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%	ETF
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%	Healthcare
AAPL Apple	$8,143,835	$57,005 â–¼	-0.7%	28,144	2.2%	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%	Technology
JNJ Johnson & Johnson	$6,488,680	$64,762 â–¼	-1.0%	25,549	1.7%	Healthcare
MSFT Microsoft	$6,409,976	$679,269 â–²	11.9%	17,184	1.7%	Technology
HD Home Depot	$6,304,508	$784,008 â–²	14.2%	17,876	1.7%	Consumer Discretionary
ADI Analog Devices	$6,266,946	$373,737 â–¼	-5.6%	15,779	1.7%	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%	Industrials
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%	Healthcare
AMD Advanced Micro Devices	$5,484,952	$3,763,135 â–¼	-40.7%	9,442	1.5%	Technology
UNP Union Pacific	$5,300,464	$46,512 â–²	0.9%	19,487	1.4%	Industrials
APD Air Products and Chemicals	$5,062,632	$119,911 â–²	2.4%	17,268	1.3%	Materials
SPY SPDR S&P 500 ETF Trust	$4,901,798	$21,656 â–²	0.4%	6,564	1.3%	ETF
BBY Best Buy	$4,882,954	$9,561 â–¼	-0.2%	64,351	1.3%	Consumer Discretionary
MSI Motorola Solutions	$4,874,674	$200,585 â–²	4.3%	11,738	1.3%	Technology
CMI Cummins	$4,712,178	$465,013 â–¼	-9.0%	6,607	1.2%	Industrials
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%	Communication Services
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%	ETF
SCI Service Corporation International	$4,131,161	$4,131,161 â–²	New Holding	54,386	1.1%	Consumer Discretionary
GOOGL Alphabet	$4,014,337	$551,065 â–¼	-12.1%	11,233	1.1%	Communication Services
AMZN Amazon.com	$3,878,984	$64,352 â–¼	-1.6%	16,275	1.0%	Consumer Discretionary
O Realty Income	$3,865,127	$3,865,127 â–²	New Holding	62,381	1.0%	Real Estate
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%	Technology
ZTS Zoetis	$3,531,272	$2,158,746 â–²	157.3%	49,141	0.9%	Healthcare
DRI Darden Restaurants	$3,434,805	$161,924 â–²	4.9%	16,673	0.9%	Consumer Discretionary
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%	Technology
TT Trane Technologies	$3,133,601	$24,067 â–²	0.8%	6,380	0.8%	Industrials
IQV IQVIA	$3,126,300	$325,769 â–²	11.6%	16,180	0.8%	Healthcare
CDNS Cadence Design Systems	$3,121,536	$48,416 â–²	1.6%	8,317	0.8%	Technology
EW Edwards Lifesciences	$3,112,819	$115,970 â–²	3.9%	34,411	0.8%	Healthcare
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%	Consumer Discretionary
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%	Healthcare
META Meta Platforms	$2,777,020	$495,132 â–²	21.7%	4,930	0.7%	Communication Services
CEG Constellation Energy	$2,673,951	$782,614 â–²	41.4%	10,766	0.7%	Utilities
SNPS Synopsys	$2,672,851	$337,675 â–²	14.5%	5,992	0.7%	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%	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%	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%	ETF
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%	Consumer Discretionary
NOC Northrop Grumman	$1,743,877	$74,359 â–²	4.5%	3,424	0.5%	Industrials
WM Waste Management	$1,737,572	$83,357 â–²	5.0%	7,796	0.5%	Industrials
V Visa	$1,735,692	$154,390 â–²	9.8%	5,059	0.5%	Finance
LOW Lowe's Companies	$1,694,686	$148,390 â–²	9.6%	7,686	0.4%	Consumer Discretionary
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%	Technology
MCD McDonald's	$1,578,881	$298,152 â–²	23.3%	5,841	0.4%	Consumer Discretionary
AZNCF AstraZeneca	$1,518,098	$32,804 â–²	2.2%	8,006	0.4%	Healthcare
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%	Healthcare
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%	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%	Healthcare
USFR WisdomTree Floating Rate Treasury Fund	$1,372,944	$97,931 â–²	7.7%	27,268	0.4%	ETF
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%	Healthcare
QCOM Qualcomm	$1,351,554	$256,858 â–¼	-16.0%	7,314	0.4%	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%	ETF
ABT Abbott Laboratories	$1,263,462	$180,041 â–²	16.6%	13,923	0.3%	Healthcare
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%	Industrials
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