Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings
Q3 2025•179 long positions•$320.7M portfolio value
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Holding186 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Diversified Financial Services | $9.0M 2.8% | -$295.6K Sold | 0.001% 28.5K shares | 29.4K → 28.5K −$295.6K | -3.19% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.4M 2.61% | +$364.4K Bought | — 13.9K shares | 13.3K → 13.9K +$364.4K | +4.55% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $7.6M 2.39% | +$58.3K Bought | 0.0% 30.0K shares | 29.8K → 30.0K +$58.3K | +0.77% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $7.5M 2.35% | -$73.5K Sold | 0.0% 14.5K shares | 14.7K → 14.5K −$73.5K | -0.97% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $6.9M 2.15% | -$1.1M Sold | 0.0% 20.9K shares | 24.2K → 20.9K −$1.1M | -13.73% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
Home Improvement Consumer Cyclical | $6.0M 1.88% | +$122.0K Bought | 0.001% 14.9K shares | 14.6K → 14.9K +$122.0K | +2.07% | $403.32B Mega Cap | Q4 2021 Held for 3y 11m | |
Industrial - Machinery Industrials | $5.9M 1.85% | +$38.2K Bought | 0.004% 15.9K shares | 15.7K → 15.9K +$38.2K | +0.65% | $145.70B Large Cap | Q1 2022 Held for 3y 8m | |
Oil & Gas Refining & Marketing Energy | $5.7M 1.79% | +$126.8K Bought | 0.01% 29.8K shares | 29.2K → 29.8K +$126.8K | +2.26% | $58.6B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $5.6M 1.74% | +$122.4K Bought | 0.001% 30.1K shares | 29.5K → 30.1K +$122.4K | +2.24% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $5.5M 1.72% | -$16.9K Sold | 0.001% 53.4K shares | 53.5K → 53.4K −$16.9K | -0.31% | $821.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Construction Industrials | $5.3M 1.67% | -$664.1K Sold | 0.007% 48.6K shares | 54.7K → 48.6K −$664.1K | -11.05% | $71.9B Large Cap | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $5.3M 1.65% | +$959.5K Bought | 0.001% 22.8K shares | 18.7K → 22.8K +$959.5K | +22.21% | $409.03B Mega Cap | Q1 2024 Held for 1y 8m | |
Communication Equipment Technology | $5.1M 1.59% | +$129.9K Bought | 0.007% 11.2K shares | 10.9K → 11.2K +$129.9K | +2.61% | $76.2B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $4.9M 1.53% | +$98.8K Bought | 0.004% 20.0K shares | 19.6K → 20.0K +$98.8K | +2.05% | $120.87B Large Cap | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $4.8M 1.51% | +$187.9K Bought | 0.003% 110.2K shares | 105.9K → 110.2K +$187.9K | +4.04% | $185.31B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Data & Stock Exchanges Financial Services | $4.8M 1.5% | +$158.1K Bought | 0.005% 17.8K shares | 17.2K → 17.8K +$158.1K | +3.39% | $97.4B Large Cap | Q4 2021 Held for 3y 11m | |
Insurance - Property & Casualty Financial Services | $4.8M 1.48% | +$171.0K Bought | 0.004% 16.9K shares | 16.2K → 16.9K +$171.0K | +3.73% | $112.53B Large Cap | Q1 2022 Held for 3y 8m | |
Medical - Devices Healthcare | $4.6M 1.44% | -$46.1K Sold | 0.004% 48.3K shares | 48.8K → 48.3K −$46.1K | -0.99% | $122.16B Large Cap | Q1 2022 Held for 3y 8m | |
Railroads Industrials | $4.5M 1.39% | +$177.5K Bought | 0.003% 18.9K shares | 18.1K → 18.9K +$177.5K | +4.15% | $140.18B Large Cap | Q4 2021 Held for 3y 11m | |
Chemicals - Specialty Basic Materials | $4.3M 1.36% | +$149.2K Bought | 0.007% 15.9K shares | 15.4K → 15.9K +$149.2K | +3.56% | $60.7B Large Cap | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $4.3M 1.34% | +$178.7K Bought | 0.027% 56.7K shares | 54.3K → 56.7K +$178.7K | +4.35% | $15.9B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.3M 1.33% | +$303.8K Bought | — 6.4K shares | 5.9K → 6.4K +$303.8K | +7.67% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.2M 1.31% | -$71.7K Sold | — 110.0K shares | 111.9K → 110.0K −$71.7K | -1.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 1.27% | +$51.8K Bought | — 127.4K shares | 125.7K → 127.4K +$51.8K | +1.29% | — — | Q1 2024 Held for 1y 8m | |
