CFC Planning Co LLC 13F Holdings
CIK 0001854428 · CICERO, IN
As of Sep 30, 2025, CFC Planning Co LLC reported 86 positions worth
CIK 0001854428 · CICERO, IN
As of Sep 30, 2025, CFC Planning Co LLC reported 86 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 39,035 | $9.9M | 8.16% |
| CISCO SYSTEMS INC | CSCO | Technology | 92,640 | $6.3M | 5.20% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 18,302 | $6.1M | 4.99% |
| WALT DISNEY CO | DIS | Communication Services | 47,637 | $5.5M | 4.48% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,294 | $4.9M | 3.99% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 12,764 | $4.4M | 3.62% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 24,793 | $4.0M | 3.30% |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 32,587 | $4.0M | 3.25% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 19,357 | $3.6M | 2.95% |
| ALTRIA GROUP INC | MO | Equity | 51,398 | $3.4M | 2.79% |
| CATERPILLAR INC | CAT | Industrials | 6,315 | $3.0M | 2.47% |
| COCA COLA CO | KO | Consumer Defensive | 44,901 | $3.0M | 2.44% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 9,087 | $2.9M | 2.35% |
| TEXAS INSTRUMENTS INC | TXN | Technology | 15,460 | $2.8M | 2.33% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 23,465 | $2.8M | 2.28% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 9,418 | $2.7M | 2.18% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 49,057 | $2.6M | 2.17% |
| CONOCOPHILLIPS | COP | Energy | 27,917 | $2.6M | 2.17% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 16,917 | $2.6M | 2.14% |
| STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF | XLB | — | 28,671 | $2.6M | 2.11% |
| VANGUARD 500 INDEX FUND | VOO | — | 4,118 | $2.5M | 2.07% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 8,902 | $2.5M | 2.06% |
| MAIN SECTOR ROTATION ETF | SECT | — | 39,730 | $2.5M | 2.06% |
| SALESFORCE INC | CRM | Technology | 10,527 | $2.5M | 2.05% |
| VISA INC-CLASS A SHARES | V | Financial Services | 7,061 | $2.4M | 1.98% |