Investor
CFC Planning Co LLC
CIK 0001854428 · filed 2026-01-30 · SEC filing
13F book
$131.7M
Positions
71
Largest name
8.9%
Apple Inc. · AAPL
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 42.9K | $11.7M | 8.9% | — | Held |
| Cisco Sys Inc | — | 99.4K | $7.66M | 5.8% | — | Held |
| American Express Co | AXP | 17.5K | $6.47M | 4.9% | — | Held |
| Disney Walt Co | — | 51.1K | $5.81M | 4.4% | — | Held |
| Southern Copper Corp/ | SCCO | 33.3K | $4.78M | 3.6% | — | Held |
| Unitedhealth Group Inc | UNH | 13.5K | $4.45M | 3.4% | — | Held |
| Philip Morris Intl Inc | — | 27.6K | $4.43M | 3.4% | — | Held |
| Vanguard Index Fds | — | 6.78K | $4.25M | 3.2% | — | Held |
| Johnson & Johnson | JNJ | 19.4K | $4.01M | 3.0% | — | Held |
| Caterpillar Inc | CAT | 6.57K | $3.76M | 2.9% | — | Held |
| Altria Group, Inc. | MO | 57.6K | $3.32M | 2.5% | — | Held |
| Coca Cola Co | KO | 46.6K | $3.26M | 2.5% | — | Held |
| International Business Machs | — | 10.1K | $2.98M | 2.3% | — | Held |
| Salesforce, Inc. | CRM | 11.2K | $2.97M | 2.3% | — | Held |
| Spdr S&P 500 Etf Tr | — | 4.33K | $2.95M | 2.2% | — | Held |
| Texas Instrs Inc | — | 17K | $2.95M | 2.2% | — | Held |
| Jpmorgan Chase & Co. | — | 9.09K | $2.93M | 2.2% | — | Held |
| Visa Inc. | V | 8.22K | $2.88M | 2.2% | — | Held |
| Merck & Co., Inc. | MRK | 26.4K | $2.78M | 2.1% | — | Held |
| Conocophillips | COP | 29.5K | $2.77M | 2.1% | — | Held |
| Northern Lts Fd Tr Iv | — | 39.5K | $2.55M | 1.9% | — | Held |
| Select Sector Spdr Tr | — | 20.9K | $2.46M | 1.9% | — | Held |
| Select Sector Spdr Tr | — | 44.3K | $2.42M | 1.8% | — | Held |
| Select Sector Spdr Tr | — | 52.9K | $2.4M | 1.8% | — | Held |
| Select Sector Spdr Tr | — | 16.6K | $2.39M | 1.8% | — | Held |
| Select Sector Spdr Tr | — | 15.3K | $2.38M | 1.8% | — | Held |
| Eog Res Inc | — | 20.3K | $2.13M | 1.6% | — | Held |
| United Parcel Service Inc | UPS | 18.4K | $1.83M | 1.4% | — | Held |
| Nvidia Corp | NVDA | 8.21K | $1.53M | 1.2% | — | Held |
| Eli Lilly & Co | LLY | 1.26K | $1.35M | 1.0% | — | Held |
| Vanguard World Fd | — | 7.73K | $1.09M | 0.8% | — | Held |
| Vanguard Index Fds | — | 3.71K | $1.08M | 0.8% | — | Held |
| Meta Platforms, Inc. | META | 1.6K | $1.05M | 0.8% | — | Held |
| Tesla, Inc. | TSLA | 2.34K | $1.05M | 0.8% | — | Held |
| Expedia Group, Inc. | EXPE | 3.69K | $1.05M | 0.8% | — | Held |
| Monster Beverage Corp New | — | 12.8K | $983.5K | 0.7% | — | Held |
| Fortinet, Inc. | FTNT | 11.7K | $925.6K | 0.7% | — | Held |
| Idexx Labs Inc | — | 1.35K | $916.7K | 0.7% | — | Held |
| Monolithic Pwr Sys Inc | — | 1.01K | $911.8K | 0.7% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 20.1K | $891.9K | 0.7% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 22.2K | $872.7K | 0.7% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 19.3K | $869.2K | 0.7% | — | Held |
| Schwab Strategic Tr | — | 30.2K | $859.4K | 0.7% | — | Held |
| Proshares Tr | — | 7.36K | $766.2K | 0.6% | — | Held |
| German Amern Bancorp Inc | — | 18.9K | $741.7K | 0.6% | — | Held |
| Super Micro Computer Inc | — | 20.9K | $610.7K | 0.5% | — | Held |
| Microsoft Corp | MSFT | 1.11K | $535.5K | 0.4% | — | Held |
| Vanguard Star Fds | — | 5.53K | $417K | 0.3% | — | Held |
| Vanguard Scottsdale Fds | — | 4.41K | $351.4K | 0.3% | — | Held |
| Epam Sys Inc | — | 1.6K | $328.6K | 0.3% | — | Held |
| Hewlett Packard Enterprise C | — | 12.9K | $310.3K | 0.2% | — | Held |
| Alphabet Inc | — | 940 | $294.2K | 0.2% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 5.91K | $282.2K | 0.2% | — | Held |
| Home Depot, Inc. | HD | 784 | $269.8K | 0.2% | — | Held |
| Lam Research Corp | LRCX | 1.57K | $268.8K | 0.2% | — | Held |
| Ciena Corp | CIEN | 1.12K | $262.6K | 0.2% | — | Held |
| Cognizant Technology Solutio | — | 3.12K | $259K | 0.2% | — | Held |
| Alliant Energy Corp | LNT | 3.9K | $253.3K | 0.2% | — | Held |
| BXP, Inc. | BXP | 3.74K | $252.1K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 1.09K | $251.6K | 0.2% | — | Held |
| Kla Corp | KLAC | 201 | $244.2K | 0.2% | — | Held |
| Adobe Inc. | ADBE | 690 | $241.5K | 0.2% | — | Held |
| T Rowe Price Etf Inc | — | 4.83K | $240.6K | 0.2% | — | Held |
| Qualcomm Inc | — | 1.36K | $233K | 0.2% | — | Held |
| Western Digital Corp | WDC | 1.35K | $232.7K | 0.2% | — | Held |
| Ubiquiti Inc. | UI | 415 | $229.6K | 0.2% | — | Held |
| First Tr Exchange-Traded Fd | — | 4.88K | $224.7K | 0.2% | — | Held |
| Amkor Technology, Inc. | AMKR | 5.69K | $224.6K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 337 | $207K | 0.2% | — | Held |
| Trimble Inc. | TRMB | 2.62K | $205.3K | 0.2% | — | Held |
| Adt Inc Del | — | 21.1K | $170.5K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.