Portfolio (Quarterly)
Guide ↗
CFC Planning Co LLC
· CIK 0001854428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLC | SELECT SECTOR SPDR TR | — | 20,908 | $2.5M | 1.87% | SOLD |
| 2 | XLF | SELECT SECTOR SPDR TR | — | 44,255 | $2.4M | 1.84% | SOLD |
| 3 | XLB | SELECT SECTOR SPDR TR | — | 52,886 | $2.4M | 1.82% | SOLD |
| 4 | TSLA | TESLA INC | Consumer Cyclical | 2,339 | $1.1M | 0.80% | SOLD |
| 5 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 12,828 | $984K | 0.75% | SOLD |
| 6 | MPWR | MONOLITHIC PWR SYS INC | Technology | 1,006 | $912K | 0.69% | SOLD |
| 7 | SMCI | SUPER MICRO COMPUTER INC | Technology | 20,863 | $611K | 0.46% | SOLD |
| 8 | VXUS | VANGUARD STAR FDS | — | 5,527 | $417K | 0.32% | SOLD |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | — | 4,408 | $351K | 0.27% | SOLD |
| 10 | EPAM | EPAM SYS INC | Technology | 1,604 | $329K | 0.25% | SOLD |
| 11 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 12,920 | $310K | 0.24% | SOLD |
| 12 | CIEN | CIENA CORP | Technology | 1,123 | $263K | 0.20% | SOLD |
| 13 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 3,120 | $259K | 0.20% | SOLD |
| 14 | LNT | ALLIANT ENERGY CORP | Utilities | 3,897 | $253K | 0.19% | SOLD |
| 15 | BXP | BXP INC | Real Estate | 3,736 | $252K | 0.19% | SOLD |
| 16 | KLAC | KLA CORP | Technology | 201 | $244K | 0.18% | SOLD |
| 17 | UI | UBIQUITI INC | Technology | 415 | $230K | 0.17% | SOLD |
| 18 | AMKR | AMKOR TECHNOLOGY INC | Technology | 5,690 | $225K | 0.17% | SOLD |
| 19 | TRMB | TRIMBLE INC | Technology | 2,620 | $205K | 0.16% | SOLD |
| 20 | ADT | ADT INC DEL | Industrials | 21,124 | $170K | 0.13% | SOLD |
Sector Allocation
Technology
39.1%
Healthcare
14.7%
Financial Services
12.0%
Consumer Defensive
11.3%
Communication Services
8.1%
Basic Materials
5.3%
Energy
4.9%
Industrials
2.7%
Consumer Cyclical
1.9%