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CIK: 0001915714
Total reported value
$370.8M
$370.8M
204 檔
11.3%
According to the latest 13F quarterly dataset, Comprehensive Financial Consultants Institutional, Inc. managed an equity portfolio of $370.8M at the end of Q2 2026, spanning 204 distinct U.S. exchange-listed positions.
In Q2 2026, Comprehensive Financial Consultants Institutional, Inc. displayed an active expansion posture, initiating 22 new positions and adding to 90 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, JPM, LLY) accounted for 11.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
SCI
市值: $4.1M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $4.0M
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.68% | +0.14% | +0.22% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | +0.02% | +0.55% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.22% | -0.03% | +5.31% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.24% | -0.70% | |
| 5 | ETN | Eaton Corporation plc | Stock-Industrials | 1.74% | -0.04% | +0.82% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.72% | -0.16% | -3.39% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | +0.01% | -0.99% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | +0.57% | +11.85% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | -0.31% | +14.20% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 1.66% | -0.09% | -5.63% | |
| 11 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.65% | +0.43% | -1.86% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.03% | -7.94% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.52% | -0.15% | +0.99% | |
| 14 | CB | Chubb Limited | Stock-Financials | 1.46% | -0.10% | -1.32% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.46% | -0.02% | +4.09% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.45% | +0.02% | -40.69% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.40% | -0.06% | +0.89% | |
| 18 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.34% | -0.08% | +2.43% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -0.76% | +0.44% | |
| 20 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.29% | -1.29% | EXIT | |
| 21 | MSI | Motorola Solutions Inc | Stock-Tech | 1.29% | +0.05% | +4.29% | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 1.25% | -0.26% | -8.98% | |
| 23 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.22% | +0.12% | +3.11% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.21% | +0.11% | +8.57% | |
| 25 | GEV | GE Vernova Inc | Stock-Industrials | 1.13% | -0.22% | -22.02% | |
| 26 | CME | Cme Group Inc | Stock-Financials | 1.12% | +0.19% | +8.90% | |
| 27 | ETR | Entergy CORP | Stock-Utilities | 1.10% | -0.15% | +5.99% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.10% | -0.09% | -0.12% | |
| 29 | SCI | Service CORP International | Stock-Consumer Disc | 1.09% | +0.03% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | -0.02% | -12.07% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.07% | -1.63% | |
| 32 | O | Realty Income CORP | Stock-Real Estate | 1.02% | -0.03% | — | |
| 33 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 1.02% | -1.02% | EXIT | |
| 34 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.02% | +0.22% | +4.87% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.96% | -0.19% | -2.16% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.12% | +9.49% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.93% | -0.93% | EXIT | |
| 38 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.91% | -0.05% | +4.95% | |
| 39 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.90% | -0.90% | EXIT | |
| 40 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.89% | +0.03% | +5.84% | |
| 41 | ALL | Allstate CORP | Stock-Financials | 0.86% | -0.06% | +4.30% | |
| 42 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.85% | -0.10% | -5.73% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.83% | -0.04% | +0.77% | |
| 44 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.83% | +0.28% | +11.63% | |
| 45 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.83% | -0.06% | +1.58% | |
