Comprehensive Financial Consultants Institutional, Inc.
194 holdingsFiling period: 2026-03-31Current AUM: $370.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 13.7K | $7.9M | $9.5M | 2.55% | -843 | 2026-03-31 |
| 2 | JPM | JPMORGAN CHASE & CO | 25.8K | $7.6M | $9.1M | 2.45% | -1,704 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 28.3K | $7.2M | $8.8M | 2.36% | -54 | 2026-03-31 |
| 4 | JNJ | JOHNSON & JOHNSON | 25.8K | $6.3M | $6.6M | 1.79% | -2,757 | 2026-03-31 |
| 5 | WMT | WALMART INC | 50.2K | $6.2M | $5.6M | 1.51% | -1,336 | 2026-03-31 |
| 6 | LLY | ELI LILLY & CO | 6.7K | $6.1M | $7.6M | 2.06% | +2.0K | 2026-03-31 |
| 7 | MPC | MARATHON PETE CORP | 24.9K | $6.1M | $7.9M | 2.13% | -3,117 | 2026-03-31 |
| 8 | — | JOHNSON CONTROLS INTERNATION | 45.0K | $5.9M | $5.9M | 1.59% | -1,972 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 15.4K | $5.7M | $7.1M | 1.93% | +991 | 2026-03-31 |
| 10 | AVGO | BROADCOM INC | 17.8K | $5.5M | $6.9M | 1.88% | -400 | 2026-03-31 |
| 11 | — | EATON CORP PLC | 15.3K | $5.5M | $5.5M | 1.48% | -53 | 2026-03-31 |
| 12 | — | CHUBB LTD SWITZ | 16.5K | $5.4M | $5.4M | 1.45% | -234 | 2026-03-31 |
| 13 | ADI | ANALOG DEVICES INC | 16.7K | $5.3M | $6.1M | 1.66% | -2,557 | 2026-03-31 |
| 14 | CME | CME GROUP INC | 17.6K | $5.2M | $4.7M | 1.27% | -169 | 2026-03-31 |
| 15 | HD | HOME DEPOT INC | 15.7K | $5.1M | $5.2M | 1.40% | +397 | 2026-03-31 |
| 16 | VZ | VERIZON COMMUNICATIONS INC | 99.7K | $5.0M | $4.7M | 1.26% | -13,153 | 2026-03-31 |
| 17 | APD | AIR PRODUCTS AND CHEMICALS I | 16.9K | $4.9M | $5.0M | 1.34% | +293 | 2026-03-31 |
| 18 | MSI | MOTOROLA SOLUTIONS INC | 11.3K | $4.9M | $4.9M | 1.32% | +53 | 2026-03-31 |
| 19 | UNP | UNION PAC CORP | 19.3K | $4.7M | $5.6M | 1.52% | +31 | 2026-03-31 |
| 20 | ABBV | ABBVIE INC | 21.1K | $4.6M | $5.3M | 1.43% | -48 | 2026-03-31 |
| 21 | ZALT | INNOVATOR ETFS TRUST | 132.3K | $4.3M | $4.5M | 1.22% | +4.1K | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 6.5K | $4.2M | $4.9M | 1.32% | -237 | 2026-03-31 |
| 23 | BBY | BEST BUY INC | 64.5K | $4.1M | $5.6M | 1.50% | +6.5K | 2026-03-31 |
| 24 | GEV | GE VERNOVA INC | 4.6K | $4.1M | $4.6M | 1.24% | -192 | 2026-03-31 |
| 25 | CMCSA | COMCAST CORP NEW | 140.7K | $4.0M | $3.4M | 0.91% | +4.6K | 2026-03-31 |
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