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Disclosed positions
CFC Planning Co LLC: source evidence dated 2026-08-06T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $16,834,283
- Reported amount
- 58,176
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001854428-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC | AAPL | COM | $16,834,283 | 58,176 | SH | None |
| CISCO SYS INC | CSCO | COM | $13,185,115 | 112,251 | SH | None |
| SOUTHERN COPPER CORP | SCCO | COM | $7,291,910 | 41,845 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $6,781,419 | 16,316 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,901,463 | 8,592 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $5,734,572 | 31,698 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $5,549,185 | 16,405 | SH | None |
| DISNEY WALT CO | DIS | COM | $5,381,915 | 55,916 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $5,310,415 | 17,816 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $4,928,505 | 19,405 | SH | None |
| ALTRIA GROUP INC | MO | COM | $4,898,310 | 68,079 | SH | None |
| COCA COLA CO | KO | COM | $4,867,018 | 59,886 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $4,067,773 | 96,074 | SH | None |
| VISA INC | V | COM CL A | $4,013,551 | 11,698 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $3,970,783 | 14,120 | SH | None |
| CONOCOPHILLIPS | COP | COM | $3,484,427 | 33,517 | SH | None |
| EOG RES INC | EOG | COM | $3,289,953 | 25,360 | SH | None |
| MERCK & CO INC | MRK | COM | $3,083,229 | 23,994 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $3,006,977 | 15,783 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,973,962 | 9,085 | SH | None |
| NORTHERN LTS FD TR IV | SECT | MAIN SECTR ROTN | $2,961,666 | 41,100 | SH | None |
| SELECT SECTOR SPDR TR | XLI | ST STR INDL ETF | $2,804,197 | 15,139 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,782,220 | 3,725 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $2,765,475 | 3,825 | SH | None |
| SELECT SECTOR SPDR TR | XLP | ST STR STAPL ETF | $2,666,049 | 32,094 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $2,637,553 | 2,285 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $2,515,714 | 47,368 | SH | None |
| UNITED PARCEL SVCS INC | UPS | CL B | $2,502,493 | 23,279 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,122,346 | 10,606 | SH | None |
| SALESFORCE INC | CRM | COM | $2,048,804 | 13,078 | SH | None |
| FORTINET INC | FTNT | COM | $2,018,720 | 13,141 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,990,375 | 1,659 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,792,248 | 2,400 | SH | Put |
| WESTERN DIGITAL CORP | WDC | COM | $1,767,338 | 2,767 | SH | None |
| REVOLUTION MEDICINES INC | RVMD | COM | $1,726,347 | 9,218 | SH | None |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $1,638,423 | 10,024 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $1,530,185 | 18,992 | SH | None |
| EXPEDIA GROUP INC | EXPE | COM NEW | $1,522,742 | 5,951 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $1,498,853 | 41,485 | SH | None |
| META PLATFORMS INC | META | CL A | $1,283,745 | 2,279 | SH | None |
| IDEXX LABS INC | IDXX | COM | $1,247,136 | 2,369 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DDEC | FT VEST U.S. | $1,152,871 | 24,335 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,058,511 | 994 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DAUG | FT VEST U.S. | $952,687 | 20,336 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DAPR | FT VEST U.S. | $937,869 | 22,942 | SH | None |
| GERMAN AMERN BANCORP INC | GABC | COM | $898,465 | 18,931 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $702,370 | 12,506 | SH | None |
| MICROSOFT CORP | MSFT | COM | $578,247 | 1,550 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $512,196 | 1,182 | SH | None |
| TERADYNE INC | TER | COM | $400,136 | 827 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.