Comprehensive Financial Consultants Institutional, Inc. 13F Holdings
CIK 0001915714 · Bloomington, IN
As of Sep 30, 2025, Comprehensive Financial Consultants Institutional, Inc. reported 185 positions worth $322.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | JPM | Financial Services | 28,460 | $9.0M | 2.78% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 13,943 | $8.4M | 2.59% |
| APPLE INC | AAPL | Technology | 30,037 | $7.6M | 2.37% |
| MICROSOFT CORP | MSFT | Technology | 14,537 | $7.5M | 2.33% |
| BROADCOM INC | AVGO | Technology | 20,861 | $6.9M | 2.13% |
| HOME DEPOT INC | HD | Consumer Cyclical | 14,856 | $6.0M | 1.86% |
| EATON CORP PLC | ETN | Industrials | 15,851 | $5.9M | 1.84% |
| MARATHON PETROLEUM CORP | MPC | Energy | 29,819 | $5.7M | 1.78% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 30,120 | $5.6M | 1.73% |
| WALMART INC | WMT | Consumer Defensive | 53,376 | $5.5M | 1.70% |
| JOHNSON CONTROLS INTERNATIONAL PLC | JCI | Basic Materials | 48,627 | $5.3M | 1.66% |
| ABBVIE INC | ABBV | Equity | 22,801 | $5.3M | 1.64% |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 11,177 | $5.1M | 1.58% |
| ANALOG DEVICES INC | ADI | Technology | 19,969 | $4.9M | 1.52% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 110,207 | $4.8M | 1.50% |
| CME GROUP INC | CME | Financial Services | 17,834 | $4.8M | 1.49% |
| CHUBB LTD | CB | Financial Services | 16,852 | $4.8M | 1.47% |
| MEDTRONIC PLC | MDT | Healthcare | 48,297 | $4.6M | 1.43% |
| UNION PACIFIC CORP | UNP | Industrials | 18,856 | $4.5M | 1.38% |
| AIR PRODUCTS & CHEMICALS INC | APD | Basic Materials | 15,928 | $4.3M | 1.35% |
| BEST BUY CO INC | BBY | Consumer Cyclical | 56,653 | $4.3M | 1.33% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,403 | $4.3M | 1.32% |
| FT VEST US EQUITY MODERATE BUFFER ETF - NOVEMBER | GNOV | — | 110,028 | $4.2M | 1.30% |
| INNOVATOR US EQUITY 10 BUFFER ETF - QUARTERLY | ZALT | — | 127,355 | $4.1M | 1.26% |
| COMCAST CORP | CMCSA | Communication Services | 124,221 | $3.9M | 1.21% |