Comprehensive Financial Planning, Inc./PA

CIK

2044855

Location

EAST PETERSBURG, PA

Portfolio Value

Micro $50,814,030

Diversification

Diversified

Filing Date

Global Rank

#6,453 / 8,232 ▲ 45

Top Industry

Semiconductors 23.0%

3Y Alpha vs SPY

-1.7%

Period ended 2 months ago

Filed Apr 7, 2026 · 2mo

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

+21.0%

SPY

+23.4%

Annualised alpha

-1.7%

Max drawdown

−23.3%

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

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

Top Position

14.7%

+1.1 pts

Top 5

46.6%

−3.2 pts

Top 10

67.9%

−0.9 pts

HHI

660

Diversified+8

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	50.5%	$25,675,116	34
Unclassified	10.1%	$5,153,993	11
Communication Services	8.7%	$4,408,228	15
Consumer Cyclical	8.2%	$4,176,151	15
Financial Services	6.9%	$3,528,879	23
Industrials	5.6%	$2,870,285	21
Consumer Defensive	5.0%	$2,562,757	11
Energy	1.8%	$895,543	8
Healthcare	1.3%	$645,627	18
Utilities	1.3%	$641,624	5
Basic Materials	0.5%	$230,648	8
Real Estate	0.0%	$25,179	4

