Comprehensive Financial Consultants Institutional, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Comprehensive Financial Consultants Institutional, Inc. reported 192 stock positions worth $336.4 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 2.4% of the portfolio, followed by JPMorgan Chase (JPM, 2.3%) and Apple (AAPL, 2.1%). Compared with Q4 2025, it opened 10 new positions, sold out of 6, added to 74 and reduced 71. The biggest buy was a new position in Vanguard Total Intl Stock (VXUS) and the biggest sale Medtronic (MDT, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomington, IN
- CIK
- 0001915714
- Portfolio Value
- $336.4M (Q1 2026)
- SEC Filing
- 0001172661-26-001625 ↗ filed May 8, 2026
Holdings Value
Holdings 192 stocks · $336.4M
| QQQ Invesco QQQ Trust Series 1 | 2.36% | 13,745 | $7.9M | Reduce -5.8% |
| JPM JPMorgan Chase & Co. | 2.25% | 25,779 | $7.6M | Reduce -6.2% |
| AAPL Apple Inc. | 2.14% | 28,341 | $7.2M | Reduce -0.2% |
| JNJ Johnson & Johnson | 1.88% | 25,804 | $6.3M | Reduce -9.7% |
| WMT Walmart Inc. | 1.86% | 50,220 | $6.2M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 1.82% | 6,653 | $6.1M | Add +42.3% |
| MPC Marathon Petroleum Corp. | 1.81% | 24,907 | $6.1M | Reduce -11.1% |
| JCI Johnson Controls Internation | 1.75% | 45,001 | $5.9M | Reduce -4.2% |
| MSFT Microsoft Corp. | 1.69% | 15,363 | $5.7M | Add +7.6% |
| AVGO Broadcom Inc. | 1.64% | 17,833 | $5.5M | Reduce -2.2% |
| ETN Eaton Corp. PLC | 1.62% | 15,282 | $5.5M | Reduce -0.3% |
| CB Chubb Ltd. | 1.60% | 16,471 | $5.4M | Reduce -1.4% |
| ADI Analog Devices Inc. | 1.58% | 16,720 | $5.3M | Reduce -13.3% |
| CME Cme Group Inc. | 1.55% | 17,616 | $5.2M | Reduce -0.9% |
| HD Home Depot Inc. | 1.53% | 15,653 | $5.1M | Add +2.6% |
| VZ Verizon Communications Inc. | 1.49% | 99,683 | $5.0M | Reduce -11.7% |
| APD Air Products & Chemicals Inc. | 1.46% | 16,859 | $4.9M | Add +1.8% |
| MSI Motorola Solutions Inc. | 1.45% | 11,255 | $4.9M | Add +0.5% |
| UNP Union Pacific Corp. | 1.39% | 19,316 | $4.7M | Add +0.2% |
| ABBV Abbvie Inc. | 1.37% | 21,139 | $4.6M | Reduce -0.2% |
| ZALT Innovator US Eq 10 Buffer | 1.28% | 132,250 | $4.3M | Add +3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 6,535 | $4.2M | Reduce -2.0% |
| BBY Best Buy Co. Inc. | 1.23% | 64,477 | $4.1M | Add +11.1% |
| GEV GE Vernova Inc. | 1.21% | 4,645 | $4.1M | Reduce -4.0% |
| CMCSA Comcast Corp. Class A | 1.20% | 140,734 | $4.0M | Add +3.4% |
| CMI Cummins Inc. | 1.16% | 7,259 | $3.9M | Reduce -0.7% |
| ETR Entergy Corp. | 1.15% | 34,307 | $3.9M | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 1.09% | 12,775 | $3.7M | Reduce -4.1% |
| GNOV FT Vest US Equity Moderate B | 1.08% | 93,416 | $3.6M | Reduce -0.9% |
| BALT Inn Defined Wealth Shield | 1.07% | 107,260 | $3.6M | Add +13.5% |
| AMZN Amazon.com Inc. | 1.02% | 16,545 | $3.4M | Add +3.9% |
| IWM iShares Russell 2000 ETF | 1.02% | 13,874 | $3.4M | Add +29.9% |
| FANG Diamondback Energy Inc. | 0.98% | 16,681 | $3.3M | Add +0.3% |
| AMD Advanced Micro Devices | 0.96% | 15,920 | $3.2M | Add +0.3% |
| PNOV Innovator U.S. Equity Power | 0.94% | 77,688 | $3.2M | Reduce -2.8% |
| DRI Darden Restaurants Inc. | 0.93% | 15,887 | $3.1M | Add +0.1% |
| FIS Fidelity National Info Serv | 0.89% | 63,533 | $3.0M | Add +10.3% |
| MS Morgan Stanley | 0.87% | 17,794 | $2.9M | Add +2.3% |
| NVDA Nvidia Corp. | 0.86% | 16,656 | $2.9M | Add +53.3% |
| DJUL FT Vest US Equity Deep Buffe | 0.82% | 59,351 | $2.8M | Reduce -1.2% |
| FDL First Trust Morn DVD Lead Inc. | 0.82% | 54,056 | $2.7M | Reduce -1.0% |
| FTGS First Trust Grwth Strgth ETF | 0.81% | 79,823 | $2.7M | Add +1.7% |
