Cfc Planning CO LLC Portfolio Holdings

Cfc Planning CO LLC

  • $132 Billion
  • Q4 2025

Cfc Planning CO LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.7B, Cisco Systems, Inc. with a value of $7.66B, American Express CO with a value of $6.47B, Walt Disney CO with a value of $5.81B, and Southern Copper Corp with a value of $4.78B.

Examining the 13F form we can see an increase of $9.85B in the current position value, from $122B to 132B.

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 $132 Billion
Technology: $34.9 Billion
ETFs: $29.7 Billion
Healthcare: $13.5 Billion
Financial Services: $13 Billion
Consumer Defensive: $12 Billion
Communication Services: $7.16 Billion
Industrials: $5.76 Billion
Energy: $4.9 Billion
Other: $7.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$11.7 Billion 8.86% of portfolio
42,924
Q4 2025 Added 10.53%
$319B
$7.66 Billion 5.81% of portfolio
99,388
Q4 2025 Added 7.28%
$255B
$6.47 Billion 4.91% of portfolio
17,489
Q4 2025 Reduced 4.44%
$193B
$5.81 Billion 4.41% of portfolio
51,099
Q4 2025 Added 7.27%
$101B
$4.78 Billion 3.63% of portfolio
33,303
Q4 2025 Added 2.2%
$300B
$4.45 Billion 3.38% of portfolio
13,494
Q4 2025 Added 5.72%
$237B
$4.43 Billion 3.36% of portfolio
27,594
Q4 2025 Added 11.3%
$0
$4.25 Billion 3.23% of portfolio
6,780
Q4 2025 Added 64.64%
$522B
$4.01 Billion 3.05% of portfolio
19,379
Q4 2025 Added 0.11%
$291B
$3.76 Billion 2.86% of portfolio
6,566
Q4 2025 Added 3.97%
$104B
$3.32 Billion 2.52% of portfolio
57,598
Q4 2025 Added 12.06%
$306B
$3.26 Billion 2.48% of portfolio
46,631
Q4 2025 Added 3.85%
$266B
$2.98 Billion 2.27% of portfolio
10,070
Q4 2025 Added 13.12%
$237B
$2.97 Billion 2.26% of portfolio
11,214
Q4 2025 Added 6.53%
$0
$2.95 Billion 2.24% of portfolio
4,325
Q4 2025 Added 14.0%
$177B
$2.95 Billion 2.24% of portfolio
16,979
Q4 2025 Added 9.83%
$533B
$2.88 Billion 2.19% of portfolio
8,217
Q4 2025 Added 16.37%
$235B
$2.78 Billion 2.11% of portfolio
26,443
Q4 2025 Added 2.18%
$113B
$2.77 Billion 2.1% of portfolio
29,549
Q4 2025 Added 5.85%
$0
$2.55 Billion 1.94% of portfolio
39,507
Q4 2025 Reduced 0.56%
$0
$2.46 Billion 1.87% of portfolio
20,908
Q4 2025 Reduced 10.9%
$0
$2.42 Billion 1.84% of portfolio
44,255
Q4 2025 Reduced 9.79%
$0
$2.4 Billion 1.82% of portfolio
52,886
Q4 2025 Added 84.46%
$0
$2.38 Billion 1.81% of portfolio
15,344
Q4 2025 Reduced 9.3%
$0
$2.39 Billion 1.81% of portfolio
16,571
Q4 2025 Added 75.95%
$64.7B
$2.13 Billion 1.62% of portfolio
20,299
Q4 2025 Added 8.33%
$68.7B
$1.83 Billion 1.39% of portfolio
18,448
Q4 2025 Added 4.91%
$465B
$1.53 Billion 1.16% of portfolio
8,206
Q4 2025 Added 26.05%
$971B
$1.35 Billion 1.03% of portfolio
1,256
Q4 2025 Added 2.2%
$0
$1.09 Billion 0.83% of portfolio
7,732
Q4 2025 Added 85.55%
$0
$1.08 Billion 0.82% of portfolio
3,712
Q4 2025 Added 76.59%
$1.37T
$1.05 Billion 0.8% of portfolio
1,598
Q4 2025 Added 64.4%
$1.29T
$1.05 Billion 0.8% of portfolio
2,339
Q4 2025 Added 714.98%
$40.2B
$1.05 Billion 0.79% of portfolio
3,690
Q4 2025 Added 16.7%
$37.6B
$984 Million 0.75% of portfolio
12,828
Q4 2025 New
$64.9B
$926 Million 0.7% of portfolio
11,656
Q4 2025 Added 68.46%
$57.4B
$917 Million 0.7% of portfolio
1,355
Q4 2025 Added 41.44%
$43.2B
$912 Million 0.69% of portfolio
1,006
Q4 2025 New
-
$892 Million 0.68% of portfolio
-
Q4 2025 Reduced 3.74%
$0
$873 Million 0.66% of portfolio
22,179
Q4 2025 Reduced 3.33%
$0
$869 Million 0.66% of portfolio
19,278
Q4 2025 Reduced 3.2%
$0
$859 Million 0.65% of portfolio
30,176
Q4 2025 Added 90.11%
$0
$766 Million 0.58% of portfolio
7,362
Q4 2025 Added 28.64%
$1.16B
$742 Million 0.56% of portfolio
18,931
Q4 2024 New
Super Micro Computer Inc
-
$611 Million 0.46% of portfolio
-
Q4 2025 New
$3.78T
$535 Million 0.41% of portfolio
1,107
Q4 2025 Added 11.59%
$0
$417 Million 0.32% of portfolio
5,527
Q4 2025 Added 0.84%
$0
$351 Million 0.27% of portfolio
4,408
Q3 2025 New
$10.6B
$329 Million 0.25% of portfolio
1,604
Q4 2025 Reduced 29.56%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $132 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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