CFC Planning Co LLC

CIK

1854428

Location

CICERO, IN

Portfolio Value

Micro $10,927,574

Diversification

Diversified

Filing Date

Global Rank

#5,059 / 8,232 ▲ 480

Top Industry

Consumer Electronics 11.9%

3Y Alpha vs SPY

+5.4%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+31.0%

SPY

+23.4%

Annualised alpha

+5.4%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.4%

+0.3 pts

Top 5

33.5%

−1.1 pts

Top 10

53.2%

−1.8 pts

HHI

440

Diversified−2

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.8%	$39,679,927	21
Healthcare	13.3%	$15,206,991	6
Consumer Defensive	12.6%	$14,305,963	5
Financial Services	10.2%	$11,644,784	4
Communication Services	9.6%	$10,927,574	4
Energy	6.6%	$7,541,415	2
Basic Materials	5.5%	$6,232,013	1
Unclassified	3.6%	$4,056,170	1
Industrials	2.6%	$2,987,813	3
Consumer Cyclical	0.8%	$957,435	4
Utilities	0.2%	$246,567	1
Real Estate	0.2%	$200,952	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	+10,710	110,098	$8,542,503
AAPL	Apple Inc.	+8,413	51,337	$13,028,817
KO	Coca Cola Co	+7,153	53,784	$4,090,273
MO	Altria Group, Inc.	+5,483	63,081	$4,162,715
DIS	Walt Disney Co	+3,318	54,417	$5,244,710
EOG	Eog Resources Inc	+2,950	23,249	$3,361,107
SCCO	Southern Copper Corp/	+2,917	36,220	$6,232,013
IBM	International Business Machines Corp	+2,745	12,815	$3,106,227
CRM	Salesforce, Inc.	+2,516	13,730	$2,562,979
PM	Philip Morris International Inc.	+2,296	29,890	$4,942,012
UPS	United Parcel Service Inc	+2,199	20,647	$2,031,251
COP	Conocophillips	+2,120	31,669	$4,180,308
V	Visa Inc.	+1,704	9,921	$2,998,523
FTNT	Fortinet, Inc.	+1,565	13,221	$1,080,420
UNH	Unitedhealth Group Inc	+1,511	15,005	$4,060,202
TXN	Texas Instruments Inc	+1,123	18,102	$3,514,322
NVDA	Nvidia Corp	+886	9,092	$1,585,644
MSFT	Microsoft Corp	+463	1,570	$581,166
QCOM	Qualcomm Inc/De	+443	1,805	$232,447
EPAM	EPAM Systems, Inc.	+413	2,017	$273,101
LLY	ELI LILLY & Co	+402	1,658	$1,524,978
ADBE	Adobe Inc.	+323	1,013	$246,240
IDXX	Idexx Laboratories Inc /De	+265	1,620	$910,261
META	Meta Platforms, Inc.	+180	1,778	$1,017,247
HD	Home Depot, Inc.	+120	904	$297,316
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
CAT	Caterpillar Inc	−5,531	1,035	$733,256
HPE	Hewlett Packard Enterprise Co	−1,526	11,394	$271,291
MRK	Merck & Co., Inc.	−1,328	25,115	$3,021,083
SPY	Spdr S&P 500 ETF Trust	−588	6,237	$4,056,170
LNT	Alliant Energy Corp	−461	3,436	$246,567
WDC	Western Digital Corp	−416	935	$252,908
CIEN	Ciena Corp	−388	735	$285,349
LRCX	Lam Research Corp	−387	1,183	$252,759
AXP	American Express Co	−355	17,134	$5,182,692
UI	Ubiquiti Inc.	−89	326	$257,634
JPM	Jpmorgan Chase & Co	−2	9,085	$2,672,443
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
VZ	Verizon Communications Inc	87,556	$4,395,311
AMD	Advanced Micro Devices Inc	5,391	$1,096,691
ADSK	Autodesk, Inc.	4,481	$1,072,751
MU	Micron Technology Inc	3,051	$1,030,749
AMGN	Amgen Inc	2,705	$951,754
WDAY	Workday, Inc.	1,907	$247,757
AGX	Argan Inc	410	$223,306
MTH	Meritage Homes CORP	3,532	$218,418
BFAM	Bright Horizons Family Solutions Inc.	2,614	$214,687
ARE	Alexandria Real Estate Equities, Inc.	4,329	$200,952
ACI	Albertsons Companies, Inc.	10,491	$178,766
ONDS	Ondas Inc.	17,497	$158,172
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	2,339	$1,051,895
EXPE	Expedia Group, Inc.	3,690	$1,045,413
MPWR	Monolithic Power Systems Inc	1,006	$911,798
SMCI	Super Micro Computer, Inc.	20,863	$610,660
CTSH	Cognizant Technology Solutions Corp	3,120	$258,960
BXP	BXP, Inc.	3,736	$252,105
KLAC	Kla Corp	201	$244,231
AMKR	Amkor Technology, Inc.	5,690	$224,641
QQQ	Invesco Qqq Trust, Series 1	337	$207,022
TRMB	Trimble Inc.	2,620	$205,277
ADT	ADT Inc.	21,124	$170,470
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $10,927,574 total · Communication Services only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DIS	Walt Disney Co Communication Services	Added	54,417	+3,318	$5,244,710	−9.8%	48.00%
VZ	Verizon Communications Inc Communication Services	NEW	87,556	NEW	$4,395,311	NEW	40.22%
META	Meta Platforms, Inc. Communication Services	Added	1,778	+180	$1,017,247	−3.6%	9.31%
GOOGL	Alphabet Inc. Communication Services	Held	940	0	$270,306	−8.1%	2.47%