Comprehensive Financial Consultants Institutional, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1915714
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$378.1M
incl. option notional
Equity Holdings
ⓘ$377.9M
Option Notional
ⓘ$231,350
$231,350 puts / $0 calls
Holdings
205
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Comprehensive Financial Consultants Institutional, Inc. disclosed 205 positions worth $378.1M in its Form 13F-HR for Q2 2026 — $377.9M in common stock plus $231,350 of put/call option positions (reported at underlying notional value, not premium at risk), led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 2.7% of the equity portfolio, followed by $JPM and $LLY. During the quarter the fund opened 21 new positions and exited 10 — including a new stake in $SCI and a full exit from $CCZ. The portfolio is most concentrated in Other (25.7% of disclosed assets). All figures are sourced directly from Comprehensive Financial Consultants Institutional, Inc.’s Form 13F-HR filing with the SEC under CIK 1915714.
AI Fund Analysis
Stable
$QQQ2.7% weight
Held 10 quarters
$JPM2.3% weight
Held 10 quarters
$LLY2.2% weight
Held 10 quarters
$AAPL2.2% weight
Held 10 quarters
$ETN1.7% weight
Held 10 quarters
$HD9 quarters accumulating
$UNP9 quarters accumulating
INNOVATOR ETFS TRUST - U S
9 quarters accumulating
INNOVATOR ETFS TRUST - DEF
9 quarters accumulating
$EW9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$MUPUT$231K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$10.1M13,775 sh - 70.7#210
Quality
$8.5M25,922 sh - 87.5#2
Quality
$8.4M7,006 sh - 76.4
Quality
$8.1M28,144 sh - —
Quality
$6.6M15,408 sh - 84.5
Quality
$6.5M17,228 sh - 69.0
Quality
$6.5M25,549 sh - 79.8
Quality
$6.4M17,184 sh - 60.3
Quality
$6.3M17,876 sh - 79.2
Quality
$6.3M15,779 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $10.1M | 13,775 |
| JPMORGAN CHASE & CO$JPM | 70.7#210 | $8.5M | 25,922 |
| ELI LILLY & Co$LLY | 87.5#2 | $8.4M | 7,006 |
| Apple Inc.$AAPL | 76.4 | $8.1M | 28,144 |
| Eaton Corp plc$ETN | — | $6.6M | 15,408 |
 Broadcom Inc.$AVGO | 84.5 | $6.5M | 17,228 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $6.5M | 25,549 |
 MICROSOFT CORP$MSFT | 79.8 | $6.4M | 17,184 |
| HOME DEPOT, INC.$HD | 60.3 | $6.3M | 17,876 |
 ANALOG DEVICES INC$ADI | 79.2 | $6.3M | 15,779 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Comprehensive Financial Consultants Institutional, Inc.'s 205 positions.
Showing top 10 of 205 holdings.
Sector Allocation
Other
$97.0M
Technology
$78.7M
Financials
$45.8M
Healthcare
$40.6M
Consumer Discretionary
$36.6M
Industrials
$33.3M
Energy
$11.2M
Utilities
$11.2M
Full Holdings — Comprehensive Financial Consultants Institutional, Inc. (Q2 2026)
All 205 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.1M | 2.7% | +0% | — |
| 2 | $JPM | JPMORGAN CHASE & CO | $8.5M | 2.3% | +1% | 70.7 |
| 3 | $LLY | ELI LILLY & Co | $8.4M | 2.2% | +5% | 87.5 |
| 4 | $AAPL | Apple Inc. | $8.1M | 2.2% | -1% | 76.4 |
| 5 | $ETN | Eaton Corp plc | $6.6M | 1.7% | +1% | — |
| 6 | $AVGO | Broadcom Inc. | $6.5M | 1.7% | -3% | 84.5 |
| 7 | $JNJ | JOHNSON & JOHNSON | $6.5M | 1.7% | -1% | 69 |
