Comprehensive Financial Consultants Institutional, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Comprehensive Financial Consultants Institutional, Inc. reported 188 stock positions worth $330.8 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 2.7% of the portfolio, followed by JPMorgan Chase (JPM, 2.7%) and Apple (AAPL, 2.3%). Compared with Q3 2025, it opened 10 new positions, sold out of 5, added to 69 and reduced 79. The biggest buy was Cummins (CMI, shares +643%) and the biggest sale Marathon Petroleum (MPC, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomington, IN
- CIK
- 0001915714
- Portfolio Value
- $330.8M (Q4 2025)
- SEC Filing
- 0001172661-26-000391 ↗ filed Jan 29, 2026
Holdings Value
Holdings 188 stocks · $330.8M
| QQQ Invesco QQQ Trust Series 1 | 2.71% | 14,588 | $9.0M | Add +4.6% |
| JPM JPMorgan Chase & Co. | 2.68% | 27,483 | $8.9M | Reduce -3.4% |
| AAPL Apple Inc. | 2.33% | 28,395 | $7.7M | Reduce -5.5% |
| MSFT Microsoft Corp. | 2.09% | 14,272 | $6.9M | Reduce -1.8% |
| AVGO Broadcom Inc. | 1.91% | 18,233 | $6.3M | Reduce -12.6% |
| JNJ Johnson & Johnson | 1.79% | 28,561 | $5.9M | Reduce -5.2% |
| WMT Walmart Inc. | 1.74% | 51,556 | $5.7M | Reduce -3.4% |
| JCI Johnson Controls Internation | 1.70% | 46,973 | $5.6M | Reduce -3.4% |
| HD Home Depot Inc. | 1.59% | 15,256 | $5.2M | Add +2.7% |
| ADI Analog Devices Inc. | 1.58% | 19,277 | $5.2M | Reduce -3.5% |
| CB Chubb Ltd. | 1.58% | 16,705 | $5.2M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 1.52% | 4,674 | $5.0M | Reduce -1.1% |
| ETN Eaton Corp. PLC | 1.48% | 15,335 | $4.9M | Reduce -3.3% |
| CME Cme Group Inc. | 1.47% | 17,785 | $4.9M | Reduce -0.3% |
| ABBV Abbvie Inc. | 1.46% | 21,187 | $4.8M | Reduce -7.1% |
| MDT Medtronic PLC | 1.40% | 48,285 | $4.6M | Reduce -0.0% |
| VZ Verizon Communications Inc. | 1.39% | 112,836 | $4.6M | Add +2.4% |
| MPC Marathon Petroleum Corp. | 1.38% | 28,024 | $4.6M | Reduce -6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.38% | 6,672 | $4.5M | Add +4.2% |
| UNP Union Pacific Corp. | 1.35% | 19,285 | $4.5M | Add +2.3% |
| MSI Motorola Solutions Inc. | 1.30% | 11,202 | $4.3M | Add +0.2% |
| ZALT Innovator US Eq 10 Buffer | 1.26% | 128,118 | $4.2M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 1.26% | 13,320 | $4.2M | Reduce -6.2% |
| APD Air Products & Chemicals Inc. | 1.24% | 16,566 | $4.1M | Add +4.0% |
| CMCSA Comcast Corp. Class A | 1.23% | 136,100 | $4.1M | Add +9.6% |
| BBY Best Buy Co. Inc. | 1.17% | 58,013 | $3.9M | Add +2.4% |
| FIS Fidelity National Info Serv | 1.16% | 57,582 | $3.8M | Add +10.9% |
| GNOV FT Vest US Equity Moderate B | 1.13% | 94,306 | $3.7M | Reduce -14.3% |
