Long-term investor

Cfc Planning Co. LLC @cfcplanningcollc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001854428).

Record

  • Tracked since 2025-12-31 (249 days), 84 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.1% · 6 months n/a · 1 year n/a · all +12.3%
  • Max drawdown n/a · win rate 13% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 9.8% · long · since 2025-12-31
  • CSCO · 7.7% · long · since 2025-12-31
  • SCCO · 4.3% · long · since 2025-12-31
  • UNH · 4.0% · long · since 2025-12-31
  • 922908363 · 3.5% · long · since 2025-12-31
  • PM · 3.4% · long · since 2025-12-31
  • AXP · 3.2% · long · since 2025-12-31
  • DIS · 3.1% · long · since 2025-12-31
  • TXN · 3.1% · long · since 2025-12-31
  • JNJ · 2.9% · long · since 2025-12-31
  • MO · 2.9% · long · since 2025-12-31
  • KO · 2.8% · long · since 2025-12-31

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