Cfc Planning Co LLC filed its 13F report for Q1 2026 on April 24, 2026. The portfolio totaled 140.14 M reflecting a +6.42% change from the prior quarter, spanning 72 assets. The top 10 holdings comprised 44.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 13 complete exits.
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Cfc Planning Co submitted their Form 13F-HR for the Q1 2026 period on 04/24/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Cfc Planning Co reported a managed portfolio value of 140.14 M, consisting of 72 individual positions.
This page displays the raw filing documents. To see which stocks Cfc Planning Co bought or sold during Q1 2026, please visit Cfc Planning Co's Portfolio Analysis page.