COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

PrivateCIK: 1915714
Location

BLOOMINGTON, IN

193
Positions
$336.59M
Total AUM (reported)
3.43M
Total Shares

Allocation by class

TOTAL AUM$336.59M193 positions
COM$191.58M56.9%
SHS$21.81M6.5%
CL A$9.74M2.9%
COM NEW$9.45M2.8%
UNIT SER 1$7.93M2.4%
U S EQ 10 BUFFER$4.29M1.3%
TR UNIT$4.25M1.3%

Portfolio Concentration

Top 36.7%4–1012.4%11–2521.2%Rest59.6%TOP 1019.2%0%100%
Top 3$22.71M6.7%
4–10$41.85M12.4%
11–25$71.35M21.2%
Rest$200.68M59.6%

Top 3 weight

6.7%

Top 10 weight

19.2%

Voting Authority Distribution

Total shares with voting rights: 3.43M

Sole

Full voting authority

3.43M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole193
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings193
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares13.74K
TypeSH
Market value$7.93M
2.36%
Sole
13.74K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares25.78K
TypeSH
Market value$7.58M
2.25%
Sole
25.78K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares28.34K
TypeSH
Market value$7.19M
2.14%
Sole
28.34K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares25.80K
TypeSH
Market value$6.31M
1.87%
Sole
25.80K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares50.22K
TypeSH
Market value$6.24M
1.85%
Sole
50.22K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares6.65K
TypeSH
Market value$6.12M
1.82%
Sole
6.65K
Shared
0.00
None
0.00

MARATHON PETE CORP

SOLE
COM
Shares24.91K
TypeSH
Market value$6.08M
1.81%
Sole
24.91K
Shared
0.00
None
0.00

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares45K
TypeSH
Market value$5.89M
1.75%
Sole
45K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares15.36K
TypeSH
Market value$5.69M
1.69%
Sole
15.36K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares17.83K
TypeSH
Market value$5.52M
1.64%
Sole
17.83K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares15.28K
TypeSH
Market value$5.47M
1.62%
Sole
15.28K
Shared
0.00
None
0.00

CHUBB LTD SWITZ

SOLE
COM
Shares16.47K
TypeSH
Market value$5.37M
1.59%
Sole
16.47K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares16.72K
TypeSH
Market value$5.32M
1.58%
Sole
16.72K
Shared
0.00
None
0.00

CME GROUP INC

SOLE
COM
Shares17.62K
TypeSH
Market value$5.20M
1.55%
Sole
17.62K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares15.65K
TypeSH
Market value$5.15M
1.53%
Sole
15.65K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares99.68K
TypeSH
Market value$5.00M
1.49%
Sole
99.68K
Shared
0.00
None
0.00

AIR PRODUCTS AND CHEMICALS I

SOLE
COM
Shares16.86K
TypeSH
Market value$4.90M
1.46%
Sole
16.86K
Shared
0.00
None
0.00

MOTOROLA SOLUTIONS INC

SOLE
COM NEW
Shares11.26K
TypeSH
Market value$4.88M
1.45%
Sole
11.26K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares19.32K
TypeSH
Market value$4.69M
1.39%
Sole
19.32K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares21.14K
TypeSH
Market value$4.60M
1.37%
Sole
21.14K
Shared
0.00
None
0.00

INNOVATOR ETFS TRUST

SOLE
U S EQ 10 BUFFER
Shares132.25K
TypeSH
Market value$4.29M
1.28%
Sole
132.25K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares6.54K
TypeSH
Market value$4.25M
1.26%
Sole
6.54K
Shared
0.00
None
0.00

BEST BUY INC

SOLE
COM
Shares64.48K
TypeSH
Market value$4.14M
1.23%
Sole
64.48K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares4.64K
TypeSH
Market value$4.05M
1.20%
Sole
4.64K
Shared
0.00
None
0.00

COMCAST CORP NEW

SOLE
CL A
Shares140.73K
TypeSH
Market value$4.04M
1.20%
Sole
140.73K
Shared
0.00
None
0.00
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