Comprehensive Financial Consultants Institutional, Inc. holds a diversified book of 204 stocks worth $377.9M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Service Corp International and trimmed Apple Inc. Their largest long position is Invesco QQQ Trust Series 1 at 3% of the equity book. They also disclosed $231K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +31% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.7 points over this window.
Growth of $10,000 cloning Comprehensive Financial Consultants Institutional, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Comprehensive Financial Consultants Institutional, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $92.6B |
| LPL Financial LLC | 80 / 80 | $64.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $49.2B |
| TRUIST FINANCIAL CORP | 80 / 80 | $20.0B |
| Cetera Investment Advisers | 80 / 80 | $16.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $14.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.0B |
| NewEdge Advisors, LLC | 80 / 80 | $8.8B |
Ranked by how many of Comprehensive Financial Consultants Institutional, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $10.1M | 13.8K | 2.7% | ▲+0.2% Added · +30 sh | |
| 2 | JPMorgan Chase & Co COM | $8.5M | 25.9K | 2.2% | ▲+0.6% Added · +143 sh | |
| 3 | Eli Lilly & Co COM | $8.4M | 7.0K | 2.2% | ▲+5.3% Added · +353 sh | |
| 4 | Apple Inc COM | $8.1M | 28.1K | 2.2% | ▼−0.7% Reduced · −197 sh | |
| 5 | Eaton Corp PLC SHS | $6.6M | 15.4K | 1.7% | ▲+0.8% Added · +126 sh | |
| 6 | Broadcom Inc COM | $6.5M | 17.2K | 1.7% | ▼−3.4% Reduced · −605 sh | |
| 7 | Johnson & Johnson COM | $6.5M | 25.5K | 1.7% | ▼−1.0% Reduced · −255 sh | |
| 8 | Microsoft Corp COM | $6.4M | 17.2K | 1.7% | ▲+12% Added · +2K sh | |
| 9 | Home Depot Inc COM | $6.3M | 17.9K | 1.7% | ▲+14% Added · +2K sh | |
| 10 | Analog Devices Inc COM | $6.3M | 15.8K | 1.7% | ▼−5.6% Reduced · −941 sh | |
| 11 | Marathon Pete Corp COM | $6.2M | 24.4K | 1.7% | ▼−1.9% Reduced · −464 sh | |
| 12 | Johnson Controls Internation SHS | $6.1M | 41.4K | 1.6% | ▼−7.9% Reduced · −4K sh | |
| 13 | Walmart Inc COM | $5.7M | 50.7K | 1.5% | ▲+1.0% Added · +497 sh | |
| 14 | Chubb Limited COM | $5.5M | 16.3K | 1.5% | ▼−1.3% Reduced · −218 sh | |
| 15 | Abbvie Inc COM | $5.5M | 22.0K | 1.5% | ▲+4.1% Added · +865 sh | |
| 16 | Advanced Micro Devices Inc COM | $5.5M | 9.4K | 1.5% | ▼−41% Reduced · −6K sh | |
| 17 | Union Pac Corp COM | $5.3M | 19.5K | 1.4% | ▲+0.9% Added · +171 sh | |
| 18 | Air Products And Chemicals I COM | $5.1M | 17.3K | 1.3% | ▲+2.4% Added · +409 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $4.9M | 6.6K | 1.3% | ▲+0.4% Added · +29 sh | |
| 20 | Best Buy Inc COM | $4.9M | 64.4K | 1.3% | ▼−0.2% Reduced · −126 sh | |
| 21 | Motorola Solutions Inc COM NEW | $4.9M | 11.7K | 1.3% | ▲+4.3% Added · +483 sh | |
| 22 | Cummins Inc COM | $4.7M | 6.6K | 1.2% | ▼−9.0% Reduced · −652 sh | |
| 23 | Innovator Etfs Trust U S EQ 10 BUFFER | $4.6M | 136.4K | 1.2% | ▲+3.1% Added · +4K sh | |
| 24 | Verizon Communications Inc COM | $4.6M | 108.2K | 1.2% | ▲+8.6% Added · +9K sh | |
| 25 | Ge Vernova Inc COM | $4.3M | 3.6K | 1.1% | ▼−22% Reduced · −1K sh | |
| 26 | Cme Group Inc COM | $4.2M | 19.2K | 1.1% | ▲+8.9% Added · +2K sh | |
| 27 | Entergy Corp New COM | $4.2M | 36.4K | 1.1% | ▲+6.0% Added · +2K sh | |
| 28 | Ishares TR RUSSELL 2000 ETF | $4.2M | 13.9K | 1.1% | ▼−0.1% Reduced · −17 sh | |
| 29 | Service Corp Intl COM | $4.1M | 54.4K | 1.1% | ▲New New position | |
| 30 | Alphabet Inc CAP STK CL A | $4.0M | 11.2K | 1.1% | ▼−12% Reduced · −2K sh | |
| 31 | Amazon Com Inc COM | $3.9M | 16.3K | 1.0% | ▼−1.6% Reduced · −270 sh | |
| 32 | Realty Income Corp COM | $3.9M | 62.4K | 1.0% | ▲New New position | |
| 33 | First TR Exchng Traded FD VI FT VEST U.S EQT | $3.9M | 92.4K | 1.0% | ▼−1.1% Reduced · −1K sh | |
| 34 | Innovator Etfs Trust DEFINED WLT SHLD | $3.9M | 112.5K | 1.0% | ▲+4.9% Added · +5K sh | |
| 35 | Morgan Stanley COM NEW | $3.6M | 17.4K | 1.0% | ▼−2.2% Reduced · −385 sh | |
| 36 | Nvidia Corporation COM | $3.6M | 18.2K | 1.0% | ▲+9.5% Added · +2K sh | |
| 37 | Zoetis Inc CL A | $3.5M | 49.1K | 0.9% | ▲+157% Added · +30K sh | |
| 38 | Darden Restaurants Inc COM | $3.4M | 16.7K | 0.9% | ▲+4.9% Added · +786 sh | |
| 39 | Innovator Etfs Trust US EQTY PWR BUF | $3.4M | 76.4K | 0.9% | ▼−1.6% Reduced · −1K sh | |
| 40 | Wisdomtree TR US QUALITY GROW | $3.4M | 50.9K | 0.9% | ▲+5.8% Added · +3K sh | |
| 41 | Allstate Corp COM | $3.2M | 13.6K | 0.9% | ▲+4.3% Added · +561 sh | |
| 42 | NXP Semiconductors N V COM | $3.2M | 11.4K | 0.8% | ▼−5.7% Reduced · −693 sh | |
| 43 | Trane Technologies PLC SHS | $3.1M | 6.4K | 0.8% | ▲+0.8% Added · +49 sh | |
| 44 | Iqvia Hldgs Inc COM | $3.1M | 16.2K | 0.8% | ▲+12% Added · +2K sh | |
| 45 | Cadence Design System Inc COM | $3.1M | 8.3K | 0.8% | ▲+1.6% Added · +129 sh | |
| 46 | Edwards Lifesciences Corp COM | $3.1M | 34.4K | 0.8% | ▲+3.9% Added · +1K sh | |
| 47 | Parker-Hannifin Corp COM | $3.0M | 3.0K | 0.8% | ▲New New position | |
| 48 | First TR Exchange-Traded FD GROWTH STRENGTH | $2.9M | 79.7K | 0.8% | ▼−0.2% Reduced · −146 sh | |
| 49 | First TR Exchng Traded FD VI FT VEST US EQT | $2.9M | 58.6K | 0.8% | ▼−1.2% Reduced · −714 sh | |
| 50 | Chipotle Mexican Grill Inc COM | $2.9M | 84.1K | 0.8% | ▲+38% Added · +23K sh |
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Use Arkolith to show Comprehensive Financial Consultants Institutional, Inc.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | MICRON TECHNOLOGY INCMU | $231K | 202 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 205 | $378.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 193 | $336.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 192 | $331.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 185 | $322.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 182 | $304.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 175 | $281.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 166 | $274.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 166 | $274.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.