Comprehensive Financial Consultants Institutional, Inc.

13F filer · CIK 0001915714

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$378MU.S. long equity reported on 13F

Positions1178 new · 6 closed

Net flow last quarter+$7.3MBuys minus sells

Top 10 positions weight19.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026117 positions
QQQInvesco QQQ Trust, Series 1	$10.1M	2.68%	Not reported	+0.2%	Q4 2021
JPMJPMorgan Chase & Co	$8.49M	2.24%	0.00%	+0.6%	Q4 2021
LLYELI LILLY & Co	$8.4M	2.22%	0.00%	+5.3%	Q4 2021
AAPLApple Inc.	$8.14M	2.15%	0.00%	-0.7%	Q4 2021
ETNEaton Corp plc	$6.57M	1.74%	0.00%	+0.8%	Q1 2022
AVGOBroadcom Inc.	$6.51M	1.72%	0.00%	-3.4%	Q4 2021
JNJJohnson & Johnson	$6.49M	1.72%	0.00%	-1.0%	Q4 2021
MSFTMicrosoft Corp	$6.41M	1.70%	0.00%	+11.9%	Q4 2021
HDHome Depot, Inc.	$6.3M	1.67%	0.00%	+14.2%	Q4 2021
ADIAnalog Devices Inc	$6.27M	1.66%	0.00%	-5.6%	Q4 2021
MPCMarathon Petroleum Corp	$6.25M	1.65%	0.01%	-1.9%	Q4 2021
JCIJohnson Controls International plc	$6.05M	1.60%	0.01%	-7.9%	Q2 2023
WMTWalmart Inc.	$5.74M	1.52%	0.00%	+1.0%	Q4 2021
CBChubb Ltd	$5.54M	1.46%	0.00%	-1.3%	Q1 2022
ABBVAbbVie Inc.	$5.54M	1.46%	0.00%	+4.1%	Q4 2021
AMDAdvanced Micro Devices Inc	$5.48M	1.45%	0.00%	-40.7%	Q4 2021
UNPUnion Pacific Corp	$5.3M	1.40%	0.00%	+0.9%	Q4 2021
APDAir Products & Chemicals, Inc.	$5.06M	1.34%	0.01%	+2.4%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.9M	1.30%	Not reported	+0.4%	Q4 2021
BBYBest Buy Co Inc	$4.88M	1.29%	0.03%	-0.2%	Q4 2021
MSIMotorola Solutions, Inc.	$4.87M	1.29%	0.01%	+4.3%	Q4 2021
CMICummins Inc	$4.71M	1.25%	0.00%	-9.0%	Q4 2021