| 8 | $MSFT | MICROSOFT CORP | $6.4M | 1.7% | +12% | 79.8 |
| 9 | $HD | HOME DEPOT, INC. | $6.3M | 1.7% | +14% | 60.3 |
| 10 | $ADI | ANALOG DEVICES INC | $6.3M | 1.7% | -6% | 79.2 |
| 11 |  $MPC | Marathon Petroleum Corp | $6.2M | 1.6% | -2% | 61 |
| 12 |  $JCI | Johnson Controls International plc | $6.1M | 1.6% | -8% | — |
| 13 |  $WMT | Walmart Inc. | $5.7M | 1.5% | +1% | 60.2 |
| 14 |  $CB | Chubb Ltd | $5.5M | 1.5% | -1% | — |
| 15 |  $ABBV | AbbVie Inc. | $5.5M | 1.5% | +4% | 72.6 |
| 16 |  $AMD | ADVANCED MICRO DEVICES INC | $5.5M | 1.4% | -41% | 79.8 |
| 17 | $UNP | UNION PACIFIC CORP | $5.3M | 1.4% | +1% | 69.7 |
| 18 |  $APD | Air Products & Chemicals, Inc. | $5.1M | 1.3% | +2% | 46.4 |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $4.9M | 1.3% | +0% | — |
| 20 |  $BBY | BEST BUY CO INC | $4.9M | 1.3% | -0% | 60.2 |
| 21 |  $MSI | Motorola Solutions, Inc. | $4.9M | 1.3% | +4% | 71.8 |
| 22 |  $CMI | CUMMINS INC | $4.7M | 1.3% | -9% | 58.1 |
| 23 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $4.6M | 1.2% | +3% | — |
| 24 |  $VZ | VERIZON COMMUNICATIONS INC | $4.6M | 1.2% | +9% | 65.8 |
| 25 |  $GEV | GE Vernova Inc. | $4.3M | 1.1% | -22% | 81.1 |
| 26 |  $CME | CME GROUP INC. | $4.2M | 1.1% | +9% | 69.5 |
| 27 |  $ETR | ENTERGY CORP /DE/ | $4.2M | 1.1% | +6% | 59.5 |
| 28 | — | ISHARES TR - RUSSELL 2000 ETF | $4.2M | 1.1% | -0% | — |
| 29 |  $SCI | SERVICE CORP INTERNATIONAL | $4.1M | 1.1% | NEW | 68.9 |
| 30 |  $GOOG | Alphabet Inc. | $4.0M | 1.1% | -12% | 78.2 |
| 31 |  $AMZN | AMAZON COM INC | $3.9M | 1.0% | -2% | 68.7 |
| 32 |  $O | REALTY INCOME CORP | $3.9M | 1.0% | NEW | 73.7 |
| 33 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $3.9M | 1.0% | -1% | — |
| 34 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $3.9M | 1.0% | +5% | — |
| 35 |  $MS | MORGAN STANLEY | $3.6M | 1.0% | -2% | 75.8 |
| 36 |  $NVDA | NVIDIA CORP | $3.6M | 1.0% | +9% | 85.9 |
| 37 |  $ZTS | Zoetis Inc. | $3.5M | 0.9% | +157% | 68.6 |
| 38 |  $DRI | DARDEN RESTAURANTS INC | $3.4M | 0.9% | +5% | 64.1 |
| 39 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.4M | 0.9% | -2% | — |
| 40 |  $WT | WisdomTree, Inc. | $3.4M | 0.9% | +6% | 59.9 |
| 41 |  $ALL | ALLSTATE CORP | $3.2M | 0.9% | +4% | 78.5 |
| 42 |  $NXPI | NXP Semiconductors N.V. | $3.2M | 0.8% | -6% | — |
| 43 |  $TT | Trane Technologies plc | $3.1M | 0.8% | +1% | — |
| 44 |  $IQV | IQVIA HOLDINGS INC. | $3.1M | 0.8% | +12% | 61.4 |
| 45 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $3.1M | 0.8% | +2% | 72.6 |
| 46 | $EW | Edwards Lifesciences Corp | $3.1M | 0.8% | +4% | 69.4 |
| 47 |  $PH | Parker-Hannifin Corp | $3.0M | 0.8% | NEW | 65.8 |
| 48 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | $2.9M | 0.8% | -0% | — |
| 49 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.9M | 0.8% | -1% | — |
| 50 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $2.9M | 0.8% | +38% | 65.1 |
| 51 |  $FANG | Diamondback Energy, Inc. | $2.8M | 0.8% | -4% | 76.1 |
| 52 |  $STE | STERIS plc | $2.8M | 0.7% | +26% | — |
| 53 |  $META | Meta Platforms, Inc. | $2.8M | 0.7% | +22% | 79.6 |
| 54 |  $CEG | Constellation Energy Corp | $2.7M | 0.7% | +41% | 59.4 |
