Portfolio (Quarterly) Guide ↗

Comprehensive Financial Consultants Institutional, Inc.

· CIK 0001915714

13F Portfolio $337M AUM 193 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 12 New 64 Added 62 Reduced 11 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VXUS	VANGUARD STAR FDS	—	30,509.0	$2.4M	0.70%	NEW	—	$77.11	+12.9%
2	ZTS	ZOETIS INC	Healthcare	19,100.0	$2.3M	0.67%	NEW	—	$118.21	-33.4%
3	SPYV	SPDR SERIES TRUST	—	28,362.0	$1.6M	0.48%	NEW	—	$56.58	+7.3%
4	AZN	ASTRAZENECA PLC	Healthcare	7,833.0	$1.5M	0.46%	NEW	—	$197.22	-10.5%
5	APH	AMPHENOL CORP	Technology	8,873.0	$1.1M	0.33%	NEW	—	$126.35	+31.3%
6	FITB	FIFTH THIRD BANCORP	Financial Services	8,913.0	$414K	0.12%	NEW	—	$46.46	+15.4%
7	COP	CONOCOPHILLIPS	Energy	2,017.0	$266K	0.08%	NEW	—	$132.00	-16.9%
8	—	INNOVATOR ETFS TRUST	—	8,926.0	$246K	0.07%	NEW	—	$27.59	—
9	MOO	VANECK ETF TRUST	—	2,495.0	$211K	0.06%	NEW	—	$84.50	-9.0%
10	PM	PHILIP MORRIS INTL INC	Consumer Defensive	1,223.0	$202K	0.06%	NEW	—	$165.34	+4.7%
11	HII	HUNTINGTON INGALLS INDS INC	Industrials	531.0	$202K	0.06%	NEW	—	$379.90	-26.8%
12	BURU	NUBURU INC	Industrials	20,040.0	$4K	0.00%	NEW	—	$0.18	-11.1%

① 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 21.4%

Financial Services 17.8%

Healthcare 14.5%

Industrials 14.2%

Consumer Cyclical 9.5%

Communication Services 6.2%

Consumer Defensive 4.9%

Energy 4.9%

Utilities 3.5%

Basic Materials 2.5%