CFC Planning Co LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, CFC Planning Co LLC held in its portfolio 69 assets valued at $131,688,332 (i.e. $131.69M).
The most valuable assets in the portfolio included: APPLE INC ($11.67M), CISCO SYS INC ($7.66M), and AMERICAN EXPRESS CO ($6.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CFC Planning Co LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 42924 | 11669773 | COM |
| CISCO SYS INC | 99388 | 7655893 | COM |
| AMERICAN EXPRESS CO | 17489 | 6470267 | COM |
| DISNEY WALT CO | 51099 | 5813533 | COM |
| SOUTHERN COPPER CORP | 33303 | 4777981 | COM |
| SPDR S&P 500 ETF TR | 6825 | 4654317 | TR UNIT |
| UNITEDHEALTH GROUP INC | 13494 | 4454504 | COM |
| PHILIP MORRIS INTL INC | 27594 | 4426078 | COM |
| VANGUARD INDEX FDS | 6780 | 4251941 | S&P 500 ETF SHS |
| JOHNSON & JOHNSON | 19379 | 4010484 | COM |
| CATERPILLAR INC | 6566 | 3761464 | COM |
| ALTRIA GROUP INC | 57598 | 3321101 | COM |
| COCA COLA CO | 46631 | 3260038 | COM |
| INTERNATIONAL BUSINESS MACHS | 10070 | 2982881 | COM |
| SALESFORCE INC | 11214 | 2970708 | COM |
| TEXAS INSTRS INC | 16979 | 2945687 | COM |
| JPMORGAN CHASE & CO. | 9087 | 2928360 | COM |
| VISA INC | 8217 | 2881870 | COM CL A |
| MERCK & CO INC | 26443 | 2783390 | COM |
| CONOCOPHILLIPS | 29549 | 2766082 | COM |
| FIRST TR EXCHNG TRADED FD VI | 61570 | 2633791 | FT VEST U.S. |
| NORTHERN LTS FD TR IV | 39507 | 2549387 | MAIN SECTR ROTN |
| SELECT SECTOR SPDR TR | 20908 | 2461290 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 44255 | 2423846 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 52886 | 2398380 | STATE STREET MAT |
| SELECT SECTOR SPDR TR | 16571 | 2385727 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 15344 | 2380161 | STATE STREET IND |
| EOG RES INC | 20299 | 2131598 | COM |
| UNITED PARCEL SERVICE INC | 18448 | 1829857 | CL B |
| NVIDIA CORPORATION | 8206 | 1530548 | COM |
| ELI LILLY & CO | 1256 | 1350612 | COM |
| VANGUARD WORLD FD | 7732 | 1091449 | MEGA CAP VAL ETF |
| VANGUARD INDEX FDS | 3712 | 1077297 | MID CAP ETF |
| META PLATFORMS INC | 1598 | 1054832 | CL A |
| TESLA INC | 2339 | 1051895 | COM |
| EXPEDIA GROUP INC | 3690 | 1045414 | COM NEW |
| MONSTER BEVERAGE CORP NEW | 12828 | 983523 | COM |
| FORTINET INC | 11656 | 925603 | COM |
| IDEXX LABS INC | 1355 | 916698 | COM |
| MONOLITHIC PWR SYS INC | 1006 | 911798 | COM |
| SCHWAB STRATEGIC TR | 30176 | 859412 | US SML CAP ETF |
| PROSHARES TR | 7362 | 766240 | S&P 500 DV ARIST |
| GERMAN AMERN BANCORP INC | 18931 | 741717 | COM |
| SUPER MICRO COMPUTER INC | 20863 | 610660 | COM NEW |
| MICROSOFT CORP | 1107 | 535467 | COM |
| VANGUARD STAR FDS | 5527 | 416957 | VG TL INTL STK F |
| VANGUARD SCOTTSDALE FDS | 4408 | 351450 | SHRT TRM CORP BD |
| EPAM SYS INC | 1604 | 328628 | COM |
| HEWLETT PACKARD ENTERPRISE C | 12920 | 310338 | COM |
| ALPHABET INC | 940 | 294224 | CAP STK CL A |
| FIRST TR EXCHNG TRADED FD VI | 5914 | 282226 | FT VEST US |
| HOME DEPOT INC | 784 | 269774 | COM |
| LAM RESEARCH CORP | 1570 | 268753 | COM NEW |
| CIENA CORP | 1123 | 262636 | COM NEW |
| COGNIZANT TECHNOLOGY SOLUTIO | 3120 | 258960 | CL A |
| ALLIANT ENERGY CORP | 3897 | 253344 | COM |
| BXP INC | 3736 | 252105 | COM |
| AMAZON COM INC | 1090 | 251594 | COM |
| KLA CORP | 201 | 244231 | COM NEW |
| ADOBE INC | 690 | 241493 | COM |
| T ROWE PRICE ETF INC | 4825 | 240575 | PRICE BLUE CHIP |
| QUALCOMM INC | 1362 | 232970 | COM |
| WESTERN DIGITAL CORP | 1351 | 232737 | COM |
| UBIQUITI INC | 415 | 229640 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4877 | 224732 | SHS |
| AMKOR TECHNOLOGY INC | 5690 | 224641 | COM |
| INVESCO QQQ TR | 337 | 207022 | UNIT SER 1 |
| TRIMBLE INC | 2620 | 205277 | COM |
| ADT INC DEL | 21124 | 170471 | COM |
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