Holdings
CFC Planning Co LLC
As of Jun 30, 2026, CFC Planning Co LLC reported 50 positions worth US$137M. Largest: Apple Inc, Cisco Systems, Inc. and Southern Copper Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 58,176 | US$16.8M | +6,839 | Jun 30, 2026 |
| Cisco Systems, Inc. | 112K | US$13.2M | +2,153 | Jun 30, 2026 |
| Southern Copper Corporation | 41,845 | US$7.29M | +5,625 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 16,316 | US$6.78M | +1,311 | Jun 30, 2026 |
| Philip Morris International Inc | 31,698 | US$5.73M | +1,808 | Jun 30, 2026 |
| American Express Company | 16,405 | US$5.55M | −729 | Jun 30, 2026 |
| Walt Disney Company (the) | 55,916 | US$5.38M | +1,499 | Jun 30, 2026 |
| Texas Instruments Incorporated | 17,816 | US$5.31M | −286 | Jun 30, 2026 |
| Johnson & Johnson | 19,405 | US$4.93M | +19 | Jun 30, 2026 |
| Altria Group, Inc. | 68,079 | US$4.9M | +4,998 | Jun 30, 2026 |