Comprehensive Financial Consultants Institutional, Inc.

CIK 0001915714 · BLOOMINGTON, IN · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Comprehensive Financial Consultants Institutional, Inc. reported 205 positions worth $378.1M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: QQQ (2.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$378.1M
2026 Q2
Positions
205
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
19.5%
Est. Net Flow (Q)
2026 Q2
10 / 205 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QQQINVESCO QQQ TRSH$10.1M2.68%13,775
2JPMJPMORGAN CHASE & COSH$8.5M2.24%25,922
3LLYELI LILLY & COSH$8.4M2.22%7,006
4AAPLAPPLE INCSH$8.1M2.15%28,144
5ETNEATON CORP PLCSH$6.6M1.74%15,408
6AVGOBROADCOM INCSH$6.5M1.72%17,228
7JNJJOHNSON & JOHNSONSH$6.5M1.72%25,549
8MSFTMICROSOFT CORPSH$6.4M1.70%17,184
9HDHOME DEPOT INCSH$6.3M1.67%17,876
10ADIANALOG DEVICES INCSH$6.3M1.66%15,779

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Comprehensive Financial Consultants Institutional, Inc. hold as of Q2 2026?

Comprehensive Financial Consultants Institutional, Inc. reported 205 positions worth $378.1M in its Q2 2026 13F filing. Largest positions: QQQ (2.7%), JPM (2.2%), LLY (2.2%), AAPL (2.2%) and ETN (1.7%).

What did Comprehensive Financial Consultants Institutional, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Comprehensive Financial Consultants Institutional, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.