Cfc Planning Co Llc Portfolio Changes in Q2 2026
This analysis details the observable stock purchases and sales by Cfc Planning Co Llc during the second quarter of 2026, based on available filing data.
Insider trading activity can offer valuable insights into investment strategies. For Cfc Planning Co Llc, the period ending June 30, 2026 (Q2 2026), saw changes in its portfolio holdings. The firm's total portfolio value stood at $169,227,070 as of that date.
Purchases Observed During Q2
Cfc Planning Co Llc demonstrated significant buying activity during the second quarter. Notable purchases included:
- SELECT SECTOR SPDR TR (XLE), adding $2,515,714 worth of shares.
- SELECT SECTOR SPDR TR (XLP), investing an additional $2,666,049 in this fund.
- VANGUARD INDEX FDS (VO), acquiring shares valued at $1,530,185.
- Individual stocks like APPLIED MATLS INC (AMAT), adding a position worth $276,547.50.
Their substantial investments in funds tracking the Energy and Consumer Defensive sectors suggest confidence in these areas during this period.
Reductions in Holdings During Q2
In contrast to their buying activity, Cfc Planning Co Llc also reduced positions or exited some holdings. These actions included:
- SELECT SECTOR SPDR TR (XLE), experiencing a massive increase of over 1206% in shares, which is noted separately under purchases.
- Several small-cap or speculative positions were completely exited during the quarter:
- MATTEL INC (MAT), fully divesting a position valued at $154,318.
- REYNOLDS CONSUMER PRODS INC (REYN), exiting shares worth $210,826.
These exits might indicate a shift in focus or assessment of certain smaller companies during this timeframe.
Specific Stock Transactions
The investor also made notable changes to specific large-cap stocks. For instance:
- APPLE INC (AAPL), a Technology giant, saw an increase in holdings by approximately 13%.
- In the Healthcare sector, they significantly boosted their position in REVOLUTION MEDICINES INC (RVMD) during Q2.
The portfolio's Technology allocation remains substantial at 32.7% according to the sector breakdown, while other sectors like Energy and Consumer Defensive also show significant weightings.