13FBOX
Comprehensive Financial Consultants Institutional, Inc. · 13F Holdings
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Comprehensive Financial Consultants Institutional, Inc.

No.5037 Data as of 2026Q2
Latest AUM (Q2 2026)
$378.1M
QoQ Change Q1 2026
+$41.5M+12.3%
Holdings
204
New Buys
21
Adds
92
Reduces
66
Exits
10
Unchanged
25
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
2.68%2.36%$10.1M13,775$7.9M13,745+30+0.22%Add
JPMORGAN CHASE & COJPM
2.24%2.25%$8.5M25,922$7.6M25,779+143+0.55%Add
ELI LILLY & COLLY
2.22%1.82%$8.4M7,006$6.1M6,653+353+5.31%Add
APPLE INCAAPL
2.15%2.14%$8.1M28,144$7.2M28,341-197-0.70%Reduce
EATON CORP PLCETN
1.74%1.62%$6.6M15,408$5.5M15,282+126+0.82%Add
BROADCOM INCAVGO
1.72%1.64%$6.5M17,228$5.5M17,833-605-3.39%Reduce
JOHNSON & JOHNSONJNJ
1.72%1.87%$6.5M25,549$6.3M25,804-255-0.99%Reduce
MICROSOFT CORPMSFT
1.7%1.69%$6.4M17,184$5.7M15,363+1,821+11.85%Add
HOME DEPOT INCHD
1.67%1.53%$6.3M17,876$5.1M15,653+2,223+14.20%Add
ANALOG DEVICES INC COMADI
1.66%1.58%$6.3M15,779$5.3M16,720-941-5.63%Reduce
MARATHON PETE CORPMPC
1.65%1.81%$6.2M24,443$6.1M24,907-464-1.86%Reduce
JOHNSON CONTROLS INTERNATIONJCI
1.6%1.75%$6.1M41,430$5.9M45,001-3,571-7.94%Reduce
WALMART INCWMT
1.52%1.85%$5.7M50,717$6.2M50,220+497+0.99%Add
CHUBB LIMITEDCB
1.46%1.59%$5.5M16,253$5.4M16,471-218-1.32%Reduce
ABBVIE INCABBV
1.46%1.37%$5.5M22,004$4.6M21,139+865+4.09%Add
ADVANCED MICRO DEVICES INCAMD
1.45%0.96%$5.5M9,442$3.2M15,920-6,478-40.69%Reduce
UNION PAC CORPUNP
1.4%1.39%$5.3M19,487$4.7M19,316+171+0.89%Add
AIR PRODUCTS AND CHEMICALS IAPD
1.34%1.46%$5.1M17,268$4.9M16,859+409+2.43%Add
SSTATE STR SPDR S&P 500 ETF TSPY
1.3%1.26%$4.9M6,564$4.2M6,535+29+0.44%Add
BBEST BUY INCBBY
1.29%1.23%$4.9M64,351$4.1M64,477-126-0.20%Reduce
MOTOROLA SOLUTIONS INCMSI
1.29%1.45%$4.9M11,738$4.9M11,255+483+4.29%Add
CUMMINS INCCMI
1.25%1.16%$4.7M6,607$3.9M7,259-652-8.98%Reduce
IINNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT
1.22%1.28%$4.6M136,367$4.3M132,250+4,117+3.11%Add
VERIZON COMMUNICATIONS INCVZ
1.21%1.49%$4.6M108,221$5.0M99,683+8,538+8.57%Add
GE VERNOVA INCGEV
1.13%1.2%$4.3M3,622$4.1M4,645-1,023-22.02%Reduce
CME GROUP INCCME
1.12%1.55%$4.2M19,184$5.2M17,616+1,568+8.90%Add
ENTERGY CORP NEWETR
1.1%1.15%$4.2M36,361$3.9M34,307+2,054+5.99%Add
IISHARES RUSSELLIWM
1.1%1.02%$4.2M13,857$3.4M13,874-17-0.12%Reduce
SERVICE CORP INTLSCI
1.09%$4.1M54,386$00+54,386New Buy
ALPHABET INCGOOGL
1.06%1.09%$4.0M11,233$3.7M12,775-1,542-12.07%Reduce
AMAZON COM INCAMZN
1.03%1.02%$3.9M16,275$3.4M16,545-270-1.63%Reduce
REALTY INCOME CORP COMO
1.02%$3.9M62,381$00+62,381New Buy
FFIRST TR EXCHNG TRADED FD VIGNOV
1.02%1.08%$3.9M92,405$3.6M93,416-1,011-1.08%Reduce
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
1.02%1.07%$3.9M112,486$3.6M107,260+5,226+4.87%Add
MORGAN STANLEYMS
0.96%0.87%$3.6M17,409$2.9M17,794-385-2.16%Reduce
NVIDIA CORPORATIONNVDA
0.96%0.86%$3.6M18,236$2.9M16,656+1,580+9.49%Add
ZOETIS INC CL AZTS
0.93%0.67%$3.5M49,141$2.3M19,100+30,041+157.28%Add
DARDEN RESTAURANTS INCDRI
0.91%0.93%$3.4M16,673$3.1M15,887+786+4.95%Add
IINNOVATOR ETFS TRUSTPNOV
0.9%0.94%$3.4M76,449$3.2M77,688-1,239-1.59%Reduce
WWISDOMTREE TRQGRW
0.89%0.76%$3.4M50,902$2.6M48,093+2,809+5.84%Add
ALLSTATE CORPALL
0.86%0.8%$3.2M13,593$2.7M13,032+561+4.30%Add
NXP SEMICONDUCTORS N VNXPI
0.85%0.71%$3.2M11,391$2.4M12,084-693-5.73%Reduce
TRANE TECHNOLOGIES PLCTT
0.83%0.78%$3.1M6,380$2.6M6,331+49+0.77%Add
IQVIA HLDGS INCIQV
0.83%0.73%$3.1M16,180$2.5M14,494+1,686+11.63%Add
CADENCE DESIGN SYSTEM INC COMAYI
0.83%0.68%$3.1M8,317$2.3M8,188+129+1.58%Add
EDWARDS LIFESCIENCES CORPEW
0.82%0.79%$3.1M34,411$2.7M33,129+1,282+3.87%Add
PARKER-HANNIFIN CORPPH
0.78%$3.0M3,031$00+3,031New Buy
FFIRST TR EXCHANGE-TRADED FDFTGS
0.78%0.81%$2.9M79,677$2.7M79,823-146-0.18%Reduce
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDJUL
0.78%0.82%$2.9M58,637$2.8M59,351-714-1.20%Reduce
CHIPOTLE MEXICAN GRILL INCCMG
0.76%0.58%$2.9M84,074$2.0M61,035+23,039+37.75%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow