account_balance
Investment manager · 13F filer · SEC CIK 1915714
Comprehensive Financial Consultants Institutional, Inc.
Reported value$371Mas of Sep 30, 2026
Positions198 14 new, 20 sold out
Top 10 weight20.6%QQQ alone is 3%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
2.8%Added +3%
AAPLApple Inc.
2.4%Trimmed −5%
MSFTMicrosoft Corp
2.3%Trimmed −5%
JPMJPMorgan Chase & Co
2.3%Trimmed −2%
LLYELI Lilly & Co
2.2%
MPCMarathon Petroleum Corp
2.1%Trimmed −20%
JNJJohnson & Johnson
1.7%Trimmed −5%
ETNEaton Corp PLC
1.7%Trimmed −5%
ADIAnalog Devices Inc
1.6%Trimmed −7%
JCIJohnson Controls International PLC
1.6%Trimmed −6%
AVGOBroadcom Inc.
1.6%Trimmed −4%
AMDAdvanced Micro Devices Inc
1.5%
QQQInvesco QQQ Tr
2.8%+3%
AAPLApple Inc.
2.4%
MSFTMicrosoft Corp
2.3%
JPMJPMorgan Chase & Co
2.3%−2%
LLYELI Lilly & Co
2.2%
MPCMarathon Petroleum Corp
2.1%−20%
JNJJohnson & Johnson
1.7%
ETNEaton Corp PLC
1.7%
ADIAnalog Devices Inc
1.6%
JCIJohnson Controls International PLC
1.6%
AVGOBroadcom Inc.
1.6%
AMDAdvanced Micro Devices Inc
1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 2.8% Added +3%
AAPL Apple Inc. 2.4% Trimmed −5%MSFT Microsoft Corp 2.3% Trimmed −5%JPM JPMorgan Chase & Co 2.3% Trimmed −2%LLY ELI Lilly & Co 2.2% HeldMPC Marathon Petroleum Corp 2.1% Trimmed −20%JNJ Johnson & Johnson 1.7% Trimmed −5%ETN Eaton Corp PLC 1.7% Trimmed −5%ADI Analog Devices Inc 1.6% Trimmed −7%JCI Johnson Controls International PLC 1.6% Trimmed −6%AVGO Broadcom Inc. 1.6% Trimmed −4%AMD Advanced Micro Devices Inc 1.5% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.