VZVerizon Communications Inc	$4.58M	1.21%	0.00%	+8.6%	Q4 2021
GEVGE Vernova Inc.	$4.26M	1.13%	0.00%	-22.0%	Q2 2025
CMECme Group Inc.	$4.24M	1.12%	0.01%	+8.9%	Q4 2021
ETREntergy Corp	$4.18M	1.10%	0.01%	+6.0%	Q4 2021
SCIService Corp International	$4.13M	1.09%	0.04%	New	Q2 2026
GOOGLAlphabet Inc.	$4.01M	1.06%	0.00%	-12.1%	Q4 2021
AMZNAmazon Com Inc	$3.88M	1.03%	0.00%	-1.6%	Q4 2021
ORealty Income Corp	$3.87M	1.02%	0.01%	New	Q2 2026
BALTBaltic Trading Ltd	$3.85M	1.02%	Not reported	+4.9%	Q4 2023
MSMorgan Stanley	$3.64M	0.96%	0.00%	-2.2%	Q4 2021
NVDANvidia Corp	$3.63M	0.96%	0.00%	+9.5%	Q4 2021
ZTSZoetis Inc.	$3.53M	0.93%	0.01%	+157.3%	Q4 2021
DRIDarden Restaurants Inc	$3.43M	0.91%	0.01%	+5.0%	Q4 2021
ALLAllstate Corp	$3.23M	0.86%	0.01%	+4.3%	Q4 2021
NXPINXP Semiconductors N.V.	$3.2M	0.85%	0.00%	-5.7%	Q1 2022
TTTrane Technologies plc	$3.13M	0.83%	0.00%	+0.8%	Q1 2022
IQVIqvia Holdings Inc.	$3.13M	0.83%	0.01%	+11.6%	Q4 2021
CDNSCadence Design Systems Inc	$3.12M	0.83%	0.00%	+1.6%	Q1 2025
EWEdwards Lifesciences Corp	$3.11M	0.82%	0.01%	+3.9%	Q4 2021
PHParker-Hannifin Corp	$2.96M	0.78%	0.00%	Not reported	Q4 2021
CMGChipotle Mexican Grill Inc	$2.86M	0.76%	0.01%	+37.8%	Q2 2025
FANGDiamondback Energy, Inc.	$2.83M	0.75%	0.01%	-3.5%	Q4 2021
STESTERIS plc	$2.78M	0.73%	0.01%	+26.0%	Q2 2022
METAMeta Platforms, Inc.	$2.78M	0.73%	Not reported	+21.7%	Q4 2021
CEGConstellation Energy Corp	$2.67M	0.71%	0.00%	+41.4%	Q1 2024
SNPSSynopsys Inc	$2.67M	0.71%	0.00%	+14.5%	Q2 2025
CRMSalesforce, Inc.	$2.56M	0.68%	0.00%	+54.7%	Q4 2021
CSCOCisco Systems, Inc.	$2.53M	0.67%	0.00%	-8.2%	Q4 2021

