Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2026)

About Comprehensive Financial Consultants Institutional, Inc.

Investment Activity

Comprehensive Financial Consultants Institutional, Inc. has $378.10 million in total holdings as of June 30, 2026.
Comprehensive Financial Consultants Institutional, Inc. owns shares of 204 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
Approximately 9.47% of the portfolio was purchased this quarter.
About 6.95% of the portfolio was sold this quarter.
This quarter, Comprehensive Financial Consultants Institutional, Inc. has purchased 193 new stocks and bought additional shares in 92 stocks.
Comprehensive Financial Consultants Institutional, Inc. sold shares of 65 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Invesco QQQ: $10,143,910
JPMorgan Chase & Co.: $8,485,048
Eli Lilly and Company: $8,403,206
Apple: $8,143,835
Eaton: $6,565,657

Largest New Holdings this Quarter

817565104 - Service Corporation International: $4,131,161 Holding
756109104 - Realty Income: $3,865,127 Holding
701094104 - Parker-Hannifin: $2,964,682 Holding
664925708 - NORTHERN LTS FD TR II: $1,450,044 Holding
438516205 - HONEYWELL INTL INC: $890,003 Holding

Largest Purchases this Quarter

Service Corporation International: 54,386 shares (about $4.13M)
Realty Income: 62,381 shares (about $3.87M)
Parker-Hannifin: 3,031 shares (about $2.96M)
Zoetis: 30,041 shares (about $2.16M)
NORTHERN LTS FD TR II: 72,927 shares (about $1.45M)

