Cfc Planning CO LLC Portfolio Holdings

Cfc Planning CO LLC

  • $93.4 Billion
  • Q4 2024

Cfc Planning CO LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $93.4 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.2B, Walt Disney CO with a value of $4.39B, American Express CO with a value of $4.1B, Nike, Inc. with a value of $3.91B, and Travelers Companies, Inc. with a value of $3.73B.

Examining the 13F form we can see an increase of $93.4B in the current position value.

Cfc Planning CO LLC is based out at Cicero, IN

Below you can find more details about Cfc Planning CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $93.4 Billion
ETFs: $30.8 Billion
Technology: $18.8 Billion
Financial Services: $13.3 Billion
Consumer Cyclical: $5.52 Billion
Communication Services: $5.42 Billion
Healthcare: $4.63 Billion
Consumer Defensive: $4.34 Billion
Energy: $3.36 Billion
Other: $6.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82T
$6.2 Billion 6.65% of portfolio
24,777
Q4 2024 New
$207B
$4.39 Billion 4.7% of portfolio
39,434
Q4 2024 New
$238B
$4.1 Billion 4.4% of portfolio
13,828
Q4 2024 New
$98.7B
$3.91 Billion 4.19% of portfolio
51,717
Q4 2024 New
$58.4B
$3.73 Billion 3.99% of portfolio
15,470
Q4 2024 New
$0
$3.63 Billion 3.88% of portfolio
15,412
Q4 2024 New
$344B
$2.88 Billion 3.08% of portfolio
8,612
Q4 2024 New
$0
$2.7 Billion 2.89% of portfolio
27,118
Q4 2024 New
$248B
$2.68 Billion 2.87% of portfolio
45,318
Q4 2024 New
$81.6B
$2.49 Billion 2.66% of portfolio
12,891
Q4 2024 New
$0
$2.46 Billion 2.64% of portfolio
44,828
Q4 2024 New
$0
$2.43 Billion 2.6% of portfolio
4,752
Q4 2024 New
$0
$2.41 Billion 2.58% of portfolio
95,296
Q4 2024 New
$0
$2.4 Billion 2.57% of portfolio
24,820
Q4 2024 New
$0
$2.39 Billion 2.56% of portfolio
25,137
Q4 2024 New
$0
$2.37 Billion 2.54% of portfolio
82,604
Q4 2024 New
$71.6B
$2.37 Billion 2.53% of portfolio
25,969
Q4 2024 New
$177B
$2.32 Billion 2.49% of portfolio
12,382
Q4 2024 New
$202B
$2.29 Billion 2.45% of portfolio
19,010
Q4 2024 New
$0
$2.12 Billion 2.27% of portfolio
16,068
Q4 2024 New
$0
$2.12 Billion 2.27% of portfolio
37,397
Q4 2024 New
$92.4B
$2.05 Billion 2.2% of portfolio
39,239
Q4 2024 New
$400B
$1.92 Billion 2.06% of portfolio
13,276
Q4 2024 New
$129B
$1.9 Billion 2.04% of portfolio
19,198
Q4 2024 New
$198B
$1.76 Billion 1.88% of portfolio
4,841
Q4 2024 New
$561B
$1.6 Billion 1.72% of portfolio
5,076
Q4 2024 New
$83.8B
$1.57 Billion 1.68% of portfolio
12,474
Q4 2024 New
$231B
$1.55 Billion 1.66% of portfolio
7,044
Q4 2024 New
$306B
$1.45 Billion 1.56% of portfolio
10,042
Q4 2024 New
$0
$1.37 Billion 1.46% of portfolio
2,534
Q4 2024 New
$151B
$1.09 Billion 1.17% of portfolio
41,041
Q4 2024 New
$782B
$888 Million 0.95% of portfolio
1,149
Q4 2024 New
$311B
$816 Million 0.87% of portfolio
6,079
Q4 2024 New
$1.22B
$761 Million 0.82% of portfolio
18,931
Q4 2024 New
$2.39T
$750 Million 0.8% of portfolio
3,417
Q4 2024 New
Lam Research Corp
-
$621 Million 0.67% of portfolio
-
Q4 2024 New
$1.54T
$549 Million 0.59% of portfolio
937
Q4 2024 New
$26.1B
$539 Million 0.58% of portfolio
2,891
Q4 2024 New
$29.9B
$511 Million 0.55% of portfolio
864
Q4 2024 New
$35.3B
$487 Million 0.52% of portfolio
1,177
Q4 2024 New
$56.1B
$472 Million 0.51% of portfolio
2,594
Q4 2024 New
$292B
$476 Million 0.51% of portfolio
2,157
Q4 2024 New
$27.3B
$460 Million 0.49% of portfolio
21,525
Q4 2024 New
$787B
$429 Million 0.46% of portfolio
1,789
Q4 2024 New
$11.3B
$432 Million 0.46% of portfolio
5,810
Q4 2024 New
$3.09T
$391 Million 0.42% of portfolio
927
Q4 2024 New
$0
$368 Million 0.39% of portfolio
1,393
Q4 2024 New
$0
$366 Million 0.39% of portfolio
6,213
Q4 2024 New
$424B
$315 Million 0.34% of portfolio
811
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $93.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 61 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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