Telecommunications Services Communication Services | $3.9M 1.22% | +$185.1K Bought | 0.003% 124.2K shares | 118.3K → 124.2K +$185.1K | +4.98% | $116.01B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $3.6M 1.12% | -$186.2K Sold | 0.001% 4.7K shares | 5.0K → 4.7K −$186.2K | -4.91% | $684.00B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.6M 1.11% | -$30.7K Sold | — 86.8K shares | 87.5K → 86.8K −$30.7K | -0.85% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $3.5M 1.09% | +$204.9K Bought | 0.0% 15.9K shares | 15.0K → 15.9K +$204.9K | +6.24% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $3.5M 1.08% | -$169.7K Sold | 0.0% 14.2K shares | 14.9K → 14.2K −$169.7K | -4.68% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Information Technology Services Technology | $3.4M 1.07% | +$270.7K Bought | 0.01% 51.9K shares | 47.8K → 51.9K +$270.7K | +8.59% | $34.4B Large Cap | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $3.1M 0.961% | -$81.2K Sold | 0.001% 19.4K shares | 19.9K → 19.4K −$81.2K | -2.57% | $253.75B Mega Cap | Q4 2021 Held for 3y 11m | |
Renewable Utilities Utilities | $3.0M 0.95% | +$83.0K Bought | 0.002% 5.0K shares | 4.8K → 5.0K +$83.0K | +2.8% | $167.39B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $3.0M 0.937% | +$114.7K Bought | — 91.5K shares | 88.0K → 91.5K +$114.7K | +3.97% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.9M 0.913% | +$2.9M Bought | — 62.7K shares | — | — | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $2.9M 0.904% | -$430.2K Sold | 0.001% 17.9K shares | 20.6K → 17.9K −$430.2K | -12.92% | $262.56B Mega Cap | Q4 2023 Held for 1y 11m | |
Apparel - Retail Consumer Cyclical | $2.9M 0.903% | -$9.7K Sold | 0.002% 20.0K shares | 20.1K → 20.0K −$9.7K | -0.33% | $160.86B Large Cap | Q4 2021 Held for 3y 11m | |
Restaurants Consumer Cyclical | $2.9M 0.892% | +$94.8K Bought | 0.013% 15.0K shares | 14.5K → 15.0K +$94.8K | +3.43% | $22.1B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.8M 0.871% | +$1.1M Bought | — 77.8K shares | 46.9K → 77.8K +$1.1M | +65.77% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $2.8M 0.87% | -$77.8K Sold | 0.0% 3.8K shares | 3.9K → 3.8K −$77.8K | -2.72% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
Medical - Diagnostics & Research Healthcare | $2.7M 0.841% | +$33.4K Bought | 0.008% 14.2K shares | 14.0K → 14.2K +$33.4K | +1.26% | $32.3B Large Cap | Q4 2021 Held for 3y 11m | |
Construction Industrials | $2.6M 0.826% | -$17.3K Sold | 0.003% 6.3K shares | 6.3K → 6.3K −$17.3K | -0.65% | $93.9B Large Cap | Q1 2022 Held for 3y 8m | |
Insurance - Property & Casualty Financial Services | $2.6M 0.826% | +$56.7K Bought | 0.005% 12.3K shares | 12.1K → 12.3K +$56.7K | +2.19% | $56.6B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.812% | +$224.8K Bought | — 45.4K shares | 41.4K → 45.4K +$224.8K | +9.45% | — — | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $2.6M 0.812% | +$39.3K Bought | 0.003% 7.4K shares | 7.3K → 7.4K +$39.3K | +1.54% | $95.7B Large Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $2.6M 0.796% | +$73.6K Bought | 0.004% 11.2K shares | 10.9K → 11.2K +$73.6K | +2.97% | $57.4B Large Cap | Q1 2022 Held for 3y 8m | |
Medical - Devices Healthcare | $2.5M 0.78% | +$57.2K Bought | 0.01% 10.1K shares | 9.9K → 10.1K +$57.2K | +2.34% | $24.4B Large Cap | Q2 2022 Held for 3y 5m | |
Medical - Healthcare Plans Healthcare | $2.5M 0.772% | +$112.9K Bought | 0.001% 7.2K shares | 6.8K → 7.2K +$112.9K | +4.78% | $312.73B Mega Cap | Q4 2021 Held for 3y 11m | |
Medical - Devices Healthcare | $2.5M 0.769% | +$97.5K Bought | 0.005% 31.7K shares | 30.5K → 31.7K +$97.5K | +4.12% | $45.7B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $2.4M 0.762% | +$42.7K Bought | 0.0% 7.2K shares | 7.0K → 7.2K +$42.7K | +1.78% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.75% | -$685.6K Sold | — 23.3K shares | 30.0K → 23.3K −$685.6K | -22.18% | — — | Q4 2021 Held for 3y 11m |