Largest Sales this Quarter

Advanced Micro Devices: 6,478 shares (about $3.76M)
VanEck Morningstar Wide Moat ETF: 12,171 shares (about $1.27M)
GE VERNOVA INC: 1,023 shares (about $1.20M)
Alphabet: 1,542 shares (about $551.06K)
Johnson Controls International: 3,571 shares (about $521.76K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQ Invesco QQQ	$10,143,910	$22,092 â–²	0.2%	13,775	2.7%	Finance
JPM JPMorgan Chase & Co.	$8,485,048	$46,808 â–²	0.6%	25,922	2.2%	Finance
LLY Eli Lilly and Company	$8,403,206	$423,399 â–²	5.3%	7,006	2.2%	Medical
AAPL Apple	$8,143,835	$57,005 â–¼	-0.7%	28,144	2.2%	Computer and Technology
ETN Eaton	$6,565,657	$53,691 â–²	0.8%	15,408	1.7%	Industrials
AVGO Broadcom	$6,507,878	$228,539 â–¼	-3.4%	17,228	1.7%	Computer and Technology
JNJ Johnson & Johnson	$6,488,680	$64,762 â–¼	-1.0%	25,549	1.7%	Medical
MSFT Microsoft	$6,409,976	$679,269 â–²	11.9%	17,184	1.7%	Computer and Technology
HD Home Depot	$6,304,508	$784,008 â–²	14.2%	17,876	1.7%	Retail/Wholesale
ADI Analog Devices	$6,266,946	$373,737 â–¼	-5.6%	15,779	1.7%	Computer and Technology
MPC Marathon Petroleum	$6,249,342	$118,631 â–¼	-1.9%	24,443	1.7%	Energy
JCI Johnson Controls International	$6,053,337	$521,759 â–¼	-7.9%	41,430	1.6%	Construction
WALMART INC	$5,744,207	$56,290 â–²	1.0%	50,717	1.5%	COM
CB Chubb	$5,538,047	$74,281 â–¼	-1.3%	16,253	1.5%	Finance
ABBV AbbVie	$5,537,086	$217,669 â–²	4.1%	22,004	1.5%	Medical
AMD Advanced Micro Devices	$5,484,952	$3,763,135 â–¼	-40.7%	9,442	1.5%	Computer and Technology
UNP Union Pacific	$5,300,464	$46,512 â–²	0.9%	19,487	1.4%	Transportation
APD Air Products and Chemicals	$5,062,632	$119,911 â–²	2.4%	17,268	1.3%	Basic Materials
SPY SPDR S&P 500 ETF Trust	$4,901,798	$21,656 â–²	0.4%	6,564	1.3%	Finance
BBY Best Buy	$4,882,954	$9,561 â–¼	-0.2%	64,351	1.3%	Retail/Wholesale
MSI Motorola Solutions	$4,874,674	$200,585 â–²	4.3%	11,738	1.3%	Computer and Technology
CMI Cummins	$4,712,178	$465,013 â–¼	-9.0%	6,607	1.2%	Auto/Tires/Trucks
INNOVATOR ETFS TRUST	$4,618,750	$139,443 â–²	3.1%	136,367	1.2%	U S EQ 10 BUFFER
VZ Verizon Communications	$4,582,078	$361,499 â–²	8.6%	108,221	1.2%	Computer and Technology
GE VERNOVA INC	$4,255,343	$1,201,882 â–¼	-22.0%	3,622	1.1%	COM
CME CME Group	$4,236,403	$346,261 â–²	8.9%	19,184	1.1%	Finance
ETR Entergy	$4,176,425	$235,922 â–²	6.0%	36,361	1.1%	Utilities
IWM iShares Russell 2000 ETF	$4,163,336	$5,108 â–¼	-0.1%	13,857	1.1%	Finance
SCI Service Corporation International	$4,131,161	$4,131,161 â–²	New Holding	54,386	1.1%	Consumer Staples
GOOGL Alphabet	$4,014,337	$551,065 â–¼	-12.1%	11,233	1.1%	Computer and Technology
AMZN Amazon.com	$3,878,984	$64,352 â–¼	-1.6%	16,275	1.0%	Retail/Wholesale
O Realty Income	$3,865,127	$3,865,127 â–²	New Holding	62,381	1.0%	Finance
FIRST TR EXCHNG TRADED FD VI	$3,862,067	$42,255 â–¼	-1.1%	92,405	1.0%	FT VEST U.S EQT
BALT Innovator Defined Wealth Shield ETF	$3,854,895	$179,095 â–²	4.9%	112,486	1.0%	ETF
MS Morgan Stanley	$3,639,177	$80,480 â–¼	-2.2%	17,409	1.0%	Finance
NVDA NVIDIA	$3,630,161	$314,524 â–²	9.5%	18,236	1.0%	Computer and Technology
ZTS Zoetis	$3,531,272	$2,158,746 â–²	157.3%	49,141	0.9%	Medical
DRI Darden Restaurants	$3,434,805	$161,924 â–²	4.9%	16,673	0.9%	Retail/Wholesale
PNOV Innovator U.S. Equity Power Buffer ETF - November	$3,390,513	$54,950 â–¼	-1.6%	76,449	0.9%	ETF
QGRW WisdomTree U.S. Quality Growth Fund	$3,361,059	$185,478 â–²	5.8%	50,902	0.9%	ETF
ALL Allstate	$3,234,318	$133,484 â–²	4.3%	13,593	0.9%	Finance
NXPI NXP Semiconductors	$3,201,213	$194,754 â–¼	-5.7%	11,391	0.8%	Computer and Technology
TT Trane Technologies	$3,133,601	$24,067 â–²	0.8%	6,380	0.8%	Construction
IQV IQVIA	$3,126,300	$325,769 â–²	11.6%	16,180	0.8%	Medical
CDNS Cadence Design Systems	$3,121,536	$48,416 â–²	1.6%	8,317	0.8%	Computer and Technology
EW Edwards Lifesciences	$3,112,819	$115,970 â–²	3.9%	34,411	0.8%	Medical
PH Parker-Hannifin	$2,964,682	$2,964,682 â–²	New Holding	3,031	0.8%	Industrials
FTGS First Trust Growth Strength ETF	$2,948,224	$5,402 â–¼	-0.2%	79,677	0.8%	ETF
DJUL FT Vest U.S. Equity Deep Buffer ETF - July	$2,940,352	$35,804 â–¼	-1.2%	58,637	0.8%	ETF
CMG Chipotle Mexican Grill	$2,858,516	$783,326 â–²	37.7%	84,074	0.8%	Retail/Wholesale
FANG Diamondback Energy	$2,828,652	$103,534 â–¼	-3.5%	16,092	0.7%	Energy
STE STERIS	$2,778,471	$573,172 â–²	26.0%	13,195	0.7%	Medical