| CMI Cummins Inc. | 1.13% | 7,311 | $3.7M | Add +643.0% |
| AMZN Amazon.com Inc. | 1.11% | 15,921 | $3.7M | Add +0.2% |
| AMD Advanced Micro Devices | 1.03% | 15,880 | $3.4M | Reduce -11.4% |
| PNOV Innovator U.S. Equity Power | 1.01% | 79,960 | $3.3M | Reduce -7.8% |
| BALT Inn Defined Wealth Shield | 0.96% | 94,494 | $3.2M | Add +3.3% |
| GEV GE Vernova Inc. | 0.96% | 4,837 | $3.2M | Reduce -2.3% |
| MS Morgan Stanley | 0.93% | 17,397 | $3.1M | Reduce -10.2% |
| ETR Entergy Corp. | 0.91% | 32,742 | $3.0M | New |
| IQV Iqvia Holdings Inc. | 0.90% | 13,136 | $3.0M | Reduce -7.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.89% | 19,144 | $2.9M | Reduce -4.4% |
| DRI Darden Restaurants Inc. | 0.88% | 15,877 | $2.9M | Add +5.7% |
| DJUL FT Vest US Equity Deep Buffe | 0.86% | 60,058 | $2.9M | Reduce -4.2% |
| FTGS First Trust Grwth Strgth ETF | 0.84% | 78,466 | $2.8M | Add +0.9% |
| EW Edwards Lifesciences Corp. | 0.84% | 32,448 | $2.8M | Add +2.3% |
| QGRW Wisdomtree US Quality Growth | 0.82% | 46,422 | $2.7M | Add +2.3% |
| ALL Allstate Corp. | 0.80% | 12,697 | $2.6M | Add +3.0% |
| IWM iShares Russell 2000 ETF | 0.79% | 10,683 | $2.6M | Add +12.3% |
| V Visa Inc. Class A | 0.78% | 7,395 | $2.6M | Add +3.3% |
| STE Steris PLC | 0.78% | 10,203 | $2.6M | Add +1.0% |
| NOBL Proshares S&P 500 Dividend A | 0.78% | 24,810 | $2.6M | Add +6.3% |
| META Meta Platforms Inc. Class A | 0.78% | 3,908 | $2.6M | Add +3.0% |
| SPGI S&P Global Inc. | 0.78% | 4,926 | $2.6M | Add +4.4% |
| NXPI NXP Semiconductors NV | 0.77% | 11,721 | $2.5M | Add +4.6% |
| FANG Diamondback Energy Inc. | 0.76% | 16,631 | $2.5M | Add +5.1% |
| UNH Unitedhealth Group Inc. | 0.75% | 7,509 | $2.5M | Add +4.8% |
| CRM Salesforce Inc. | 0.75% | 9,348 | $2.5M | Add +7.5% |
| CDNS Cadence Design SYS Inc. | 0.74% | 7,785 | $2.4M | Add +5.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.73% | 54,605 | $2.4M | Add +0.7% |
| TT Trane Technologies PLC | 0.73% | 6,177 | $2.4M | Reduce -1.6% |
| SNPS Synopsys Inc. | 0.71% | 4,974 | $2.3M | Add +7.1% |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 9,924 | $2.2M | Reduce -0.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.62% | 19,775 | $2.0M | Reduce -0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.62% | 55,310 | $2.0M | Add +13.1% |
| NVDA Nvidia Corp. | 0.61% | 10,868 | $2.0M | Add +99.1% |
| BUFF Innovator Laddered Allocatio | 0.61% | 40,516 | $2.0M | Add +3.2% |
| DXCM Dexcom Inc. | 0.58% | 28,861 | $1.9M | Add +22.6% |
| NOC Northrop Grumman Corp. | 0.57% | 3,321 | $1.9M | Reduce -2.1% |
| BUFZ FT Vest Laddered Moderate Bu | 0.56% | 69,722 | $1.8M | Add +17.2% |
