Comprehensive Financial Consultants Institutional, Inc. 13F Holdings · Q2 2026
Comprehensive Financial Consultants Institutional, Inc. reported 204 securities worth $378.10M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: QQQ (2.68%), JPM (2.24%), LLY (2.22%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $10.1M | 2.68% | 13,775 | Added |
| 2 | JPM | JPMORGAN CHASE & CO | $8.5M | 2.24% | 25,922 | Added |
| 3 | LLY | ELI LILLY & CO | $8.4M | 2.22% | 7,006 | Added |
| 4 | AAPL | APPLE INC | $8.1M | 2.15% | 28,144 | Trimmed |
| 5 | ETN | EATON CORP PLC | $6.6M | 1.74% | 15,408 | Added |
| 6 | AVGO | BROADCOM INC | $6.5M | 1.72% | 17,228 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $6.5M | 1.72% | 25,549 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $6.4M | 1.70% | 17,184 | Added |
| 9 | HD | HOME DEPOT INC | $6.3M | 1.67% | 17,876 | Added |
| 10 | ADI | ANALOG DEVICES INC | $6.3M | 1.66% | 15,779 | Trimmed |
| 11 | MPC | MARATHON PETE CORP | $6.2M | 1.65% | 24,443 | Trimmed |
| 12 | JCI | JOHNSON CONTROLS INTERNATION | $6.1M | 1.60% | 41,430 | Trimmed |
| 13 | WMT | WALMART INC | $5.7M | 1.52% | 50,717 | Added |
| 14 | ABBV | ABBVIE INC | $5.5M | 1.46% | 22,004 | Added |
| 15 | CB | CHUBB LIMITED | $5.5M | 1.46% | 16,253 | Trimmed |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $5.5M | 1.45% | 9,442 | Trimmed |
| 17 | UNP | UNION PAC CORP | $5.3M | 1.40% | 19,487 | Added |
| 18 | APD | AIR PRODUCTS AND CHEMICALS I | $5.1M | 1.34% | 17,268 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 1.30% | 6,564 | Added |
| 20 | BBY | BEST BUY INC | $4.9M | 1.29% | 64,351 | Trimmed |
| 21 | MSI | MOTOROLA SOLUTIONS INC | $4.9M | 1.29% | 11,738 | Added |
| 22 | CMI | CUMMINS INC | $4.7M | 1.25% | 6,607 | Trimmed |
| 23 | ZALT | INNOVATOR ETFS TRUST | $4.6M | 1.22% | 136,367 | Added |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $4.6M | 1.21% | 108,221 | Added |
| 25 | GEV | GE VERNOVA INC | $4.3M | 1.13% | 3,622 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR