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Portfolio (Quarterly) Guide ↗

Churchill Financial Advisors, LLC

· CIK 0002095935
13F Portfolio $519M AUM 125 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 125 New
Page 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISHARES TR 19,686.0 $440K 0.09% NEW $22.37
102 SLV ISHARES SILVER TR Financial Services 8,231.0 $440K 0.09% NEW $53.47 +16.3%
103 BNDX VANGUARD CHARLOTTE FDS 9,086.0 $440K 0.09% NEW $48.43 -1.5%
104 UBER UBER TECHNOLOGIES INC Technology 5,412.0 $391K 0.07% NEW $72.16 +9.9%
105 ILF ISHARES TR 11,520.0 $389K 0.07% NEW $33.75 +3.0%
106 VCSH VANGUARD SCOTTSDALE FDS 4,833.0 $382K 0.07% NEW $79.02 -0.5%
107 QQQ INVESCO QQQ TR Financial Services 515.0 $379K 0.07% NEW $736.40 -4.1%
108 XLU SELECT SECTOR SPDR TR 8,235.0 $373K 0.07% NEW $45.34 -4.7%
109 AFL AFLAC INC Financial Services 3,000.0 $352K 0.07% NEW $117.25 +0.8%
110 TSLA TESLA INC Consumer Cyclical 816.0 $343K 0.07% NEW $420.60 -17.0%
111 SPGI S&P GLOBAL INC Financial Services 818.0 $333K 0.06% NEW $407.26 +6.9%
112 DUK DUKE ENERGY CORP NEW Utilities 2,200.0 $278K 0.05% NEW $126.58 -3.6%
113 XLRE SELECT SECTOR SPDR TR 6,303.0 $278K 0.05% NEW $44.03 +3.0%
114 CL COLGATE PALMOLIVE CO Consumer Defensive 3,000.0 $275K 0.05% NEW $91.68 +0.9%
115 EQIX EQUINIX INC Real Estate 259.0 $270K 0.05% NEW $1042.39 +1.2%
116 PG PROCTER & GAMBLE CO Consumer Defensive 1,826.0 $268K 0.05% NEW $146.64 -0.0%
117 BSV VANGUARD BD INDEX FDS 3,347.0 $261K 0.05% NEW $77.91 -0.4%
118 EFA ISHARES TR 2,498.0 $259K 0.05% NEW $103.88 +4.0%
119 ADBE PUT ADOBE INC Technology 1,200.0 $246K 0.05% NEW $205.02 +34.8%
120 VGK VANGUARD INTL EQUITY INDEX F 2,680.0 $237K 0.05% NEW $88.54 +4.6%
Page 6 of 7  ·  125 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 31.0%
Technology 27.8%
Financial Services 13.5%
Industrials 7.2%
Communication Services 5.7%
Consumer Cyclical 5.3%
Healthcare 4.4%
Energy 3.2%
Utilities 0.9%
Real Estate 0.5%