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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$5.99 Billion 6.56% of portfolio
26,980
Q1 2025 Added 8.89%
$61.9B
$4.45 Billion 4.87% of portfolio
16,813
Q1 2025 Added 8.68%
$166B
$4.32 Billion 4.73% of portfolio
43,772
Q1 2025 Added 11.0%
$199B
$4.1 Billion 4.48% of portfolio
15,220
Q1 2025 Added 10.07%
$71B
$3.88 Billion 4.25% of portfolio
61,122
Q1 2025 Added 18.19%
$266B
$3.27 Billion 3.57% of portfolio
20,574
Q1 2025 Added 8.23%
$237B
$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%
$69.2B
$2.75 Billion 3.01% of portfolio
29,429
Q1 2025 Added 13.32%
$106B
$2.71 Billion 2.96% of portfolio
45,070
Q1 2025 Added 14.86%
$113B
$2.65 Billion 2.9% of portfolio
25,191
Q1 2025 Added 31.22%
$64.9B
$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%
$269B
$2.53 Billion 2.77% of portfolio
9,427
Q1 2025 Added 9.46%
$266B
$1.96 Billion 2.15% of portfolio
11,728
Q1 2025 Added 16.79%
$217B
$1.94 Billion 2.12% of portfolio
7,790
Q1 2025 Added 10.59%
$69.5B
$1.73 Billion 1.9% of portfolio
15,769
Q1 2025 Added 26.41%
$163B
$1.71 Billion 1.88% of portfolio
5,198
Q1 2025 Added 7.37%
$137B
$1.28 Billion 1.4% of portfolio
50,603
Q1 2025 Added 23.3%
$854B
$998 Million 1.09% of portfolio
1,208
Q1 2025 Added 5.13%
$271B
$873 Million 0.96% of portfolio
8,054
Q1 2025 Added 32.49%
$1.11B
$710 Million 0.78% of portfolio
18,931
Q4 2024 New
$307B
$639 Million 0.7% of portfolio
2,394
Q1 2025 Added 10.99%
$46.5B
$580 Million 0.64% of portfolio
1,950
Q1 2025 New
$36B
$554 Million 0.61% of portfolio
1,320
Q1 2025 Added 12.15%
$1.25T
$556 Million 0.61% of portfolio
965
Q1 2025 Added 2.99%
$81.8B
$559 Million 0.61% of portfolio
5,811
Q1 2025 New
$23.9B
$546 Million 0.6% of portfolio
3,246
Q1 2025 Added 12.28%
$718B
$439 Million 0.48% of portfolio
1,789
Q4 2024 New
$20.9B
$412 Million 0.45% of portfolio
26,693
Q1 2025 Added 24.01%
$9.99B
$393 Million 0.43% of portfolio
5,850
Q1 2025 Added 0.69%
$2.95T
$386 Million 0.42% of portfolio
1,028
Q1 2025 Added 10.9%
$22.5B
$378 Million 0.41% of portfolio
5,474
Q1 2025 New
$25.6B
$368 Million 0.4% of portfolio
3,669
Q1 2025 Added 31.65%
$15.3B
$338 Million 0.37% of portfolio
5,254
Q1 2025 Added 41.88%
$369B
$297 Million 0.33% of portfolio
811
Q4 2024 New
$15.4B
$296 Million 0.32% of portfolio
4,509
Q1 2025 Added 16.21%
$16.3B
$295 Million 0.32% of portfolio
9,545
Q1 2025 New
$9.24B
$263 Million 0.29% of portfolio
2,981
Q1 2025 New
$11.8B
$267 Million 0.29% of portfolio
12,125
Q1 2025 New
$385B
$258 Million 0.28% of portfolio
492
Q1 2025 Added 0.2%
$23.4B
$245 Million 0.27% of portfolio
2,383
Q1 2025 New
$10.8B
$234 Million 0.26% of portfolio
1,783
Q1 2025 New
$9.81B
$236 Million 0.26% of portfolio
6,473
Q1 2025 New
$10.8B
$241 Million 0.26% of portfolio
2,631
Q1 2025 New
$10.8B
$224 Million 0.25% of portfolio
1,112
Q1 2025 New
$13B
$230 Million 0.25% of portfolio
4,524
Q1 2025 New
$9.88B
$233 Million 0.25% of portfolio
3,989
Q1 2025 Added 18.61%
$8.67B
$222 Million 0.24% of portfolio
361
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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