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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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