Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CFC Planning Co LLC (CIK 1854428) reported $140.1M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($13.0M, 9.30%), CSCO ($8.5M, 6.10%), SCCO ($6.2M, 4.45%), DIS ($5.2M, 3.74%), AXP ($5.2M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.0M | 9.30% | 51,337 | Added |
| 2 | CSCO | CISCO SYS INC | $8.5M | 6.10% | 110,098 | Added |
| 3 | SCCO | SOUTHERN COPPER CORP | $6.2M | 4.45% | 36,220 | Added |
| 4 | DIS | DISNEY WALT CO | $5.2M | 3.74% | 54,417 | Added |
| 5 | AXP | AMERICAN EXPRESS CO | $5.2M | 3.70% | 17,134 | Trimmed |
| 6 | PM | PHILIP MORRIS INTL INC | $4.9M | 3.53% | 29,890 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $4.8M | 3.40% | 7,983 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $4.7M | 3.38% | 19,386 | Added |
| 9 | VZ | VERIZON COMMUNICATIONS INC | $4.4M | 3.14% | 87,556 | New |
| 10 | COP | CONOCOPHILLIPS | $4.2M | 2.98% | 31,669 | Added |
| 11 | MO | ALTRIA GROUP INC | $4.2M | 2.97% | 63,081 | Added |
| 12 | KO | COCA COLA CO | $4.1M | 2.92% | 53,784 | Added |
| 13 | UNH | UNITEDHEALTH GROUP INC | $4.1M | 2.90% | 15,005 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $4.1M | 2.89% | 6,237 | Trimmed |
| 15 | TXN | TEXAS INSTRS INC | $3.5M | 2.51% | 18,102 | Added |
| 16 | EOG | EOG RES INC | $3.4M | 2.40% | 23,249 | Added |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | $3.1M | 2.22% | 12,815 | Added |
| 18 | MRK | MERCK & CO INC | $3.0M | 2.16% | 25,115 | Trimmed |
| 19 | V | VISA INC | $3.0M | 2.14% | 9,921 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.91% | 9,085 | Trimmed |
| 21 | CRM | SALESFORCE INC | $2.6M | 1.83% | 13,730 | Added |
| 22 | SECT | NORTHERN LTS FD TR IV | $2.5M | 1.80% | 41,748 | Added |
| 23 | XLI | SELECT SECTOR SPDR TR | $2.3M | 1.66% | 14,401 | Trimmed |
| 24 | XLB | SELECT SECTOR SPDR TR | $2.2M | 1.60% | 44,738 | Trimmed |
| 25 | XLK | SELECT SECTOR SPDR TR | $2.2M | 1.54% | 16,195 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31