Comprehensive Financial Consultants Institutional, Inc.
•CIK: 1915714•Filing: Q4 2025
**Comprehensive Financial Consultants Institutional, Inc.** manages $324M across a diversified portfolio of 189 positions. The fund exhibits significant concentration in technology and financial sectors, with top holdings including NDQ at $9.0M and JPM at $8.9M. Notable allocations also feature AAPL ($7.7M), AVGO ($6.3M), and JNJ ($5.9M). This structure suggests a tactical, large-cap exposure strategy targeting established market leaders.
Total AUM
$323.9M
+ $48.4K in options
QoQ Performance
+0.5%
Positions
126
+ 1 option
Top 10 Concentration
20.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ2.8%
JPM2.7%
AAPL2.4%
AVGO1.9%
JNJ1.8%
WMT1.8%
JCI1.7%
HD1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.8%
Technology11.1%
Healthcare8.4%
Financial7.0%
Consumer6.2%
Industrial5.1%
ETF1.6%
Materials1.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑71 increased
↓78 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023