| CSCO Cisco Systems Inc. | 0.55% | 23,714 | $1.8M | Reduce -4.8% |
| GCOW Pacer Global Cash Cows Divid | 0.54% | 43,587 | $1.8M | Add +2.5% |
| CVX Chevron Corp. | 0.51% | 11,037 | $1.7M | Add +3.4% |
| LOW Lowe's Cos Inc. | 0.50% | 6,893 | $1.7M | Add +0.1% |
| FVD First Trust Value Line DVD | 0.49% | 34,891 | $1.6M | Reduce -0.9% |
| WM Waste Management Inc. | 0.49% | 7,307 | $1.6M | Add +1.7% |
| SYK Stryker Corp. | 0.48% | 4,496 | $1.6M | Reduce -1.1% |
| HON Honeywell International Inc. | 0.47% | 7,955 | $1.6M | Add +9.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.45% | 15,802 | $1.5M | Reduce -0.9% |
| FISV Fiserv Inc. | 0.44% | 21,800 | $1.5M | Add +52.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.44% | 15,843 | $1.5M | Reduce -6.0% |
| MCD McDonald's Corp. | 0.44% | 4,724 | $1.4M | Reduce -0.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.43% | 15,795 | $1.4M | Add +4.5% |
| PG The Procter & Gamble Co. | 0.43% | 9,841 | $1.4M | Add +5.5% |
| PEP Pepsico Inc. | 0.42% | 9,791 | $1.4M | Add +1.0% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 25,552 | $1.4M | Add +11.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.41% | 22,702 | $1.4M | Reduce -17.0% |
| COWG Pacer US LRG Cap Cows GR LD | 0.41% | 38,622 | $1.4M | Add +2.8% |
| AMGN Amgen Inc. | 0.41% | 4,150 | $1.4M | Reduce -4.0% |
| ABT Abbott Laboratories | 0.40% | 10,528 | $1.3M | Add +1.1% |
| COF Capital One Financial Corp. | 0.40% | 5,435 | $1.3M | Add +15.0% |
| QCOM Qualcomm Inc. | 0.40% | 7,660 | $1.3M | Reduce -0.7% |
| EMR Emerson Electric Co. | 0.38% | 9,454 | $1.3M | Reduce -4.1% |
| BA The Boeing Co. | 0.37% | 5,628 | $1.2M | No change |
| USFR Wisdomtree Floating Rate Tre | 0.37% | 24,024 | $1.2M | Add +5.7% |
| UPS United Parcel Service Class B | 0.36% | 12,027 | $1.2M | Add +23.5% |
| KO The Coca-Cola Co. | 0.34% | 16,207 | $1.1M | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.34% | 9,561 | $1.1M | Add +12.1% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.33% | 22,942 | $1.1M | Reduce -0.4% |
| TFC Truist Financial Corp. | 0.33% | 22,230 | $1.1M | Reduce -10.3% |
| RDVY First Trust Rising Dividend | 0.33% | 15,736 | $1.1M | Add +5.6% |
| LIN Linde PLC | 0.31% | 2,397 | $1.0M | Add +2.1% |
| CCI Crown Castle Inc. | 0.31% | 11,496 | $1.0M | Add +5.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.30% | 14,105 | $1.0M | Add +4.3% |
Options reported separately and not counted above: NVDA puts ($112K), SPY calls ($68K), MSFT calls ($48K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $207K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 8,554 | $207K | Reduce -4.5% |
Total filed on the 13F, all lines: $331.1M.
