Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Cfc Planning Co Llc > Profile

Instuitional Investor - Cfc Planning Co Llc

Fund Profile
Filing Period:
Fund Name: Cfc Planning Co Llc
Portfolio Value $91,358,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 26,980 $5,993,141 6.56%
2.
Travelers Companies Inc.
 TRV 16,813 $4,446,366 4.87%
3.
Walt Disney Co
 DIS 43,772 $4,320,296 4.73%
4.
American Express Co
 AXP 15,220 $4,095,095 4.48%
5.
Nike Inc.
 NKE 61,122 $3,880,025 4.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)