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.3 | 2,498 | +1 | 2 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.0% | -0.0% | 0.2 | 2,680 | -600 | 2 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 0.0% | -0.0% | 0.2 | 1,200 | +0 | 2 | — |
| ☆APH funds › | AMPHENOL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 1,220 | +1,220 | 1 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | NEW | — | 0.0% | +0.0% | 0.2 | 410 | +410 | 1 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | NEW | — | 0.0% | +0.0% | 0.2 | 400 | +400 | 1 | — |
| ☆HD funds › | HOME DEPOT INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,263 | 0 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,700 | 0 | — |
| ☆MTN funds › | VAIL RESORTS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,763 | 0 | — |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,380 | 0 | — |
| ☆RMD funds › | RESMED INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,215 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 519 | 123 | 0.10 | 52% | 0.063 | 0.517 | — | in |
| 2026Q1 | 476 | 123 | 0.14 | 53% | 0.081 | 0.434 | — | entered |
| 2025Q4 | 327 | 122 | 0.00 | 49% | 0.060 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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