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.
Comprehensive Financial Consultants Institutional, Inc. (CIK 1915714) reported $336.6M across 193 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($7.9M, 2.36%), JPM ($7.6M, 2.25%), AAPL ($7.2M, 2.14%), JNJ ($6.3M, 1.87%), WMT ($6.2M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $7.9M | 2.36% | 13,745 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $7.6M | 2.25% | 25,779 | Trimmed |
| 3 | AAPL | APPLE INC | $7.2M | 2.14% | 28,341 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON | $6.3M | 1.87% | 25,804 | Trimmed |
| 5 | WMT | WALMART INC | $6.2M | 1.85% | 50,220 | Trimmed |
| 6 | LLY | ELI LILLY & CO | $6.1M | 1.82% | 6,653 | Added |
| 7 | MPC | MARATHON PETE CORP | $6.1M | 1.81% | 24,907 | Trimmed |
| 8 | JCI | JOHNSON CONTROLS INTERNATION | $5.9M | 1.75% | 45,001 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $5.7M | 1.69% | 15,363 | Added |
| 10 | AVGO | BROADCOM INC | $5.5M | 1.64% | 17,833 | Trimmed |
| 11 | ETN | EATON CORP PLC | $5.5M | 1.62% | 15,282 | Trimmed |
| 12 | CB | CHUBB LTD SWITZ | $5.4M | 1.59% | 16,471 | Trimmed |
| 13 | ADI | ANALOG DEVICES INC | $5.3M | 1.58% | 16,720 | Trimmed |
| 14 | CME | CME GROUP INC | $5.2M | 1.55% | 17,616 | Trimmed |
| 15 | HD | HOME DEPOT INC | $5.1M | 1.53% | 15,653 | Added |
| 16 | VZ | VERIZON COMMUNICATIONS INC | $5.0M | 1.49% | 99,683 | Trimmed |
| 17 | APD | AIR PRODUCTS AND CHEMICALS I | $4.9M | 1.46% | 16,859 | Added |
| 18 | MSI | MOTOROLA SOLUTIONS INC | $4.9M | 1.45% | 11,255 | Added |
| 19 | UNP | UNION PAC CORP | $4.7M | 1.39% | 19,316 | Added |
| 20 | ABBV | ABBVIE INC | $4.6M | 1.37% | 21,139 | Trimmed |
| 21 | ZALT | INNOVATOR ETFS TRUST | $4.3M | 1.28% | 132,250 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $4.2M | 1.26% | 6,535 | Trimmed |
| 23 | BBY | BEST BUY INC | $4.1M | 1.23% | 64,477 | Added |
| 24 | CMCSA | COMCAST CORP NEW | $4.0M | 1.20% | 140,734 | Added |
| 25 | GEV | GE VERNOVA INC | $4.1M | 1.20% | 4,645 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31