Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional reported 197 stocks worth $371M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are QQQ (2.8%), AAPL (2.4%) and MSFT (2.3%). Compared with Q2 2026, the fund opened new positions in WFC, UNH and AMAT, added to QQQ, ZALT and BALT, trimmed AAPL, MSFT and JPM and sold out of BBY, GNOV and ZTS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $10.5M | 2.8% | 14K | +368 (+3%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $8.9M | 2.4% | 27K | −1,526 (−5%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $8.4M | 2.3% | 16K | −797 (−5%) | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $8.4M | 2.3% | 25K | −623 (−2%) | 8 of 8 | |
| 5 |  LLY Eli Lilly & Co | $8.1M | 2.2% | 7,006 | No change | 8 of 8 | |
| 6 |  MPC Marathon Petroleum | $7.7M | 2.1% | 20K | −4,928 (−20%) | 8 of 8 | |
| 7 |  JNJ Johnson & Johnson | $6.4M | 1.7% | 24K | −1,255 (−5%) | 8 of 8 | |
| 8 |  ETN Eaton Corp PLC | $6.3M | 1.7% | 15K | −755 (−5%) | 8 of 8 | |
| 9 |  ADI Analog Devices Inc | $5.8M | 1.6% | 15K | −1,090 (−7%) | 8 of 8 | |
| 10 |  JCI Johnson Controls Int F | $5.8M | 1.6% | 39K | −2,369 (−6%) | 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 |
|---|---|---|
 BBY Best Buy Inc | $4.9M | 64K |
 GNOV First TR Exchng Traded FD VI | $3.9M | 92K |
 ZTS Zoetis Inc | $3.5M | 49K |
 PNOV Innovator Etfs Trust | $3.4M | 76K |
 STE Steris PLC | $2.8M | 13K |
🔒 Free account: see all 21.
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 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Comprehensive Financial Consultants Institutional 13F FAQ
What does Comprehensive Financial Consultants Institutional own?
Comprehensive Financial Consultants Institutional reported 197 stocks worth $371M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are QQQ (2.8%), AAPL (2.4%) and MSFT (2.3%). The table above lists every position in the filing (the top 10 without an account).
What did Comprehensive Financial Consultants Institutional buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 55 added to, 84 trimmed and 21 sold out. New positions include WFC, UNH and AMAT. It sold all of BBY, GNOV and ZTS.
When will Comprehensive Financial Consultants Institutional 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 Comprehensive Financial Consultants Institutional's portfolio worth?
The Q3 2026 filing reports $371M 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.