Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings

Comprehensive Financial Consultants Institutional, Inc.

  • $291 Million
  • Q3 2025

Comprehensive Financial Consultants Institutional, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $8.98M, Invesco Qqq Trust, Series 1 with a value of $8.37M, Apple Inc. with a value of $7.65M, Microsoft Corp with a value of $7.53M, and Broadcom Inc. with a value of $6.88M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $277M to 291M.

Comprehensive Financial Consultants Institutional, Inc. is based out at Bloomington, IN

Below you can find more details about Comprehensive Financial Consultants Institutional, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
Technology: $58.8 Million
ETFs: $54.6 Million
Healthcare: $37.7 Million
Financial Services: $31.7 Million
Industrials: $29.9 Million
Consumer Cyclical: $25.2 Million
Communication Services: $15.4 Million
Consumer Defensive: $12.6 Million
Other: $18.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$880M
$1.92 Million 0.66% of portfolio
48,908
Q3 2025 Added 34.74%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $291 Million
  • Prior Value $277 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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