Institutions / CFC Planning Co LLC
CFC Planning Co LLC
CIK 1854428 · Institution · as of Dec 31, 2025
Portfolio value
$129.98M
Positions
71
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 71 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $11.67M | 9.0% |
| Cisco Systems, Inc. | $7.66M | 5.9% |
| American Express Co | $6.47M | 5.0% |
| Walt Disney Co | $5.81M | 4.5% |
| Southern Copper CorpSCCO | $4.78M | 3.7% |
| Unitedhealth Group Inc | $4.45M | 3.4% |
| Philip Morris International Inc. | $4.43M | 3.4% |
| Vanguard Index Fds | $4.25M | 3.3% |
| Johnson & Johnson | $4.01M | 3.1% |
| Caterpillar Inc | $3.76M | 2.9% |
| Altria Group, Inc. | $3.32M | 2.6% |
| Coca Cola Co | $3.26M | 2.5% |
| International Business Machines Corp | $2.98M | 2.3% |
| Salesforce Inc | $2.97M | 2.3% |
| SPDR S&P 500 ETF Tr | $2.95M | 2.3% |
| Texas Instruments Inc | $2.95M | 2.3% |
| JPMorgan Chase & Co | $2.93M | 2.3% |
| Visa Inc | $2.88M | 2.2% |
| Merck & Co., Inc. | $2.78M | 2.1% |
| ConocoPhillips | $2.77M | 2.1% |
| Northern Lts Fd Tr IV | $2.55M | 2.0% |
| Select Sector SPDR Tr | $2.46M | 1.9% |
| Select Sector SPDR Tr | $2.42M | 1.9% |
| Select Sector SPDR Tr | $2.40M | 1.8% |
| Select Sector SPDR Tr | $2.39M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.