Titelia

Holdings of Churchill Financial Advisors, LLC

123 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 52.7 % of the equity sleeve

Sector breakdown

  • Consumer staples 29.8 %
  • Technology 18.4 %
  • Financials 5.6 %
  • Funds 5.5 %
  • Industrials 5.2 %
  • Consumer discretionary 5.1 %
  • Communication 4.2 %
  • Health care 3.6 %
  • Energy 1.8 %
  • Utilities 0.6 %
  • Materials 0.4 %
  • Real estate 0.4 %
  • Unattributed 19.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US123475.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Walmart Inc 1,000,579124.4M $
2Apple Inc 94,64724M $
3iShares Core S&P 500 ETF 29,54419.3M $
4State Street SPDR S&P 500 ETF Trust 25,41716.5M $
5Microsoft Corp 40,37014.9M $
6Alphabet Inc 38,54011.1M $
7Costco Wholesale Corp 11,05111M $
8iShares Core Dividend Growth ETF 150,23610.5M $
9Applied Materials Inc 28,5429.8M $
10Goldman Sachs Group Inc/The 10,7199.1M $
11International Business Machines Corp. 36,2488.8M $
12Oracle Corp 59,1728.7M $
13Exxon Mobil Corp 50,2098.5M $
14Chevron Corp 39,3298.1M $
15McDonald's Corp. 24,9587.8M $
16Vanguard Extended Market ETF 35,7017.3M $
17iShares Core MSCI EAFE ETF 78,0427.1M $
18Deere & Co 11,1676.3M $
19AbbVie Inc 28,8046.3M $
20Caterpillar Inc 8,7686.2M $
21TJX Cos Inc/The 34,2905.5M $
22Vanguard Growth ETF 12,3875.4M $
23Cummins Inc 9,6405.2M $
24SPDR Gold MiniShares Trust 53,3004.9M $
25Meta Platforms Inc 8,3654.8M $
26JPMorgan Chase & Co 16,0134.7M $
27State Street SPDR Portfolio Emerging Markets ETF 97,4544.6M $
28CME Group Inc 14,6434.3M $
29Analog Devices Inc 13,2774.2M $
30Electronic Arts Inc 19,9234.1M $
31Schwab U.S. Small-Cap ETF 138,3704M $
32Coca-Cola Co/The 50,8573.9M $
33Johnson & Johnson 14,8603.6M $
34Lowe's Cos Inc 14,5093.4M $
35Amazon.com Inc 16,0603.3M $
36NVIDIA Corp 16,5242.9M $
37KLA Corp 1,9082.8M $
38Southern Co/The 29,0562.8M $
39Visa Inc 8,8842.7M $
40Texas Instruments Inc 13,4962.6M $
41Yum! Brands Inc 16,6002.6M $
42Cisco Systems, Inc. 30,5862.4M $
43State Street SPDR S&P MidCap 400 ETF Trust 3,6772.3M $
44Amgen Inc 6,3042.2M $
45iShares Core S&P Mid-Cap ETF 30,2542M $
46Franklin Templeton ETF Trust 57,0961.9M $
47Emerson Electric Co. 14,3861.9M $
48Vanguard International Dividend Appreciation ETF 21,1391.9M $
49Procter & Gamble Co/The 12,8631.9M $
50New York Times Co/The 20,8711.7M $
51Travelers Cos Inc/The 5,9641.7M $
52Lockheed Martin Corp 2,6571.6M $
53American Express Co 5,2091.6M $
54Marvell Technology Inc 15,1881.5M $
55State Street SPDR S&P Dividend ETF 9,9481.5M $
56Vanguard Total Stock Market ETF 4,3151.4M $
57iShares Trust 11,3781.3M $
58VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 5,9391.3M $
59Adobe Inc 4,7901.2M $
60Salesforce Inc 6,1301.1M $
61Morgan Stanley 6,7051.1M $
62Ecolab Inc 3,9751.1M $
63Union Pacific Corp 4,3101M $
64Intuit Inc 2,3961M $
65Northrop Grumman Corp 1,5001M $
66iShares Select Dividend ETF 6,6181M $
67Corteva Inc 11,738982.6K $
68Vanguard S&P 500 ETF 1,639979.4K $
69Gilead Sciences Inc 6,960970K $
70iShares Russell 2000 ETF 3,699917.4K $
71American Tower Corp 5,280911.2K $
72UnitedHealth Group Inc 3,300892.9K $
73Eli Lilly & Co 934859.1K $
74Broadcom Inc 2,683830.4K $
75Abbott Laboratories 7,886809.7K $
76Vanguard Mid-Cap ETF 2,808806.4K $
77Ross Stores Inc 3,700801.5K $
78Welltower Inc 3,970784.9K $
79Illinois Tool Works Inc 2,936764.2K $
80Advanced Micro Devices Inc 3,752763.3K $
81Vanguard High Dividend Yield E 5,089753.7K $
82Vanguard Small-Cap ETF 2,396627.6K $
83iShares Trust 25,961594.9K $
84ISHARES TRUST 16,290578.6K $
85VANGUARD WORLD FUND 2,410569.6K $
86Ishares Inc 7,138561.5K $
87iShares Silver Trust 8,067549.7K $
88Vanguard Real Estate ETF 6,090540.2K $
89Truist Financial Corp 11,503528.8K $
90Stryker Corp 1,586521.1K $
91Vanguard Total Bond Market ETF 6,740496.3K $
92Vertex Pharmaceuticals Inc 1,100491.2K $
93Select Sector Spdr Trust 3,030490K $
94Vanguard World Fund 2,443484.1K $
95Schwab Intermediate-Term U.S. Treasury ETF 18,690465.6K $
96SELECT SECTOR SPDR TRUST (THE) 4,185463.9K $
97State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 13,632457.2K $
98iShares Trust 19,552438.6K $
99Home Depot Inc/The 1,263415.4K $
100iShares MBS ETF 4,105389.8K $