13F Insight
DOSSIER · 13F-HR · Q3 2026

Comprehensive Financial Consultants Institutional, Inc.

$371M in tracked AUM across 198 positions as of Q3 2026.

CF
CIK 0001915714 · last filed Sep 30, 2026
Total AUM
$371M
as of Q3 2026
Holdings
198
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Comprehensive Financial Consultants Institutional, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$10M14K2.8%02
AAPL
APPLE INC
$9M27K2.4%03
MSFT
MICROSOFT CORP
$8M16K2.3%04
JPM
JPMORGAN CHASE & CO
$8M25K2.3%05
LLY
ELI LILLY & CO
$8M7K2.2%06
MPC
MARATHON PETE CORP
$8M20K2.1%07
JNJ
JOHNSON & JOHNSON
$6M24K1.7%08
G29183103
EATON CORP PLC
$6M15K1.7%09
ADI
ANALOG DEVICES INC
$6M15K1.6%10
G51502105
JOHNSON CONTROLS INTERNATION
$6M39K1.6%

Filing history

2026Q3Sep 30
$371M▼ 1.9%
198 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20