Institutional Fund
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, INCIK 19157145 filings on record
Portfolio Value
$336.38M
Q1 2026
Holdings
192
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+1.7%
from $330.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr2.4%
- Jpmorgan Chase & Co.2.3%
- Apple Inc2.1%
- Johnson & Johnson1.9%
- Walmart Inc1.9%
- Eli Lilly & Co1.8%
- Other87.7%
Portfolio Holdings
192 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 13.7K | $7.93M | 2.4% | −843 | Reduced |
| 2 | Jpmorgan Chase & Co. | 25.8K | $7.58M | 2.3% | −1.7K | Reduced |
| 3 | Apple Inc | 28.3K | $7.19M | 2.1% | −54 | Reduced |
| 4 | Johnson & Johnson | 25.8K | $6.31M | 1.9% | −2.8K | Reduced |
| 5 | Walmart Inc | 50.2K | $6.24M | 1.9% | −1.3K | Reduced |
| 6 | Eli Lilly & Co | 6.7K | $6.12M | 1.8% | +2.0K | Added |
| 7 | Marathon Pete Corp | 24.9K | $6.08M | 1.8% | −3.1K | Reduced |
| 8 | Johnson Ctls Intl PLC | 45.0K | $5.89M | 1.8% | −2.0K | Reduced |
| 9 | Microsoft Corp | 15.4K | $5.69M | 1.7% | +1.1K | Added |
| 10 | Broadcom Inc | 17.8K | $5.52M | 1.6% | −400 | Reduced |
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