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Cfc Planning Co - Q4 2025 13F Filings

CF

Cfc Planning Co LLC

CIK: 0001854428
Address: Indiana Cicero 7800 E. 236Th Street
$131.69 M
Portfolio Value
72
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

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%

Sector Allocation (Stocks)

Cfc Planning Co Q4 2025 Filing Summary

Cfc Planning Co LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 131.69 M reflecting a +8.09% change from the prior quarter, spanning 72 assets. The top 10 holdings comprised 44.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 27 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Cfc Planning Co’s Q4 2025 Filing

Cfc Planning Co submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Cfc Planning Co reported a managed portfolio value of 131.69 M, consisting of 72 individual positions.

This page displays the raw filing documents. To see which stocks Cfc Planning Co bought or sold during Q4 2025, please visit Cfc Planning Co's Portfolio Analysis page.