Q1 2026Reported May 8, 2026114 positions
QQQInvesco QQQ Trust, Series 1	$7.93M	2.36%	Not reported	-5.8%	Q4 2021
JPMJPMorgan Chase & Co	$7.58M	2.25%	0.00%	-6.2%	Q4 2021
AAPLApple Inc.	$7.19M	2.14%	0.00%	-0.2%	Q4 2021
JNJJohnson & Johnson	$6.31M	1.87%	0.00%	-9.7%	Q4 2021
WMTWalmart Inc.	$6.24M	1.85%	0.00%	-2.6%	Q4 2021
LLYELI LILLY & Co	$6.12M	1.82%	0.00%	+42.3%	Q4 2021
MPCMarathon Petroleum Corp	$6.08M	1.81%	0.01%	-11.1%	Q4 2021
JCIJohnson Controls International plc	$5.89M	1.75%	0.01%	-4.2%	Q2 2023
MSFTMicrosoft Corp	$5.69M	1.69%	0.00%	+7.6%	Q4 2021
AVGOBroadcom Inc.	$5.52M	1.64%	0.00%	-2.2%	Q4 2021
ETNEaton Corp plc	$5.47M	1.62%	0.00%	-0.4%	Q1 2022
CBChubb Ltd	$5.37M	1.59%	0.00%	-1.4%	Q1 2022
ADIAnalog Devices Inc	$5.32M	1.58%	0.00%	-13.3%	Q4 2021
CMECme Group Inc.	$5.2M	1.55%	0.01%	-1.0%	Q4 2021
HDHome Depot, Inc.	$5.15M	1.53%	0.00%	+2.6%	Q4 2021
VZVerizon Communications Inc	$5M	1.49%	0.00%	-11.7%	Q4 2021
APDAir Products & Chemicals, Inc.	$4.9M	1.46%	0.01%	+1.8%	Q4 2021
MSIMotorola Solutions, Inc.	$4.88M	1.45%	0.01%	+0.5%	Q4 2021
UNPUnion Pacific Corp	$4.69M	1.39%	0.00%	+0.2%	Q4 2021
ABBVAbbVie Inc.	$4.6M	1.37%	0.00%	-0.2%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.25M	1.26%	Not reported	-2.1%	Q4 2021
BBYBest Buy Co Inc	$4.14M	1.23%	0.03%	+11.1%	Q4 2021
GEVGE Vernova Inc.	$4.05M	1.20%	0.00%	-4.0%	Q2 2025
CMCSAComcast Corp	$4.04M	1.20%	0.00%	+3.4%	Q4 2021
CMICummins Inc	$3.91M	1.16%	0.01%	-0.7%	Q4 2021
ETREntergy Corp	$3.85M	1.15%	0.01%	+4.8%	Q4 2021
GOOGLAlphabet Inc.	$3.67M	1.09%	0.00%	-4.1%	Q4 2021
BALTBaltic Trading Ltd	$3.59M	1.07%	Not reported	+13.5%	Q4 2023
AMZNAmazon Com Inc	$3.45M	1.02%	0.00%	+3.9%	Q4 2021
FANGDiamondback Energy, Inc.	$3.3M	0.98%	0.01%	+0.3%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.24M	0.96%	0.00%	+0.3%	Q4 2021
DRIDarden Restaurants Inc	$3.11M	0.93%	0.01%	+0.1%	Q4 2021
FISFidelity National Information Services, Inc.	$2.98M	0.89%	0.01%	+10.3%	Q4 2021
MSMorgan Stanley	$2.93M	0.87%	0.00%	+2.3%	Q4 2021
NVDANvidia Corp	$2.9M	0.86%	0.00%	+53.3%	Q4 2021
ALLAllstate Corp	$2.7M	0.80%	0.01%	+2.6%	Q4 2021
EWEdwards Lifesciences Corp	$2.65M	0.79%	0.01%	+2.1%	Q4 2021
TTTrane Technologies plc	$2.64M	0.78%	0.00%	+2.5%	Q1 2022
IQVIqvia Holdings Inc.	$2.47M	0.73%	0.01%	+10.3%	Q4 2021
NXPINXP Semiconductors N.V.	$2.38M	0.71%	0.00%	+3.1%	Q1 2022
METAMeta Platforms, Inc.	$2.32M	0.69%	Not reported	+3.7%	Q4 2021
STESTERIS plc	$2.32M	0.69%	0.01%	+2.7%	Q2 2022
CDNSCadence Design Systems Inc	$2.28M	0.68%	0.00%	+5.2%	Q1 2025
ZTSZoetis Inc.	$2.26M	0.67%	0.00%	Not reported	Q4 2021
NOCNorthrop Grumman Corp	$2.24M	0.66%	0.00%	-1.3%	Q4 2021
BUFFBlue Buffalo Pet Products, Inc.	$2.18M	0.65%	0.02%	+8.9%	Q3 2024
SPGIS&P Global Inc.	$2.18M	0.65%	0.00%	+3.9%	Q1 2022
NOBLNoble International, Ltd.	$2.15M	0.64%	Not reported	-18.4%	Q4 2021
CEGConstellation Energy Corp	$2.13M	0.63%	0.00%	+524.2%	Q1 2024
SNPSSynopsys Inc	$2.08M	0.62%	0.00%	+5.3%	Q2 2025

