Long-term investor
Churchill Financial Advisors, LLC @churchillfinancialadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002095935).
Record
- Tracked since 2025-12-31 (264 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +3.6% · 6 months n/a · 1 year n/a · all +4.8%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WMT · 21.8% · long · since 2025-12-31
- AAPL · 5.3% · long · since 2025-12-31
- 464287200 · 5.0% · long · since 2025-12-31
- AMAT · 4.0% · long · since 2025-12-31
- 78462F103 · 3.6% · long · since 2025-12-31
- 46434V621 · 2.9% · long · since 2025-12-31
- MSFT · 2.8% · long · since 2025-12-31
- GOOGL · 2.6% · long · since 2025-12-31
- GS · 2.1% · long · since 2025-12-31
- 922908652 · 2.1% · long · since 2025-12-31
- COST · 2.0% · long · since 2025-12-31
- IBM · 1.8% · long · since 2025-12-31