CFC Planning Co LLC
•CIK: 1854428•Filing: Q4 2025
**CFC Planning Co LLC** manages $130M across a diversified portfolio of 71 positions. The fund exhibits notable concentration in technology and industrials, with top holdings including AAPL at $11.7M and CSCO at $7.7M. Significant allocations are also maintained in consumer discretionary (DIS at $5.8M) and healthcare (UNH at $4.5M). This structure suggests a tactical approach favoring established market leaders across multiple sectors.
Total AUM
$130.0M
QoQ Performance
+10.7%
Positions
63
Top 10 Concentration
44.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
CSCO
AAPL9.0%
CSCO5.9%
AXP5.0%
DIS4.5%
SCCO3.7%
UNH3.4%
4I13.4%
VOO3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.6%
Technology24.9%
Healthcare9.7%
Financial9.4%
ETF5.5%
Consumer Staples5.1%
Communication4.5%
Industrial4.3%
🚪 Exited Positionssold since Q3 2025
+22 more exited positions
Changes from Q3 2025
NEW12 new positions
↑38 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024