Comprehensive Financial Planning, Inc./PA
CIK
2044855
Location
EAST PETERSBURG, PA
Portfolio Value
Micro
$51,173,158
Diversification
Diversified
Filing Date
Global Rank
#6,555
/ 8,636
▼ 131
· as of Mar 2026
Top Industry
Semiconductors
22.8%
3Y Alpha vs SPY
-1.1%
Period ended 4 months ago
Filed Apr 7, 2026 · 4mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+28.9%
SPY
+28.4%
Annualised alpha
+0.3%
Max drawdown
−23.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
175 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.6%
+1.0 pts
Top 5
46.3%
−3.5 pts
Top 10
67.4%
−1.4 pts
HHI
654
Diversified−0
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.2% | $25,675,116 |
| Unclassified | 10.1% | $5,153,993 |
| Communication Services | 9.2% | $4,722,339 |
| Consumer Cyclical | 8.2% | $4,176,151 |
| Financial Services | 7.0% | $3,574,758 |
| Industrials | 5.6% | $2,870,285 |
| Consumer Defensive | 5.0% | $2,562,757 |
| Energy | 1.8% | $895,543 |
| Healthcare | 1.3% | $644,765 |
| Utilities | 1.3% | $641,624 |
| Basic Materials | 0.5% | $230,648 |
| Real Estate | 0.0% | $25,179 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | +603 | 4,171 | $1,198,645 | |
| 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 | |
| BRK-B | Berkshire Hathaway Inc | +20 | 4,199 | $2,012,160 | |
| F | Ford Motor Co | +20 | 1,863 | $21,499 | |
| XOM | ExxonMobil Holdings 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 | |
| PFE | Pfizer Inc | +4 | 519 | $14,573 | |
| AVGO | Broadcom Inc. | +4 | 2,128 | $658,637 | |
| 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 | Open |
|---|---|---|---|---|---|
| ORGN | Origin Materials, Inc. | −8,239 | 284 | $0 | |
| 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 | |
| ENBP | ENB Financial Corp | −1,701 | 1,878 | $45,879 | |
| 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 | |
| BTOG | BIT ORIGIN Ltd | −492 | 8 | $17 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CLS | Celestica Inc | 1,461 | $431,886 | |
| 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 | |
| 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 | |
| STRL | Sterling Infrastructure, Inc. | 12 | $3,674 | |
| EXPE | Expedia Group, Inc. | 12 | $3,399 | |
| No positions match the current search. | ||||
175 tracked positions ·
$51,173,158 total
· filing declares
388 positions · $144,397,991
· 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 175 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 42,762 | $7,457,692 | 14.57% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 28,602 | $7,258,901 | 14.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,825 | $3,332,657 | 6.51% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,707 | $2,852,900 | 5.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 13,306 | $2,771,240 | 5.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,906 | $2,540,228 | 4.96% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,302 | $2,293,781 | 4.48% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 15,339 | $2,243,788 | 4.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,199 | $2,012,160 | 3.93% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 4,464 | $1,742,790 | 3.41% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,748 | $1,586,090 | 3.10% | |
| MU |
Micron Technology Inc
Technology
|
Added | 4,581 | $1,547,645 | 3.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,171 | $1,198,645 | 2.34% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 3,189 | $1,185,510 | 2.32% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 4,867 | $1,118,387 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,128 | $658,637 | 1.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,979 | $582,142 | 1.14% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 2,592 | $567,699 | 1.11% | |
| SLV |
iShares Silver Trust
|
Reduced | 8,221 | $560,178 | 1.09% | |
| RTX |
RTX Corp
Industrials
|
Added | 2,660 | $513,114 | 1.00% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,788 | $473,012 | 0.92% | |
| FULT |
Fulton Financial Corp
Financial Services
|
Held | 18,039 | $366,913 | 0.72% | |
| NVT |
nVent Electric plc
Industrials
|
Added | 2,682 | $317,226 | 0.62% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Added | 2,125 | $310,547 | 0.61% | |
| WDC |
Western Digital Corp
Technology
|
Added | 1,101 | $297,809 | 0.58% | |
| PAHC |
Phibro Animal Health Corp
Healthcare
|
NEW | 5,165 | $285,676 | 0.56% | |
| VST |
Vistra Corp.
Utilities
|
Reduced | 1,879 | $282,470 | 0.55% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,271 | $262,969 | 0.51% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 736 | $248,731 | 0.49% | |
| ESE |
Esco Technologies Inc
Technology
|
NEW | 873 | $245,636 | 0.48% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
NEW | 1,121 | $245,185 | 0.48% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,205 | $245,133 | 0.48% | |
| V |
Visa Inc.
Financial Services
|
Held | 712 | $215,194 | 0.42% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 941 | $195,812 | 0.38% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 1,424 | $148,879 | 0.29% | |
| SNDK |
Sandisk Corp
Technology
|
Added | 228 | $144,857 | 0.28% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 213 | $131,369 | 0.26% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Reduced | 1,186 | $129,985 | 0.25% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 1,044 | $125,582 | 0.25% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 1,735 | $124,798 | 0.24% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 1,548 | $117,725 | 0.23% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 450 | $111,186 | 0.22% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Held | 700 | $105,896 | 0.21% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Reduced | 683 | $104,164 | 0.20% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Reduced | 600 | $97,464 | 0.19% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 511 | $79,353 | 0.16% | |
| GE |
General Electric Co
Industrials
|
Held | 278 | $78,888 | 0.15% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 600 | $77,268 | 0.15% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 346 | $75,251 | 0.15% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Held | 1,336 | $72,985 | 0.14% |
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.