13F Insight
DOSSIER · 13F-HR · Q2 2026

Comprehensive Financial Consultants Institutional, Inc.

$378M in tracked AUM across 205 positions as of Q2 2026.

CF
CIK 0001915714 · last filed Jun 30, 2026
Total AUM
$378M
as of Q2 2026
Holdings
205
—
positions
Whale Score
43
43
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Comprehensive Financial Consultants Institutional, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$10M14K2.7%02
JPM
JPMORGAN CHASE & CO
$8M26K2.2%03
LLY
ELI LILLY & CO
$8M7K2.2%04
AAPL
APPLE INC
$8M28K2.2%05
G29183103
EATON CORP PLC
$7M15K1.7%06
AVGO
BROADCOM INC
$7M17K1.7%07
JNJ
JOHNSON & JOHNSON
$6M26K1.7%08
MSFT
MICROSOFT CORP
$6M17K1.7%09
HD
HOME DEPOT INC
$6M18K1.7%10
ADI
ANALOG DEVICES INC
$6M16K1.7%

Filing history

2026Q2Jun 30
$378M▲ 12.3%
205 positionsView →2026Q1Mar 31
$337M▲ 1.6%
193 positionsView →2025Q4Dec 31
$331M▲ 2.6%
192 positionsView →2025Q3Sep 30
$323M▲ 5.9%
185 positionsView →2025Q2Jun 30
$305M▲ 8.3%
182 positionsLocked2025Q1Mar 31
$281M▲ 2.4%
175 positionsLocked2024Q4Dec 31
$275M▲ 0.2%
166 positionsLocked2024Q3Sep 30
$274M▲ 7.3%
166 positionsLocked2024Q2Jun 30
$255M▲ 6.0%
158 positionsLocked2024Q1Mar 31
$241M▲ 12.1%
158 positionsLocked2023Q4Dec 31
$215M▲ 13.0%
153 positionsLocked2023Q3Sep 30
$190M▲ 0.5%
153 positionsLocked
Showing 12 of 19