Cfc Planning CO LLC Portfolio Holdings

Cfc Planning CO LLC

  • $122 Billion
  • Q3 2025

Cfc Planning CO LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.89B, Cisco Systems, Inc. with a value of $6.34B, American Express CO with a value of $6.08B, Walt Disney CO with a value of $5.45B, and Unitedhealth Group Inc with a value of $4.41B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $106B to 122B.

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 $122 Billion
Technology: $29.9 Billion
ETFs: $27.5 Billion
Financial Services: $13.5 Billion
Healthcare: $12.2 Billion
Consumer Defensive: $11.6 Billion
Communication Services: $7.37 Billion
Industrials: $4.92 Billion
Energy: $4.74 Billion
Other: $7.92 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$9.89 Billion 8.12% of portfolio
38,835
Q3 2025 Added 25.7%
$300B
$6.34 Billion 5.2% of portfolio
92,640
Q3 2025 Added 7.8%
$270B
$6.08 Billion 4.99% of portfolio
18,302
Q3 2025 Added 5.68%
$205B
$5.45 Billion 4.48% of portfolio
47,637
Q3 2025 Added 4.03%
$319B
$4.41 Billion 3.62% of portfolio
12,764
Q3 2025 New
$224B
$4.02 Billion 3.3% of portfolio
24,793
Q3 2025 Added 5.02%
$107B
$3.95 Billion 3.25% of portfolio
32,587
Q3 2025 Added 5.6%
$494B
$3.59 Billion 2.95% of portfolio
19,357
Q3 2025 Added 5.89%
$101B
$3.4 Billion 2.79% of portfolio
51,398
Q3 2025 Added 2.55%
$305B
$3.01 Billion 2.47% of portfolio
6,315
Q3 2025 Added 5.57%
$298B
$2.98 Billion 2.44% of portfolio
44,901
Q3 2025 New
$913B
$2.87 Billion 2.35% of portfolio
9,087
Q3 2025 Added 401.49%
$177B
$2.84 Billion 2.33% of portfolio
15,460
Q3 2025 Added 4.32%
$113B
$2.64 Billion 2.17% of portfolio
27,917
Q3 2025 Added 6.0%
$276B
$2.51 Billion 2.06% of portfolio
8,902
Q3 2025 Added 7.54%
$260B
$2.49 Billion 2.05% of portfolio
10,527
Q3 2025 Added 5.12%
$218B
$2.17 Billion 1.78% of portfolio
25,880
Q3 2025 Added 6.32%
$62B
$2.1 Billion 1.72% of portfolio
18,738
Q3 2025 Added 6.51%
$70.3B
$1.47 Billion 1.21% of portfolio
17,585
Q3 2025 Added 6.34%
$505B
$1.21 Billion 1.0% of portfolio
6,510
Q3 2025 Reduced 21.79%
$820B
$938 Million 0.77% of portfolio
1,229
Q3 2025 Added 1.65%
-
$912 Million 0.75% of portfolio
-
Q3 2025 New
$2.49T
$878 Million 0.72% of portfolio
3,998
Q3 2025 Added 237.1%
$1.14B
$743 Million 0.61% of portfolio
18,931
Q4 2024 New
$1.46T
$714 Million 0.59% of portfolio
972
Q3 2025 Reduced 7.87%
$33.4B
$676 Million 0.55% of portfolio
3,162
Q3 2025 Reduced 8.16%
$117B
$667 Million 0.55% of portfolio
1,361
Q3 2025 Added 8.19%
$52.4B
$612 Million 0.5% of portfolio
958
Q3 2025 Reduced 21.41%
$498B
$595 Million 0.49% of portfolio
496
Q3 2025 New
$68.2B
$582 Million 0.48% of portfolio
6,919
Q3 2025 Added 22.66%
$22.2B
$525 Million 0.43% of portfolio
5,560
Q3 2025 New
$3.86T
$514 Million 0.42% of portfolio
992
Q3 2025 Reduced 3.41%
$9.5B
$412 Million 0.34% of portfolio
4,943
Q3 2025 Reduced 5.42%
$11.2B
$384 Million 0.32% of portfolio
5,167
Q3 2025 Reduced 6.19%
$31.4B
$372 Million 0.31% of portfolio
15,135
Q3 2025 Reduced 3.97%
$10.6B
$343 Million 0.28% of portfolio
2,277
Q3 2025 Added 1.34%
$16.8B
$343 Million 0.28% of portfolio
5,085
Q3 2025 Reduced 6.71%
$389B
$323 Million 0.27% of portfolio
798
Q3 2025 Reduced 2.92%
$1.68T
$314 Million 0.26% of portfolio
1,293
Q3 2025 Added 32.89%
$19.8B
$309 Million 0.25% of portfolio
3,788
Q3 2025 Reduced 5.61%
$708B
$290 Million 0.24% of portfolio
1,030
Q3 2025 Reduced 13.52%
$1.89B
$276 Million 0.23% of portfolio
2,731
Q3 2025 Reduced 0.11%
$4.45B
$263 Million 0.22% of portfolio
1,705
Q3 2025 New
$27.3B
$261 Million 0.21% of portfolio
1,978
Q3 2025 Reduced 15.22%
$7.9B
$253 Million 0.21% of portfolio
8,917
Q3 2025 New
$47.6B
$249 Million 0.2% of portfolio
377
Q3 2025 New
$5.87B
$239 Million 0.2% of portfolio
1,089
Q3 2025 Reduced 5.55%
$12.2B
$239 Million 0.2% of portfolio
5,632
Q3 2025 Reduced 7.37%
$9.88B
$228 Million 0.19% of portfolio
3,309
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $122 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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