Cfc Planning CO LLC Portfolio Holdings

Cfc Planning CO LLC

  • $106 Billion
  • Q2 2025

Cfc Planning CO LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.34B, Cisco Systems, Inc. with a value of $5.96B, Walt Disney CO with a value of $5.68B, American Express CO with a value of $5.52B, and Nike, Inc. with a value of $5.01B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $91.4B to 106B.

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 $106 Billion
Technology: $25.3 Billion
ETFs: $24.2 Billion
Financial Services: $9.94 Billion
Consumer Cyclical: $7.86 Billion
Healthcare: $7.8 Billion
Consumer Defensive: $7.46 Billion
Communication Services: $7.32 Billion
Industrials: $6.49 Billion
Other: $9.36 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$6.34 Billion 5.98% of portfolio
30,895
Q2 2025 Added 14.51%
$273B
$5.96 Billion 5.63% of portfolio
85,935
Q2 2025 Added 70.68%
$211B
$5.68 Billion 5.36% of portfolio
45,793
Q2 2025 Added 4.62%
$243B
$5.52 Billion 5.21% of portfolio
17,319
Q2 2025 Added 13.79%
$92B
$5.01 Billion 4.73% of portfolio
70,551
Q2 2025 Added 15.43%
$257B
$4.3 Billion 4.06% of portfolio
23,609
Q2 2025 Added 14.75%
$82.1B
$3.12 Billion 2.95% of portfolio
30,859
Q2 2025 Added 4.86%
$177B
$3.08 Billion 2.9% of portfolio
14,820
Q2 2025 Added 3.61%
$119B
$2.94 Billion 2.77% of portfolio
50,118
Q2 2025 Added 11.2%
$466B
$2.79 Billion 2.64% of portfolio
18,280
Q2 2025 Added 5.34%
$243B
$2.73 Billion 2.58% of portfolio
10,014
Q2 2025 Added 6.23%
$227B
$2.44 Billion 2.3% of portfolio
8,278
Q2 2025 Added 6.26%
$118B
$2.36 Billion 2.23% of portfolio
26,337
Q2 2025 Added 4.55%
$228B
$2.32 Billion 2.19% of portfolio
5,982
Q2 2025 Added 15.08%
$0
$2.29 Billion 2.16% of portfolio
39,489
Q2 2025 Reduced 1.85%
$0
$2.28 Billion 2.15% of portfolio
3,689
Q2 2025 Added 7.55%
$0
$2.16 Billion 2.04% of portfolio
19,901
Q2 2025 Added 13.73%
$0
$2.12 Billion 2.0% of portfolio
14,348
Q2 2025 Added 10.53%
$69.2B
$2.1 Billion 1.99% of portfolio
17,593
Q2 2025 New
$0
$2.07 Billion 1.95% of portfolio
20,784
Q2 2025 Added 50.13%
$0
$2.06 Billion 1.94% of portfolio
39,310
Q2 2025 Added 10.8%
$48.7B
$1.99 Billion 1.88% of portfolio
13,688
Q2 2025 New
$555B
$1.98 Billion 1.87% of portfolio
5,588
Q2 2025 Added 3.85%
$210B
$1.93 Billion 1.82% of portfolio
24,341
Q2 2025 New
$61.5B
$1.67 Billion 1.58% of portfolio
16,537
Q2 2025 Added 4.87%
$0
$1.65 Billion 1.56% of portfolio
2,902
Q2 2025 Added 11.36%
$443B
$1.32 Billion 1.24% of portfolio
8,324
Q2 2025 Added 3.35%
$0
$997 Million 0.94% of portfolio
10,244
Q2 2025 Reduced 15.7%
$0
$997 Million 0.94% of portfolio
34,034
Q2 2025 Reduced 15.51%
$0
$990 Million 0.93% of portfolio
38,840
Q2 2025 Reduced 16.37%
$718B
$943 Million 0.89% of portfolio
1,209
Q2 2025 Added 0.08%
$1.69T
$779 Million 0.73% of portfolio
1,055
Q2 2025 Added 9.33%
$1.21B
$729 Million 0.69% of portfolio
18,931
Q4 2024 New
$53.4B
$654 Million 0.62% of portfolio
1,219
Q2 2025 Reduced 7.65%
$93.7B
$641 Million 0.6% of portfolio
1,258
Q2 2025 New
$144B
$637 Million 0.6% of portfolio
5,749
Q2 2025 New
$16.3B
$621 Million 0.59% of portfolio
3,676
Q2 2025 New
$62.8B
$596 Million 0.56% of portfolio
5,641
Q2 2025 Reduced 2.93%
$33.8B
$581 Million 0.55% of portfolio
3,443
Q2 2025 Added 6.07%
$301B
$549 Million 0.52% of portfolio
2,304
Q2 2025 Reduced 3.76%
$0
$546 Million 0.51% of portfolio
5,418
Q2 2025 Added 12.36%
$900B
$526 Million 0.5% of portfolio
1,812
Q2 2025 Added 1.29%
$3.8T
$511 Million 0.48% of portfolio
1,027
Q2 2025 Reduced 0.1%
$0
$437 Million 0.41% of portfolio
1,561
Q2 2025 Added 11.9%
$10.6B
$397 Million 0.37% of portfolio
2,247
Q2 2025 New
$13.9B
$380 Million 0.36% of portfolio
5,226
Q2 2025 New
$12.1B
$372 Million 0.35% of portfolio
5,508
Q2 2025 Reduced 5.85%
$0
$360 Million 0.34% of portfolio
2,743
Q2 2025 Added 15.2%
$16.3B
$330 Million 0.31% of portfolio
5,451
Q2 2025 Added 3.75%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $106 Billion
  • Prior Value $91.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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