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 2025-06-30 (477 days), 212 trades recorded
- Returns: week n/a · month n/a · 90 days -0.9% · 6 months +11.3% · 1 year +8.4% · all +8.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.8% · long · since 2025-06-30
- CSCO · 7.7% · long · since 2025-06-30
- SCCO · 4.3% · long · since 2025-06-30
- UNH · 4.0% · long · since 2025-09-30
- 922908363 · 3.5% · long · since 2025-06-30
- PM · 3.4% · long · since 2025-06-30
- AXP · 3.2% · long · since 2025-06-30
- DIS · 3.1% · long · since 2025-06-30
- TXN · 3.1% · long · since 2025-06-30
- JNJ · 2.9% · long · since 2025-06-30
- MO · 2.9% · long · since 2025-06-30
- KO · 2.8% · long · since 2025-09-30