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Comprehensive Financial Consultants Institutional, Inc.
hedge fundUpdated 21 days agoManaged by Comprehensive Financial Consultants Institutional, Inc. • Latest filing Q3 2026
Portfolio value
$370.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $331.3M |
| Q1 2026 | $336.6M |
| Q2 2026 | $378.1M |
| Q3 2026 | $370.8M |
Top holdings
198 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $10.5M | 14.1K | 2.82% | Added(+2.7%) | |
| 2 | $8.9M | 26.6K | 2.39% | Trimmed(-5.4%) | |
| 3 | $8.4M | 16.4K | 2.27% | Trimmed(-4.6%) | |
| 4 | $8.4M | 25.3K | 2.26% | Trimmed(-2.4%) | |
| 5 | $8.1M | 7.0K | 2.19% | Unchanged | |
| 6 | $7.7M | 19.5K | 2.08% | Trimmed(-20.2%) | |
| 7 | $6.4M | 24.3K | 1.73% | Trimmed(-4.9%) | |
| 8 | $6.3M | 14.7K | 1.70% | Trimmed(-4.9%) | |
| 9 | $5.8M | 14.7K | 1.57% | Trimmed(-6.9%) | |
| 10 | $5.8M | 39.1K | 1.57% | Trimmed(-5.7%) | |
| 11 | $5.8M | 16.5K | 1.56% | Trimmed(-4.2%) | |
| 12 | $5.4M | 8.9K | 1.47% | Trimmed(-5.9%) | |
| 13 | $5.4M | 20.5K | 1.44% | Trimmed(-6.9%) | |
| 14 | $5.1M | 48.9K | 1.37% | Trimmed(-3.6%) | |
| 15 | $5.1M | 17.8K | 1.36% | Trimmed(-0.5%) | |
| 16 | $5M | 15.5K | 1.36% | Trimmed(-4.8%) | |
| 17 | ? N/A INNOVATOR ETFS TRUST | $5M | 144.2K | 1.34% | Added(+5.8%) |
| 18 | $5M | 11.1K | 1.34% | Trimmed(-5.0%) | |
| 19 | $5M | 18.2K | 1.34% | Trimmed(-6.6%) | |
| 20 | $4.9M | 106.4K | 1.32% | Trimmed(-1.7%) |