Cfc Planning CO LLC Purchases and Sells in Q3 2025

Cfc Planning CO LLC

$122 Billion
Q3 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	7.94K + 25.7%	$202.38 - $256.87 $1.61M - $2.04M	38.8K $9.89B
JPM	7.28K + 401.49%	$282.78 - $316.06 $2.06M - $2.3M	9.09K $2.87B
VOO	1.22K + 41.9%	$567.77 - $614.76 $690K - $748K	4.12K $2.52B
SCCO	1.73K + 5.6%	$90.54 - $121.36 $156K - $210K	32.6K $3.95B
JNJ	1.08K + 5.89%	$155.17 - $185.42 $167K - $200K	19.4K $3.59B
CAT	333 + 5.57%	$390.92 - $477.15 $130K - $159K	6.32K $3.01B

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	12.8K New	$237.77 - $353.61 $3.03M - $4.51M	12.8K $4.41B
KO	44.9K New	$65.67 - $71.67 $2.95M - $3.22M	44.9K $2.98B
XLK	9.42K New	$250.97 - $282.66 $2.36M - $2.66M	9.42K $2.65B
XLB	28.7K New	$86.72 - $92.61 $2.49M - $2.66M	28.7K $2.57B
DAUG	20.9K New	N/A	20.9K $912M
DAPR	22.9K New	$37.65 - $38.64 $864K - $886K	22.9K $886M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-1.81K - 21.79%	$153.3 - $186.58 $278K - $338K	6.51K $1.21B
META	-83 - 7.87%	$695.21 - $791.73 $57.7K - $65.7K	972 $714M
IDXX	-261 - 21.41%	$514.61 - $682.78 $134K - $178K	958 $612M
NNI	-201 - 10.12%	$119.62 - $130.27 $24K - $26.2K	1.79K $224M
NDSN	-88 - 8.13%	$209.25 - $227.98 $18.4K - $20.1K	994 $226M
MSFT	-35 - 3.41%	$491.09 - $535.64 $17.2K - $18.7K	992 $514M

Options

Puts

3 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	200 + 6.06%	$617.65 - $666.84 $124K - $133K	3.5K $2.33B
GOOG	400 New	$175.16 - $255.24 $70.1K - $102K	400 $97.4M
TSLA	200 New	$293.94 - $444.72 $58.8K - $88.9K	200 $88.9M

Activity Summary All Purchases 65 New Holdings 30 Increased Positions 35 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 3

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