| ALL Allstate Corp. | 0.80% | 13,032 | $2.7M | Add +2.6% |
| EW Edwards Lifesciences Corp. | 0.79% | 33,129 | $2.7M | Add +2.1% |
| TT Trane Technologies PLC | 0.78% | 6,331 | $2.6M | Add +2.5% |
| QGRW Wisdomtree US Quality Growth | 0.76% | 48,093 | $2.6M | Add +3.6% |
| IQV Iqvia Holdings Inc. | 0.73% | 14,494 | $2.5M | Add +10.3% |
| NXPI NXP Semiconductors NV | 0.71% | 12,084 | $2.4M | Add +3.1% |
| VXUS Vanguard Total Intl Stock | 0.70% | 30,509 | $2.4M | New |
| META Meta Platforms Inc. Class A | 0.69% | 4,051 | $2.3M | Add +3.7% |
| STE Steris PLC | 0.69% | 10,473 | $2.3M | Add +2.6% |
| CDNS Cadence Design SYS Inc. | 0.68% | 8,188 | $2.3M | Add +5.2% |
| ZTS Zoetis Inc. | 0.67% | 19,100 | $2.3M | New |
| NOC Northrop Grumman Corp. | 0.66% | 3,278 | $2.2M | Reduce -1.3% |
| BUFF Innovator Laddered Allocatio | 0.65% | 44,117 | $2.2M | Add +8.9% |
| SPGI S&P Global Inc. | 0.65% | 5,116 | $2.2M | Add +3.9% |
| NOBL Proshares S&P 500 Dividend A | 0.64% | 20,240 | $2.1M | Reduce -18.4% |
| CEG Constellation Energy | 0.63% | 7,615 | $2.1M | Add +524.2% |
| BUFZ FT Vest Laddered Moderate Bu | 0.63% | 80,694 | $2.1M | Add +15.7% |
| SNPS Synopsys Inc. | 0.62% | 5,235 | $2.1M | Add +5.3% |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 9,560 | $2.1M | Reduce -3.7% |
| MDT Medtronic PLC | 0.60% | 23,215 | $2.0M | Reduce -51.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.60% | 20,706 | $2.0M | Add +4.7% |
| GCOW Pacer Global Cash Cows Divid | 0.59% | 43,153 | $2.0M | Reduce -1.0% |
| CRM Salesforce Inc. | 0.59% | 10,552 | $2.0M | Add +12.9% |
| CVX Chevron Corp. | 0.58% | 9,509 | $2.0M | Reduce -13.8% |
| CMG Chipotle Mexican Grill Inc. | 0.58% | 61,035 | $2.0M | Add +10.3% |
| DXCM Dexcom Inc. | 0.57% | 30,592 | $1.9M | Add +6.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 11,569 | $1.8M | Reduce -39.6% |
| CSCO Cisco Systems Inc. | 0.54% | 23,454 | $1.8M | Reduce -1.1% |
| HON Honeywell International Inc. | 0.53% | 7,861 | $1.8M | Reduce -1.2% |
| WM Waste Management Inc. | 0.51% | 7,422 | $1.7M | Add +1.6% |
| LOW Lowe's Cos Inc. | 0.49% | 7,013 | $1.7M | Add +1.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.48% | 18,470 | $1.6M | Add +16.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.48% | 28,362 | $1.6M | New |
| FVD First Trust Value Line DVD | 0.47% | 33,821 | $1.6M | Reduce -3.1% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.47% | 36,948 | $1.6M | Add +317.9% |
| AZN Astrazeneca PLC | 0.46% | 7,833 | $1.5M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.46% | 10,693 | $1.5M | Add +8.7% |
| PEP Pepsico Inc. | 0.45% | 9,780 | $1.5M | Reduce -0.1% |
| SYK Stryker Corp. | 0.44% | 4,496 | $1.5M | No change |
| MCD McDonald's Corp. | 0.44% | 4,738 | $1.5M | Add +0.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.43% | 15,728 | $1.5M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.43% | 4,082 | $1.4M | Reduce -1.6% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 23,222 | $1.4M | Reduce -9.1% |
| COWG Pacer US LRG Cap Cows GR LD | 0.41% | 41,338 | $1.4M | Add +7.0% |
| V Visa Inc. Class A | 0.41% | 4,609 | $1.4M | Reduce -37.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.41% | 21,988 | $1.4M | Reduce -3.1% |
| DUK Duke Energy Corp. | 0.40% | 10,200 | $1.3M | Add +6.7% |
| USFR Wisdomtree Floating Rate Tre | 0.38% | 25,323 | $1.3M | Add +5.4% |
| KO The Coca-Cola Co. | 0.37% | 16,519 | $1.3M | Add +1.9% |
| EMR Emerson Electric Co. | 0.37% | 9,457 | $1.2M | Add +0.0% |
| ABT Abbott Laboratories | 0.36% | 11,939 | $1.2M | Add +13.4% |
