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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.5B
$412 Million 0.34% of portfolio
4,943
Q3 2025 Reduced 5.42%
$4.45B
$263 Million 0.22% of portfolio
1,705
Q3 2025 New
$7.9B
$253 Million 0.21% of portfolio
8,917
Q3 2025 New
$5.87B
$239 Million 0.2% of portfolio
1,089
Q3 2025 Reduced 5.55%
$9.88B
$228 Million 0.19% of portfolio
3,309
Q3 2025 New
$4.15B
$231 Million 0.19% of portfolio
6,518
Q3 2025 New
$3.43B
$224 Million 0.18% of portfolio
1,786
Q3 2025 Reduced 10.12%
$3.56B
$216 Million 0.18% of portfolio
8,765
Q3 2025 New
$9.15B
$205 Million 0.17% of portfolio
1,190
Q3 2025 New
$5.1B
$208 Million 0.17% of portfolio
3,503
Q3 2025 New
$5.78B
$209 Million 0.17% of portfolio
448
Q3 2025 New
$7.58B
$205 Million 0.17% of portfolio
1,537
Q3 2025 New
$3.96B
$200 Million 0.16% of portfolio
4,645
Q3 2025 New
$9.47B
$194 Million 0.16% of portfolio
11,074
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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