CX Institutional Q2 2025 Filing

Filed July 11, 2025

Portfolio Value

$2.9B

Holdings

1,215

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,215 positions)

#StockSharesValue% PortfolioType
101
TMOTHERMO FISHER
16,123$6.5M0.23%
102
VUGVanguard ETF/USA
14,856$6.5M0.23%
103
FTECFidelity Covington Trust
33,008$6.5M0.23%
104
CITHE CIGNA GROUP
19,598$6.5M0.22%
105
GOOGALPHABET INC-C
36,475$6.5M0.22%
106
CA8ACACI INTL-A
13,519$6.4M0.22%
107
EEFTEURONET WORLDWID
62,988$6.4M0.22%
108
UNHUNITEDHEALTH GRP
20,405$6.4M0.22%
109
DEDEERE & CO
12,510$6.4M0.22%
110
SPEMState Street ETF/USA
148,645$6.4M0.22%
111
DXCDXC TECHNOLOGY C
412,484$6.3M0.22%
112
SPGIS&P GLOBAL INC
11,905$6.3M0.22%
113
ADBEADOBE INC
16,153$6.2M0.22%
114
CMCSACOMCAST CORP-A
171,725$6.1M0.21%
115
ALSALLSTATE CORP
30,186$6.1M0.21%
116
UPSUNITED PARCEL-B
60,165$6.1M0.21%
117
MLNVanEck ETFs/USA
359,532$6.1M0.21%
118
AMPHAMPHASTAR PHARMA
263,283$6.0M0.21%
119
CBCHUBB LTD
20,802$6.0M0.21%
120
FCNFTI CONSULTING
37,136$6.0M0.21%
121
MDTMEDTRONIC PLC
68,667$6.0M0.21%
122
ACNACCENTURE PLC-A
19,932$6.0M0.21%
123
METMETLIFE INC
73,687$5.9M0.21%
124
BLKBLACKROCK INC
5,582$5.9M0.20%
125
IGFiShares ETFs/USA
98,891$5.9M0.20%
126
MAMASTERCARD INC-A
10,396$5.8M0.20%
127
BFHBREAD FINANCIAL
102,047$5.8M0.20%
128
LOWLOWE'S COS INC
25,758$5.7M0.20%
129
REYNREYNOLDS CONSUME
263,857$5.7M0.20%
130
CLCOLGATE-PALMOLIV
62,142$5.6M0.20%
131
TRVTRAVELERS COS IN
20,749$5.6M0.19%
132
SCHGSchwab Strategic Trust
189,617$5.5M0.19%
133
VOYAVOYA FINANCIAL I
76,191$5.4M0.19%
134
AXPAMERICAN EXPRESS
16,472$5.3M0.18%
135
SCHESchwab Strategic Trust
174,090$5.2M0.18%
136
AGGiShares ETFs/USA
51,567$5.1M0.18%
137
SIRISIRIUS XM HOLDIN
220,371$5.1M0.18%
138
APOGAPOGEE ENTERPR
119,022$4.8M0.17%
139
CUBECUBESMART
113,363$4.8M0.17%
140
YELPYELP INC
138,318$4.7M0.16%
141
HYMBState Street ETF/USA
189,223$4.7M0.16%
142
INGRINGREDION INC
34,289$4.7M0.16%
143
OKEONEOK INC
56,274$4.6M0.16%
144
JAZZJAZZ PHARMACEUTI
42,892$4.6M0.16%
145
GIIState Street ETF/USA
67,511$4.5M0.16%
146
SDVYFirst Trust ETFs/USA
128,748$4.5M0.16%
147
VYMVanguard ETF/USA
33,493$4.5M0.16%
148
GIIIG III APPAREL
194,065$4.3M0.15%
149
SMMDiShares ETFs/USA
62,130$4.2M0.15%
150
GDGENERAL DYNAMICS
14,349$4.2M0.15%
151
CRICARTER'S INC
134,219$4.0M0.14%
152
NUENUCOR CORP
29,881$3.9M0.13%
153
WMWASTE MANAGEMENT
16,711$3.8M0.13%
154
MCDMCDONALDS CORP
12,668$3.7M0.13%
155
ORCLORACLE CORP
16,862$3.7M0.13%
156
XLBState Street ETF/USA
39,591$3.5M0.12%
157
MCKMCKESSON CORP
4,702$3.4M0.12%
158
IYJiShares ETFs/USA
24,208$3.4M0.12%
159
NFLXNETFLIX INC
2,556$3.4M0.12%
160
SCHMSchwab Strategic Trust
121,596$3.4M0.12%
161
ABTABBOTT LABS
24,965$3.4M0.12%
162
AONAON PLC-CLASS A
9,427$3.4M0.12%
163
USMViShares ETFs/USA
35,522$3.3M0.12%
164
LRCXLAM RESEARCH
33,952$3.3M0.11%
165
FDISFidelity Covington Trust
34,586$3.3M0.11%
166
ABGCENCORA INC
10,743$3.2M0.11%
167
GSGOLDMAN SACHS GP
4,458$3.2M0.11%
168
XLFState Street ETF/USA
59,399$3.1M0.11%
169
BKNGBOOKING HOLDINGS
515$3.0M0.10%
170
KRKROGER CO
39,915$2.9M0.10%
171
XLIState Street ETF/USA
19,140$2.8M0.10%
172
XLUState Street ETF/USA
34,501$2.8M0.10%
173
TAT&T INC
96,846$2.8M0.10%
174
TBILRBB ETFs/F/m Investments
53,475$2.7M0.09%
175
KOCOCA-COLA CO/THE
37,687$2.7M0.09%
176
IYFiShares ETFs/USA
21,915$2.7M0.09%
177
NULVNushares ETF Trust
58,957$2.5M0.09%
178
07WAMR COOPER GROUP
15,916$2.4M0.08%
179
TJXTJX COS INC
19,200$2.4M0.08%
180
AMDADV MICRO DEVICE
16,705$2.4M0.08%
181
XLREState Street ETF/USA
56,349$2.3M0.08%
182
VDEVanguard ETF/USA
18,972$2.3M0.08%
183
EMREMERSON ELEC CO
16,823$2.2M0.08%
184
BROBROWN & BROWN
20,144$2.2M0.08%
185
PHPARKER HANNIFIN
3,183$2.2M0.08%
186
SYYSYSCO CORP
29,024$2.2M0.08%
187
VTVanguard ETF/USA
16,655$2.1M0.07%
188
GEGENERAL ELECTRIC
8,312$2.1M0.07%
189
SCHBSchwab Strategic Trust
89,795$2.1M0.07%
190
IJKiShares ETFs/USA
23,351$2.1M0.07%
191
SUXTD SYNNEX CORP
15,434$2.1M0.07%
192
MDYVState Street ETF/USA
26,091$2.1M0.07%
193
EFAiShares ETFs/USA
22,982$2.1M0.07%
194
IBMIBM
6,945$2.0M0.07%
195
MPCMARATHON PETROLE
11,892$2.0M0.07%
196
RSRELIANCE INC
6,243$2.0M0.07%
197
PFGCPERFORMANCE FOOD
22,203$1.9M0.07%
198
KLACKLA CORP
2,154$1.9M0.07%
199
JCIJOHNSON CONTROLS
18,224$1.9M0.07%
200
FHLCFidelity Covington Trust
29,559$1.9M0.07%
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