| 46 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.82% | -0.01% | +3.87% | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.78% | +0.02% | — | |
| 48 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.78% | +0.02% | -0.18% | |
| 49 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.78% | +0.03% | -1.20% | |
| 50 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.76% | -0.03% | +37.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCI | Service CORP International | +1.1% | NEW | New buy |
| 2 | O | Realty Income CORP | +1% | NEW | New buy |
| 3 | PH | Parker Hannifin CORP | +0.8% | NEW | New buy |
| 4 | AMD | Advanced Micro Devices | +0.5% | -40.69% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.4% | +5.31% | Add |
| 6 | ESN | Essential 40 Stock ETF | +0.4% | NEW | New buy |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.22% | Add |
| 8 | ZTS | Zoetis Inc | +0.3% | +157.28% | Add |
| 9 | MU | Micron Technology Inc | +0.3% | -1.09% | Trim |
| 10 | ✓ | +0.2% | NEW | New buy | |
| 11 | ✓ | +0.2% | NEW | New buy | |
| 12 | CMG | Chipotle Mexican Grill Inc | +0.2% | +37.75% | Add |
| 13 | CDNS | Cadence Design Sys Inc | +0.2% | +1.58% | Add |
| 14 | ZJUN | Innova Eqty Def Prot 1yr Jun | +0.2% | NEW | New buy |
| 15 | HD | Home Depot Inc | +0.1% | +14.20% | Add |
| 16 | NXPI | NXP Semiconductors N.V. | +0.1% | -5.73% | Trim |
| 17 | QGRW | Wisdomtree US Quality Growth | +0.1% | +5.84% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -8.22% | Trim |
| 19 | UJUN | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 20 | ETN | Eaton Corporation plc | +0.1% | +0.82% | Add |
| 21 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 22 | NVDA | Nvidia CORP | +0.1% | +9.49% | Add |
| 23 | IQV | Iqvia Holdings Inc | +0.1% | +11.63% | Add |
| 24 | ABBV | Abbvie Inc | +0.1% | +4.09% | Add |
| 25 | CMI | Cummins Inc | +0.1% | -8.98% | Trim |
| 26 | MS | Morgan Stanley | +0.1% | -2.16% | Trim |
| 27 | SNPS | Synopsys Inc | +0.1% | +14.46% | Add |
| 28 | CRM | Salesforce Inc | +0.1% | +54.68% | Add |
| 29 | APH | Amphenol Corp-cl A | +0.1% | +1.17% | Add |
| 30 | DJUN | Ft Vest US Equity Deep Buffe | +0.1% | NEW | New buy |
| 31 | AVGO | Broadcom Inc | +0.1% | -3.39% | Trim |
| 32 | ADI | Analog Devices Inc | +0.1% | -5.63% | Trim |
| 33 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.12% | Trim |
| 34 | CEG | Constellation Energy | +0.1% | +41.38% | Add |
| 35 | SPBX | Allianzim 6m Buffer10 Alloc | +0.1% | NEW | New buy |
| 36 | QMMY | Ft Ndq100 Mod Buff ETF - May | +0.1% | NEW | New buy |
| 37 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 38 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | New buy |
| 39 | IRDM | Iridium Communications Inc | +0.1% | NEW | New buy |
| 40 | WCLD | Wisdomtree Cloud Computing | +0.1% | NEW | New buy |
| 41 | FGD | First Trust Dj Gl Sel Dvd | +0.1% | NEW | New buy |
| 42 | BBY | Best Buy Co Inc | +0.1% | -0.20% | Trim |
| 43 | ALL | Allstate CORP | +0.1% | +4.30% | Add |
| 44 | CAT | Caterpillar Inc | +0.1% | -8.36% | Trim |
| 45 | SOXX | Ishares Semiconductor ETF | +0.1% | -16.38% | Trim |
| 46 | BOTZ | Global X Robotics & Artifici | +0.1% | NEW | New buy |
| 47 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | NEW | New buy |
| 48 | BTI | British American Tob-sp Adr | +0.1% | NEW | New buy |
| 49 | TT | Trane Technologies plc | +0.1% | +0.77% | Add |
| 50 | V | Visa Inc-class A Shares | +0.1% | +9.76% | Add |
According to official SEC Form 13F filings, Comprehensive Financial Consultants Institutional, Inc. reported a total U.S. public equity portfolio value of $370.8M across 204 disclosed positions in Q2 2026.
During Q2 2026, Comprehensive Financial Consultants Institutional, Inc.'s top holdings by market value included QQQ (2.7%)、JPM (2.2%)、LLY (2.2%). The largest single position, QQQ, represented 2.7% of total portfolio value.
In Q2 2026, Comprehensive Financial Consultants Institutional, Inc. made 181 total portfolio adjustments, initiating 22 new buys, adding to 90 positions, trimming 58 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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