CFC Planning Co LLC: 13F holdings
CIK 18544282026Q2
| Positions | 70 |
|---|
| Reported value | $171.0m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 70 (-1 vs prior quarter) |
|---|
| Reported value | $171.0m (+22.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 58,176 | $16.8m | 9.8% |
| CSCO CISCO SYS INC | 112,251 | $13.2m | 7.7% |
| SCCO SOUTHERN COPPER CORP | 41,845 | $7.3m | 4.3% |
| UNH UNITEDHEALTH GROUP INC | 16,316 | $6.8m | 4.0% |
| VOO VANGUARD INDEX FDS | 8,592 | $5.9m | 3.5% |
| PM PHILIP MORRIS INTL INC | 31,698 | $5.7m | 3.4% |
| AXP AMERICAN EXPRESS CO | 16,405 | $5.5m | 3.2% |
| DIS DISNEY WALT CO | 55,916 | $5.4m | 3.1% |
| TXN TEXAS INSTRS INC | 17,816 | $5.3m | 3.1% |
| JNJ JOHNSON & JOHNSON | 19,405 | $4.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1854428")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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