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CFC Planning Co LLC

Q4 2025 · 13F-HR

CFC Planning Co LLCholdings as filed

Filed 2026-01-30 · accession 0001854428-26-000002

$131.7M
Reported value
72
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$11.7M8.86%42,924CommonNONE
17275R102CSCOCISCO SYS INC$7.7M5.81%99,388CommonNONE
025816109AXPAMERICAN EXPRESS CO$6.5M4.91%17,489CommonNONE
254687106DISDISNEY WALT CO$5.8M4.41%51,099CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$4.8M3.63%33,303CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.5M3.38%13,494CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.4M3.36%27,594CommonNONE
922908363VOOVANGUARD INDEX FDS$4.3M3.23%6,780CommonNONE
478160104JNJJOHNSON & JOHNSON$4.0M3.05%19,379CommonNONE
149123101CATCATERPILLAR INC$3.8M2.86%6,566CommonNONE
02209S103MOALTRIA GROUP INC$3.3M2.52%57,598CommonNONE
191216100KOCOCA COLA CO$3.3M2.48%46,631CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.0M2.27%10,070CommonNONE
79466L302CRMSALESFORCE INC$3.0M2.26%11,214CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.9M2.24%4,325CommonNONE
882508104TXNTEXAS INSTRS INC$2.9M2.24%16,979CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.9M2.22%9,087CommonNONE
92826C839VVISA INC$2.9M2.19%8,217CommonNONE
58933Y105MRKMERCK & CO INC$2.8M2.11%26,443CommonNONE
20825C104COPCONOCOPHILLIPS$2.8M2.10%29,549CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$2.5M1.94%39,507CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.5M1.87%20,908CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.4M1.84%44,255CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$2.4M1.82%52,886CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.4M1.81%16,571CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.4M1.81%15,344CommonNONE
26875P101EOGEOG RES INC$2.1M1.62%20,299CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.8M1.39%18,448CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.7M1.29%2,500PUTNONE
67066G104NVDANVIDIA CORPORATION$1.5M1.16%8,206CommonNONE
532457108LLYELI LILLY & CO$1.4M1.03%1,256CommonNONE
921910840MGVVANGUARD WORLD FD$1.1M0.83%7,732CommonNONE
922908629VOVANGUARD INDEX FDS$1.1M0.82%3,712CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.80%1,598CommonNONE
88160R101TSLATESLA INC$1.1M0.80%2,339CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.0M0.79%3,690CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$983,5230.75%12,828CommonNONE
34959E109FTNTFORTINET INC$925,6030.70%11,656CommonNONE
45168D104IDXXIDEXX LABS INC$916,6980.70%1,355CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$911,7980.69%1,006CommonNONE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$891,8910.68%20,113CommonNONE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$872,6550.66%22,179CommonNONE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$869,2450.66%19,278CommonNONE
808524607SCHASCHWAB STRATEGIC TR$859,4120.65%30,176CommonNONE
74348A467NOBLPROSHARES TR$766,2400.58%7,362CommonNONE
373865104GABCGERMAN AMERN BANCORP INC$741,7170.56%18,931CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$610,6600.46%20,863CommonNONE
594918104MSFTMICROSOFT CORP$535,4670.41%1,107CommonNONE
921909768VXUSVANGUARD STAR FDS$416,9570.32%5,527CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$351,4500.27%4,408CommonNONE
29414B104EPAMEPAM SYS INC$328,6280.25%1,604CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$310,3380.24%12,920CommonNONE
02079K305GOOGLALPHABET INC$294,2240.22%940CommonNONE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$282,2260.21%5,914CommonNONE
437076102HDHOME DEPOT INC$269,7740.20%784CommonNONE
512807306LRCXLAM RESEARCH CORP$268,7530.20%1,570CommonNONE
171779309CIENCIENA CORP$262,6360.20%1,123CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$258,9600.20%3,120CommonNONE
018802108LNTALLIANT ENERGY CORP$253,3440.19%3,897CommonNONE
101121101BXPBXP INC$252,1050.19%3,736CommonNONE
023135106AMZNAMAZON COM INC$251,5940.19%1,090CommonNONE
482480100KLACKLA CORP$244,2310.19%201CommonNONE
00724F101ADBEADOBE INC$241,4930.18%690CommonNONE
87283Q107TCHPT ROWE PRICE ETF INC$240,5750.18%4,825CommonNONE
747525103QCOMQUALCOMM INC$232,9700.18%1,362CommonNONE
958102105WDCWESTERN DIGITAL CORP$232,7370.18%1,351CommonNONE
90353W103UIUBIQUITI INC$229,6400.17%415CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$224,7320.17%4,877CommonNONE
031652100AMKRAMKOR TECHNOLOGY INC$224,6410.17%5,690CommonNONE
46090E103QQQINVESCO QQQ TR$207,0220.16%337CommonNONE
896239100TRMBTRIMBLE INC$205,2770.16%2,620CommonNONE
00090Q103ADTADT INC DEL$170,4710.13%21,124CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.