CFC Planning Co LLC - Portfolio overview

CFC Planning Co LLC has 103 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.82%
2. CSCO - CISCO SYS INC, 5.78%
3. SCCO - SOUTHERN COPPER CORP, 4.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.