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Portfolio (Quarterly) Guide ↗

CFC Planning Co LLC

· CIK 0001854428
13F Portfolio $132M AUM 72 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 36 Added 18 Reduced 34 Exited
Page 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DAUG FIRST TR EXCHNG TRADED FD VI 20,113.0 $892K 0.68% -781.0 -3.7% $44.34 +4.6%
42 DAPR FIRST TR EXCHNG TRADED FD VI 22,179.0 $873K 0.66% -763.0 -3.3% $39.35 +3.2%
43 DDEC FIRST TR EXCHNG TRADED FD VI 19,278.0 $869K 0.66% -638.0 -3.2% $45.09 +4.3%
44 SCHA SCHWAB STRATEGIC TR 30,176.0 $859K 0.65% +14K +90.1% $28.48 +16.5%
45 NOBL PROSHARES TR 7,362.0 $766K 0.58% +2K +28.6% $104.08 +3.1%
46 GABC GERMAN AMERN BANCORP INC Financial Services 18,931.0 $742K 0.56% $39.18 +10.7%
47 SMCI SUPER MICRO COMPUTER INC Technology 20,863.0 $611K 0.46% NEW $29.27 +14.3%
48 MSFT MICROSOFT CORP Technology 1,107.0 $535K 0.41% +115.0 +11.6% $483.71 -13.4%
49 VXUS VANGUARD STAR FDS 5,527.0 $417K 0.32% +46.0 +0.8% $75.44 +12.1%
50 VCSH VANGUARD SCOTTSDALE FDS 4,408.0 $351K 0.27% $79.73 -1.0%
51 EPAM EPAM SYS INC Technology 1,604.0 $329K 0.25% -673.0 -29.6% $204.88 -49.6%
52 HPE HEWLETT PACKARD ENTERPRISE C Technology 12,920.0 $310K 0.24% -2K -14.6% $24.02 +41.4%
53 GOOGL ALPHABET INC Communication Services 940.0 $294K 0.22% -353.0 -27.3% $313.00 +23.9%
54 DFEB FIRST TR EXCHNG TRADED FD VI 5,914.0 $282K 0.21% $47.72 +5.1%
55 HD HOME DEPOT INC Consumer Cyclical 784.0 $270K 0.20% -14.0 -1.8% $344.10 -8.8%
56 LRCX LAM RESEARCH CORP Technology 1,570.0 $269K 0.20% NEW $171.18 +76.6%
57 CIEN CIENA CORP Technology 1,123.0 $263K 0.20% NEW $233.87 +151.1%
58 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,120.0 $259K 0.20% NEW $83.00 -37.0%
59 LNT ALLIANT ENERGY CORP Utilities 3,897.0 $253K 0.19% -1K -23.4% $65.01 +12.7%
60 BXP BXP INC Real Estate 3,736.0 $252K 0.19% -1K -27.7% $67.48 -10.9%
Page 3 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 15.8%
Healthcare 13.2%
Consumer Defensive 11.7%
Communication Services 7.0%
Industrials 5.6%
Energy 4.8%
Basic Materials 4.7%
Consumer Cyclical 2.6%
Utilities 0.2%