Comprehensive Financial Consultants Institutional, Inc.

CIK

1915714

Location

Bloomington, IN

Portfolio Value

Small $252,138,692

Diversification

Diversified

Filing Date

Global Rank

#3,716 / 8,603 ▲ 139 · as of Mar 2026

Top Industry

Drug Manufacturers - General 9.1%

3Y Alpha vs SPY

-3.9%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+59.4%

SPY

+76.0%

Annualised alpha

-3.9%

Max drawdown

−16.1%

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

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

Top Position

3.1%

−0.4 pts

Top 5

14.0%

−1.5 pts

Top 10

25.6%

−1.0 pts

HHI

159

Diversified−5

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.9%	$52,782,160	20
Industrials	15.5%	$39,104,025	19
Healthcare	15.1%	$38,119,818	15
Financial Services	12.1%	$30,517,160	12
Consumer Cyclical	9.3%	$23,354,969	10
Communication Services	6.0%	$15,035,836	4
Unclassified	5.3%	$13,302,849	4
Consumer Defensive	4.8%	$12,104,861	7
Energy	4.6%	$11,614,781	4
Utilities	3.3%	$8,414,624	6
Basic Materials	2.4%	$6,100,083	2
Real Estate	0.7%	$1,687,526	2

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
BBY	Best Buy Co Inc	+6,464	64,477	$4,139,423
CEG	Constellation Energy Corp	+6,395	7,615	$2,126,488
FIS	Fidelity National Information Services, Inc.	+5,951	63,533	$2,980,333
CMG	Chipotle Mexican Grill Inc	+5,725	61,035	$1,953,730
NVDA	Nvidia Corp	+5,188	16,656	$2,904,806
CMCSA	Comcast Corp	+4,634	140,734	$4,040,473
KMB	Kimberly Clark Corp	+3,404	9,904	$955,438
LLY	ELI LILLY & Co	+1,979	6,653	$6,119,229
DXCM	Dexcom Inc	+1,731	30,592	$1,921,177
ETR	Entergy Corp /De/	+1,565	34,307	$3,854,734
ABT	Abbott Laboratories	+1,411	11,939	$1,225,777
IQV	Iqvia Holdings Inc.	+1,358	14,494	$2,471,806
CRM	Salesforce, Inc.	+1,204	10,552	$1,969,741
QCOM	Qualcomm Inc/De	+1,044	8,704	$1,120,901
COF	Capital One Financial Corp	+1,026	6,461	$1,178,680
MSFT	Microsoft Corp	+991	15,363	$5,686,921
PG	PROCTER & GAMBLE Co	+852	10,693	$1,544,496
CCI	Crown Castle Inc.	+811	12,307	$1,000,682
SLV	iShares Silver Trust	+792	10,549	$718,808
EW	Edwards Lifesciences Corp	+681	33,129	$2,652,970
DUK	Duke Energy CORP	+639	10,200	$1,335,588
AMZN	Amazon Com Inc	+624	16,545	$3,445,827
TFC	Truist Financial Corp	+545	22,775	$1,046,966
CDNS	Cadence Design Systems Inc	+403	8,188	$2,275,199
MS	Morgan Stanley	+397	17,794	$2,928,358
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDT	Medtronic plc	−25,070	23,215	$2,011,579
VZ	Verizon Communications Inc	−13,153	99,683	$5,004,086
TJX	Tjx Companies Inc /De/	−7,575	11,569	$1,847,569
MPC	Marathon Petroleum Corp	−3,117	24,907	$6,081,791
V	Visa Inc.	−2,786	4,609	$1,393,024
JNJ	Johnson & Johnson	−2,757	25,804	$6,307,529
ADI	Analog Devices Inc	−2,557	16,720	$5,319,300
BMY	Bristol Myers Squibb Co	−2,330	23,222	$1,408,414
JCI	Johnson Controls International plc	−1,972	45,001	$5,892,880
JPM	Jpmorgan Chase & Co	−1,704	25,779	$7,583,150
CVX	Chevron Corp	−1,528	9,509	$1,967,412
WMT	Walmart Inc.	−1,336	50,220	$6,241,341
QQQ	Invesco Qqq Trust, Series 1	−843	13,745	$7,933,339
UPS	United Parcel Service Inc	−813	11,214	$1,103,233
MU	Micron Technology Inc	−583	1,279	$432,097
GOOGL	Alphabet Inc.	−545	12,775	$3,673,579
AVGO	Broadcom Inc.	−400	17,833	$5,519,491
CSCO	Cisco Systems, Inc.	−260	23,454	$1,819,795
SPY	Spdr S&P 500 ETF Trust	−237	6,535	$4,249,971
CB	Chubb Ltd	−234	16,471	$5,368,393
GEV	GE Vernova Inc.	−192	4,645	$4,054,620
CME	Cme Group Inc.	−169	17,616	$5,202,885
HON	Honeywell International Inc	−94	7,861	$1,863,473
AMGN	Amgen Inc	−68	4,082	$1,436,251
AAPL	Apple Inc.	−54	28,341	$7,192,662
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	19,100	$2,257,811
AZN	Astrazeneca PLC	7,833	$1,544,824
APH	Amphenol Corp /De/	8,873	$1,121,103
FITB	Fifth Third Bancorp	8,913	$414,097
COP	Conocophillips	2,017	$266,244
PM	Philip Morris International Inc.	1,223	$202,210
HII	Huntington Ingalls Industries, Inc.	531	$201,726
BURU	Nuburu, Inc.	20,040	$3,547
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	7,509	$2,478,795
FISV	Fiserv Inc	21,800	$1,464,306
MSIF	Msc Income Fund, Inc.	16,801	$220,765
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 positions · $252,138,692 total · as of Mar 31, 2026

