§ 13F · FUND PROFILE
Comprehensive Financial Consultants Institutional, Inc..
AUM · $378M (13F)Positions · 205Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 14K | $10M | 2.7% | ±0% |
| 2 | JPM | JPMORGAN CHASE & CO | 26K | $8M | 2.2% | +1% |
| 3 | LLY | ELI LILLY & CO | 7K | $8M | 2.2% | +5% |
| 4 | AAPL | APPLE INC | 28K | $8M | 2.2% | −1% |
| 5 | ETN | EATON CORP PLC | 15K | $7M | 1.7% | +1% |
| 6 | AVGO | BROADCOM INC | 17K | $7M | 1.7% | −3% |
| 7 | JNJ | JOHNSON & JOHNSON | 26K | $6M | 1.7% | −1% |
| 8 | MSFT | MICROSOFT CORP | 17K | $6M | 1.7% | +12% |
| 9 | HD | HOME DEPOT INC | 18K | $6M | 1.7% | +14% |
| 10 | ADI | ANALOG DEVICES INC | 16K | $6M | 1.7% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMPREHENSIVE SIGNAL
AC read
Comprehensive Financial Consultants Institutional, Inc. is a Other fund managing $378 million in assets. The fund runs a broad portfolio of 205 positions.
Read the full dossier →