Comprehensive Financial Consultants Institutional, Inc.

CIK

1915714

Location

Bloomington, IN

Portfolio Value

Small $379,714,828

Diversification

Diversified

Filing Date

Global Rank

#4,540 / 8,795 ▼ 289 · as of Jun 2026

Top Industry

Semiconductors 10.5%

Period ended 3 months ago

Filed Jul 15, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

141 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.0%

−0.1 pts

Top 5

15.0%

+0.0 pts

Top 10

24.7%

+0.1 pts

HHI

141

Diversified−1

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.7%	$108,865,879	36
Technology	16.8%	$63,798,181	21
Industrials	11.9%	$45,155,866	20
Healthcare	10.6%	$40,387,330	13
Financial Services	8.8%	$33,473,951	13
Consumer Cyclical	8.2%	$31,141,087	11
Consumer Defensive	3.3%	$12,346,991	8
Communication Services	3.1%	$11,908,139	4
Energy	2.9%	$11,192,797	4
Utilities	2.5%	$9,414,248	6
Basic Materials	1.7%	$6,394,750	2
Real Estate	1.5%	$5,635,609	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+30,210	406,424	$14,443,520
ZTS	Zoetis Inc.	+30,041	49,141	$3,531,272
AFGR	First Trust Active Factor Large Cap Growth ETF	+26,034	423,647	$15,356,923
CMG	Chipotle Mexican Grill Inc	+23,039	84,074	$2,858,516
—		+19,170	39,410	$2,213,265
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	+17,789	124,969	$4,138,719
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+13,171	108,540	$7,185,244
AGNG	Global X Funds Global X Aging Population ETF	+9,968	39,762	$1,033,401
VZ	Verizon Communications Inc	+8,538	108,221	$4,582,077
SLV	iShares Silver Trust	+5,951	16,500	$882,255
—		+5,848	7,665	$210,097
CRM	Salesforce, Inc.	+5,770	16,322	$2,557,004
CEG	Constellation Energy Corp	+3,151	10,766	$2,673,951
STE	STERIS plc	+2,722	13,195	$2,778,471
TFC	Truist Financial Corp	+2,443	25,218	$1,256,360
HD	Home Depot, Inc.	+2,223	17,876	$6,304,507
AAAC	Columbia AAA CLO ETF	+2,212	16,906	$731,691
ETR	Entergy Corp /De/	+2,054	36,361	$4,176,424
ABT	Abbott Laboratories	+1,984	13,923	$1,263,373
KO	Coca Cola Co	+1,851	18,370	$1,492,929
MSFT	Microsoft Corp	+1,821	17,184	$6,409,975
IQV	Iqvia Holdings Inc.	+1,686	16,180	$3,126,299
NVDA	Nvidia Corp	+1,580	18,236	$3,648,841
CME	Cme Group Inc.	+1,568	19,184	$4,236,402
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+1,480	11,832	$1,177,372
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFK	VanEck Africa Index ETF	−15,044	38,933	$2,049,247
AMD	Advanced Micro Devices Inc	−6,478	9,442	$5,484,952
HON	Honeywell International Inc	−3,887	3,974	$889,778
JCI	Johnson Controls International plc	−3,571	41,430	$6,053,337
JA	Janus Henderson AA-A CLO ETF	−2,066	4,597	$232,102
CSCO	Cisco Systems, Inc.	−1,927	21,527	$2,528,561
GOOGL	Alphabet Inc.	−1,672	11,988	$4,281,101
QCOM	Qualcomm Inc/De	−1,390	7,314	$1,351,554
BAPR	Innovator U.S. Equity Buffer ETF - April	−1,239	76,449	$3,390,513
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−1,169	41,519	$7,918,910
GEV	GE Vernova Inc.	−1,023	3,622	$4,255,342
ADI	Analog Devices Inc	−941	15,779	$6,266,945
AIRR	First Trust RBA American Industrial Renaissance ETF	−726	32,517	$2,737,490
NXPI	NXP Semiconductors N.V.	−693	11,391	$3,201,212
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−684	44,402	$3,562,514
VIG	Vanguard Dividend Appreciation ETF	−664	8,896	$2,104,971
CMI	Cummins Inc	−652	6,607	$4,712,178
AVGO	Broadcom Inc.	−605	17,228	$6,507,877
FANG	Diamondback Energy, Inc.	−589	16,092	$2,828,651
FITB	Fifth Third Bancorp	−545	8,368	$471,704
ABI	VictoryShares Pioneer Asset-Based Income ETF	−527	9,871	$1,191,163
BA	Boeing Co	−466	5,162	$1,117,418
MPC	Marathon Petroleum Corp	−464	24,443	$6,249,341
MS	Morgan Stanley	−385	17,409	$3,639,177
AMZN	Amazon Com Inc	−270	16,275	$3,878,983
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
SCI	Service Corp International	54,386	$4,131,160
O	Realty Income Corp	62,381	$3,865,126
PH	Parker-Hannifin Corp	3,031	$2,964,681
ESN	Essential 40 Stock ETF	72,927	$1,450,080
HONA	Honeywell Aerospace Inc.	3,948	$872,823
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	9,004	$473,998
INTC	Intel Corp	2,977	$415,678
DELL	Dell Technologies Inc.	645	$278,291
IRDM	Iridium Communications Inc.	4,885	$267,942
BTI	British American Tobacco p.l.c.	3,395	$209,675
ETHA	iShares Ethereum Trust ETF	10,684	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
CMCSA	Comcast Corp	140,734	$4,040,473
FIS	Fidelity National Information Services, Inc.	63,533	$2,980,333
MDT	Medtronic plc	23,215	$2,011,579
DXCM	Dexcom Inc	30,592	$1,921,177
STT	State Street Corp	7,914	$390,714
COP	Conocophillips	2,017	$266,244
EDV	Vanguard World Funds Extended Duration ETF	759	$206,698
HII	Huntington Ingalls Industries, Inc.	531	$201,726
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 tracked positions · $379,714,828 total · filing declares 205 positions · $378,100,185 · as of Jun 30, 2026

