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