Comprehensive Financial Consultants Institutional, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001915714

Type: FundHoldings: 175Value: $281.3MLatest: 2025Q1

Comprehensive Financial Consultants Institutional, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 175 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 175
Total Value: 281287068
Accession Number: 0001172661-25-001994
Form Type: 13F-HR
CIK: comprehensive-financial-consultants-institutional
Manager Name: Comprehensive-Financial-Consultants-Institutional

Data Enrichment

61% identified

107 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

175 positions • $281.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 9

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:31.1K

Value:$7.6M

% of Portfolio:2.7% ($7.6M/$281.3M)

Apple Inc.

AAPL|037833100

Shares:29.1K

Value:$6.5M

% of Portfolio:2.3% ($6.5M/$281.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:12.0K

Value:$5.6M

% of Portfolio:2.0% ($5.6M/$281.3M)

MICROSOFT CORP

MSFT|594918104

Shares:14.9K

Value:$5.6M

% of Portfolio:2.0% ($5.6M/$281.3M)

HOME DEPOT, INC.

HD|437076102

Shares:14.0K

Value:$5.1M

% of Portfolio:1.8% ($5.1M/$281.3M)

Chubb Ltd

CB|H1467J104

Shares:16.5K

Value:$5.0M

% of Portfolio:1.8% ($5.0M/$281.3M)

Walmart Inc.

WMT|931142103

Shares:56.6K

Value:$5.0M

% of Portfolio:1.8% ($5.0M/$281.3M)

Motorola Solutions, Inc.

MSI|620076307

Shares:11.1K

Value:$4.9M

% of Portfolio:1.7% ($4.9M/$281.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:29.0K

Value:$4.8M

% of Portfolio:1.7% ($4.8M/$281.3M)

CME GROUP INC.

CME|12572Q105

Shares:17.8K

Value:$4.7M

% of Portfolio:1.7% ($4.7M/$281.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:104.0K

Value:$4.7M

% of Portfolio:1.7% ($4.7M/$281.3M)

Johnson Controls International plc

JCI|G51502105

Shares:58.3K

Value:$4.7M

% of Portfolio:1.7% ($4.7M/$281.3M)

Eaton Corp plc

ETN|G29183103

Shares:16.3K

Value:$4.4M

% of Portfolio:1.6% ($4.4M/$281.3M)

Marathon Petroleum Corp

MPC|56585A102

Shares:30.1K

Value:$4.4M

% of Portfolio:1.6% ($4.4M/$281.3M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:14.7K

Value:$4.3M

% of Portfolio:1.5% ($4.3M/$281.3M)

Medtronic plc

MDT|G5960L103

Shares:46.7K

Value:$4.2M

% of Portfolio:1.5% ($4.2M/$281.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:46.1K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$281.3M)

ELI LILLY & Co

LLY|532457108

Shares:5.0K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$281.3M)

UNION PACIFIC CORP

UNP|907818108

Shares:17.4K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$281.3M)

COMCAST CORP

CMCSA|20030N101

Shares:109.8K

Value:$4.1M

% of Portfolio:1.4% ($4.1M/$281.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	31.1K	QoQ -3.79% (-1.2K) YoY -2.12% (-673)	All Managers (Combined)	$7.6M	2.7% ($7.6M/$281.3M)	QoQ -1.54% (-$119.8K) YoY +19.86% (-$1.3M)
Apple Inc.(AAPLcusip037833100)	29.1K	QoQ +0.89% (-257) YoY +2.45% (+696)	All Managers (Combined)	$6.5M	2.3% ($6.5M/$281.3M)	QoQ -10.50% (-$758.3K) YoY +32.71% (+$1.6M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	12.0K	QoQ +49.47% (+4.0K) YoY +54.79% (+4.2K)	All Managers (Combined)	$5.6M	2.0% ($5.6M/$281.3M)	QoQ +37.09% (+$1.5M) YoY +63.47% (+$2.2M)
MICROSOFT CORP(MSFTcusip594918104)	14.9K	QoQ +1.27% (-188) YoY +3.33% (-481)	All Managers (Combined)	$5.6M	2.0% ($5.6M/$281.3M)	QoQ -9.80% (-$607.0K) YoY -7.79% (-$472.3K)
HOME DEPOT, INC.(HDcusip437076102)	14.0K	QoQ +0.54% (-75) YoY +13.90% (+1.7K)	All Managers (Combined)	$5.1M	1.8% ($5.1M/$281.3M)	QoQ -5.27% (-$284.8K) YoY +8.82% (+$414.5K)
Chubb Ltd(CBcusipH1467J104)	16.5K	QoQ +1.89% (+306) YoY +10.00% (+1.5K)	All Managers (Combined)	$5.0M	1.8% ($5.0M/$281.3M)	QoQ +11.36% (+$507.7K) YoY +28.19% (+$1.1M)
Walmart Inc.(WMTcusip931142103)	56.6K	QoQ -2.82% (-1.6K) YoY -7.50% (-4.6K)	All Managers (Combined)	$5.0M	1.8% ($5.0M/$281.3M)	QoQ -5.58% (-$293.8K) YoY +34.95% (-$1.3M)
Motorola Solutions, Inc.(MSIcusip620076307)	11.1K	QoQ -0.77% (-86) YoY -2.49% (-284)	All Managers (Combined)	$4.9M	1.7% ($4.9M/$281.3M)	QoQ -6.01% (-$310.3K) YoY +20.25% (-$816.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	29.0K	QoQ +2.64% (+747) YoY +27.75% (+6.3K)	All Managers (Combined)	$4.8M	1.7% ($4.8M/$281.3M)	QoQ +17.70% (+$723.7K) YoY +33.93% (+$1.2M)
CME GROUP INC.(CMEcusip12572Q105)	17.8K	QoQ -5.04% (-947) YoY +13.81% (+2.2K)	All Managers (Combined)	$4.7M	1.7% ($4.7M/$281.3M)	QoQ +8.47% (-$369.9K) YoY +40.25% (+$1.4M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	104.0K	QoQ +4.15% (+4.2K) YoY +23.49% (+19.8K)	All Managers (Combined)	$4.7M	1.7% ($4.7M/$281.3M)	QoQ +18.14% (+$724.4K) YoY +33.49% (+$1.2M)
Johnson Controls International plc(JCIcusipG51502105)	58.3K	QoQ -0.88% (-518) YoY +11.55% (+6.0K)	All Managers (Combined)	$4.7M	1.7% ($4.7M/$281.3M)	QoQ +0.60% (-$27.9K) YoY +36.81% (+$1.3M)
Eaton Corp plc(ETNcusipG29183103)	16.3K	QoQ +1.30% (-210) YoY -0.67% (-111)	All Managers (Combined)	$4.4M	1.6% ($4.4M/$281.3M)	QoQ -17.02% (-$911.2K) YoY -13.65% (-$702.1K)
Marathon Petroleum Corp(MPCcusip56585A102)	30.1K	QoQ +7.73% (+2.2K) YoY +11.85% (-3.2K)	All Managers (Combined)	$4.4M	1.6% ($4.4M/$281.3M)	QoQ +12.51% (+$487.1K) YoY -19.12% (-$1.0M)
Air Products & Chemicals, Inc.(APDcusip009158106)	14.7K	QoQ +0.81% (+119) YoY +22.62% (+2.7K)	All Managers (Combined)	$4.3M	1.5% ($4.3M/$281.3M)	QoQ +2.50% (+$106.5K) YoY +49.27% (+$1.4M)
Medtronic plc(MDTcusipG5960L103)	46.7K	QoQ +1.57% (+725) YoY +28.36% (+10.3K)	All Managers (Combined)	$4.2M	1.5% ($4.2M/$281.3M)	QoQ +14.26% (+$523.9K) YoY +32.35% (+$1.0M)
Merck & Co., Inc.(MRKcusip58933Y105)	46.1K	QoQ +16.34% (+6.5K) YoY +34.97% (-11.9K)	All Managers (Combined)	$4.1M	1.5% ($4.1M/$281.3M)	QoQ +4.97% (+$196.3K) YoY -8.18% (-$368.9K)
ELI LILLY & Co(LLYcusip532457108)	5.0K	QoQ +7.46% (+347) YoY +20.92% (+865)	All Managers (Combined)	$4.1M	1.5% ($4.1M/$281.3M)	QoQ +14.96% (+$537.3K) YoY +28.38% (+$912.6K)
UNION PACIFIC CORP(UNPcusip907818108)	17.4K	QoQ +1.51% (+260) YoY +20.82% (+3.0K)	All Managers (Combined)	$4.1M	1.5% ($4.1M/$281.3M)	QoQ +5.16% (+$201.8K) YoY +16.06% (+$568.2K)
COMCAST CORP(CMCSAcusip20030N101)	109.8K	QoQ +14.56% (+14.0K) YoY +48.51% (+35.9K)	All Managers (Combined)	$4.1M	1.4% ($4.1M/$281.3M)	QoQ +12.63% (+$454.8K) YoY +26.42% (+$847.0K)