Portfolio Sells Q3 2025 → Q4 2025
| MPC Marathon Petroleum Corp. | Reduce -6.0% | 1.38% | −0.41 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.37 |
| ETN Eaton Corp. PLC | Reduce -3.3% | 1.48% | −0.36 |
| MSFT Microsoft Corp. | Reduce -1.8% | 2.09% | −0.25 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.23 |
| AVGO Broadcom Inc. | Reduce -12.6% | 1.91% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -50.1% | 0.21% | −0.21 |
| ABBV Abbvie Inc. | Reduce -7.1% | 1.46% | −0.17 |
| GNOV FT Vest US Equity Moderate B | Reduce -14.3% | 1.13% | −0.17 |
| ORCL Oracle Corp. | Reduce -4.7% | 0.25% | −0.14 |
| SGVT Schwab Govt Money Market ETF | Sold out | 0.00% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 2.68% | −0.11 |
| PNOV Innovator U.S. Equity Power | Reduce -7.8% | 1.01% | −0.10 |
| TT Trane Technologies PLC | Reduce -1.6% | 0.73% | −0.09 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -17.0% | 0.41% | −0.07 |
| NOC Northrop Grumman Corp. | Reduce -2.1% | 0.57% | −0.07 |
| PM Philip Morris International | Sold out | 0.00% | −0.07 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.06 |
| XLK SS Technology Select Sector | Reduce -22.2% | 0.17% | −0.05 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -4.2% | 0.86% | −0.04 |
| SYK Stryker Corp. | Reduce -1.1% | 0.48% | −0.04 |
| AAPL Apple Inc. | Reduce -5.5% | 2.33% | −0.04 |
| CME Cme Group Inc. | Reduce -0.3% | 1.47% | −0.03 |
| MDT Medtronic PLC | Reduce -0.0% | 1.40% | −0.03 |
| MS Morgan Stanley | Reduce -10.2% | 0.93% | −0.02 |
| EMR Emerson Electric Co. | Reduce -4.1% | 0.38% | −0.02 |
| TFC Truist Financial Corp. | Reduce -10.3% | 0.33% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.9% | 0.45% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -5.1% | 0.24% | −0.02 |
| FVD First Trust Value Line DVD | Reduce -0.9% | 0.49% | −0.02 |
| MO Altria Group Inc. | Reduce -0.1% | 0.10% | −0.02 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -5.0% | 0.22% | −0.02 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -8.9% | 0.18% | −0.02 |
| FIXD First Trust Smith Opportunis | Reduce -3.9% | 0.23% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -1.7% | 0.19% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -5.4% | 0.26% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.9% | 0.44% | −0.01 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -9.8% | 0.09% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -14.2% | 0.10% | −0.01 |
| XLF SS Financial Select Sector | Reduce -6.5% | 0.14% | −0.01 |
| LQDW iShares Ingr Corp. BD B/W ETF | Reduce -5.0% | 0.09% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -2.3% | 0.19% | −0.01 |
| TJX TJX Companies Inc. | Reduce -4.4% | 0.89% | −0.01 |
| SO The Southern Co. | Reduce -1.6% | 0.07% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -2.5% | 0.12% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -1.8% | 0.17% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -15.8% | 0.07% | −0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -5.5% | 0.08% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 0.66% | −0.01 |
| SMOT Vaneck Morningstar Smid Moat | Reduce -0.2% | 0.22% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| CMI Cummins Inc. | Add +643.0% | 1.13% | +1.00 |
| ETR Entergy Corp. | New | 0.91% | +0.91 |
| NVDA Nvidia Corp. | Add +99.1% | 0.61% | +0.30 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.6% | 2.71% | +0.11 |
| CRM Salesforce Inc. | Add +7.5% | 0.75% | +0.11 |
| UPS United Parcel Service Class B | Add +23.5% | 0.36% | +0.11 |
| BMY Bristol-Myers Squibb Co. | Add +11.8% | 0.42% | +0.10 |