| LIN Linde PLC | 0.36% | 2,426 | $1.2M | Add +1.2% |
| COF Capital One Financial Corp. | 0.35% | 6,461 | $1.2M | Add +18.9% |
| APH Amphenol Corp. Class A | 0.33% | 8,873 | $1.1M | New |
| QCOM Qualcomm Inc. | 0.33% | 8,704 | $1.1M | Add +13.6% |
| BA The Boeing Co. | 0.33% | 5,628 | $1.1M | No change |
| UPS United Parcel Service Class B | 0.33% | 11,214 | $1.1M | Reduce -6.8% |
| RDVY First Trust Rising Dividend | 0.32% | 15,581 | $1.1M | Reduce -1.0% |
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 | No change |
Total filed on the 13F, all lines: $336.6M.
Portfolio Sells Q4 2025 → Q1 2026
| MDT Medtronic PLC | Reduce -51.9% | 0.60% | −0.80 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.75 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.44 |
| JPM JPMorgan Chase & Co. | Reduce -6.2% | 2.25% | −0.42 |
| V Visa Inc. Class A | Reduce -37.7% | 0.41% | −0.37 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.8% | 2.36% | −0.35 |
| TJX TJX Companies Inc. | Reduce -39.6% | 0.55% | −0.34 |
| AVGO Broadcom Inc. | Reduce -2.2% | 1.64% | −0.27 |
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -76.5% | 0.08% | −0.25 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -76.9% | 0.06% | −0.24 |
| AAPL Apple Inc. | Reduce -0.2% | 2.14% | −0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -4.1% | 1.09% | −0.17 |
| NOBL Proshares S&P 500 Dividend A | Reduce -18.4% | 0.64% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 1.26% | −0.11 |
| ABBV Abbvie Inc. | Reduce -0.2% | 1.37% | −0.10 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.08 |
| WCLD Wisdomtree Cloud Computing | Sold out | 0.00% | −0.07 |
| QMFE FT NDQ100 Mod Buff ETF - Feb | Reduce -46.6% | 0.07% | −0.07 |
| MSIF MSC Income Fund Inc. | Sold out | 0.00% | −0.07 |
| PNOV Innovator U.S. Equity Power | Reduce -2.8% | 0.94% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -26.3% | 0.15% | −0.07 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.06 |
| OEF iShares S&P 100 ETF | Reduce -14.7% | 0.20% | −0.06 |
| SOXX iShares Semiconductor ETF | Reduce -34.6% | 0.14% | −0.06 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -28.8% | 0.13% | −0.05 |
| GNOV FT Vest US Equity Moderate B | Reduce -0.9% | 1.08% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.7% | 0.61% | −0.05 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -1.2% | 0.82% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -20.3% | 0.14% | −0.03 |
| UPS United Parcel Service Class B | Reduce -6.8% | 0.33% | −0.03 |
| MU Micron Technology Inc. | Reduce -31.3% | 0.13% | −0.03 |
| XLF SS Financial Select Sector | Reduce -4.6% | 0.12% | −0.02 |
| XLK SS Technology Select Sector | Reduce -1.3% | 0.15% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.5% | 0.43% | −0.02 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.07% | −0.02 |
| RDVY First Trust Rising Dividend | Reduce -1.0% | 0.32% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -3.1% | 0.47% | −0.01 |
| SMOT Vaneck Morningstar Smid Moat | Reduce -1.7% | 0.20% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -8.4% | 0.10% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.1% | 0.54% | −0.01 |
| PULS Pgim Ultra Short Bond ETF | Reduce -9.0% | 0.09% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -2.2% | 0.23% | −0.01 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -2.1% | 0.21% | −0.01 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -3.4% | 0.15% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -18.6% | 0.07% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -1.7% | 0.17% | −0.01 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Reduce -2.6% | 0.08% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -0.4% | 0.06% | −0.00 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -3.8% | 0.07% | −0.00 |