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

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	13,745	-843	$7,933,339	−11.5%	3.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	25,779	-1,704	$7,583,150	−14.4%	3.01%
AAPL	Apple Inc. Technology	Reduced	28,341	-54	$7,192,662	−6.8%	2.85%
JNJ	Johnson & Johnson Healthcare	Reduced	25,804	-2,757	$6,307,529	+6.7%	2.50%
WMT	Walmart Inc. Consumer Defensive	Reduced	50,220	-1,336	$6,241,341	+8.7%	2.48%
LLY	ELI LILLY & Co Healthcare	Added	6,653	+1,979	$6,119,229	+21.8%	2.43%
MPC	Marathon Petroleum Corp Energy	Reduced	24,907	-3,117	$6,081,791	+33.4%	2.41%
JCI	Johnson Controls International plc Industrials	Reduced	45,001	-1,972	$5,892,880	+4.8%	2.34%
MSFT	Microsoft Corp Technology	Added	15,363	+991	$5,686,921	−18.2%	2.26%
AVGO	Broadcom Inc. Technology	Reduced	17,833	-400	$5,519,491	−12.5%	2.19%
ETN	Eaton Corp plc Industrials	Reduced	15,282	-53	$5,465,912	+11.9%	2.17%
CB	Chubb Ltd Financial Services	Reduced	16,471	-234	$5,368,393	+3.0%	2.13%
ADI	Analog Devices Inc Technology	Reduced	16,720	-2,557	$5,319,300	+1.7%	2.11%
CME	Cme Group Inc. Financial Services	Reduced	17,616	-169	$5,202,885	+7.1%	2.06%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,653	+397	$5,148,115	−1.9%	2.04%
VZ	Verizon Communications Inc Communication Services	Reduced	99,683	-13,153	$5,004,086	+8.9%	1.98%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	16,859	+293	$4,897,370	+19.7%	1.94%
MSI	Motorola Solutions, Inc. Technology	Added	11,255	+53	$4,884,332	+13.7%	1.94%
UNP	Union Pacific Corp Industrials	Added	19,316	+31	$4,686,447	+5.1%	1.86%
ABBV	AbbVie Inc. Healthcare	Reduced	21,139	-48	$4,597,521	−5.0%	1.82%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,535	-237	$4,249,971	−8.0%	1.69%
BBY	Best Buy Co Inc Consumer Cyclical	Added	64,477	+6,464	$4,139,423	+6.6%	1.64%
GEV	GE Vernova Inc. Industrials	Reduced	4,645	-192	$4,054,620	+28.3%	1.61%
CMCSA	Comcast Corp Communication Services	Added	140,734	+4,634	$4,040,473	+6.0%	1.60%
CMI	Cummins Inc Industrials	Reduced	7,259	-52	$3,905,487	+4.7%	1.55%
ETR	Entergy Corp /De/ Utilities	Added	34,307	+1,565	$3,854,734	+27.4%	1.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,775	-545	$3,673,579	−11.9%	1.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,545	+624	$3,445,827	−6.2%	1.37%
FANG	Diamondback Energy, Inc. Energy	Added	16,681	+50	$3,299,334	+32.0%	1.31%
AMD	Advanced Micro Devices Inc Technology	Added	15,920	+40	$3,238,605	−4.8%	1.28%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	15,887	+10	$3,114,487	+6.6%	1.24%
FIS	Fidelity National Information Services, Inc. Technology	Added	63,533	+5,951	$2,980,333	−22.1%	1.18%
MS	Morgan Stanley Financial Services	Added	17,794	+397	$2,928,358	−5.2%	1.16%
NVDA	Nvidia Corp Technology	Added	16,656	+5,188	$2,904,806	+35.8%	1.15%
ALL	Allstate Corp Financial Services	Added	13,032	+335	$2,702,054	+2.2%	1.07%
EW	Edwards Lifesciences Corp Healthcare	Added	33,129	+681	$2,652,970	−4.1%	1.05%
TT	Trane Technologies plc Industrials	Added	6,331	+154	$2,638,380	+9.7%	1.05%
IQV	Iqvia Holdings Inc. Healthcare	Added	14,494	+1,358	$2,471,806	−16.5%	0.98%
NXPI	NXP Semiconductors N.V. Technology	Added	12,084	+363	$2,378,856	−6.5%	0.94%
META	Meta Platforms, Inc. Communication Services	Added	4,051	+143	$2,317,698	−10.2%	0.92%
STE	STERIS plc Healthcare	Added	10,473	+270	$2,315,894	−10.5%	0.92%
CDNS	Cadence Design Systems Inc Technology	Added	8,188	+403	$2,275,199	−6.5%	0.90%
ZTS	Zoetis Inc. Healthcare	NEW	19,100	NEW	$2,257,811	NEW	0.90%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	3,278	-43	$2,236,382	+18.1%	0.89%
CEG	Constellation Energy Corp Utilities	Added	7,615	+6,395	$2,126,488	+393.4%	0.84%
SNPS	Synopsys Inc Technology	Added	5,235	+261	$2,075,572	−11.2%	0.82%
SPGI	S&P Global Inc. Financial Services	Added	5,116	+190	$2,058,693	−15.5%	0.82%
MDT	Medtronic plc Healthcare	Reduced	23,215	-25,070	$2,011,579	−56.6%	0.80%
CRM	Salesforce, Inc. Technology	Added	10,552	+1,204	$1,969,741	−20.5%	0.78%
CVX	Chevron Corp Energy	Reduced	9,509	-1,528	$1,967,412	+17.0%	0.78%