§ 13F · FUND PROFILE
CFC Planning Co LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106.0T (13F)Positions · 88Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 43K | $11.7T | 8.9% | +11% |
| 2 | CSCO | CISCO SYS INC | 99K | $7.7T | 5.8% | +7% |
| 3 | AXP | AMERICAN EXPRESS CO | 17K | $6.5T | 4.9% | −4% |
| 4 | DIS | DISNEY WALT CO | 51K | $5.8T | 4.4% | +7% |
| 5 | SCCO | SOUTHERN COPPER CORP | 33K | $4.8T | 3.6% | +2% |
| 6 | UNH | UNITEDHEALTH GROUP INC | 13K | $4.5T | 3.4% | +6% |
| 7 | PM | PHILIP MORRIS INTL INC | 28K | $4.4T | 3.4% | +11% |
| 8 | VOO | VANGUARD INDEX FDS | 7K | $4.3T | 3.2% | +65% |
| 9 | JNJ | JOHNSON & JOHNSON | 19K | $4.0T | 3.0% | ±0% |
| 10 | CAT | CATERPILLAR INC | 7K | $3.8T | 2.9% | +4% |
§ 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 $105960.1 trillion in assets. The fund runs a portfolio of 88 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed