Cfc Planning CO LLC Portfolio Holdings

Cfc Planning CO LLC

  • $91.4 Billion
  • Q1 2025

Cfc Planning CO LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $91.4 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.99B, Travelers Companies, Inc. with a value of $4.45B, Walt Disney CO with a value of $4.32B, American Express CO with a value of $4.1B, and Nike, Inc. with a value of $3.88B.

Examining the 13F form we can see an decrease of $2.01B in the current position value, from $93.4B to 91.4B.

Cfc Planning CO LLC is based out at Cicero, IN

Below you can find more details about Cfc Planning CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $91.4 Billion
ETFs: $19.2 Billion
Technology: $19.1 Billion
Financial Services: $15.3 Billion
Consumer Defensive: $6.53 Billion
Healthcare: $6.19 Billion
Communication Services: $5.51 Billion
Consumer Cyclical: $5.19 Billion
Industrials: $4.85 Billion
Other: $8.72 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.4B
$4.45 Billion 4.87% of portfolio
16,813
Q1 2025 Added 8.68%
$91.9B
$3.88 Billion 4.25% of portfolio
61,122
Q1 2025 Added 18.19%
$74.6B
$2.75 Billion 3.01% of portfolio
29,429
Q1 2025 Added 13.32%
$104B
$2.71 Billion 2.96% of portfolio
45,070
Q1 2025 Added 14.86%
$118B
$2.65 Billion 2.9% of portfolio
25,191
Q1 2025 Added 31.22%
$79.2B
$2.62 Billion 2.87% of portfolio
14,923
Q1 2025 Added 15.76%
$177B
$2.57 Billion 2.81% of portfolio
14,303
Q1 2025 Added 15.51%
$72.6B
$1.73 Billion 1.9% of portfolio
15,769
Q1 2025 Added 26.41%
$138B
$1.28 Billion 1.4% of portfolio
50,603
Q1 2025 Added 23.3%
$47.5B
$580 Million 0.64% of portfolio
1,950
Q1 2025 New
$43.2B
$554 Million 0.61% of portfolio
1,320
Q1 2025 Added 12.15%
$82.7B
$559 Million 0.61% of portfolio
5,811
Q1 2025 New
$27.7B
$546 Million 0.6% of portfolio
3,246
Q1 2025 Added 12.28%
$26.8B
$412 Million 0.45% of portfolio
26,693
Q1 2025 Added 24.01%
$10.8B
$393 Million 0.43% of portfolio
5,850
Q1 2025 Added 0.69%
$29.8B
$378 Million 0.41% of portfolio
5,474
Q1 2025 New
$15.9B
$338 Million 0.37% of portfolio
5,254
Q1 2025 Added 41.88%
$20.3B
$296 Million 0.32% of portfolio
4,509
Q1 2025 Added 16.21%
$16.2B
$295 Million 0.32% of portfolio
9,545
Q1 2025 New
$10.8B
$267 Million 0.29% of portfolio
12,125
Q1 2025 New
$24.9B
$245 Million 0.27% of portfolio
2,383
Q1 2025 New
$10.8B
$234 Million 0.26% of portfolio
1,783
Q1 2025 New
$12.1B
$236 Million 0.26% of portfolio
6,473
Q1 2025 New
$10.9B
$241 Million 0.26% of portfolio
2,631
Q1 2025 New
$12.4B
$224 Million 0.25% of portfolio
1,112
Q1 2025 New
$11.9B
$230 Million 0.25% of portfolio
4,524
Q1 2025 New
$10B
$215 Million 0.24% of portfolio
756
Q1 2025 New
$10B
$221 Million 0.24% of portfolio
1,053
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $91.4 Billion
  • Prior Value $93.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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