Comprehensive Financial Consultants Institutional, Inc.
CIK: 0001915714SEC EDGAR →
Portfolio Value
$331.3M
Holdings
189
As of
Q4 2025
New Positions
189
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NUBURU INC | 100,000 | $15.0M | 4.53% |
| 2 | INVESCO QQQ TR | 14,588 | $9.0M | 2.70% |
| 3 | JPMORGAN CHASE & CO. | 27,483 | $8.9M | 2.67% |
| 4 | APPLE INC | 28,395 | $7.7M | 2.33% |
| 5 | MSFTCall MICROSOFT CORP | 14,372 | $7.0M | 2.10% |
| 6 | BROADCOM INC | 18,233 | $6.3M | 1.90% |
| 7 | JOHNSON & JOHNSON | 28,561 | $5.9M | 1.78% |
| 8 | WALMART INC | 51,556 | $5.7M | 1.73% |
| 9 | JOHNSON CTLS INTL PLC | 46,973 | $5.6M | 1.70% |
| 10 | HOME DEPOT INC | 15,256 | $5.2M | 1.58% |
Quarterly Changes
New Positions (189)
$15.0M · 100K shares
$9.0M · 15K shares
$8.9M · 27K shares
$7.7M · 28K shares
$7.0M · 14K shares
$6.3M · 18K shares
$5.9M · 29K shares
$5.7M · 52K shares
$5.6M · 47K shares
$5.2M · 15K shares
$5.2M · 19K shares
$5.2M · 17K shares
$5.0M · 5K shares
$4.9M · 15K shares
$4.9M · 18K shares
$4.8M · 21K shares
$4.6M · 48K shares
$4.6M · 7K shares
$4.6M · 113K shares
$4.6M · 28K shares
$4.5M · 19K shares
$4.3M · 11K shares
$4.2M · 128K shares
$4.2M · 13K shares
$4.1M · 17K shares
$4.1M · 136K shares
$3.9M · 58K shares
$3.8M · 58K shares
$3.7M · 94K shares
$3.7M · 7K shares
$3.7M · 16K shares
$3.4M · 16K shares
$3.3M · 80K shares
$3.2M · 94K shares
$3.2M · 5K shares
$3.1M · 17K shares
$3.0M · 33K shares
$3.0M · 13K shares
$2.9M · 19K shares
$2.9M · 16K shares
$2.9M · 60K shares
$2.8M · 78K shares
$2.8M · 32K shares
$2.7M · 46K shares
$2.6M · 13K shares
$2.6M · 11K shares
$2.6M · 7K shares
$2.6M · 10K shares
$2.6M · 25K shares
$2.6M · 4K shares
$2.6M · 5K shares
$2.5M · 12K shares
$2.5M · 17K shares
$2.5M · 8K shares
$2.5M · 9K shares
$2.4M · 8K shares
$2.4M · 55K shares
$2.4M · 6K shares
$2.3M · 5K shares
$2.2M · 10K shares
$2.1M · 11K shares
$2.0M · 20K shares
$2.0M · 55K shares
$2.0M · 41K shares
$1.9M · 29K shares
$1.9M · 3K shares
$1.8M · 70K shares
$1.8M · 24K shares
$1.8M · 44K shares
$1.7M · 11K shares
$1.7M · 7K shares
$1.6M · 35K shares
$1.6M · 7K shares
$1.6M · 4K shares
$1.6M · 8K shares
$1.5M · 16K shares
$1.5M · 22K shares
$1.5M · 16K shares
$1.4M · 5K shares
$1.4M · 16K shares
$1.4M · 10K shares
$1.4M · 10K shares
$1.4M · 26K shares
$1.4M · 23K shares
$1.4M · 39K shares
$1.4M · 4K shares
$1.3M · 11K shares
$1.3M · 5K shares
$1.3M · 8K shares
$1.3M · 9K shares
$1.2M · 6K shares
$1.2M · 24K shares
$1.2M · 12K shares
$1.1M · 16K shares
$1.1M · 10K shares
$1.1M · 23K shares
$1.1M · 22K shares
$1.1M · 16K shares
$1.0M · 2K shares
$1.0M · 11K shares
$1.0M · 14K shares
$864K · 24K shares
$854K · 2K shares
$853K · 6K shares
$818K · 4K shares
$815K · 28K shares
$789K · 40K shares
$775K · 5K shares
$765K · 17K shares
$750K · 7K shares
$750K · 4K shares
$738K · 37K shares
$717K · 20K shares
$702K · 2K shares
$699K · 1K shares
$684K · 1K shares
$655K · 7K shares
$644K · 3K shares
$642K · 1K shares
$638K · 20K shares
$637K · 2K shares
$628K · 10K shares
$613K · 7K shares
$588K · 6K shares
$588K · 22K shares
$572K · 28K shares
$552K · 19K shares
$547K · 4K shares
$531K · 2K shares
$530K · 11K shares
$476K · 22K shares
$470K · 5K shares
$470K · 21K shares
$454K · 8K shares
$430K · 1K shares
$424K · 16K shares
$412K · 18K shares
$398K · 4K shares
$383K · 9K shares
$381K · 11K shares
$369K · 9K shares
$367K · 7K shares
$354K · 3K shares
$351K · 3K shares
$349K · 4K shares
$344K · 3K shares
$338K · 1K shares
$337K · 6K shares
$334K · 7K shares
$325K · 18K shares
$325K · 3K shares
$319K · 3K shares
$313K · 8K shares
$310K · 10K shares
$310K · 11K shares
$308K · 5K shares
$307K · 7K shares
$302K · 11K shares
$296K · 9K shares
$295K · 8K shares
$289K · 8K shares
$287K · 8K shares
$286K · 12K shares
$283K · 5K shares
$283K · 2K shares
$281K · 627 shares
$280K · 3K shares
$278K · 6K shares
$271K · 2K shares
$271K · 584 shares
$266K · 6K shares
$260K · 472 shares
$258K · 825 shares
$253K · 4K shares
$251K · 11K shares
$245K · 13K shares
$244K · 9K shares
$244K · 7K shares
$240K · 2K shares
$233K · 1K shares
$225K · 6K shares
$221K · 3K shares
$220K · 5K shares
$220K · 17K shares
$219K · 762 shares
$214K · 7K shares
$212K · 6K shares
$211K · 7K shares
$207K · 9K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 85 | $105.3M | 30.4% |
| Technology | 21 | $57.2M | 16.5% |
| Industrials | 17 | $47.4M | 13.7% |
| Healthcare | 14 | $38.6M | 11.2% |
| Unknown | 18 | $28.0M | 8.1% |
| Consumer Cyclical | 10 | $24.4M | 7.0% |
| Communication Services | 4 | $11.1M | 3.2% |
| Consumer Defensive | 6 | $10.7M | 3.1% |
| Energy | 4 | $9.1M | 2.6% |
| Utilities | 7 | $8.7M | 2.5% |
| Basic Materials | 2 | $5.1M | 1.5% |
| Real Estate | 1 | $644K | 0.2% |