Center for Financial Planning, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$961.1M
Holdings
702
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (702 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | USBUS BANCORP DEL | 10,353 | $552K | 0.06% | |
| 102 | GISGENERAL MLS INC | 11,066 | $514K | 0.05% | |
| 103 | BACVERIZON COMMUNICATIONS INC | 12,610 | $513K | 0.05% | |
| 104 | JCIJOHNSON CTLS INTL PLC | 4,213 | $504K | 0.05% | |
| 105 | EVSDMORGAN STANLEY ETF TRUST | 9,810 | $504K | 0.05% | |
| 106 | EFAISHARES TR | 5,103 | $490K | 0.05% | |
| 107 | MDTMEDTRONIC PLC | 5,106 | $490K | 0.05% | |
| 108 | APDAIR PRODS & CHEMS INC | 1,934 | $477K | 0.05% | |
| 109 | IYWISHARES TR | 2,384 | $476K | 0.05% | |
| 110 | VHTVANGUARD WORLD FD | 1,645 | $473K | 0.05% | |
| 111 | DRIDARDEN RESTAURANTS INC | 2,554 | $469K | 0.05% | |
| 112 | CMICUMMINS INC | 909 | $464K | 0.05% | |
| 113 | TJXTJX COS INC NEW | 2,996 | $460K | 0.05% | |
| 114 | NFLXNETFLIX INC | 4,850 | $454K | 0.05% | |
| 115 | SPGIS&P GLOBAL INC | 865 | $452K | 0.05% | |
| 116 | DISDISNEY WALT CO | 3,915 | $445K | 0.05% | |
| 117 | AMGNAMGEN INC | 1,349 | $441K | 0.05% | |
| 118 | ANETARISTA NETWORKS INC | 3,250 | $425K | 0.04% | |
| 119 | EFVISHARES TR | 5,941 | $424K | 0.04% | |
| 120 | OREALTY INCOME CORP | 7,298 | $411K | 0.04% | |
| 121 | ALSALLSTATE CORP | 1,943 | $404K | 0.04% | |
| 122 | UNHUNITEDHEALTH GROUP INC | 1,174 | $387K | 0.04% | |
| 123 | NXPINXP SEMICONDUCTORS N V | 1,784 | $387K | 0.04% | |
| 124 | MUBISHARES TR | 3,521 | $377K | 0.04% | |
| 125 | HBANHUNTINGTON BANCSHARES INC | 21,722 | $376K | 0.04% | |
| 126 | GEGE AEROSPACE | 1,216 | $374K | 0.04% | |
| 127 | YUMYUM BRANDS INC | 2,457 | $371K | 0.04% | |
| 128 | PFEPFIZER INC | 14,748 | $367K | 0.04% | |
| 129 | ORCLORACLE CORP | 1,865 | $363K | 0.04% | |
| 130 | ARTYISHARES TR | 6,910 | $332K | 0.03% | |
| 131 | MDLZMONDELEZ INTL INC | 5,931 | $319K | 0.03% | |
| 132 | GQ9SPDR GOLD TR | 804 | $318K | 0.03% | |
| 133 | MOALTRIA GROUP INC | 5,507 | $317K | 0.03% | |
| 134 | AJGGALLAGHER ARTHUR J & CO | 1,223 | $316K | 0.03% | |
| 135 | IQVIQVIA HLDGS INC | 1,374 | $309K | 0.03% | |
| 136 | FISFIDELITY NATL INFORMATION SV | 4,615 | $306K | 0.03% | |
| 137 | TAT&T INC | 12,285 | $305K | 0.03% | |
| 138 | ROKROCKWELL AUTOMATION INC | 767 | $298K | 0.03% | |
| 139 | QMARFIRST TR EXCHNG TRADED FD VI | 8,985 | $296K | 0.03% | |
| 140 | ETRENTERGY CORP NEW | 3,164 | $292K | 0.03% | |
| 141 | TIPISHARES TR | 2,651 | $291K | 0.03% | |
| 142 | VYMVANGUARD WHITEHALL FDS | 2,018 | $289K | 0.03% | |
| 143 | CMCSACOMCAST CORP NEW | 9,601 | $286K | 0.03% | |
| 144 | DTMDT MIDSTREAM INC | 2,360 | $282K | 0.03% | |
| 145 | BBYBEST BUY INC | 4,119 | $275K | 0.03% | |
| 146 | ASMLASML HOLDING N V | 257 | $274K | 0.03% | |
| 147 | IWFISHARES TR | 565 | $267K | 0.03% | |
| 148 | CMGCHIPOTLE MEXICAN GRILL INC | 7,165 | $265K | 0.03% | |
| 149 | UPSUNITED PARCEL SERVICE INC | 2,664 | $264K | 0.03% | |
| 150 | LMTLOCKHEED MARTIN CORP | 541 | $261K | 0.03% | |
| 151 | ISRGINTUITIVE SURGICAL INC | 458 | $259K | 0.03% | |
| 152 | HSICHENRY SCHEIN INC | 3,406 | $257K | 0.03% | |
| 153 | BACBANK AMERICA CORP | 4,637 | $255K | 0.03% | |
| 154 | MFCMANULIFE FINL CORP | 6,922 | $251K | 0.03% | |
| 155 | ITOTISHARES TR | 1,690 | $251K | 0.03% | |
| 156 | ADBEADOBE INC | 715 | $250K | 0.03% | |
| 157 | COSTCOSTCO WHSL CORP NEW | 290 | $250K | 0.03% | |
| 158 | SLYVSPDR SERIES TRUST | 2,677 | $243K | 0.03% | |
| 159 | STESTERIS PLC | 962 | $243K | 0.03% | |
| 160 | WFCWELLS FARGO CO NEW | 2,568 | $239K | 0.02% | |
| 161 | UBERUBER TECHNOLOGIES INC | 2,880 | $235K | 0.02% | |
| 162 | FANGDIAMONDBACK ENERGY INC | 1,535 | $230K | 0.02% | |
| 163 | AONAON PLC | 653 | $230K | 0.02% | |
| 164 | AORISHARES TR | 3,524 | $229K | 0.02% | |
| 165 | SDYSPDR SERIES TRUST | 1,603 | $223K | 0.02% | |
| 166 | VNQVANGUARD INDEX FDS | 2,484 | $219K | 0.02% | |
| 167 | IWOISHARES TR | 675 | $218K | 0.02% | |
| 168 | AMATAPPLIED MATLS INC | 834 | $214K | 0.02% | |
| 169 | IYRISHARES TR | 2,286 | $214K | 0.02% | |
| 170 | CATCATERPILLAR INC | 364 | $208K | 0.02% | |
| 171 | LCNBLCNB CORP | 12,664 | $207K | 0.02% | |
| 172 | APHAMPHENOL CORP NEW | 1,520 | $205K | 0.02% | |
| 173 | PRFZINVESCO EXCHANGE TRADED FD T | 4,340 | $199K | 0.02% | |
| 174 | DJTTRUMP MEDIA & TECHNOLOGY GRO | 14,805 | $196K | 0.02% | |
| 175 | PSAPUBLIC STORAGE OPER CO | 736 | $190K | 0.02% | |
| 176 | LULULULULEMON ATHLETICA INC | 912 | $189K | 0.02% | |
| 177 | LUVSOUTHWEST AIRLS CO | 4,533 | $187K | 0.02% | |
| 178 | INTUINTUIT | 283 | $187K | 0.02% | |
| 179 | BABOEING CO | 834 | $181K | 0.02% | |
| 180 | DC4DEXCOM INC | 2,705 | $179K | 0.02% | |
| 181 | LHXL3HARRIS TECHNOLOGIES INC | 606 | $177K | 0.02% | |
| 182 | DUKDUKE ENERGY CORP NEW | 1,473 | $172K | 0.02% | |
| 183 | MAMASTERCARD INCORPORATED | 300 | $171K | 0.02% | |
| 184 | DONSPDR DOW JONES INDL AVERAGE | 356 | $171K | 0.02% | |
| 185 | SWKSTANLEY BLACK & DECKER INC | 2,308 | $171K | 0.02% | |
| 186 | IVWISHARES TR | 1,369 | $168K | 0.02% | |
| 187 | CLSCELESTICA INC | 567 | $167K | 0.02% | |
| 188 | EWEDWARDS LIFESCIENCES CORP | 1,904 | $162K | 0.02% | |
| 189 | HALHALLIBURTON CO | 5,703 | $161K | 0.02% | |
| 190 | IWYISHARES TR | 559 | $154K | 0.02% | |
| 191 | NOWSERVICENOW INC | 990 | $151K | 0.02% | |
| 192 | VPUVANGUARD WORLD FD | 783 | $144K | 0.01% | |
| 193 | IEFISHARES TR | 1,490 | $143K | 0.01% | |
| 194 | HWMHOWMET AEROSPACE INC | 700 | $143K | 0.01% | |
| 195 | VEUVANGUARD INTL EQUITY INDEX F | 1,909 | $140K | 0.01% | |
| 196 | VFQYVANGUARD WELLINGTON FD | 900 | $138K | 0.01% | |
| 197 | IDXXIDEXX LABS INC | 205 | $138K | 0.01% | |
| 198 | MCOMOODYS CORP | 270 | $137K | 0.01% | |
| 199 | SOSOUTHERN CO | 1,539 | $134K | 0.01% | |
| 200 | NUENUCOR CORP | 822 | $134K | 0.01% |