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Daniel Hays

Comprehensive Financial Consultants Institutional, Inc.

Assets Managed
$336.586M
Holdings
193
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
1.61%(2Q avg: 2.12%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Comprehensive Financial Consultants Institutional, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 193 positions.

Assets under management

The assets under management (AUM) of Comprehensive Financial Consultants Institutional, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 336.586M in assets, with a quarterly growth rate of 1.61% and a 2-quarter average growth rate of 2.12%. The portfolio is managed by Daniel Hays, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -5.77%
2.36%
$7.933M
13,745 shares@ $577.18 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -6.2%
2.26%
$7.583M
25,779 shares@ $294.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.19%
2.14%
$7.193M
28,341 shares@ $253.79 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -9.65%
1.88%
$6.308M
25,804 shares@ $244.45 avg price
WMT
Walmart Inc
Recent Activity
Decreased -2.59%
1.86%
$6.241M
50,220 shares@ $124.29 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 42.35%
1.82%
$6.119M
6,653 shares@ $919.78 avg price
MPC
Marathon Petroleum Corp
Recent Activity
Decreased -11.12%
1.81%
$6.082M
24,907 shares@ $244.18 avg price
JCI
Johnson Controls Internation
Recent Activity
Decreased -4.19%
1.76%
$5.893M
45,001 shares@ $130.96 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.9%
1.69%
$5.687M
15,363 shares@ $370.18 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.19%
1.64%
$5.519M
17,833 shares@ $309.52 avg price

1-10 of 193