META Meta Platforms	$2,777,020	$495,132 â–²	21.7%	4,930	0.7%	Computer and Technology
CEG Constellation Energy	$2,673,951	$782,614 â–²	41.4%	10,766	0.7%	Energy
SNPS Synopsys	$2,672,851	$337,675 â–²	14.5%	5,992	0.7%	Computer and Technology
FDL First Trust Morningstar Dividend Leaders Index Fund	$2,634,355	$3,990 â–²	0.2%	54,138	0.7%	ETF
VXUS Vanguard Total International Stock ETF	$2,613,344	$5,129 â–²	0.2%	30,569	0.7%	ETF
CRM Salesforce	$2,557,005	$903,928 â–²	54.7%	16,322	0.7%	Computer and Technology
FIRST TR EXCHNG TRADED FD VI	$2,551,601	$297,818 â–²	13.2%	91,357	0.7%	FT VEST LAD
CSCO Cisco Systems	$2,528,561	$226,345 â–¼	-8.2%	21,527	0.7%	Computer and Technology
BUFF Innovator Laddered Allocation Power Buffer ETF	$2,488,919	$164,836 â–²	7.1%	47,246	0.7%	ETF
SPGI S&P Global	$2,471,893	$501,158 â–²	25.4%	6,417	0.7%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$2,213,266	$1,076,587 â–²	94.7%	39,410	0.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,104,972	$157,116 â–¼	-6.9%	8,896	0.6%	ETF
GCOW Pacer Global Cash Cows Dividend ETF	$1,906,607	$38,061 â–²	2.0%	44,032	0.5%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,797,465	$31,363 â–²	1.8%	18,798	0.5%	Manufacturing
CVX Chevron	$1,755,334	$179,031 â–²	11.4%	10,589	0.5%	Energy
TJX TJX Companies	$1,745,735	$6,969 â–¼	-0.4%	11,523	0.5%	Retail/Wholesale
NOC Northrop Grumman	$1,743,877	$74,359 â–²	4.5%	3,424	0.5%	Aerospace
WM Waste Management	$1,737,572	$83,357 â–²	5.0%	7,796	0.5%	Business Services
V Visa	$1,735,692	$154,390 â–²	9.8%	5,059	0.5%	Business Services
LOW Lowe's Companies	$1,694,686	$148,390 â–²	9.6%	7,686	0.4%	Retail/Wholesale
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$1,691,127	$31,555 â–²	1.9%	42,124	0.4%	ETF
FVD First Trust Value Line Dividend Index Fund	$1,659,512	$30,016 â–²	1.8%	34,444	0.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$1,648,686	$75,440 â–¼	-4.4%	27,121	0.4%	ETF
PG Procter & Gamble	$1,610,987	$42,966 â–²	2.7%	10,986	0.4%	Consumer Staples
APH Amphenol	$1,582,825	$18,337 â–²	1.2%	8,977	0.4%	Computer and Technology
MCD McDonald's	$1,578,881	$298,152 â–²	23.3%	5,841	0.4%	Retail/Wholesale
AZNCF AstraZeneca	$1,518,098	$32,804 â–²	2.2%	8,006	0.4%	Medical
KO CocaCola	$1,492,956	$150,433 â–²	11.2%	18,370	0.4%	Consumer Staples
AMGN Amgen	$1,487,589	$9,415 â–²	0.6%	4,108	0.4%	Medical
USMV iShares MSCI USA Min Vol Factor ETF	$1,484,809	$32,314 â–¼	-2.1%	15,393	0.4%	ETF
DJAN FT Vest U.S. Equity Deep Buffer ETF - January	$1,470,887	$211,141 â–¼	-12.6%	32,310	0.4%	ETF
PEP PepsiCo	$1,462,861	$138,650 â–²	10.5%	10,804	0.4%	Consumer Staples
DUK Duke Energy	$1,461,619	$170,503 â–²	13.2%	11,547	0.4%	Utilities
MU Micron Technology	$1,458,360	$16,140 â–¼	-1.1%	1,265	0.4%	Computer and Technology
NORTHERN LTS FD TR II	$1,450,044	$1,450,044 â–²	New Holding	72,927	0.4%	ESSEN 40 STK ETF
SYK Stryker	$1,384,037	$31,484 â–¼	-2.2%	4,396	0.4%	Medical
USFR WisdomTree Floating Rate Treasury Fund	$1,372,944	$97,931 â–²	7.7%	27,268	0.4%	Finance
EMR Emerson Electric	$1,365,078	$11,309 â–²	0.8%	9,536	0.4%	Industrials
BMY Bristol Myers Squibb	$1,357,412	$19,360 â–²	1.4%	23,558	0.4%	Medical
QCOM Qualcomm	$1,351,554	$256,858 â–¼	-16.0%	7,314	0.4%	Computer and Technology
COWZ Pacer US Cash Cows 100 ETF	$1,341,592	$26,062 â–¼	-1.9%	21,569	0.4%	ETF
LINDE PLC	$1,332,119	$73,171 â–²	5.8%	2,567	0.4%	SHS
COF Capital One Financial	$1,322,086	$25,880 â–²	2.0%	6,590	0.3%	Finance
RDVY First Trust Rising Dividend Achievers ETF	$1,291,448	$28,452 â–²	2.3%	15,932	0.3%	Manufacturing
ABT Abbott Laboratories	$1,263,462	$180,041 â–²	16.6%	13,923	0.3%	Medical
TFC Truist Financial	$1,256,361	$121,710 â–²	10.7%	25,218	0.3%	Finance
UPS United Parcel Service	$1,229,801	$24,295 â–²	2.0%	11,440	0.3%	Transportation
KIMBERLY-CLARK CORP	$1,182,004	$94,841 â–²	8.7%	10,768	0.3%	COM

Showing largest 100 holdings. View all holdings.

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Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2026)

About Comprehensive Financial Consultants Institutional, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2026)

About Comprehensive Financial Consultants Institutional, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofComprehensive Financial Consultants Institutional, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools