StockDriftsStockDriftsTop 50 CFC Planning Co LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.95% | 58.2K | $16.8M | +13.32%(+6.84K) | $242.16(+26.64%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 7.79% | 112.3K | $13.2M | +1.96%(+2.15K) | $63.78(+89.83%) | 2026-06-30 | |
| SCCO | SOUTHERN COPPER CORP | 4.31% | 41.8K | $7.3M | +15.53%(+5.62K) | $111.86(+75.59%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 4.01% | 16.3K | $6.8M | +8.74%(+1.31K) | $333.76(+22.20%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.49% | 8.6K | $5.9M | +7.63%(+609) | $586.47(+21.24%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 3.39% | 31.7K | $5.7M | +6.05%(+1.81K) | $137.87(+34.91%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 3.28% | 16.4K | $5.5M | -4.25%(-729) | $287.09(+18.66%) | 2026-06-30 | |
| DIS | DISNEY WALT CO | 3.18% | 55.9K | $5.4M | +2.75%(+1.50K) | $105.13(-1.93%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 3.14% | 17.8K | $5.3M | -1.58%(-286) | $193.05(+47.46%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.91% | 19.4K | $4.9M | +0.10%(+19) | $155.01(+69.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.14% |
CFC Planning Co LLC reports $171.02M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.9%), CSCO (7.8%) and SCCO (4.3%). The top 20 holdings account for 67.7% of reported assets. Its disclosed equity book has returned +24.23% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track CFC Planning Co LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from CFC Planning Co LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1854428). View CFC Planning Co LLC’s 13F filings on SEC