§ 13F · FUND PROFILE
CFC Planning Co LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $122M (13F)Positions · 94Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 51K | $13M | 9.3% | +20% |
| 2 | CSCO | CISCO SYS INC | 110K | $9M | 6.1% | +11% |
| 3 | SCCO | SOUTHERN COPPER CORP | 36K | $6M | 4.4% | +9% |
| 4 | DIS | DISNEY WALT CO | 54K | $5M | 3.7% | +6% |
| 5 | AXP | AMERICAN EXPRESS CO | 17K | $5M | 3.7% | −2% |
| 6 | PM | PHILIP MORRIS INTL INC | 30K | $5M | 3.5% | +8% |
| 7 | VOO | VANGUARD INDEX FDS | 8K | $5M | 3.4% | +18% |
| 8 | JNJ | JOHNSON & JOHNSON | 19K | $5M | 3.4% | ±0% |
| 9 | VZ | VERIZON COMMUNICATIONS INC | 88K | $4M | 3.1% | NEW |
| 10 | COP | CONOCOPHILLIPS | 32K | $4M | 3.0% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CFC SIGNAL
AC read
CFC Planning Co LLC is a Other fund managing $122 million in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed