CFC Planning Co
CFC Planning Co reported 66 stocks worth $184M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (11.9%), SCCO (5.2%) and PG (4.7%). Compared with Q2 2026, the fund opened new positions in PG, SHW and XLV, added to AAPL, SCCO and NVDA, trimmed AXP, MRK and XLK and sold out of CSCO, VZ and AMAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $21.9M | 11.9% | 66K | +7,627 (+13%) | 8 of 8 | |
| 2 |  SCCO Southern Copper Corp | $9.7M | 5.2% | 48K | +5,846 (+14%) | 8 of 8 | |
| 3 |  PG Procter & Gamble Co | $8.6M | 4.7% | 59K | New position | 1 of 8 | |
| 4 |  NVDA Nvidia Corporation | $7.9M | 4.3% | 35K | +24K (+226%) | 8 of 8 | |
| 5 |  UNH Unitedhealth Group Inc | $6.5M | 3.5% | 18K | +1,471 (+9%) | 7 of 8 | |
| 6 |  PM Philip Morris Intl Inc | $6.4M | 3.5% | 34K | +1,802 (+6%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $6.2M | 3.3% | 8,793 | +201 (+2%) | 8 of 8 | |
| 8 |  DIS Disney Walt Co | $6M | 3.3% | 58K | +1,715 (+3%) | 8 of 8 | |
| 9 |  KO Coca Cola Co | $5.7M | 3.1% | 66K | +6,329 (+11%) | 5 of 8 | |
| 10 |  JNJ Johnson & Johnson | $5.2M | 2.8% | 20K | +210 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CSCO Cisco Sys Inc | $13.2M | 112K |
 VZ Verizon Communications I | $4.1M | 96K |
 AMAT Applied Matls Inc | $2.8M | 3,825 |
 XLP State Street | $2.7M | 32K |
 XLE Select Sector Spdr TR | $2.5M | 47K |
🔒 Free account: see all 13.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Put | $1.8M | 2,400 | 0 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →CFC Planning Co 13F FAQ
What does CFC Planning Co own?
CFC Planning Co reported 66 stocks worth $184M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (11.9%), SCCO (5.2%) and PG (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did CFC Planning Co buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 33 added to, 18 trimmed and 13 sold out. New positions include PG, SHW and XLV. It sold all of CSCO, VZ and AMAT.
When will CFC Planning Co file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is CFC Planning Co's portfolio worth?
The Q3 2026 filing reports $184M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.