| 55 |  $SNPS | SYNOPSYS INC | $2.7M | 0.7% | +14% | 67.9 |
| 56 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $2.6M | 0.7% | +0% | — |
| 57 | — | VANGUARD STAR FDS - VG TL INTL STK F | $2.6M | 0.7% | +0% | — |
| 58 |  $CRM | Salesforce, Inc. | $2.6M | 0.7% | +55% | 77 |
| 59 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $2.6M | 0.7% | +13% | — |
| 60 |  $CSCO | CISCO SYSTEMS, INC. | $2.5M | 0.7% | -8% | 70.3 |
| 61 | — | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | $2.5M | 0.7% | +7% | — |
| 62 |  $SPGI | S&P Global Inc. | $2.5M | 0.7% | +25% | 76.1 |
| 63 | — | PROSHARES TR - S&P 500 DV ARIST | $2.2M | 0.6% | +95% | — |
| 64 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.1M | 0.6% | -7% | — |
| 65 | — | PACER FDS TR - GLOBL CASH ETF | $1.9M | 0.5% | +2% | — |
| 66 | $WT | WisdomTree, Inc. | $1.8M | 0.5% | +2% | 59.9 |
| 67 |  $CVX | CHEVRON CORP | $1.8M | 0.5% | +11% | 62.8 |
| 68 |  $TJX | TJX COMPANIES INC /DE/ | $1.7M | 0.5% | -0% | 68.7 |
| 69 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.7M | 0.5% | +4% | 62.9 |
| 70 |  $WM | WASTE MANAGEMENT INC | $1.7M | 0.5% | +5% | 67.6 |
| 71 |  $V | VISA INC. | $1.7M | 0.5% | +10% | 82.9 |
| 72 |  $LOW | LOWES COMPANIES INC | $1.7M | 0.5% | +10% | 60.8 |
| 73 | — | PACER FDS TR - US LRG CP CASH | $1.7M | 0.5% | +2% | — |
| 74 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.7M | 0.4% | +2% | — |
| 75 | — | SPDR SERIES TRUST - ST STR P500VAL | $1.6M | 0.4% | -4% | — |
| 76 |  $PG | PROCTER & GAMBLE Co | $1.6M | 0.4% | +3% | 64.6 |
| 77 |  $APH | AMPHENOL CORP /DE/ | $1.6M | 0.4% | +1% | 79.3 |
| 78 |  $MCD | MCDONALDS CORP | $1.6M | 0.4% | +23% | 69 |
| 79 |  $AZN | ASTRAZENECA PLC | $1.5M | 0.4% | +2% | — |
| 80 |  $KO | COCA COLA CO | $1.5M | 0.4% | +11% | 69.5 |
| 81 |  $AMGN | AMGEN INC | $1.5M | 0.4% | +1% | 79.2 |
| 82 | — | ISHARES TR - MSCI USA MIN ETF | $1.5M | 0.4% | -2% | — |
| 83 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $1.5M | 0.4% | -13% | — |
| 84 |  $PEP | PEPSICO INC | $1.5M | 0.4% | +10% | 63.4 |
| 85 |  $DUK | Duke Energy CORP | $1.5M | 0.4% | +13% | 56.4 |
| 86 | — | NORTHERN LTS FD TR II - ESSEN 40 STK ETF | $1.5M | 0.4% | NEW | — |
| 87 |  $SYK | STRYKER CORP | $1.4M | 0.4% | -2% | 72.1 |
| 88 | $WT | WisdomTree, Inc. | $1.4M | 0.4% | +8% | 59.9 |
| 89 |  $EMR | EMERSON ELECTRIC CO | $1.4M | 0.4% | +1% | 65.3 |
| 90 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 0.4% | +1% | 70.4 |
| 91 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.4% | -16% | 70.5 |
| 92 | — | PACER FDS TR - US CASH COWS 100 | $1.3M | 0.4% | -2% | — |
| 93 |  $LIN | LINDE PLC | $1.3M | 0.3% | +6% | — |
| 94 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.3M | 0.3% | +2% | 62.4 |
| 95 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $1.3M | 0.3% | +2% | — |
| 96 |  $ABT | ABBOTT LABORATORIES | $1.3M | 0.3% | +17% | 65.5 |
| 97 |  $TFC | TRUIST FINANCIAL CORP | $1.3M | 0.3% | +11% | 76.4 |
| 98 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.3% | +2% | 58.6 |
| 99 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.3% | -17% | 86.2 |