Q4 2025Reported Jan 29, 2026112 positions
QQQInvesco QQQ Trust, Series 1	$8.96M	2.71%	Not reported	+4.6%	Q4 2021
JPMJPMorgan Chase & Co	$8.86M	2.67%	0.00%	-3.4%	Q4 2021
AAPLApple Inc.	$7.72M	2.33%	0.00%	-5.5%	Q4 2021
MSFTMicrosoft Corp	$6.9M	2.08%	0.00%	-1.8%	Q4 2021
AVGOBroadcom Inc.	$6.31M	1.90%	0.00%	-12.6%	Q4 2021
JNJJohnson & Johnson	$5.91M	1.78%	0.00%	-5.2%	Q4 2021
WMTWalmart Inc.	$5.74M	1.73%	0.00%	-3.4%	Q4 2021
JCIJohnson Controls International plc	$5.63M	1.70%	0.01%	-3.4%	Q2 2023
HDHome Depot, Inc.	$5.25M	1.58%	0.00%	+2.7%	Q4 2021
ADIAnalog Devices Inc	$5.23M	1.58%	0.00%	-3.5%	Q4 2021
CBChubb Ltd	$5.21M	1.57%	0.00%	-0.9%	Q1 2022
LLYELI LILLY & Co	$5.02M	1.52%	0.00%	-1.1%	Q4 2021
ETNEaton Corp plc	$4.88M	1.47%	0.00%	-3.3%	Q1 2022
CMECme Group Inc.	$4.86M	1.47%	0.01%	-0.3%	Q4 2021
ABBVAbbVie Inc.	$4.84M	1.46%	0.00%	-7.1%	Q4 2021
MDTMedtronic plc	$4.64M	1.40%	0.00%	0.0%	Q1 2022
VZVerizon Communications Inc	$4.6M	1.39%	0.00%	+2.4%	Q4 2021
MPCMarathon Petroleum Corp	$4.56M	1.38%	0.01%	-6.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.55M	1.37%	Not reported	+4.2%	Q4 2021
UNPUnion Pacific Corp	$4.46M	1.35%	0.00%	+2.3%	Q4 2021
MSIMotorola Solutions, Inc.	$4.29M	1.30%	0.01%	+0.2%	Q4 2021
GOOGLAlphabet Inc.	$4.17M	1.26%	0.00%	-6.2%	Q4 2021
APDAir Products & Chemicals, Inc.	$4.09M	1.24%	0.01%	+4.0%	Q4 2021
CMCSAComcast Corp	$4.07M	1.23%	0.00%	+9.6%	Q4 2021
BBYBest Buy Co Inc	$3.88M	1.17%	0.03%	+2.4%	Q4 2021
FISFidelity National Information Services, Inc.	$3.83M	1.16%	0.01%	+10.9%	Q4 2021
CMICummins Inc	$3.73M	1.13%	0.01%	+643.0%	Q4 2021
AMZNAmazon Com Inc	$3.67M	1.11%	0.00%	+0.2%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.4M	1.03%	0.00%	-11.4%	Q4 2021
BALTBaltic Trading Ltd	$3.17M	0.96%	Not reported	+3.3%	Q4 2023
GEVGE Vernova Inc.	$3.16M	0.95%	0.00%	-2.3%	Q2 2025
MSMorgan Stanley	$3.09M	0.93%	0.00%	-10.2%	Q4 2021
ETREntergy Corp	$3.03M	0.91%	0.01%	Not reported	Q4 2021
IQVIqvia Holdings Inc.	$2.96M	0.89%	0.01%	-7.5%	Q4 2021
TJXTJX Companies Inc	$2.94M	0.89%	0.00%	-4.4%	Q4 2021
DRIDarden Restaurants Inc	$2.92M	0.88%	0.01%	+5.7%	Q4 2021
EWEdwards Lifesciences Corp	$2.77M	0.84%	0.01%	+2.3%	Q4 2021
ALLAllstate Corp	$2.64M	0.80%	0.00%	+3.0%	Q4 2021
VVisa Inc.	$2.59M	0.78%	0.00%	+3.3%	Q4 2021
STESTERIS plc	$2.59M	0.78%	0.01%	+1.0%	Q2 2022
NOBLNoble International, Ltd.	$2.58M	0.78%	Not reported	+6.3%	Q4 2021
METAMeta Platforms, Inc.	$2.58M	0.78%	Not reported	+3.0%	Q4 2021
SPGIS&P Global Inc.	$2.57M	0.78%	0.00%	+4.4%	Q1 2022
NXPINXP Semiconductors N.V.	$2.54M	0.77%	0.00%	+4.6%	Q1 2022
FANGDiamondback Energy, Inc.	$2.5M	0.75%	0.01%	+5.1%	Q4 2021
UNHUnitedhealth Group Inc	$2.48M	0.75%	0.00%	+4.8%	Q4 2021
CRMSalesforce, Inc.	$2.48M	0.75%	0.00%	+7.5%	Q4 2021
CDNSCadence Design Systems Inc	$2.43M	0.73%	0.00%	+5.1%	Q1 2025
TTTrane Technologies plc	$2.4M	0.73%	0.00%	-1.6%	Q1 2022
SNPSSynopsys Inc	$2.34M	0.71%	0.00%	+7.1%	Q2 2025

