Institutional Manager · CIK 0001915714
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN · File #028-22365
Latest AUM
$331.3M
Positions
192
Top-10 Concentration
31.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025192 pos · $331.3M
- 13F HOLDINGS REPORTQ/E Sep 2025185 pos · $322.8M
- 13F HOLDINGS REPORTQ/E Jun 2025182 pos · $304.7M
- 13F HOLDINGS REPORTQ/E Mar 2025175 pos · $281.3M
- 13F HOLDINGS REPORTQ/E Dec 2024166 pos · $274.8M
- 13F HOLDINGS REPORTQ/E Sep 2024166 pos · $274.2M
- 13F HOLDINGS REPORTQ/E Jun 2024158 pos · $255.4M
- 13F HOLDINGS REPORTQ/E Mar 2024158 pos · $241.0M
- 13F HOLDINGS REPORTQ/E Dec 2023153 pos · $190.3M
- 13F HOLDINGS REPORTQ/E Sep 2023162 pos · $189.3M
- 13F HOLDINGS REPORTQ/E Jun 2023166 pos · $176.9M
- 13F HOLDINGS REPORTQ/E Mar 2023158 pos · $165.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 14,588 | $9.0M | 4.25% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 27,483 | $8.9M | 4.19% |
| 3 | APPLE INC | AAPL | 28,395 | $7.7M | 3.66% |
| 4 | MICROSOFT CORP | MSFT | 14,272 | $6.9M | 3.27% |
| 5 | BROADCOM INC | AVGO | 18,233 | $6.3M | 2.99% |
| 6 | JOHNSON & JOHNSON | JNJ | 28,561 | $5.9M | 2.80% |
| 7 | WALMART INC | WMT | 51,556 | $5.7M | 2.72% |
| 8 | JOHNSON CTLS INTL PLC | G51502105 | 46,973 | $5.6M | 2.66% |
| 9 | HOME DEPOT INC | HD | 15,256 | $5.2M | 2.49% |
| 10 | ANALOG DEVICES INC | ADI | 19,277 | $5.2M | 2.48% |
| 11 | CHUBB LIMITED | CB | 16,705 | $5.2M | 2.47% |
| 12 | ELI LILLY & CO | LLY | 4,674 | $5.0M | 2.38% |
| 13 | EATON CORP PLC | ETN | 15,335 | $4.9M | 2.31% |
| 14 | CME GROUP INC | CME | 17,785 | $4.9M | 2.30% |
| 15 | ABBVIE INC | ABBV | 21,187 | $4.8M | 2.29% |
| 16 | MEDTRONIC PLC | MDT | 48,285 | $4.6M | 2.20% |
| 17 | VERIZON COMMUNICATIONS INC | VZ | 112,836 | $4.6M | 2.18% |
| 18 | MARATHON PETE CORP | MARA | 28,024 | $4.6M | 2.16% |
| 19 | SPDR S&P 500 ETF TR | SPY | 6,672 | $4.5M | 2.16% |
| 20 | UNION PAC CORP | UNP | 19,285 | $4.5M | 2.11% |