| 100 |  $KMB | KIMBERLY CLARK CORP | $1.2M | 0.3% | +9% | 58.7 |
| 101 |  $CAT | CATERPILLAR INC | $1.2M | 0.3% | -8% | 66.5 |
| 102 |  $BA | BOEING CO | $1.1M | 0.3% | -8% | 61.6 |
| 103 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US | $1.0M | 0.3% | +8% | — |
| 104 |  $CCI | CROWN CASTLE INC. | $981,991 | 0.3% | +5% | 61.7 |
| 105 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $916,725 | 0.2% | +1% | — |
| 106 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | $895,675 | 0.2% | -8% | — |
| 107 |  $HON | HONEYWELL INTERNATIONAL INC | $890,003 | 0.2% | -49% | 65 |
| 108 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $887,299 | 0.2% | -59% | — |
| 109 |  $SLV | iShares Silver Trust | $882,255 | 0.2% | +56% | — |
| 110 |  $IVZ | Invesco Ltd. | $877,244 | 0.2% | +0% | — |
| 111 |  $HONA | Honeywell Aerospace Inc. | $872,824 | 0.2% | NEW | — |
| 112 | — | FIRST TR EXCHNG TRADED FD VI - FT VE NA 100 CO | $867,940 | 0.2% | +8% | — |
| 113 | — | SPDR SERIES TRUST - ST STR SP METAL | $836,834 | 0.2% | +13% | — |
| 114 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $816,423 | 0.2% | +7% | — |
| 115 |  $WELL | WELLTOWER INC. | $788,494 | 0.2% | +0% | 59.8 |
| 116 |  $RTX | RTX Corp | $775,616 | 0.2% | -0% | 73.2 |
| 117 | $IVZ | Invesco Ltd. | $775,182 | 0.2% | +1% | — |
| 118 | — | ISHARES TR - CORE S&P500 ETF | $754,132 | 0.2% | -1% | — |
| 119 | — | ISHARES TR - ISHARES SEMICDTR | $742,641 | 0.2% | -16% | — |
| 120 | — | VANECK ETF TRUST - MORN SMID MO ETF | $742,304 | 0.2% | -2% | — |
| 121 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $731,692 | 0.2% | +15% | — |
| 122 | $IVZ | Invesco Ltd. | $723,676 | 0.2% | +1% | — |
| 123 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ | $713,658 | 0.2% | +13% | — |
| 124 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100 | $697,929 | 0.2% | -3% | — |
| 125 |  $LMT | LOCKHEED MARTIN CORP | $677,140 | 0.2% | +0% | 65.6 |
| 126 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $621,619 | 0.2% | -4% | — |
| 127 |  $ORCL | ORACLE CORP | $615,363 | 0.2% | +0% | 66.2 |
| 128 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $571,712 | 0.1% | +0% | — |
| 129 | — | ISHARES TR - S&P 100 ETF | $566,733 | 0.1% | -27% | — |
| 130 | — | INVESCO EXCHANGE TRADED FD T - OIL GAS SVC ETF | $555,941 | 0.1% | +0% | — |
| 131 | $IVZ | Invesco Ltd. | $555,191 | 0.1% | -0% | — |
| 132 | — | INNOVATOR ETFS TRUST - EQUITY DEFND 1YR | $554,557 | 0.1% | NEW | — |
| 133 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $554,032 | 0.1% | -23% | — |
| 134 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $539,302 | 0.1% | -2% | — |
| 135 | — | SPDR SERIES TRUST - ST STR SP600SM C | $537,694 | 0.1% | -4% | — |
| 136 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $526,665 | 0.1% | +0% | — |
| 137 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $513,170 | 0.1% | +0% | — |
| 138 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $496,741 | 0.1% | -15% | — |
| 139 |  $MSTR | Strategy Inc | $495,327 | 0.1% | +1% | 17.9 |
| 140 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $475,457 | 0.1% | +0% | — |
| 141 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $473,464 | 0.1% | NEW | — |
