Comprehensive Financial Consultants Institutional, Inc.

Est. AUM

$336.6M

13F long equity, this entity only

Positions

193

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TR	UNIT SER 1	$7.9M	13745	2.36%	SOLE
2	JPMORGAN CHASE & CO	COM	$7.6M	25779	2.25%	SOLE
3	APPLE INC	COM	$7.2M	28341	2.14%	SOLE
4	JOHNSON & JOHNSON	COM	$6.3M	25804	1.87%	SOLE
5	WALMART INC	COM	$6.2M	50220	1.85%	SOLE
6	ELI LILLY & CO	COM	$6.1M	6653	1.82%	SOLE
7	MARATHON PETE CORP	COM	$6.1M	24907	1.81%	SOLE
8	JOHNSON CONTROLS INTERNATION	SHS	$5.9M	45001	1.75%	SOLE
9	MICROSOFT CORP	COM	$5.7M	15363	1.69%	SOLE
10	BROADCOM INC	COM	$5.5M	17833	1.64%	SOLE
11	EATON CORP PLC	SHS	$5.5M	15282	1.62%	SOLE
12	CHUBB LTD SWITZ	COM	$5.4M	16471	1.59%	SOLE
13	ANALOG DEVICES INC	COM	$5.3M	16720	1.58%	SOLE
14	CME GROUP INC	COM	$5.2M	17616	1.55%	SOLE
15	HOME DEPOT INC	COM	$5.1M	15653	1.53%	SOLE
16	VERIZON COMMUNICATIONS INC	COM	$5.0M	99683	1.49%	SOLE
17	AIR PRODUCTS AND CHEMICALS I	COM	$4.9M	16859	1.45%	SOLE
18	MOTOROLA SOLUTIONS INC	COM NEW	$4.9M	11255	1.45%	SOLE
19	UNION PAC CORP	COM	$4.7M	19316	1.39%	SOLE
20	ABBVIE INC	COM	$4.6M	21139	1.37%	SOLE
21	INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$4.3M	132250	1.28%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.3M	6535	1.26%	SOLE
23	BEST BUY INC	COM	$4.1M	64477	1.23%	SOLE
24	GE VERNOVA INC	COM	$4.1M	4645	1.20%	SOLE
25	COMCAST CORP NEW	CL A	$4.0M	140734	1.20%	SOLE
26	CUMMINS INC	COM	$3.9M	7259	1.16%	SOLE
27	ENTERGY CORP NEW	COM	$3.9M	34307	1.15%	SOLE
28	ALPHABET INC	CAP STK CL A	$3.7M	12775	1.09%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$3.6M	93416	1.08%	SOLE
30	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$3.6M	107260	1.07%	SOLE
31	AMAZON COM INC	COM	$3.4M	16545	1.02%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$3.4M	13874	1.02%	SOLE
33	DIAMONDBACK ENERGY INC	COM	$3.3M	16681	0.98%	SOLE
34	ADVANCED MICRO DEVICES INC	COM	$3.2M	15920	0.96%	SOLE
35	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.2M	77688	0.94%	SOLE
36	DARDEN RESTAURANTS INC	COM	$3.1M	15887	0.93%	SOLE
37	FIDELITY NATL INFORMATION SV	COM	$3.0M	63533	0.89%	SOLE
38	MORGAN STANLEY	COM NEW	$2.9M	17794	0.87%	SOLE
39	NVIDIA CORPORATION	COM	$2.9M	16656	0.86%	SOLE
40	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.8M	59351	0.82%	SOLE
41	FIRST TR EXCHANGE-TRADED FD	SHS	$2.7M	54056	0.82%	SOLE
42	FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$2.7M	79823	0.81%	SOLE
43	ALLSTATE CORP	COM	$2.7M	13032	0.80%	SOLE
44	EDWARDS LIFESCIENCES CORP	COM	$2.7M	33129	0.79%	SOLE
45	TRANE TECHNOLOGIES PLC	SHS	$2.6M	6331	0.78%	SOLE
46	WISDOMTREE TR	US QUALITY GROW	$2.6M	48093	0.76%	SOLE
47	IQVIA HLDGS INC	COM	$2.5M	14494	0.73%	SOLE
48	NXP SEMICONDUCTORS N V	COM	$2.4M	12084	0.71%	SOLE
49	VANGUARD STAR FDS	VG TL INTL STK F	$2.4M	30509	0.70%	SOLE
50	META PLATFORMS INC	CL A	$2.3M	4051	0.69%	SOLE

1–50 of 193

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.