CX Institutional
CIK: 0001737089Latest portfolio: $3.4B · Q4 2025
Holdings
1,517
Total Value
$3.4B
New Positions
1,506
Closed Positions
0
Top Holdings
View All 1,517 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SGOViShares ETFs/USA | 1,281,899 | $128.7M | 3.84% | NEW | |
| 2 | AQLTiShares ETFs/USA | 1,022,536 | $91.5M | 2.73% | NEW | |
| 3 | SPTIState Street ETF/USA | 2,752,121 | $79.4M | 2.37% | NEW | |
| 4 | VOVanguard ETF/USA | 253,045 | $73.4M | 2.19% | NEW | |
| 5 | IVEiShares ETFs/USA | 312,076 | $66.2M | 1.97% | NEW | |
| 6 | BNDXVanguard ETF/USA | 1,349,746 | $65.2M | 1.95% | NEW | |
| 7 | AAPLAPPLE INC | 236,446 | $64.3M | 1.92% | NEW | |
| 8 | IVViShares ETFs/USA | 91,842 | $62.9M | 1.88% | NEW | |
| 9 | VBVanguard ETF/USA | 233,647 | $60.3M | 1.80% | NEW | |
| 10 | SPMBState Street ETF/USA | 2,650,742 | $59.4M | 1.77% | NEW | |
| 11 | MGKVanguard ETF/USA | 143,715 | $59.3M | 1.77% | NEW | |
| 12 | SPBOState Street ETF/USA | 2,011,300 | $59.0M | 1.76% | NEW | |
| 13 | IWFiShares ETFs/USA | 122,289 | $57.9M | 1.73% | NEW | |
| 14 | IUSGiShares ETFs/USA | 343,577 | $57.7M | 1.72% | NEW | |
| 15 | NVDANVIDIA CORP | 300,575 | $56.1M | 1.67% | NEW | |
| 16 | SCHVSchwab Strategic Trust | 1,848,372 | $54.7M | 1.63% | NEW | |
| 17 | MSFTMICROSOFT CORP | 109,200 | $52.8M | 1.58% | NEW | |
| 18 | SHMState Street ETF/USA | 1,058,055 | $50.8M | 1.51% | NEW | |
| 19 | IWDiShares ETFs/USA | 236,247 | $49.7M | 1.48% | NEW | |
| 20 | RSPAInvesco ETFs/USA | 969,357 | $49.4M | 1.47% | NEW | |
| 21 | ITMVanEck ETFs/USA | 934,668 | $44.1M | 1.31% | NEW | |
| 22 | GOOGLALPHABET INC-A | 131,168 | $41.1M | 1.22% | NEW | |
| 23 | AMZNAMAZON.COM INC | 161,506 | $37.3M | 1.11% | NEW | |
| 24 | SHYiShares ETFs/USA | 402,166 | $33.3M | 0.99% | NEW | |
| 25 | JAAAJanus Detroit Street Trust | 649,847 | $32.9M | 0.98% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Consumer Cyclical0.0% ($3.727926264123031e+279T)
Healthcare0.0% ($3.146119623135421e+239T)
Unknown0.0% ($9.14761202184688e+215T)
Consumer Defensive0.0% ($1.6578123468986827e+127T)
Real Estate0.0% ($1.0236505775434136e+118T)
Energy0.0% ($9.282902382448138e+116T)
Utilities0.0% ($2.045176314211414e+102T)
Basic Materials0.0% ($6.483205917121588e+96T)
Communication Services0.0% ($4.1055242181114e+89T)
Filing History
Fund Information
CX Institutional is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.4B across 1,517 holdings. The largest position is iShares ETFs/USA (SGOV), representing 3.8% of the portfolio. Compared to the previous quarter, the fund opened 1,517 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.