| 142 |  $FITB | FIFTH THIRD BANCORP | $471,704 | 0.1% | -6% | 63.2 |
| 143 | — | GLOBAL X FDS - NASDQ 100 CVRDGW | $460,682 | 0.1% | +34% | — |
| 144 |  $ED | CONSOLIDATED EDISON INC | $444,401 | 0.1% | +0% | 67.3 |
| 145 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100 | $441,333 | 0.1% | +0% | — |
| 146 |  $MO | ALTRIA GROUP, INC. | $421,267 | 0.1% | +0% | 67.4 |
| 147 | — | VANECK ETF TRUST - DURABLE HGH DIV | $419,603 | 0.1% | +0% | — |
| 148 |  $INTC | INTEL CORP | $415,705 | 0.1% | NEW | 45.6 |
| 149 |  $DTB | DTE ENERGY CO | $414,751 | 0.1% | +0% | 68.9 |
| 150 |  $MRK | Merck & Co., Inc. | $398,993 | 0.1% | +0% | 59.9 |
| 151 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $395,800 | 0.1% | +24% | — |
| 152 | $WT | WisdomTree, Inc. | $393,918 | 0.1% | -1% | 59.9 |
| 153 |  $CASY | CASEYS GENERAL STORES INC | $375,141 | 0.1% | +0% | 65.1 |
| 154 |  $XOM.R34088 | EXXON MOBIL CORP | $359,574 | 0.1% | -1% | 57.9 |
| 155 |  $DE | DEERE & CO | $351,419 | 0.1% | -5% | 55.4 |
| 156 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $350,314 | 0.1% | +0% | — |
| 157 | — | INNOVATOR ETFS TRUST - EQUITY 1YR JANUA | $347,105 | 0.1% | +0% | — |
| 158 |  $BAR | GraniteShares Gold Trust | $343,397 | 0.1% | +0% | — |
| 159 | — | GLOBAL X FDS - NASDAQ 100 COVER | $339,315 | 0.1% | +0% | — |
| 160 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $333,182 | 0.1% | NEW | — |
| 161 |  $JXN | Jackson Financial Inc. | $329,798 | 0.1% | -0% | 60.4 |
| 162 |  $SBCF | SEACOAST BANKING CORP OF FLORIDA | $328,178 | 0.1% | +0% | 62 |
| 163 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $327,691 | 0.1% | -2% | — |
| 164 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $324,797 | 0.1% | +1% | 70 |
| 165 | $IVZ | Invesco Ltd. | $313,895 | 0.1% | -10% | — |
| 166 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $313,601 | 0.1% | +0% | — |
| 167 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $308,458 | 0.1% | +13% | — |
| 168 | — | PGIM ETF TR - PGIM ULTRA SH BD | $308,201 | 0.1% | +1% | — |
| 169 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $307,693 | 0.1% | +6% | — |
| 170 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASDAQ | $306,936 | 0.1% | +12% | — |
| 171 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $302,435 | 0.1% | +3% | — |
| 172 | — | INNOVATOR ETFS TRUST - EQUITY DEF PRO 2 | $301,343 | 0.1% | -3% | — |
| 173 | — | ISHARES TR - ISHARES BIOTECH | $299,739 | 0.1% | -6% | — |
| 174 | — | PACER FDS TR - US SM CAP CA ETF | $289,692 | 0.1% | -6% | — |
| 175 | — | AIM ETF PRODUCTS TRUST - ALLI 6 BU10 ETF | $288,894 | 0.1% | NEW | — |
| 176 | $IVZ | Invesco Ltd. | $283,756 | 0.1% | -4% | — |
| 177 | — | FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ 100 | $281,642 | 0.1% | NEW | — |
| 178 | — | ISHARES TR - INVT GRD CORP BD | $280,132 | 0.1% | +0% | — |
| 179 |  $DELL | Dell Technologies Inc. | $278,292 | 0.1% | NEW | 71.2 |
| 180 |  $GRMN | GARMIN LTD | $273,171 | 0.1% | +0% | — |
| 181 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $273,028 | 0.1% | NEW | — |
| 182 |  $IRDM | Iridium Communications Inc. | $267,942 | 0.1% | NEW | 61.1 |
