CFC Planning Co LLC
71 holdingsFiling period: 2026-03-31Current AUM: $164.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 51.3K | $13.0M | $15.9M | 9.67% | +8.4K | 2026-03-31 |
| 2 | CSCO | CISCO SYS INC | 110.1K | $8.5M | $12.8M | 7.79% | +10.7K | 2026-03-31 |
| 3 | SCCO | SOUTHERN COPPER CORP | 36.2K | $6.2M | $6.6M | 4.03% | +2.9K | 2026-03-31 |
| 4 | DIS | DISNEY WALT CO | 54.4K | $5.2M | $5.2M | 3.19% | +3.3K | 2026-03-31 |
| 5 | AXP | AMERICAN EXPRESS CO | 17.1K | $5.2M | $5.8M | 3.51% | -355 | 2026-03-31 |
| 6 | PM | PHILIP MORRIS INTL INC | 29.9K | $4.9M | $5.7M | 3.48% | +2.3K | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 8.0K | $4.8M | $5.5M | 3.34% | +1.2K | 2026-03-31 |
| 8 | JNJ | JOHNSON & JOHNSON | 19.4K | $4.7M | $5.0M | 3.03% | +7 | 2026-03-31 |
| 9 | VZ | VERIZON COMMUNICATIONS INC | 87.6K | $4.4M | $4.1M | 2.50% | -- | 2026-03-31 |
| 10 | COP | CONOCOPHILLIPS | 31.7K | $4.2M | $3.8M | 2.33% | +2.1K | 2026-03-31 |
| 11 | MO | ALTRIA GROUP INC | 63.1K | $4.2M | $4.3M | 2.63% | +5.5K | 2026-03-31 |
| 12 | KO | COCA COLA CO | 53.8K | $4.1M | $4.7M | 2.87% | +7.2K | 2026-03-31 |
| 13 | UNH | UNITEDHEALTH GROUP INC | 15.0K | $4.1M | $6.2M | 3.79% | +1.5K | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 6.2K | $4.1M | $4.7M | 2.84% | -588 | 2026-03-31 |
| 15 | TXN | TEXAS INSTRS INC | 18.1K | $3.5M | $5.0M | 3.04% | +1.1K | 2026-03-31 |
| 16 | EOG | EOG RES INC | 23.2K | $3.4M | $3.5M | 2.11% | +3.0K | 2026-03-31 |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | 12.8K | $3.1M | $2.9M | 1.75% | +2.7K | 2026-03-31 |
| 18 | MRK | MERCK & CO INC | 25.1K | $3.0M | $3.3M | 1.99% | -1,328 | 2026-03-31 |
| 19 | V | VISA INC | 9.9K | $3.0M | $3.6M | 2.21% | +1.7K | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 9.1K | $2.7M | $3.2M | 1.95% | -2 | 2026-03-31 |
| 21 | CRM | SALESFORCE INC | 13.7K | $2.6M | $2.5M | 1.54% | +2.5K | 2026-03-31 |
| 22 | SECT | NORTHERN LTS FD TR IV | 41.7K | $2.5M | $2.9M | 1.79% | +2.2K | 2026-03-31 |
| 23 | XLI | SELECT SECTOR SPDR TR | 14.4K | $2.3M | $2.6M | 1.58% | -943 | 2026-03-31 |
| 24 | XLB | SELECT SECTOR SPDR TR | 44.7K | $2.2M | $2.3M | 1.38% | -8,148 | 2026-03-31 |
| 25 | XLK | SELECT SECTOR SPDR TR | 16.2K | $2.2M | $2.8M | 1.73% | -376 | 2026-03-31 |
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