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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$5.99 Billion 6.56% of portfolio
26,980
Q1 2025 Added 8.89%
$61.6B
$4.45 Billion 4.87% of portfolio
16,813
Q1 2025 Added 8.68%
$216B
$4.32 Billion 4.73% of portfolio
43,772
Q1 2025 Added 11.0%
$224B
$4.1 Billion 4.48% of portfolio
15,220
Q1 2025 Added 10.07%
$80.5B
$3.88 Billion 4.25% of portfolio
61,122
Q1 2025 Added 18.19%
$278B
$3.27 Billion 3.57% of portfolio
20,574
Q1 2025 Added 8.23%
$268B
$3.11 Billion 3.4% of portfolio
50,350
Q1 2025 Added 11.1%
$409B
$2.88 Billion 3.15% of portfolio
17,354
Q1 2025 Added 30.72%
$75.5B
$2.75 Billion 3.01% of portfolio
29,429
Q1 2025 Added 13.32%
$105B
$2.71 Billion 2.96% of portfolio
45,070
Q1 2025 Added 14.86%
$116B
$2.65 Billion 2.9% of portfolio
25,191
Q1 2025 Added 31.22%
$72.5B
$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%
$268B
$2.53 Billion 2.77% of portfolio
9,427
Q1 2025 Added 9.46%
$0
$2.05 Billion 2.25% of portfolio
40,234
Q1 2025 Reduced 10.25%
$281B
$1.96 Billion 2.15% of portfolio
11,728
Q1 2025 Added 16.79%
$0
$1.92 Billion 2.1% of portfolio
3,430
Q1 2025 Added 755.36%
$606B
$1.89 Billion 2.06% of portfolio
5,381
Q1 2025 Added 6.01%
$0
$1.77 Billion 1.93% of portfolio
35,478
Q1 2025 Reduced 27.48%
$74.7B
$1.73 Billion 1.9% of portfolio
15,769
Q1 2025 Added 26.41%
$189B
$1.71 Billion 1.88% of portfolio
5,198
Q1 2025 Added 7.37%
$0
$1.71 Billion 1.87% of portfolio
8,652
Q1 2025 New
$0
$1.7 Billion 1.86% of portfolio
12,981
Q1 2025 Reduced 19.21%
$0
$1.69 Billion 1.85% of portfolio
17,498
Q1 2025 Reduced 29.5%
$0
$1.35 Billion 1.48% of portfolio
13,844
Q1 2025 New
$0
$1.34 Billion 1.47% of portfolio
2,606
Q1 2025 Added 2.84%
$136B
$1.28 Billion 1.4% of portfolio
50,603
Q1 2025 Added 23.3%
$0
$1.18 Billion 1.29% of portfolio
12,152
Q1 2025 Reduced 51.66%
$0
$1.17 Billion 1.28% of portfolio
46,445
Q1 2025 Reduced 51.26%
$0
$1.16 Billion 1.27% of portfolio
40,281
Q1 2025 Reduced 51.24%
$767B
$998 Million 1.09% of portfolio
1,208
Q1 2025 Added 5.13%
$359B
$873 Million 0.96% of portfolio
8,054
Q1 2025 Added 32.49%
Lam Research Corp
-
$713 Million 0.78% of portfolio
-
Q1 2025 Added 14.06%
$1.12B
$710 Million 0.78% of portfolio
18,931
Q4 2024 New
$295B
$639 Million 0.7% of portfolio
2,394
Q1 2025 Added 10.99%
$49B
$580 Million 0.64% of portfolio
1,950
Q1 2025 New
$43.8B
$554 Million 0.61% of portfolio
1,320
Q1 2025 Added 12.15%
$1.5T
$556 Million 0.61% of portfolio
965
Q1 2025 Added 2.99%
$80.1B
$559 Million 0.61% of portfolio
5,811
Q1 2025 New
$26.5B
$546 Million 0.6% of portfolio
3,246
Q1 2025 Added 12.28%
$0
$493 Million 0.54% of portfolio
4,822
Q1 2025 Reduced 82.22%
$788B
$439 Million 0.48% of portfolio
1,789
Q4 2024 New
$23.6B
$412 Million 0.45% of portfolio
26,693
Q1 2025 Added 24.01%
$11.4B
$393 Million 0.43% of portfolio
5,850
Q1 2025 Added 0.69%
$3.51T
$386 Million 0.42% of portfolio
1,028
Q1 2025 Added 10.9%
$27.2B
$378 Million 0.41% of portfolio
5,474
Q1 2025 New
$24.7B
$368 Million 0.4% of portfolio
3,669
Q1 2025 Added 31.65%
$0
$361 Million 0.39% of portfolio
1,395
Q1 2025 Added 0.14%
$15.3B
$338 Million 0.37% of portfolio
5,254
Q1 2025 Added 41.88%

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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