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

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	423,647	+26,034	$15,356,923	+12.5%	4.04%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	406,424	+30,210	$14,443,520	+12.2%	3.80%
QQQ	Invesco Qqq Trust, Series 1	Added	13,775	+30	$10,143,910	+27.9%	2.67%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,922	+143	$8,485,048	+11.9%	2.23%
LLY	ELI LILLY & Co Healthcare	Added	7,006	+353	$8,403,207	+37.3%	2.21%
AAPL	Apple Inc. Technology	Reduced	28,144	-197	$8,143,747	+13.2%	2.14%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	41,519	-1,169	$7,918,910	+3719.1%	2.09%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	168,259	+559	$7,242,074	+2.7%	1.91%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	108,540	+13,171	$7,185,244	+22.9%	1.89%
ETN	Eaton Corp plc Industrials	Added	15,408	+126	$6,565,656	+20.1%	1.73%
AVGO	Broadcom Inc. Technology	Reduced	17,228	-605	$6,507,877	+17.9%	1.71%
JNJ	Johnson & Johnson Healthcare	Reduced	25,549	-255	$6,488,679	+2.9%	1.71%
MSFT	Microsoft Corp Technology	Added	17,184	+1,821	$6,409,975	+12.7%	1.69%
HD	Home Depot, Inc. Consumer Cyclical	Added	17,876	+2,223	$6,304,507	+22.5%	1.66%
ADI	Analog Devices Inc Technology	Reduced	15,779	-941	$6,266,945	+17.8%	1.65%
MPC	Marathon Petroleum Corp Energy	Reduced	24,443	-464	$6,249,341	+2.8%	1.65%
JCI	Johnson Controls International plc Industrials	Reduced	41,430	-3,571	$6,053,337	+2.7%	1.59%
WMT	Walmart Inc. Consumer Defensive	Added	50,717	+497	$5,744,207	−8.0%	1.51%
CB	Chubb Ltd Financial Services	Reduced	16,253	-218	$5,538,047	+3.2%	1.46%
ABBV	AbbVie Inc. Healthcare	Added	22,004	+865	$5,537,086	+20.4%	1.46%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,442	-6,478	$5,484,952	+69.4%	1.44%
UNP	Union Pacific Corp Industrials	Added	19,487	+171	$5,300,464	+13.1%	1.40%
AAAP	Pacer Barings CLO Market Flex ETF	Added	113,449	+893	$5,228,977	+3.8%	1.38%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	17,268	+409	$5,062,632	+3.4%	1.33%
SPY	Spdr S&P 500 ETF Trust	Added	6,564	+29	$4,901,798	+15.3%	1.29%
BBY	Best Buy Co Inc Consumer Cyclical	Reduced	64,351	-126	$4,882,953	+18.0%	1.29%
MSI	Motorola Solutions, Inc. Technology	Added	11,738	+483	$4,874,674	−0.2%	1.28%
CMI	Cummins Inc Industrials	Reduced	6,607	-652	$4,712,178	+20.7%	1.24%
VZ	Verizon Communications Inc Communication Services	Added	108,221	+8,538	$4,582,077	−8.4%	1.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,988	-1,672	$4,281,101	+9.0%	1.13%
GEV	GE Vernova Inc. Industrials	Reduced	3,622	-1,023	$4,255,342	+5.0%	1.12%
CME	Cme Group Inc. Financial Services	Added	19,184	+1,568	$4,236,402	−18.6%	1.12%
ETR	Entergy Corp /De/ Utilities	Added	36,361	+2,054	$4,176,424	+8.3%	1.10%
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	Added	124,969	+17,789	$4,138,719	+25.2%	1.09%
SCI	Service Corp International Consumer Cyclical	NEW	54,386	NEW	$4,131,160	NEW	1.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,275	-270	$3,878,983	+12.6%	1.02%
O	Realty Income Corp Real Estate	NEW	62,381	NEW	$3,865,126	NEW	1.02%
NVDA	Nvidia Corp Technology	Added	18,236	+1,580	$3,648,841	+25.6%	0.96%
MS	Morgan Stanley Financial Services	Reduced	17,409	-385	$3,639,177	+24.3%	0.96%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	44,402	-684	$3,562,514	+8.3%	0.94%
ZTS	Zoetis Inc. Healthcare	Added	49,141	+30,041	$3,531,272	+56.4%	0.93%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	16,673	+786	$3,434,804	+10.3%	0.90%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	76,449	-1,239	$3,390,513	+6.8%	0.89%
ALL	Allstate Corp Financial Services	Added	13,593	+561	$3,234,318	+19.7%	0.85%
NXPI	NXP Semiconductors N.V. Technology	Reduced	11,391	-693	$3,201,212	+34.6%	0.84%
APH	Amphenol Corp /De/ Technology	Added	8,977	+104	$3,165,649	+41.2%	0.83%
TT	Trane Technologies plc Industrials	Added	6,380	+49	$3,133,600	+18.8%	0.83%
IQV	Iqvia Holdings Inc. Healthcare	Added	16,180	+1,686	$3,126,299	+26.5%	0.82%
CDNS	Cadence Design Systems Inc Technology	Added	8,317	+129	$3,121,536	+37.2%	0.82%
EW	Edwards Lifesciences Corp Healthcare	Added	34,411	+1,282	$3,112,819	+17.3%	0.82%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.