Cfc Planning Co LLC Top Holdings and 13F Report (2026) About Cfc Planning Co LLCInvestment ActivityCfc Planning Co LLC has $140.14 million in total holdings as of March 31, 2026.Cfc Planning Co LLC owns shares of 71 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 15.32% of the portfolio was purchased this quarter.About 8.70% of the portfolio was sold this quarter.This quarter, Cfc Planning Co LLC has purchased 71 new stocks and bought additional shares in 35 stocks.Cfc Planning Co LLC sold shares of 19 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $13,029,109Cisco Systems $8,542,576Southern Copper $6,232,013Walt Disney $5,244,710American Express $5,182,865 Largest New Holdings this Quarter 92343V104 - Verizon Communications $4,395,311 Holding007903107 - Advanced Micro Devices $1,096,691 Holding052769106 - Autodesk $1,072,751 Holding595112103 - Micron Technology $1,030,750 Holding031162100 - Amgen $951,754 Holding Largest Purchases this Quarter Verizon Communications 87,556 shares (about $4.40M)Apple 8,413 shares (about $2.14M)Advanced Micro Devices 5,391 shares (about $1.10M)Autodesk 4,481 shares (about $1.07M)Micron Technology 3,051 shares (about $1.03M) Largest Sales this Quarter Caterpillar 5,531 shares (about $3.92M)Materials Select Sector SPDR Fund 8,148 shares (about $407.16K)SPDR S&P 500 ETF Trust 588 shares (about $382.43K)Communication Services Select Sector SPDR Fund 2,663 shares (about $295.22K)Merck & Co., Inc. 1,328 shares (about $159.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCfc Planning Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$13,029,109$2,135,183 ▲19.6%51,3379.3%Computer and TechnologyCSCOCisco Systems$8,542,576$830,996 ▲10.8%110,0986.1%Computer and TechnologySCCOSouthern Copper$6,232,013$501,899 ▲8.8%36,2204.4%Basic MaterialsDISWalt Disney$5,244,710$319,789 ▲6.5%54,4173.7%Consumer DiscretionaryAXPAmerican Express$5,182,865$107,384 ▼-2.0%17,1343.7%FinancePMPhilip Morris International$4,942,092$379,627 ▲8.3%29,8903.5%Consumer StaplesVOOVanguard S&P 500 ETF$4,770,819$718,940 ▲17.7%7,9833.4%ETFJNJJohnson & Johnson$4,738,923$1,711 ▲0.0%19,3863.4%MedicalVZVerizon Communications$4,395,311$4,395,311 ▲New Holding87,5563.1%Computer and TechnologyCOPConocoPhillips$4,180,308$279,840 ▲7.2%31,6693.0%EnergyMOAltria Group$4,162,739$361,825 ▲9.5%63,0813.0%Consumer StaplesKOCocaCola$4,090,344$543,995 ▲15.3%53,7842.9%Consumer StaplesUNHUnitedHealth Group$4,060,203$408,861 ▲11.2%15,0052.9%MedicalSPYSPDR S&P 500 ETF Trust$4,056,498$382,431 ▼-8.6%6,2372.9%FinanceTXNTexas Instruments$3,514,322$218,019 ▲6.6%18,1022.5%Computer and TechnologyEOGEOG Resources$3,361,108$426,482 ▲14.5%23,2492.4%EnergyIBMInternational Business Machines$3,106,290$665,374 ▲27.3%12,8152.2%Computer and TechnologyMRKMerck & Co., Inc.$3,021,083$159,745 ▼-5.0%25,1152.2%MedicalVVisa$2,998,597$515,030 ▲20.7%9,9212.1%Business ServicesJPMJPMorgan Chase & Co.$2,672,533$588 ▼0.0%9,0851.9%FinanceCRMSalesforce$2,562,985$469,663 ▲22.4%13,7301.8%Computer and TechnologySECTMain Sector Rotation ETF$2,521,162$135,334 ▲5.7%41,7481.8%ETFXLIIndustrial Select Sector SPDR Fund$2,329,074$152,511 ▼-6.1%14,4011.7%ETFXLBMaterials Select Sector SPDR Fund$2,235,558$407,156 ▼-15.4%44,7381.6%ETFXLKTechnology Select Sector SPDR Fund$2,152,316$49,970 ▼-2.3%16,1951.5%ETFXLFFinancial Select Sector SPDR Fund$2,122,367$62,502 ▼-2.9%42,9891.5%ETFUPSUnited Parcel Service$2,031,252$216,338 ▲11.9%20,6471.4%TransportationXLCCommunication Services Select Sector SPDR Fund$2,022,641$295,220 ▼-12.7%18,2451.4%ETFNVDANVIDIA$1,585,773$154,531 ▲10.8%9,0921.1%Computer and TechnologyLLYEli Lilly and Company$1,525,152$369,790 ▲32.0%1,6581.1%MedicalMGVVanguard Mega Cap Value ETF$1,341,367$220,614 ▲19.7%9,2541.0%ETFVOVanguard Mid-Cap ETF$1,245,500$179,488 ▲16.8%4,3370.9%ETFSCHASchwab US Small-Cap ETF$1,104,458$226,940 ▲25.9%37,9800.8%ETFAMDAdvanced Micro Devices$1,096,691$1,096,691 ▲New Holding5,3910.8%Computer and TechnologyFTNTFortinet$1,080,420$127,892 ▲13.4%13,2210.8%Computer and TechnologyADSKAutodesk$1,072,751$1,072,751 ▲New Holding4,4810.8%Computer and TechnologyMUMicron Technology$1,030,750$1,030,750 ▲New Holding3,0510.7%Computer and TechnologyMETAMeta Platforms$1,017,254$102,984 ▲11.3%1,7780.7%Computer and TechnologyDDECFT Vest U.S. Equity Deep Buffer ETF - December$1,003,163$149,534 ▲17.5%22,6550.7%ETFAMGNAmgen$951,754$951,754 ▲New Holding2,7050.7%MedicalMNSTMonster Beverage$932,198$2,681 ▲0.3%12,8650.7%Consumer StaplesIDXXIDEXX Laboratories$910,262$148,901 ▲19.6%1,6200.6%MedicalDAPRFT Vest U.S. Equity Deep Buffer ETF - April$837,239$44,695 ▼-5.1%21,0550.6%ETFDAUGFT Vest U.S. Equity Deep Buffer ETF - August$831,679$44,293 ▼-5.1%19,0960.6%ETFGABCGerman American Bancorp$791,1260.0%18,9310.6%FinanceCATCaterpillar$733,256$3,918,492 ▼-84.2%1,0350.5%IndustrialsNOBLProShares S&P 500 Aristocrats ETF$644,753$135,693 ▼-17.4%6,0820.5%ETFMSFTMicrosoft$581,210$171,401 ▲41.8%1,5700.4%Computer and TechnologyHDHome Depot$297,487$39,489 ▲15.3%9040.2%Retail/WholesaleDFEBFT Vest U.S. Equity Deep Buffer ETF - February$297,247$17,101 ▲6.1%6,2750.2%ETFCIENCiena$285,349$150,633 ▼-34.6%7350.2%Computer and TechnologyEPAMEPAM Systems$273,102$55,920 ▲25.7%2,0170.2%Computer and TechnologyHPEHewlett Packard Enterprise$271,291$36,334 ▼-11.8%11,3940.2%Computer and TechnologyGOOGLAlphabet$270,3100.0%9400.2%Computer and TechnologyUIUbiquiti$257,635$70,336 ▼-21.4%3260.2%Computer and TechnologyWDCWestern Digital$252,908$112,524 ▼-30.8%9350.2%Computer and TechnologyLAM RESEARCH CORP$252,760$82,686 ▼-24.6%1,1830.2%COM NEWWDAYWorkday$247,757$247,757 ▲New Holding1,9070.2%Computer and TechnologyLNTAlliant Energy$246,567$33,081 ▼-11.8%3,4360.2%UtilitiesADBEAdobe$246,240$78,515 ▲46.8%1,0130.2%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$242,416$29,247 ▲13.7%5,4870.2%ETFQCOMQualcomm$232,448$57,050 ▲32.5%1,8050.2%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$229,3650.0%4,8770.2%ETFAMZNAmazon.com$227,0140.0%1,0900.2%Retail/WholesaleAGXArgan$223,307$223,307 ▲New Holding4100.2%ConstructionXLEEnergy Select Sector SPDR Fund$222,068$222,068 ▲New Holding3,6250.2%ETFMTHMeritage Homes$218,419$218,419 ▲New Holding3,5320.2%ConstructionBFAMBright Horizons Family Solutions$214,688$214,688 ▲New Holding2,6140.2%Business ServicesAREAlexandria Real Estate Equities$200,952$200,952 ▲New Holding4,3290.1%FinanceACIAlbertsons Companies$178,767$178,767 ▲New Holding10,4910.1%Consumer StaplesONDSOndas$158,173$158,173 ▲New Holding17,4970.1%Computer and TechnologyTSLATesla$0$1,051,895 ▼-100.0%00.0%Auto/Tires/TrucksEXPEExpedia Group$0$1,045,414 ▼-100.0%00.0%Retail/WholesaleMPWRMonolithic Power Systems$0$911,798 ▼-100.0%00.0%Computer and TechnologySUPER MICRO COMPUTER INC$0$610,660 ▼-100.0%00.0%COM NEWVXUSVanguard Total International Stock ETF$0$416,957 ▼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$351,450 ▼-100.0%00.0%ETFCTSHCognizant Technology Solutions$0$258,960 ▼-100.0%00.0%Computer and TechnologyBXPBXP$0$252,105 ▼-100.0%00.0%FinanceKLACKLA$0$244,231 ▼-100.0%00.0%Computer and TechnologyAMKRAmkor Technology$0$224,641 ▼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$207,022 ▼-100.0%00.0%FinanceTRMBTrimble$0$205,277 ▼-100.0%00.0%IndustrialsADTADT$0$170,471 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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