StockDriftsStockDriftsTop 50 Comprehensive Financial Consultants Institutional, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 2.68% | 13.8K | $10.1M | +0.22%(+30) | $442.74(+65.45%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.25% | 25.9K | $8.5M | +0.55%(+143) | $155.31(+134.83%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.22% | 7.0K | $8.4M | +5.31%(+353) | $576.32(+104.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.16% | 28.1K | $8.1M | -0.70%(-197) | $162.13(+88.35%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 1.74% | 15.4K | $6.6M | +0.82%(+126) | $165.86(+175.81%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.72% | 17.2K | $6.5M | -3.39%(-605) | $69.87(+463.53%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.72% | 25.5K | $6.5M | -0.99%(-255) | $162.62(+60.17%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.7% | 17.2K | $6.4M | +11.85%(+1.82K) | $321.37(+51.25%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 1.67% | 17.9K | $6.3M | +14.20%(+2.22K) | $348.64(-4.17%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 1.66% | 15.8K | $6.3M | -5.63%(-941) | $209.86(+87.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.59% | +54.46% | — | — | +52.31% |
| Top 20 Holdings Unweighted | +15.27% | +53.17% | — | — | +51.64% |
Comprehensive Financial Consultants Institutional, Inc. reports $378.10M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (2.7%), JPM (2.3%) and LLY (2.2%). The top 20 holdings account for 34.01% of reported assets. Its disclosed equity book has returned +54.46% on a three-year cumulative basis. 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 Comprehensive Financial Consultants Institutional, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Comprehensive Financial Consultants Institutional, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1915714). View Comprehensive Financial Consultants Institutional, Inc.’s 13F filings on SEC