§ 13F · FUND PROFILE
Comprehensive Financial Consultants Institutional, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $305M (13F)Positions · 182Turnover · — · Q1Filed · May 8, 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 MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 14K | $8M | 2.4% | −6% |
| 2 | JPM | JPMORGAN CHASE & CO | 26K | $8M | 2.3% | −6% |
| 3 | AAPL | APPLE INC | 28K | $7M | 2.1% | ±0% |
| 4 | JNJ | JOHNSON & JOHNSON | 26K | $6M | 1.9% | −10% |
| 5 | WMT | WALMART INC | 50K | $6M | 1.9% | −3% |
| 6 | LLY | ELI LILLY & CO | 7K | $6M | 1.8% | +42% |
| 7 | MPC | MARATHON PETE CORP | 25K | $6M | 1.8% | −11% |
| 8 | JCI | JOHNSON CONTROLS INTERNATION | 45K | $6M | 1.8% | −4% |
| 9 | MSFT | MICROSOFT CORP | 15K | $6M | 1.7% | +7% |
| 10 | AVGO | BROADCOM INC | 18K | $6M | 1.6% | −2% |
§ 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 $305 million in assets. The fund runs a portfolio of 182 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed