Comprehensive Financial Consultants Institutional, Inc.
205 holdingsFiling period: 2026-06-30Current AUM: $395.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 13.8K | $10.1M | $9.9M | 2.50% | +30 | 2026-06-30 |
| 2 | JPM | JPMorgan Chase & Co | 25.9K | $8.5M | $8.7M | 2.20% | +143 | 2026-06-30 |
| 3 | LLY | Eli Lilly & Co | 7.0K | $8.4M | $9.0M | 2.28% | +353 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 28.1K | $8.1M | $9.6M | 2.42% | -197 | 2026-06-30 |
| 5 | — | Eaton Corp PLC | 15.4K | $6.6M | $6.6M | 1.66% | +126 | 2026-06-30 |
| 6 | AVGO | Broadcom Inc | 17.2K | $6.5M | $5.8M | 1.46% | -605 | 2026-06-30 |
| 7 | JNJ | Johnson & Johnson | 25.5K | $6.5M | $6.6M | 1.68% | -255 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 17.2K | $6.4M | $9.1M | 2.31% | +1.8K | 2026-06-30 |
| 9 | HD | Home Depot Inc | 17.9K | $6.3M | $5.6M | 1.43% | +2.2K | 2026-06-30 |
| 10 | ADI | Analog Devices Inc | 15.8K | $6.3M | $6.3M | 1.59% | -941 | 2026-06-30 |
| 11 | MPC | Marathon Pete Corp | 24.4K | $6.2M | $11.6M | 2.94% | -464 | 2026-06-30 |
| 12 | — | Johnson Controls Internation | 41.4K | $6.1M | $6.1M | 1.53% | -3,571 | 2026-06-30 |
| 13 | WMT | Walmart Inc | 50.7K | $5.7M | $6.0M | 1.51% | +497 | 2026-06-30 |
| 14 | — | Chubb Limited | 16.3K | $5.5M | $5.5M | 1.40% | -218 | 2026-06-30 |
| 15 | ABBV | Abbvie Inc | 22.0K | $5.5M | $6.4M | 1.61% | +865 | 2026-06-30 |
| 16 | AMD | Advanced Micro Devices Inc | 9.4K | $5.5M | $5.0M | 1.28% | -6,478 | 2026-06-30 |
| 17 | UNP | Union Pac Corp | 19.5K | $5.3M | $5.6M | 1.42% | +171 | 2026-06-30 |
| 18 | APD | Air Products and Chemicals I | 17.3K | $5.1M | $5.2M | 1.32% | +409 | 2026-06-30 |
| 19 | SPY | State Str Spdr S&P 500 ETF T | 6.6K | $4.9M | $5.0M | 1.28% | +29 | 2026-06-30 |
| 20 | BBY | Best Buy Inc | 64.4K | $4.9M | $6.0M | 1.53% | -126 | 2026-06-30 |
| 21 | MSI | Motorola Solutions Inc | 11.7K | $4.9M | $5.4M | 1.38% | +483 | 2026-06-30 |
| 22 | CMI | Cummins Inc | 6.6K | $4.7M | $3.5M | 0.90% | -652 | 2026-06-30 |
| 23 | ZALT | Innovator ETFs Trust | 136.4K | $4.6M | $4.7M | 1.20% | +4.1K | 2026-06-30 |
| 24 | VZ | Verizon Communications Inc | 108.2K | $4.6M | $4.8M | 1.22% | +8.5K | 2026-06-30 |
| 25 | GEV | GE Vernova Inc | 3.6K | $4.3M | $3.2M | 0.82% | -1,023 | 2026-06-30 |
← Scroll →
Page 1 of 9