Comprehensive Financial Consultants Institutional, Inc.
All 13F Filings
- Location
- Bloomington, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 378,100
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 205 | 378,100 | 13F-HR | Comprehensive Financial Consultants Institutional, Inc. |
| Q1 2026 | 5/8/2026 | 193 | 336,586 | 13F-HR | Comprehensive Financial Consultants Institutional, Inc. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
231
(0.1% of total reported value)
· QoQ Δ:
+231
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 318.3 K | 84.2% | 33.74 K | 0 | 33.74 K |
| ETFs | 56.58 K | 15.0% | 7.074 K | 0 | 7.074 K |
| Debt | 207 | 0.1% | 0 | 0 | 0 |
| Other | 2.778 K | 0.7% | 462 | 0 | 462 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
378,100
Holdings
205
QoQ value change ($000)
41,514
(12.3%)
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.