Institutional Fund
Cfc Planning Co LLC
Cicero, INCIK 18544286 filings on record
Portfolio Value
$138.58M
Q1 2026
Holdings
71
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+6.6%
from $129.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc9.4%
- Cisco Sys Inc6.2%
- Southern Copper Corp4.5%
- Disney Walt Co3.8%
- American Express Co3.7%
- Philip Morris Intl Inc3.6%
- Other68.8%
Portfolio Holdings
71 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 51.3K | $13.03M | 9.4% | +8.4K | Added |
| 2 | Cisco Sys Inc | 110.1K | $8.54M | 6.2% | +10.7K | Added |
| 3 | Southern Copper Corp | 36.2K | $6.23M | 4.5% | +2.9K | Added |
| 4 | Disney Walt Co | 54.4K | $5.24M | 3.8% | +3.3K | Added |
| 5 | American Express Co | 17.1K | $5.18M | 3.7% | −355 | Reduced |
| 6 | Philip Morris Intl Inc | 29.9K | $4.94M | 3.6% | +2.3K | Added |
| 7 | Vanguard Index Fds | 8.0K | $4.77M | 3.4% | +1.2K | Added |
| 8 | Johnson & Johnson | 19.4K | $4.74M | 3.4% | +7 | Added |
| 9 | Verizon Communications Inc | 87.6K | $4.40M | 3.2% | +87.6K | New |
| 10 | Conocophillips | 31.7K | $4.18M | 3.0% | +2.1K | Added |
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