Q3 2025Reported Oct 16, 2025111 positions
JPMJPMorgan Chase & Co	$8.98M	2.78%	0.00%	-3.2%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$8.37M	2.59%	Not reported	+4.6%	Q4 2021
AAPLApple Inc.	$7.65M	2.37%	0.00%	+0.8%	Q4 2021
MSFTMicrosoft Corp	$7.53M	2.33%	0.00%	-1.0%	Q4 2021
AVGOBroadcom Inc.	$6.88M	2.13%	0.00%	-13.7%	Q4 2021
HDHome Depot, Inc.	$6.02M	1.86%	0.00%	+2.1%	Q4 2021
ETNEaton Corp plc	$5.93M	1.84%	0.00%	+0.7%	Q1 2022
MPCMarathon Petroleum Corp	$5.75M	1.78%	0.01%	+2.3%	Q4 2021
JNJJohnson & Johnson	$5.58M	1.73%	0.00%	+2.2%	Q4 2021
WMTWalmart Inc.	$5.5M	1.70%	0.00%	-0.3%	Q4 2021
JCIJohnson Controls International plc	$5.35M	1.66%	0.01%	-11.1%	Q2 2023
ABBVAbbVie Inc.	$5.28M	1.64%	0.00%	+22.2%	Q4 2021
MSIMotorola Solutions, Inc.	$5.11M	1.58%	0.01%	+2.6%	Q4 2021
ADIAnalog Devices Inc	$4.91M	1.52%	0.00%	+2.1%	Q4 2021
VZVerizon Communications Inc	$4.84M	1.50%	0.00%	+4.0%	Q4 2021
CMECme Group Inc.	$4.82M	1.49%	0.01%	+3.4%	Q4 2021
CBChubb Ltd	$4.76M	1.47%	0.00%	+3.7%	Q1 2022
MDTMedtronic plc	$4.6M	1.43%	0.00%	-1.0%	Q1 2022
UNPUnion Pacific Corp	$4.46M	1.38%	0.00%	+4.2%	Q4 2021
APDAir Products & Chemicals, Inc.	$4.34M	1.35%	0.01%	+3.6%	Q4 2021
BBYBest Buy Co Inc	$4.28M	1.33%	0.03%	+4.4%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.27M	1.32%	Not reported	+7.7%	Q4 2021
CMCSAComcast Corp	$3.9M	1.21%	0.00%	+5.0%	Q4 2021
LLYELI LILLY & Co	$3.6M	1.12%	0.00%	-4.9%	Q4 2021
AMZNAmazon Com Inc	$3.49M	1.08%	0.00%	+6.2%	Q4 2021
GOOGLAlphabet Inc.	$3.45M	1.07%	0.00%	-4.7%	Q4 2021
FISFidelity National Information Services, Inc.	$3.42M	1.06%	0.01%	+8.6%	Q4 2021
MSMorgan Stanley	$3.08M	0.95%	0.00%	-2.6%	Q4 2021
GEVGE Vernova Inc.	$3.04M	0.94%	0.00%	+2.8%	Q2 2025
BALTBaltic Trading Ltd	$3M	0.93%	Not reported	+4.0%	Q4 2023
AMDAdvanced Micro Devices Inc	$2.9M	0.90%	0.00%	-12.9%	Q4 2021
TJXTJX Companies Inc	$2.89M	0.90%	0.00%	-0.3%	Q4 2021
DRIDarden Restaurants Inc	$2.86M	0.89%	0.01%	+3.4%	Q4 2021
METAMeta Platforms, Inc.	$2.79M	0.86%	Not reported	-2.7%	Q4 2021
IQVIqvia Holdings Inc.	$2.7M	0.84%	0.01%	+1.3%	Q4 2021
TTTrane Technologies plc	$2.65M	0.82%	0.00%	-0.7%	Q1 2022
ALLAllstate Corp	$2.65M	0.82%	0.00%	+2.2%	Q4 2021
CDNSCadence Design Systems Inc	$2.6M	0.81%	0.00%	+1.5%	Q1 2025
NXPINXP Semiconductors N.V.	$2.55M	0.79%	0.00%	+3.0%	Q1 2022
STESTERIS plc	$2.5M	0.77%	0.01%	+2.3%	Q2 2022
UNHUnitedhealth Group Inc	$2.47M	0.77%	0.00%	+4.8%	Q4 2021
EWEdwards Lifesciences Corp	$2.47M	0.76%	0.01%	+4.1%	Q4 2021
VVisa Inc.	$2.44M	0.76%	0.00%	+1.8%	Q4 2021
NOBLNoble International, Ltd.	$2.41M	0.75%	Not reported	-22.2%	Q4 2021
SPGIS&P Global Inc.	$2.3M	0.71%	0.00%	-1.1%	Q1 2022
SNPSSynopsys Inc	$2.29M	0.71%	0.00%	+42.4%	Q2 2025
FANGDiamondback Energy, Inc.	$2.26M	0.70%	0.01%	+5.2%	Q4 2021
NOCNorthrop Grumman Corp	$2.07M	0.64%	0.00%	-0.7%	Q4 2021
CRMSalesforce, Inc.	$2.06M	0.64%	0.00%	+0.9%	Q4 2021
BUFFBlue Buffalo Pet Products, Inc.	$1.92M	0.59%	0.02%	+7.4%	Q3 2024

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