| RECS Columbia Resear Enh Cor ETF | New | 0.09% | +0.09 |
| FIS Fidelity National Info Serv | Add +10.9% | 1.16% | +0.09 |
| SBCF Seacoast Banking Corp. | New | 0.09% | +0.09 |
| SIXO Allian US Equ 6 Mon BU10-Usd | New | 0.09% | +0.09 |
| DXCM Dexcom Inc. | Add +22.6% | 0.58% | +0.09 |
| COF Capital One Financial Corp. | Add +15.0% | 0.40% | +0.09 |
| IWM iShares Russell 2000 ETF | Add +12.3% | 0.79% | +0.08 |
| BUFZ FT Vest Laddered Moderate Bu | Add +17.2% | 0.56% | +0.08 |
| QMNV FT NDQ100 Mod Buff ETF - Nov | New | 0.08% | +0.08 |
| EW Edwards Lifesciences Corp. | Add +2.3% | 0.84% | +0.07 |
| MSIF MSC Income Fund Inc. | New | 0.07% | +0.07 |
| DDEC FT Vest U.S. Equity Deep Buf | New | 0.07% | +0.07 |
| SPGI S&P Global Inc. | Add +4.4% | 0.78% | +0.07 |
| BOTZ Global X Robotics & Artifici | New | 0.06% | +0.06 |
| SIXZ Allian US Equ 6 Mon BU10-Usd | New | 0.06% | +0.06 |
| QCOC FT NDQ100 CNS Buff ETF - Oct | Add +80.8% | 0.12% | +0.06 |
| FANG Diamondback Energy Inc. | Add +5.1% | 0.76% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.2% | 1.38% | +0.05 |
| SIXD Allian US Equ 6 Mon BU10-Usd | Add +23.3% | 0.25% | +0.05 |
| NOBL Proshares S&P 500 Dividend A | Add +6.3% | 0.78% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.11% | +0.03 |
| V Visa Inc. Class A | Add +3.3% | 0.78% | +0.03 |
| BALT Inn Defined Wealth Shield | Add +3.3% | 0.96% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +13.1% | 0.62% | +0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Add +30.9% | 0.11% | +0.02 |
| GCOW Pacer Global Cash Cows Divid | Add +2.5% | 0.54% | +0.02 |
| RDVY First Trust Rising Dividend | Add +5.6% | 0.33% | +0.02 |
| CMCSA Comcast Corp. Class A | Add +9.6% | 1.23% | +0.02 |
| QGRW Wisdomtree US Quality Growth | Add +2.3% | 0.82% | +0.02 |
| BUFF Innovator Laddered Allocatio | Add +3.2% | 0.61% | +0.02 |
| DHS Wisdomtree US High Dividend | Add +16.4% | 0.11% | +0.01 |
| DUK Duke Energy Corp. | Add +12.1% | 0.34% | +0.01 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +16.6% | 0.11% | +0.01 |
| USFR Wisdomtree Floating Rate Tre | Add +5.7% | 0.37% | +0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +4.5% | 0.43% | +0.01 |
| WCLD Wisdomtree Cloud Computing | Add +18.7% | 0.07% | +0.01 |
| QYLG Global X Nasdaq 100 Covc GRW | Add +19.3% | 0.09% | +0.01 |
| STE Steris PLC | Add +1.0% | 0.78% | +0.01 |
| BURU Nuburu Inc. | New | 0.00% | +0.00 |
| AIRR First Trust Rba American Ind | Add +2.9% | 0.14% | +0.00 |
| PEP Pepsico Inc. | Add +1.0% | 0.42% | +0.00 |
| ZALT Innovator US Eq 10 Buffer | Add +0.6% | 1.26% | +0.00 |
| FDL First Trust Morn DVD Lead Inc. | Add +0.7% | 0.73% | +0.00 |
Options Activity Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | put | New | 600 | $112K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 100 | $68K |
| MSFT Microsoft Corp. | call | New | 100 | $48K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Sold out | 8,939 | $225Kbefore exit |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Reduce -4.5% | 8,554 | $207K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 203 | $377.7M | QQQ, JPM, LLY, AAPL, ETN |
| Q1 2026 | 192 | $336.4M | QQQ, JPM, AAPL, JNJ, WMT |
| Q4 2025 | 188 | $330.8M | QQQ, JPM, AAPL, MSFT, AVGO |
| Q3 2025 | 183 | $322.3M | JPM, QQQ, AAPL, MSFT, AVGO |
| Q2 2025 | 180 | $304.3M | JPM, QQQ, MSFT, AVGO, AAPL |
| Q1 2025 | 173 | $280.8M | JPM, AAPL, QQQ, MSFT, HD |
| Q4 2024 | 164 | $274.4M | JPM, AAPL, AVGO, MSFT, HD |
| Q3 2024 | 164 | $273.7M | JPM, AAPL, MSFT, HD, ETN |
| Q2 2024 | 156 | $255.0M | JPM, MSFT, AAPL, ETN, AVGO |
| Q1 2024 | 156 | $240.5M | JPM, MSFT, MPC, ETN, AAPL |