Cfc Planning Co 13F Portfolio Q4 2025

Cfc Planning Co LLC (CIK: 0001854428) is a financial institution headquartered at 7800 E. 236Th Street, , Cicero, Indiana 46034. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $131,688,332, comprising 72 distinct securities. Over its filing history, it has submitted 6 Form 13F reports.

To view the institution’s full SEC filing history:
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Top Buys

Q4 2025

1. VOO Vanguard S&P 500 ETF

+$1.67 M

2. AAPL Apple Inc.

+$1.11 M

3. XLB Materials Select Sector SPDR Fund

+$1.1 M

4. XLK Technology Select Sector SPDR Fund

+$1.03 M

5. MNST Monster Beverage Corporation

+$983,523

Top Sells

Q4 2025

1. AMZN Amazon.com, Inc.

−$671,225.09

2. CRWD CrowdStrike Holdings, Inc.

−$667,407

3. NFLX Netflix, Inc.

−$594,664

4. DLTR Dollar Tree, Inc.

−$524,697

5. ARE Alexandria Real Estate Equities, Inc.

−$411,950

Stocks/ETFs

+9.25%

$129.98 M 98.71%

Options

-40.25%

$1.7 M 1.29%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Apple Inc. AAPL	42,924	$11.67 M	8.86%	▲ 4,089	Add 10.5%
Cisco Systems, Inc. CSCO	99,388	$7.66 M	5.81%	▲ 6,748	Add 7.3%
American Express Company AXP	17,489	$6.47 M	4.91%	▼ 813	Reduce -4.4%
The Walt Disney Company DIS	51,099	$5.81 M	4.41%	▲ 3,462	Add 7.3%
Southern Copper Corporation SCCO	33,303	$4.78 M	3.63%	▲ 716	Add 2.2%
UnitedHealth Group Incorporated UNH	13,494	$4.45 M	3.38%	▲ 730	Add 5.7%
Philip Morris International Inc. PM	27,594	$4.43 M	3.36%	▲ 2,801	Add 11.3%
Vanguard S&P 500 ETF ETF-VOO	6,780	$4.25 M	3.23%	▲ 2,662	Add 64.6%
Johnson & Johnson JNJ	19,379	$4.01 M	3.05%	▲ 22	Add 0.1%
Caterpillar Inc. CAT	6,566	$3.76 M	2.86%	▲ 251	Add 4.0%

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Cfc Planning Co LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Cfc Planning Co LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 5 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Cfc Planning Co LLC Quarterly 13F Statistics

Discover detailed insights into Cfc Planning Co LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Cfc Planning Co LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Cfc Planning Co LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

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Cfc Planning Co LLC 13F Filings, Portfolio & Analysis

Cfc Planning Co LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Cfc Planning Co LLC's Portfolio

Cfc Planning Co LLC Quarterly 13F Statistics

Cfc Planning Co LLC's All 13F Filings