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
NVT	nVent Electric plc	+2,680	2,682	$317,226
PLTR	Palantir Technologies Inc.	+1,799	15,339	$2,243,788
NVDA	Nvidia Corp	+1,338	42,762	$7,457,692
MU	Micron Technology Inc	+1,180	4,581	$1,547,645
NRG	Nrg Energy, Inc.	+672	2,125	$310,547
GOOGL	Alphabet Inc.	+502	3,076	$884,534
CPNG	Coupang, Inc.	+350	390	$7,363
WDC	Western Digital Corp	+300	1,101	$297,809
AMD	Advanced Micro Devices Inc	+126	1,205	$245,133
MO	Altria Group, Inc.	+87	354	$23,360
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+75	736	$248,731
SNDK	Sandisk Corp	+62	228	$144,857
SPY	Spdr S&P 500 ETF Trust	+37	3,906	$2,540,228
CRWD	CrowdStrike Holdings, Inc.	+25	4,464	$1,742,790
F	Ford Motor Co	+20	1,863	$21,499
BRK-B	Berkshire Hathaway Inc	+20	4,199	$2,012,160
XOM	Exxon Mobil Corp	+17	2,788	$473,012
RTX	RTX Corp	+9	2,660	$513,114
CVX	Chevron Corp	+8	1,271	$262,969
JPM	Jpmorgan Chase & Co	+7	1,979	$582,142
BMY	Bristol Myers Squibb Co	+6	640	$38,816
AVGO	Broadcom Inc.	+4	2,128	$658,637
PFE	Pfizer Inc	+4	519	$14,573
MDY	Spdr S&P Midcap 400 ETF Trust	+3	213	$131,369
JNJ	Johnson & Johnson	+2	152	$37,154
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−5,042	8,221	$560,178
MSFT	Microsoft Corp	−3,970	7,707	$2,852,900
HOOD	Robinhood Markets, Inc.	−2,698	185	$12,820
SNAP	Snap Inc	−1,975	50	$230
META	Meta Platforms, Inc.	−1,804	5,825	$3,332,657
NOW	ServiceNow, Inc.	−1,761	1,424	$148,879
SMCI	Super Micro Computer, Inc.	−1,572	1,472	$33,517
AAPL	Apple Inc.	−1,281	28,602	$7,258,901
VST	Vistra Corp.	−1,199	1,879	$282,470
TSCO	Tractor Supply Co /De/	−825	825	$37,372
PANW	Palo Alto Networks Inc	−750	106	$16,993
QQQ	Invesco Qqq Trust, Series 1	−734	2,748	$1,586,090
ALAB	Astera Labs, Inc.	−503	1,186	$129,985
AMZN	Amazon Com Inc	−400	13,306	$2,771,240
WCN	Waste Connections, Inc.	−200	600	$97,464
ABBV	AbbVie Inc.	−200	346	$75,251
HD	Home Depot, Inc.	−186	211	$69,395
OKLO	Oklo Inc.	−150	665	$32,977
NFLX	Netflix Inc	−120	240	$23,076
LYV	Live Nation Entertainment, Inc.	−105	683	$104,164
XYZ	Block, Inc.	−100	350	$21,063
RSG	Republic Services, Inc.	−95	2,592	$567,699
WM	Waste Management Inc	−50	4,867	$1,118,387
BX	Blackstone Inc.	−32	200	$22,998
COST	Costco Wholesale Corp /New	−32	2,302	$2,293,781
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
PAHC	Phibro Animal Health Corp	5,165	$285,676
ESE	Esco Technologies Inc	873	$245,636
GLTR	abrdn Precious Metals Basket ETF Trust	1,121	$245,185
ARIS	Aris Mining Corp	2,000	$37,140
PFG	Principal Financial Group Inc	381	$34,331
ET	Energy Transfer LP	1,250	$24,125
CWST	Casella Waste Systems Inc	200	$15,868
SHW	Sherwin Williams Co	44	$14,104
SPOT	Spotify Technology S.A.	25	$12,122
FBTC	Fidelity Wise Origin Bitcoin Fund	125	$7,378
SBUX	Starbucks Corp	50	$4,479
COIN	Coinbase Global, Inc.	25	$4,365
LULU	lululemon athletica inc.	25	$3,827
OPEN	Opendoor Technologies Inc.	120	$561
BTOG	BIT ORIGIN Ltd	8	$17
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CLS	Celestica Inc	1,461	$431,886
IESC	IES Holdings, Inc.	929	$361,399
AGX	Argan Inc	1,153	$361,257
APH	Amphenol Corp /De/	2,298	$310,551
FIX	Comfort Systems USA Inc	305	$284,653
AMTM	Amentum Holdings, Inc.	8,830	$256,070
GLW	Corning Inc /Ny	1,843	$161,373
ORGN	Origin Materials, Inc.	8,523	$54,206
CZR	Caesars Entertainment, Inc.	500	$11,695
TER	Teradyne, Inc	42	$8,129
COF	Capital One Financial Corp	29	$7,028
SCHW	Schwab Charles Corp	67	$6,693
RJF	Raymond James Financial Inc	36	$5,781
ADI	Analog Devices Inc	21	$5,695
MS	Morgan Stanley	31	$5,503
ETN	Eaton Corp plc	17	$5,414
KKR	KKR & Co. Inc.	42	$5,354
DHI	Horton D R Inc /De/	37	$5,329
CEG	Constellation Energy Corp	15	$5,299
ANET	Arista Networks, Inc.	39	$5,110
DELL	Dell Technologies Inc.	38	$4,783
AEP	American Electric Power Co Inc	41	$4,727
D	Dominion Energy, Inc	80	$4,687
PEG	Public Service Enterprise Group Inc	53	$4,255
HII	Huntington Ingalls Industries, Inc.	11	$3,740
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

