Comprehensive Financial Consultants Institutional, Inc.
All 13F Filings
- Location
- Bloomington, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 331,279
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 192 | 331,279 | 13F-HR | Comprehensive Financial Consultants Institutional, Inc. |
| Q3 2025 | 10/16/2025 | 185 | 322,786 | 13F-HR | Comprehensive Financial Consultants Institutional, Inc. |
| Q2 2025 | 7/22/2025 | 182 | 304,748 | 13F-HR | Comprehensive Financial Consultants Institutional, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
228
(0.1% of total reported value)
· QoQ Δ:
+228
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 316 K | 95.5% | 8.348 K | 0 | 8.348 K |
| ETFs | 12.23 K | 3.7% | 64 | 0 | 64 |
| Debt | 207 | 0.1% | 0 | 236 | -236 |
| Other | 2.587 K | 0.8% | 88 | 0 | 88 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
331,279
Holdings
192
QoQ value change ($000)
8,493
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.