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Home > Institutional Investor > Comprehensive Financial Consultants Institutional, Inc. > Profile

Instuitional Investor - Comprehensive Financial Consultants Institutional, Inc.

Fund Profile
Filing Period:
Fund Name: Comprehensive Financial Consultants Institutional, Inc.
Portfolio Value $331,279,353
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 14,588 $8,961,554 2.71%
2.
Jpmorgan Chase & Co
 JPM 27,483 $8,855,572 2.67%
3.
Apple Inc.
 AAPL 28,395 $7,719,473 2.33%
4.
Microsoft Corp
 MSFT 14,272 $6,902,225 2.08%
5.
Broadcom Inc.
 AVGO 18,233 $6,310,441 1.9%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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