173 positions · $50,814,030 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 173 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	42,762	+1,338	$7,457,692	−3.5%	14.68%
AAPL	Apple Inc. Technology	Reduced	28,602	-1,281	$7,258,901	−10.6%	14.29%
META	Meta Platforms, Inc. Communication Services	Reduced	5,825	-1,804	$3,332,657	−33.8%	6.56%
MSFT	Microsoft Corp Technology	Reduced	7,707	-3,970	$2,852,900	−49.5%	5.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,306	-400	$2,771,240	−12.4%	5.45%
SPY	Spdr S&P 500 ETF Trust	Added	3,906	+37	$2,540,228	−3.7%	5.00%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,302	-32	$2,293,781	+14.0%	4.51%
PLTR	Palantir Technologies Inc. Technology	Added	15,339	+1,799	$2,243,788	−6.8%	4.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,199	+20	$2,012,160	−4.2%	3.96%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,464	+25	$1,742,790	−16.2%	3.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,748	-734	$1,586,090	−25.8%	3.12%
MU	Micron Technology Inc Technology	Added	4,581	+1,180	$1,547,645	+59.4%	3.05%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,189	-4	$1,185,510	−17.4%	2.33%
WM	Waste Management Inc Industrials	Reduced	4,867	-50	$1,118,387	+3.5%	2.20%
GOOGL	Alphabet Inc. Communication Services	Added	3,076	+502	$884,534	+9.8%	1.74%
AVGO	Broadcom Inc. Technology	Added	2,128	+4	$658,637	−10.4%	1.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,979	+7	$582,142	−8.4%	1.15%
RSG	Republic Services, Inc. Industrials	Reduced	2,592	-95	$567,699	−0.3%	1.12%
SLV	iShares Silver Trust	Reduced	8,221	-5,042	$560,178	−34.4%	1.10%
RTX	RTX Corp Industrials	Added	2,660	+9	$513,114	+5.5%	1.01%
XOM	Exxon Mobil Corp Energy	Added	2,788	+17	$473,012	+41.8%	0.93%
FULT	Fulton Financial Corp Financial Services	Held	18,039	0	$366,913	+5.2%	0.72%
NVT	nVent Electric plc Industrials	Added	2,682	+2,680	$317,226	+156169.0%	0.62%
NRG	Nrg Energy, Inc. Utilities	Added	2,125	+672	$310,547	+34.2%	0.61%
WDC	Western Digital Corp Technology	Added	1,101	+300	$297,809	+115.8%	0.59%
PAHC	Phibro Animal Health Corp Healthcare	NEW	5,165	NEW	$285,676	NEW	0.56%
VST	Vistra Corp. Utilities	Reduced	1,879	-1,199	$282,470	−43.1%	0.56%
CVX	Chevron Corp Energy	Added	1,271	+8	$262,969	+36.6%	0.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	736	+75	$248,731	+23.8%	0.49%
ESE	Esco Technologies Inc Technology	NEW	873	NEW	$245,636	NEW	0.48%
GLTR	abrdn Precious Metals Basket ETF Trust	NEW	1,121	NEW	$245,185	NEW	0.48%
AMD	Advanced Micro Devices Inc Technology	Added	1,205	+126	$245,133	+6.1%	0.48%
V	Visa Inc. Financial Services	Held	712	0	$215,194	−13.8%	0.42%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	941	0	$195,812	−0.3%	0.39%
NOW	ServiceNow, Inc. Technology	Reduced	1,424	-1,761	$148,879	−69.5%	0.29%
SNDK	Sandisk Corp Technology	Added	228	+62	$144,857	+267.6%	0.29%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	213	+3	$131,369	+3.7%	0.26%
ALAB	Astera Labs, Inc. Technology	Reduced	1,186	-503	$129,985	−53.7%	0.26%
MRK	Merck & Co., Inc. Healthcare	Added	1,044	+1	$125,582	+14.4%	0.25%
UBER	Uber Technologies, Inc Technology	Held	1,735	0	$124,798	−12.0%	0.25%
KO	Coca Cola Co Consumer Defensive	Held	1,548	0	$117,725	+8.8%	0.23%
VLO	Valero Energy Corp/Tx Energy	Held	450	0	$111,186	+51.8%	0.22%
ARM	Arm Holdings PLC /Uk Technology	Held	700	0	$105,896	+38.4%	0.21%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	683	-105	$104,164	−7.2%	0.20%
WCN	Waste Connections, Inc. Industrials	Reduced	600	-200	$97,464	−30.5%	0.19%
PEP	Pepsico Inc Consumer Defensive	Reduced	511	-10	$79,353	+6.1%	0.16%
GE	General Electric Co Industrials	Held	278	0	$78,888	−7.9%	0.16%
QCOM	Qualcomm Inc/De Technology	Held	600	0	$77,268	−24.7%	0.15%
ABBV	AbbVie Inc. Healthcare	Reduced	346	-200	$75,251	−39.7%	0.15%
PAAS	Pan American Silver Corp Basic Materials	Held	1,336	0	$72,985	+5.4%	0.14%