§ 13F · FUND PROFILE
CFC Planning Co LLC.
AUM · $171M (13F)Positions · 71Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 58K | $17M | 9.8% | +13% |
| 2 | CSCO | CISCO SYS INC | 112K | $13M | 7.7% | +2% |
| 3 | SCCO | SOUTHERN COPPER CORP | 42K | $7M | 4.3% | +16% |
| 4 | UNH | UNITEDHEALTH GROUP INC | 16K | $7M | 4.0% | +9% |
| 5 | VOO | VANGUARD INDEX FDS | 9K | $6M | 3.5% | +8% |
| 6 | PM | PHILIP MORRIS INTL INC | 32K | $6M | 3.4% | +6% |
| 7 | AXP | AMERICAN EXPRESS CO | 16K | $6M | 3.2% | −4% |
| 8 | DIS | DISNEY WALT CO | 56K | $5M | 3.1% | +3% |
| 9 | TXN | TEXAS INSTRS INC | 18K | $5M | 3.1% | −2% |
| 10 | JNJ | JOHNSON & JOHNSON | 19K | $5M | 2.9% | ±0% |
§ 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 $171 million in assets. The fund runs a portfolio of 71 positions.
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