Comprehensive Financial Consultants Institutional, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing reports that the firm held 198 separate equity securities at the end of the reporting period.
The largest position disclosed in the filing is held in Microsoft Corporation, where the firm holds 8,404,892 shares. Other significant equity holdings include Johnson & Johnson with 6,431,594 shares, JPMorgan Chase & Co. with 8,369,668 shares, and Walmart Inc. with 5,082,208 shares. The filing also lists substantial positions in NVIDIA Corporation, United Parcel Service Inc., and Realty Income Corporation.
In addition to individual equities, the filing reveals a significant allocation to exchange-traded funds (ETFs). The firm holds 1,046,257 units of the Invesco QQQ Trust, Series 1. Other notable ETF holdings include the Vanguard Specialized Funds Div App ETF, the Vanguard Star Funds VG TL Intl Stk F, and the WisdomTree Trust US Quality Grow ETF.
The filing lists Daniel Hays, Chief Compliance Officer, as the authorized signatory for the report. The firm’s address is listed as 674 S. College Ave., Bloomington, IN 47403.