| 183 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $267,838 | 0.1% | -4% | — |
| 184 |  $GOOGL | Alphabet Inc. | $266,764 | 0.1% | -15% | 78.2 |
| 185 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 MARC | $262,061 | 0.1% | +4% | — |
| 186 | $WT | WisdomTree, Inc. | $259,877 | 0.1% | NEW | 59.9 |
| 187 |  $TSLA | Tesla, Inc. | $255,725 | 0.1% | -3% | 53.9 |
| 188 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | $250,802 | 0.1% | NEW | — |
| 189 |  $SO | SOUTHERN CO | $243,103 | 0.1% | +0% | 62 |
| 190 |  $MMM | 3M CO | $243,027 | 0.1% | +0% | 64.9 |
| 191 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $233,407 | 0.1% | NEW | — |
| 192 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 AUG | $232,286 | 0.1% | -62% | — |
| 193 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $232,103 | 0.1% | -31% | — |
| 194 | $MUPUT | MICRON TECHNOLOGY INC | $231,350 | — | NEW | 86.2 |
| 195 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $223,197 | 0.1% | NEW | — |
| 196 |  $PM | Philip Morris International Inc. | $223,062 | 0.1% | +1% | 75.9 |
| 197 | $IVZ | Invesco Ltd. | $220,857 | 0.1% | -5% | — |
| 198 | — | INNOVATOR ETFS TRUST - EQUI DEF PRO ETF | $210,470 | 0.1% | +0% | — |
| 199 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $210,345 | 0.1% | -7% | — |
| 200 | — | ISHARES TR - CORE HIGH DV ETF | $210,098 | 0.1% | +322% | — |
| 201 |  $BTI | British American Tobacco p.l.c. | $209,675 | 0.1% | NEW | — |
| 202 | — | ISHARES TR - IBONDS DEC2026 | $207,263 | 0.1% | +0% | — |
| 203 | — | INNOVATOR ETFS TRUST - GROWTH 100 PWR B | $203,995 | 0.1% | NEW | — |
| 204 |  $ETHA | iShares Ethereum Trust ETF | $127,033 | 0.0% | NEW | — |
| 205 |  $BURU | Nuburu, Inc. | $2,567 | 0.0% | +0% | — |
New Positions (21)
$SCI SERVICE CORP INTERNATIONAL$4.1M$O REALTY INCOME CORP$3.9M$PH Parker-Hannifin Corp$3.0M NORTHERN LTS FD TR II - ESSEN 40 STK ETF$1.5M
$HONA Honeywell Aerospace Inc.$872,824 INNOVATOR ETFS TRUST - EQUITY DEFND 1YR$554,557
INNOVATOR ETFS TRUST - US EQT ULTRA BF$473,464
$INTC INTEL CORP$415,705 FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$333,182
AIM ETF PRODUCTS TRUST - ALLI 6 BU10 ETF$288,894
FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ 100$281,642
$DELL Dell Technologies Inc.$278,292 SELECT SECTOR SPDR TR - ST STR DISCR ETF$273,028
$IRDM Iridium Communications Inc.$267,942 FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID$250,802
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Comprehensive Financial Consultants Institutional, Inc. including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Comprehensive Financial Consultants Institutional, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Comprehensive Financial Consultants Institutional, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Comprehensive Financial Consultants Institutional, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Comprehensive Financial Consultants Institutional, Inc. (SEC CIK: 1915714), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Comprehensive Financial Consultants Institutional, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.