Comprehensive Financial Consultants Institutional Inc.'s Investment Activity in Q2 2026

Comprehensive Financial Consultants Institutional Inc., a prominent financial services firm, saw its portfolio value increase to $366.3 million as of June 30, 2026.

The investment manager demonstrated significant buying activity in several sectors during this period:

• Technology: Acquired substantial positions in major players like AAPL, which saw an increase of 2,814 shares (0.7% weight gain), and MSFT with a notable share increase of 1,718 (11.85%). Additionally, they purchased ETFs tracking the Technology sector (QQQ) and specific Technology stocks like AMD.
• Healthcare: Showed strong interest in the Healthcare sector, buying shares of LLY, adding 700 more shares (5.31% weight increase), and significantly increasing its stake in ZTS by over 62%. They also purchased ETFs like MOAT.
• Financial Services: Increased holdings of JPMORGAN CHASE & CO (JPM) with a notable share increase (0.55% weight gain).
• Real Estate: Showed renewed interest in the Real Estate sector by establishing a new position in O, effectively doubling their holdings from the previous period.

In contrast, there were also observable selling activities:

• Healthcare: Reduced exposure in JNJ, decreasing their stake by nearly 0.1%.
• ETFs and Trusts: Significantly decreased holdings of MOAT (-58.78%) and exited the position in QMMY entirely, as indicated by a change percentage from prior period of -100%. They also reduced their ETF holding in UJUN (-40.69%) and exited the position in DJUN completely.
• Communication Services: Reduced holdings of VZ slightly, decreasing by 1.43% weight.

The investor also made notable additions to their portfolio outside these specific changes:

• SCI: Increased holdings by 54.386%, representing a significant new position.
• ZTS: Added shares, boosting the position significantly (157.28% increase).
• CMG: Increased holdings by 37.75%, another notable addition.
• UJUN and DJUN: Acquired these ETFs, establishing new positions.
• QMMY and O: Acquired these specific stock holdings, creating new positions.

Overall portfolio diversification was maintained with assets spread across 184 holdings. The Technology sector remains a significant part of the allocation (15.97%), followed by Consumer Cyclical and Healthcare sectors at approximately 8.5% and 9.85%, respectively.