CFC Planning Co LLC
Private Equity
CFC Planning Co LLC is a Private Equity based in Charlotte, NC led by Andrew David Lindner, reporting $1.9B in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).
Managing PartnerAndrew David Lindner
- Portfolio Value
- $119.0M
- Positions
- 86
- Top Holding
- AAPL at 8.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CFC Planning Co LLC's portfolio (42.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $9.9M | 8.31% | +$2.0M Bought | 0.00% 38.8K shares | |
Communication Equipment Technology | $6.3M | 5.33% | +$458.8K Bought | 0.00% 92.6K shares | |
Financial - Credit Services Financial Services | $6.1M | 5.11% | +$326.5K Bought | 0.00% 18.3K shares | |
Entertainment Communication Services | $5.5M | 4.58% | +$211.1K Bought | 0.00% 47.6K shares | |
Medical - Healthcare Plans Healthcare | $4.4M | 3.70% | +$4.4M Bought | 0.00% 12.8K shares | |
Tobacco Consumer Defensive | $4.0M | 3.38% | +$192.0K Bought | 0.00% 24.8K shares | |
Copper Basic Materials | $4.0M | 3.32% | +$171.9K Bought | 0.00% 32.6K shares | |
Drug Manufacturers - General Healthcare | $3.6M | 3.02% | +$199.7K Bought | 0.00% 19.4K shares | |
Tobacco Consumer Defensive | $3.4M | 2.85% | +$84.6K Bought | 0.00% 51.4K shares | |
Agricultural - Machinery Industrials | $3.0M | 2.53% | +$158.9K Bought | 0.00% 6.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CFC Planning Co LLC's latest filing
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Analytics
Portfolio insights and performance metrics for CFC Planning Co LLC
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