Notify me when CFC Planning Co LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 71 | $129,983,532 | +$18,018,899 | -$9,884,442 | +$8,134,457 | AAPL, CSCO, AXP, DIS, SCCO | 13F-HR | 30 Jan 2026, 11:08 |
| Q3 2025 | 86 | $118,981,313 | +$32,211,153 | -$20,495,912 | +$11,715,241 | AAPL, CSCO, AXP, DIS, UNH | 13F-HR | 29 Oct 2025, 09:20 |
| Q2 2025 | 81 | $103,540,891 | +$22,540,718 | -$16,530,516 | +$6,010,202 | AAPL, CSCO, DIS, AXP, NKE | 13F-HR | 12 Aug 2025, 10:37 |
| Q1 2025 | 74 | $91,510,078 | $0 | $0 | $0 | AAPL, TRV, DIS, AXP, NKE | New Holdings | 23 Sep 2025, 16:06 |
| Q1 2025 | 74 | $91,510,078 | +$17,759,711 | -$18,170,139 | -$410,428 | AAPL, TRV, DIS, AXP, NKE | 13F-HR | 30 Apr 2025, 16:11 |
| Q4 2024 | 61 | $93,370,379 | $0 | $0 | $0 | AAPL, DIS, AXP, NKE, TRV | 13F-HR | 30 Jan 2025, 09:07 |