| AJUL Invtr Eq DP ETF-2Y-JULY28-Ui | Reduce -5.1% | 0.06% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VXUS Vanguard Total Intl Stock | New | 0.70% | +0.70 |
| ZTS Zoetis Inc. | New | 0.67% | +0.67 |
| CEG Constellation Energy | Add +524.2% | 0.63% | +0.50 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.48% | +0.48 |
| DJAN FT Vest U.S. Equity Deep Buf | Add +317.9% | 0.47% | +0.35 |
| APH Amphenol Corp. Class A | New | 0.33% | +0.33 |
| LLY Eli Lilly & Co. | Add +42.3% | 1.82% | +0.30 |
| NVDA Nvidia Corp. | Add +53.3% | 0.86% | +0.25 |
| ETR Entergy Corp. | Add +4.8% | 1.15% | +0.23 |
| IWM iShares Russell 2000 ETF | Add +29.9% | 1.02% | +0.23 |
| FANG Diamondback Energy Inc. | Add +0.3% | 0.98% | +0.23 |
| APD Air Products & Chemicals Inc. | Add +1.8% | 1.46% | +0.22 |
| MSI Motorola Solutions Inc. | Add +0.5% | 1.45% | +0.15 |
| FITB Fifth Third Bancorp | New | 0.12% | +0.12 |
| QMNV FT NDQ100 Mod Buff ETF - Nov | Add +168.4% | 0.20% | +0.12 |
| BALT Inn Defined Wealth Shield | Add +13.5% | 1.07% | +0.11 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | Add +107.1% | 0.17% | +0.09 |
| KMB Kimberly-Clark Corp. | Add +52.4% | 0.28% | +0.09 |
| COP Conocophillips | New | 0.08% | +0.08 |
| QCJA FT NDQ100 CNS Buff ETF - Jan | Add +59.3% | 0.22% | +0.08 |
| RECS Columbia Resear Enh Cor ETF | Add +91.7% | 0.17% | +0.08 |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | New | 0.07% | +0.07 |
| BUFZ FT Vest Laddered Moderate Bu | Add +15.7% | 0.63% | +0.07 |
| MOO Vaneck Agribusiness ETF | New | 0.06% | +0.06 |
| SIXF Allian US Equ 6 Mon BU10-Usd | Add +35.8% | 0.25% | +0.06 |
| PM Philip Morris International | New | 0.06% | +0.06 |
| HII Huntington Ingalls Industrie | New | 0.06% | +0.06 |
| DUK Duke Energy Corp. | Add +6.7% | 0.40% | +0.06 |
| TT Trane Technologies PLC | Add +2.5% | 0.78% | +0.06 |
| BBY Best Buy Co. Inc. | Add +11.1% | 1.23% | +0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Add +16.9% | 0.48% | +0.06 |
| SIXP Allian US Equ 6 Mon BU10-Usd | Add +61.3% | 0.14% | +0.05 |
| LIN Linde PLC | Add +1.2% | 0.36% | +0.05 |
| CAT Caterpillar Inc. | Add +0.1% | 0.25% | +0.04 |
| UNP Union Pacific Corp. | Add +0.2% | 1.39% | +0.04 |
| DRI Darden Restaurants Inc. | Add +0.1% | 0.93% | +0.04 |
| BUFF Innovator Laddered Allocatio | Add +8.9% | 0.65% | +0.04 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +41.6% | 0.14% | +0.04 |
| PG The Procter & Gamble Co. | Add +8.7% | 0.46% | +0.03 |
| KO The Coca-Cola Co. | Add +1.9% | 0.37% | +0.03 |
| ZJAN Innovator Edp ETF - 1Y Jan | Add +38.7% | 0.10% | +0.03 |
| SLV iShares Silver Trust | Add +8.1% | 0.21% | +0.02 |
| SIXZ Allian US Equ 6 Mon BU10-Usd | Add +41.2% | 0.09% | +0.02 |
| WM Waste Management Inc. | Add +1.6% | 0.51% | +0.02 |
| AIRR First Trust Rba American Ind | Add +1.1% | 0.16% | +0.02 |
| ZALT Innovator US Eq 10 Buffer | Add +3.2% | 1.28% | +0.01 |
| USFR Wisdomtree Floating Rate Tre | Add +5.4% | 0.38% | +0.01 |
| UFEB Innovator U.S. Equity Ultra | Add +7.3% | 0.27% | +0.01 |
| ALL Allstate Corp. | Add +2.6% | 0.80% | +0.00 |
| COWG Pacer US LRG Cap Cows GR LD | Add +7.0% | 0.41% | +0.00 |
Options Activity Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | put | Sold out | 600 | $112Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 100 | $68Kbefore exit |
| MSFT Microsoft Corp. | call | Sold out | 100 | $48Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |