CX Institutional
Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, IEFA, SPTI, BNDX, IVE, and represent 13.52% of CX Institutional's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$78M), SPTI (+$77M), RSPA (+$53M), VTEB (+$13M), AGG (+$11M), MUB (+$10M), MSFT (+$10M), SHOO (+$9.8M), TILE (+$9.7M), SPBO (+$9.7M).
- Started 190 new stock positions in OHI, WRLD, DFIV, BLBD, SCZ, ERH, SYLD, PWV, IMCG, CGBD.
- Reduced shares in these 10 stocks: BIL (-$72M), AOA (-$34M), SHM (-$32M), MGK (-$18M), IUSG (-$17M), IWF (-$14M), SGOV (-$12M), AVGO (-$8.8M), SPYG (-$7.8M), KWR (-$7.8M).
- Sold out of its positions in AFB, BATT, ANSS, BNTX, AI, CHX, CLOV, KTF, ENVX, HES.
- CX Institutional was a net buyer of stock by $268M.
- CX Institutional has $3.3B in assets under management (AUM), dropping by 14.87%.
- Central Index Key (CIK): 0001737089
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Portfolio Holdings for CX Institutional
CX Institutional holds 1375 positions in its portfolio as reported in the September 2025 quarterly 13F filing
CX Institutional has 1375 total positions. Only the first 250 positions are shown.
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- Download the CX Institutional September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares ETFs/USA Etp (SGOV) | 4.4 | $144M | -7% | 1.4M | 100.70 |
|
| iShares ETFs/USA Etp (IEFA) | 2.9 | $94M | +495% | 1.1M | 87.31 |
|
| State Street ETF/USA Etp (SPTI) | 2.4 | $78M | +13889% | 2.7M | 28.90 |
|
| Vanguard ETF/USA Etp (BNDX) | 2.0 | $65M | +13% | 1.3M | 49.46 |
|
| iShares ETFs/USA Etp (IVE) | 2.0 | $65M | -4% | 313k | 206.51 |
|
| Vanguard ETF/USA Etp (VO) | 1.9 | $64M | +9% | 217k | 293.74 |
|
| Apple (AAPL) | 1.9 | $62M | +17% | 245k | 254.63 |
|
| iShares ETFs/USA Etp (IVV) | 1.9 | $61M | 92k | 669.30 |
|
|
| Vanguard ETF/USA Etp (MGK) | 1.8 | $61M | -22% | 151k | 402.42 |
|
| Vanguard ETF/USA Etp (VB) | 1.8 | $61M | +14% | 238k | 254.28 |
|
| State Street ETF/USA Etp (SPMB) | 1.8 | $60M | +19% | 2.7M | 22.44 |
|
| State Street ETF/USA Etp (SPBO) | 1.8 | $59M | +19% | 2.0M | 29.63 |
|
| iShares ETFs/USA Etp (IWF) | 1.8 | $59M | -19% | 127k | 468.41 |
|
| iShares ETFs/USA Etp (IUSG) | 1.8 | $59M | -22% | 358k | 164.54 |
|
| Microsoft Corporation (MSFT) | 1.8 | $58M | +21% | 112k | 517.96 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $55M | +8% | 297k | 186.58 |
|
| Schwab Strategic Trust Etp (SCHV) | 1.7 | $55M | -10% | 1.9M | 29.11 |
|
| Invesco ETFs/USA Etp (RSPA) | 1.6 | $53M | NEW | 1.0M | 51.07 |
|
| State Street ETF/USA Etp (SHM) | 1.5 | $50M | -38% | 1.0M | 48.22 |
|
| iShares ETFs/USA Etp (IWD) | 1.5 | $49M | -7% | 242k | 203.59 |
|
| VanEck ETFs/USA Etp (ITM) | 1.3 | $43M | +27% | 918k | 46.60 |
|
| Amazon (AMZN) | 1.0 | $34M | +13% | 155k | 219.57 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $34M | -9% | 140k | 243.10 |
|
| iShares ETFs/USA Etp (SHY) | 1.0 | $33M | +13% | 400k | 82.96 |
|
| Janus Detroit Street Trust Etp (JAAA) | 1.0 | $33M | +6% | 643k | 50.78 |
|
| State Street ETF/USA Etp (SPYG) | 0.9 | $28M | -21% | 271k | 104.51 |
|
| Tesla Motors (TSLA) | 0.8 | $28M | -14% | 62k | 444.73 |
|
| Vanguard ETF/USA Etp (VTEB) | 0.8 | $27M | +89% | 542k | 50.07 |
|
| Facebook Inc cl a (META) | 0.8 | $25M | -15% | 35k | 734.39 |
|
| iShares ETFs/USA Etp (MUB) | 0.8 | $25M | +70% | 235k | 106.49 |
|
| Broadcom (AVGO) | 0.7 | $24M | -26% | 74k | 329.91 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $24M | +7% | 31k | 763.01 |
|
| Visa (V) | 0.7 | $22M | +5% | 65k | 341.38 |
|
| State Street ETF/USA Etp (SPY) | 0.6 | $21M | +6% | 31k | 666.16 |
|
| American Century ETF Trust Etp (TAXF) | 0.6 | $20M | +34% | 394k | 50.23 |
|
| Abbvie (ABBV) | 0.6 | $20M | +30% | 85k | 231.54 |
|
| State Street ETF/USA Etp (SPYV) | 0.5 | $18M | +5% | 321k | 55.33 |
|
| State Street ETF/USA Etp (QEFA) | 0.5 | $18M | +43% | 201k | 87.91 |
|
| State Street ETF/USA Etp (XLK) | 0.5 | $17M | -11% | 61k | 281.86 |
|
| First Trust ETFs/USA Etp (FTC) | 0.5 | $17M | -8% | 105k | 160.66 |
|
| Invesco ETFs/USA Etp (RSP) | 0.5 | $17M | 87k | 189.70 |
|
|
| Vanguard ETF/USA Etp (VV) | 0.5 | $16M | 52k | 307.86 |
|
|
| iShares ETFs/USA Etp (AGG) | 0.5 | $16M | +205% | 158k | 100.25 |
|
| Vanguard ETF/USA Etp (VTV) | 0.5 | $16M | -22% | 84k | 186.49 |
|
| Union Pacific Corporation (UNP) | 0.5 | $16M | +39% | 66k | 236.37 |
|
| Home Depot (HD) | 0.5 | $15M | +56% | 37k | 405.19 |
|
| Vanguard ETF/USA Etp (VTI) | 0.4 | $14M | +98% | 43k | 328.17 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $14M | +13% | 147k | 95.47 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $14M | +10% | 124k | 112.75 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $14M | +65% | 43k | 315.43 |
|
| iShares ETFs/USA Etp (IVW) | 0.4 | $13M | -6% | 110k | 120.72 |
|
| Automatic Data Processing (ADP) | 0.4 | $13M | +63% | 44k | 293.50 |
|
| Johnson & Johnson (JNJ) | 0.4 | $13M | +8% | 69k | 185.43 |
|
| Caterpillar (CAT) | 0.4 | $12M | -20% | 26k | 477.16 |
|
| MasterCard Incorporated (MA) | 0.4 | $12M | +104% | 21k | 568.80 |
|
| Pepsi (PEP) | 0.4 | $12M | +23% | 85k | 140.44 |
|
| Global X ETFs/USA Etp (PAVE) | 0.4 | $12M | +2% | 249k | 47.63 |
|
| Amgen (AMGN) | 0.4 | $12M | +9% | 41k | 282.20 |
|
| American Express Company (AXP) | 0.3 | $11M | +118% | 34k | 332.16 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $11M | +73% | 12k | 925.63 |
|
| Procter & Gamble Company (PG) | 0.3 | $11M | +5% | 72k | 153.65 |
|
| Steven Madden (SHOO) | 0.3 | $11M | +912% | 324k | 33.48 |
|
| FlexShares ETFs/USA Etp (NFRA) | 0.3 | $11M | +5% | 171k | 62.92 |
|
| McKesson Corporation (MCK) | 0.3 | $11M | +214% | 14k | 772.56 |
|
| McDonald's Corporation (MCD) | 0.3 | $11M | +172% | 35k | 303.89 |
|
| iShares ETFs/USA Etp (IJH) | 0.3 | $11M | +3% | 160k | 65.26 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $10M | +2% | 21k | 502.74 |
|
| Vanguard ETF/USA Etp (VBK) | 0.3 | $10M | 35k | 297.61 |
|
|
| State Street ETF/USA Etp (SDY) | 0.3 | $10M | +5% | 74k | 140.05 |
|
| salesforce (CRM) | 0.3 | $10M | +78% | 43k | 237.00 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $10M | -3% | 61k | 167.33 |
|
| Vanguard ETF/USA Etp (VBR) | 0.3 | $10M | 49k | 208.70 |
|
|
| Chevron Corporation (CVX) | 0.3 | $9.9M | +21% | 64k | 155.28 |
|
| Cisco Systems (CSCO) | 0.3 | $9.9M | +11% | 144k | 68.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $9.8M | +72% | 28k | 352.73 |
|
| Interface (TILE) | 0.3 | $9.7M | NEW | 335k | 28.94 |
|
| WisdomTree ETFs/USA Etp (DON) | 0.3 | $9.6M | +11% | 183k | 52.30 |
|
| First Trust ETFs/USA Etp (QQEW) | 0.3 | $9.6M | -27% | 68k | 141.11 |
|
| iShares ETFs/USA Etp (HEFA) | 0.3 | $9.2M | +511% | 233k | 39.61 |
|
| Alphabet Inc Class C cs (GOOG) | 0.3 | $9.1M | +2% | 37k | 243.54 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $9.1M | +17% | 18k | 499.18 |
|
| TJX Companies (TJX) | 0.3 | $9.1M | +227% | 63k | 144.54 |
|
| Chubb (CB) | 0.3 | $9.0M | +53% | 32k | 282.23 |
|
| Schwab Strategic Trust Etp (SCHF) | 0.3 | $8.9M | 384k | 23.28 |
|
|
| WisdomTree ETFs/USA Etp (DLN) | 0.3 | $8.9M | -2% | 103k | 87.03 |
|
| Hca Holdings (HCA) | 0.3 | $8.9M | +5% | 21k | 426.19 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $8.8M | +7% | 117k | 75.39 |
|
| Vanguard ETF/USA Etp (VOT) | 0.3 | $8.7M | 30k | 293.77 |
|
|
| Millicom Intl Cellular S.a. S hs (TIGO) | 0.3 | $8.5M | NEW | 176k | 48.54 |
|
| Altria (MO) | 0.3 | $8.5M | +10% | 129k | 66.06 |
|
| iShares ETFs/USA Etp (AOA) | 0.3 | $8.3M | -80% | 94k | 88.14 |
|
| Metropcs Communications (TMUS) | 0.3 | $8.3M | +10% | 35k | 239.39 |
|
| Tidewater (TDW) | 0.3 | $8.2M | -8% | 155k | 53.33 |
|
| Gilead Sciences (GILD) | 0.2 | $8.2M | +4% | 74k | 111.00 |
|
| iShares ETFs/USA Etp (IJR) | 0.2 | $8.2M | +6% | 69k | 118.84 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $8.2M | +4% | 17k | 485.01 |
|
| Merck & Co (MRK) | 0.2 | $8.1M | -9% | 97k | 83.94 |
|
| Vanguard ETF/USA Etp (VOE) | 0.2 | $8.1M | +2% | 47k | 174.59 |
|
| Enova Intl (ENVA) | 0.2 | $8.1M | +4% | 70k | 115.09 |
|
| Jazz Pharmaceuticals (JAZZ) | 0.2 | $8.1M | +42% | 61k | 131.79 |
|
| Reynolds Consumer Prods (REYN) | 0.2 | $8.0M | +23% | 327k | 24.47 |
|
| Hci (HCI) | 0.2 | $8.0M | NEW | 42k | 191.94 |
|
| ConocoPhillips (COP) | 0.2 | $7.9M | +7% | 84k | 94.59 |
|
| MetLife (MET) | 0.2 | $7.9M | +30% | 96k | 82.37 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $7.9M | +10% | 39k | 201.53 |
|
| Fiserv (FI) | 0.2 | $7.6M | +28% | 59k | 128.93 |
|
| Wal-Mart Stores (WMT) | 0.2 | $7.5M | 73k | 103.06 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $7.5M | +9% | 166k | 45.10 |
|
| iShares ETFs/USA Etp (IDV) | 0.2 | $7.4M | -4% | 204k | 36.55 |
|
| Honeywell International (HON) | 0.2 | $7.2M | -18% | 34k | 210.52 |
|
| Applied Materials (AMAT) | 0.2 | $7.1M | -9% | 35k | 204.74 |
|
| State Street ETF/USA Etp (GWX) | 0.2 | $7.1M | 177k | 40.18 |
|
|
| AmerisourceBergen (COR) | 0.2 | $7.1M | +132% | 23k | 312.52 |
|
| S&p Global (SPGI) | 0.2 | $7.0M | +21% | 15k | 486.69 |
|
| Medtronic (MDT) | 0.2 | $6.7M | +3% | 71k | 95.24 |
|
| Travelers Companies (TRV) | 0.2 | $6.7M | +16% | 24k | 279.22 |
|
| Lowe's Companies (LOW) | 0.2 | $6.7M | +3% | 27k | 251.30 |
|
| State Street ETF/USA Etp (XLC) | 0.2 | $6.7M | -16% | 57k | 118.37 |
|
| Vanguard ETF/USA Etp (VUG) | 0.2 | $6.6M | -3% | 14k | 479.59 |
|
| State Street ETF/USA Etp (SPEM) | 0.2 | $6.6M | -5% | 141k | 46.81 |
|
| Genpact (G) | 0.2 | $6.6M | +108986% | 157k | 41.89 |
|
| Fidelity Covington Trust Etp (FTEC) | 0.2 | $6.5M | -10% | 29k | 222.17 |
|
| Euronet Worldwide (EEFT) | 0.2 | $6.5M | +17% | 74k | 87.81 |
|
| Cal-Maine Foods (CALM) | 0.2 | $6.5M | NEW | 69k | 94.10 |
|
| iShares ETFs/USA Etp (IGF) | 0.2 | $6.4M | +6% | 105k | 61.12 |
|
| Harmony Biosciences Hldgs In (HRMY) | 0.2 | $6.4M | +10% | 230k | 27.56 |
|
| Schwab Strategic Trust Etp (SCHG) | 0.2 | $6.3M | +3% | 197k | 31.91 |
|
| Mattel (MAT) | 0.2 | $6.3M | NEW | 372k | 16.83 |
|
| World Acceptance (WRLD) | 0.2 | $6.3M | NEW | 37k | 169.14 |
|
| Cigna Corp (CI) | 0.2 | $6.1M | +10% | 21k | 288.26 |
|
| Intuit (INTU) | 0.2 | $6.1M | -5% | 8.9k | 682.95 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $6.1M | +22% | 76k | 79.94 |
|
| Deere & Company (DE) | 0.2 | $6.1M | +5% | 13k | 457.26 |
|
| Gap (GAP) | 0.2 | $6.1M | NEW | 283k | 21.39 |
|
| Nike (NKE) | 0.2 | $6.0M | +1116% | 86k | 69.73 |
|
| United Parcel Service (UPS) | 0.2 | $6.0M | +19% | 72k | 83.54 |
|
| Anthem (ELV) | 0.2 | $5.9M | +1452% | 18k | 323.10 |
|
| VanEck ETFs/USA Etp (MLN) | 0.2 | $5.8M | -6% | 335k | 17.48 |
|
| Schwab Strategic Trust Etp (SCHE) | 0.2 | $5.8M | 174k | 33.37 |
|
|
| Fortune Brands (FBIN) | 0.2 | $5.8M | +22269% | 108k | 53.39 |
|
| Comcast Corporation (CMCSA) | 0.2 | $5.7M | +7% | 182k | 31.42 |
|
| Accenture (ACN) | 0.2 | $5.5M | +12% | 22k | 246.58 |
|
| Insight Enterprises (NSIT) | 0.2 | $5.2M | NEW | 46k | 113.41 |
|
| Vanguard ETF/USA Etp (VYM) | 0.1 | $4.9M | +4% | 35k | 140.95 |
|
| First Trust ETFs/USA Etp (SDVY) | 0.1 | $4.9M | 128k | 38.02 |
|
|
| Crocs (CROX) | 0.1 | $4.9M | NEW | 58k | 83.55 |
|
| General Dynamics Corporation (GD) | 0.1 | $4.8M | 14k | 341.02 |
|
|
| State Street ETF/USA Etp (GII) | 0.1 | $4.7M | 68k | 69.60 |
|
|
| State Street ETF/USA Etp (HYMB) | 0.1 | $4.7M | 189k | 24.93 |
|
|
| iShares ETFs/USA Etp (SMMD) | 0.1 | $4.7M | +2% | 64k | 73.73 |
|
| Oracle Corporation (ORCL) | 0.1 | $4.5M | -4% | 16k | 281.25 |
|
| State Street ETF/USA Etp (XLY) | 0.1 | $4.5M | +212% | 19k | 239.64 |
|
| Stryker Corporation (SYK) | 0.1 | $4.5M | +195% | 12k | 369.68 |
|
| Nucor Corporation (NUE) | 0.1 | $4.5M | +9% | 33k | 135.43 |
|
| Lam Research (LRCX) | 0.1 | $4.2M | -6% | 32k | 133.90 |
|
| Oneok (OKE) | 0.1 | $4.1M | 56k | 72.97 |
|
|
| State Street ETF/USA Etp (XLP) | 0.1 | $4.1M | +245% | 52k | 78.36 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.9M | +17% | 29k | 133.94 |
|
| Waste Management (WM) | 0.1 | $3.6M | -2% | 16k | 220.82 |
|
| iShares ETFs/USA Etp (USMV) | 0.1 | $3.4M | 36k | 95.13 |
|
|
| Mondelez Int (MDLZ) | 0.1 | $3.4M | -56% | 55k | 62.48 |
|
| International Business Machines (IBM) | 0.1 | $3.4M | +73% | 12k | 282.19 |
|
| Aon (AON) | 0.1 | $3.4M | 9.5k | 356.61 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $3.4M | +39% | 4.4k | 757.99 |
|
| Fidelity Covington Trust Etp (FDIS) | 0.1 | $3.3M | -6% | 32k | 102.86 |
|
| KLA-Tencor Corporation (KLAC) | 0.1 | $3.3M | +41% | 3.1k | 1078.48 |
|
| Goldman Sachs (GS) | 0.1 | $3.3M | -7% | 4.1k | 796.41 |
|
| Coca-Cola Company (KO) | 0.1 | $3.3M | +31% | 50k | 66.32 |
|
| iShares ETFs/USA Etp (IYJ) | 0.1 | $3.3M | -7% | 22k | 145.89 |
|
| State Street ETF/USA Etp (TFI) | 0.1 | $3.3M | +133% | 71k | 45.56 |
|
| Netflix (NFLX) | 0.1 | $3.2M | +4% | 2.7k | 1198.87 |
|
| At&t (T) | 0.1 | $3.1M | +13% | 110k | 28.24 |
|
| State Street ETF/USA Etp (XLI) | 0.1 | $3.0M | +2% | 20k | 154.22 |
|
| Advanced Micro Devices (AMD) | 0.1 | $3.0M | +12% | 19k | 161.78 |
|
| Mr Cooper Group | 0.1 | $3.0M | -11% | 14k | 210.80 |
|
| State Street ETF/USA Etp (XLF) | 0.1 | $3.0M | -7% | 55k | 53.88 |
|
| General Electric (GE) | 0.1 | $2.9M | +15% | 9.6k | 300.83 |
|
| JP Morgan ETFs/USA Etp (JPST) | 0.1 | $2.9M | +82% | 56k | 50.73 |
|
| Booking Holdings (BKNG) | 0.1 | $2.8M | 515.00 | 5403.88 |
|
|
| Kroger (KR) | 0.1 | $2.7M | 40k | 67.40 |
|
|
| iShares ETFs/USA Etp (EFA) | 0.1 | $2.7M | +23% | 29k | 93.36 |
|
| Fidelity Covington Trust Etp (FHLC) | 0.1 | $2.6M | +31% | 39k | 66.87 |
|
| Nushares ETF Trust Etp (NULV) | 0.1 | $2.6M | 59k | 43.83 |
|
|
| UnitedHealth (UNH) | 0.1 | $2.5M | -64% | 7.2k | 345.26 |
|
| State Street ETF/USA Etp (XPH) | 0.1 | $2.5M | +20658% | 51k | 47.94 |
|
| SYSCO Corporation (SYY) | 0.1 | $2.4M | +2% | 30k | 82.32 |
|
| Schwab Strategic Trust Etp (SCHB) | 0.1 | $2.4M | +5% | 95k | 25.71 |
|
| iShares ETFs/USA Etp (IYF) | 0.1 | $2.4M | -12% | 19k | 126.66 |
|
| Southern Company (SO) | 0.1 | $2.4M | +201% | 25k | 94.78 |
|
| Emerson Electric (EMR) | 0.1 | $2.4M | +8% | 18k | 131.17 |
|
| Vanguard ETF/USA Etp (VT) | 0.1 | $2.3M | 17k | 137.83 |
|
|
| iShares ETFs/USA Etp (IJK) | 0.1 | $2.3M | +4% | 24k | 95.90 |
|
| State Street ETF/USA Etp (XLU) | 0.1 | $2.3M | -22% | 27k | 87.20 |
|
| Cummins (CMI) | 0.1 | $2.3M | +173% | 5.4k | 422.40 |
|
| Medpace Hldgs (MEDP) | 0.1 | $2.3M | 4.4k | 514.07 |
|
|
| Vanguard ETF/USA Etp (VDE) | 0.1 | $2.3M | -5% | 18k | 125.84 |
|
| State Street ETF/USA Etp (MDYV) | 0.1 | $2.2M | +2% | 27k | 83.39 |
|
| State Street ETF/USA Etp (XLB) | 0.1 | $2.2M | -37% | 25k | 89.64 |
|
| Linde (LIN) | 0.1 | $2.2M | +66% | 4.7k | 474.93 |
|
| Illinois Tool Works (ITW) | 0.1 | $2.2M | +276% | 8.5k | 260.74 |
|
| Qualcomm (QCOM) | 0.1 | $2.2M | -68% | 13k | 166.33 |
|
| Corning Incorporated (GLW) | 0.1 | $2.2M | +57% | 27k | 82.04 |
|
| SYNNEX Corporation (SNX) | 0.1 | $2.2M | -14% | 13k | 163.76 |
|
| Amplify Investments LLC/ETF Etp (BLOK) | 0.1 | $2.2M | 32k | 67.05 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.1M | -6% | 11k | 192.73 |
|
| Schwab Strategic Trust Etp (SCHM) | 0.1 | $2.1M | -40% | 72k | 29.64 |
|
| Performance Food (PFGC) | 0.1 | $2.1M | -9% | 20k | 104.02 |
|
| iShares ETFs/USA Etp (EAGG) | 0.1 | $1.9M | +2% | 41k | 48.03 |
|
| Nextera Energy (NEE) | 0.1 | $1.9M | +102% | 26k | 75.49 |
|
| Brown & Brown (BRO) | 0.1 | $1.9M | 20k | 93.78 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.8M | +4% | 36k | 51.58 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $1.8M | -10% | 6.4k | 287.89 |
|
| L3harris Technologies (LHX) | 0.1 | $1.8M | +671% | 6.0k | 305.37 |
|
| Invesco ETFs/USA Etp (QQQ) | 0.1 | $1.8M | +44% | 3.0k | 600.26 |
|
| Paypal Holdings (PYPL) | 0.1 | $1.8M | +4% | 27k | 67.06 |
|
| Johnson Controls International Plc equity (JCI) | 0.1 | $1.8M | -11% | 16k | 109.92 |
|
| RBB ETFs/F/m Investments Etp (TBIL) | 0.1 | $1.8M | -33% | 36k | 50.01 |
|
| Amphenol Corporation (APH) | 0.1 | $1.8M | +76% | 14k | 123.73 |
|
| American Electric Power Company (AEP) | 0.1 | $1.7M | +150% | 16k | 112.47 |
|
| iShares ETFs/USA Etp (DSI) | 0.1 | $1.7M | -4% | 14k | 125.93 |
|
| State Street ETF/USA Etp (XLRE) | 0.1 | $1.7M | -27% | 41k | 42.13 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.7M | 20k | 83.83 |
|
|
| CACI International (CACI) | 0.1 | $1.7M | -74% | 3.4k | 498.83 |
|
| Nushares ETF Trust Etp (NULG) | 0.1 | $1.7M | -9% | 17k | 99.43 |
|
| iShares ETFs/USA Etp (IWM) | 0.1 | $1.7M | +12% | 7.0k | 242.00 |
|
| Amphastar Pharmaceuticals (AMPH) | 0.1 | $1.7M | -75% | 63k | 26.64 |
|
| Norfolk Southern (NSC) | 0.1 | $1.7M | +225% | 5.6k | 300.37 |
|
| American Tower Corp Reit (AMT) | 0.1 | $1.7M | +279% | 8.8k | 192.29 |
|
| iShares ETFs/USA Etp (IYW) | 0.1 | $1.7M | -9% | 8.6k | 195.80 |
|
| Verizon Communications (VZ) | 0.1 | $1.7M | +50% | 38k | 43.95 |
|
| Schwab Strategic Trust Etp (SCHX) | 0.1 | $1.7M | +2% | 63k | 26.34 |
|
| Steel Dynamics (STLD) | 0.1 | $1.7M | 12k | 139.46 |
|
|
| Philip Morris International (PM) | 0.0 | $1.6M | +18% | 10k | 162.18 |
|
| WisdomTree ETFs/USA Etp (DEM) | 0.0 | $1.6M | +6% | 35k | 45.99 |
|
| Nexstar Broadcasting (NXST) | 0.0 | $1.6M | -3% | 8.2k | 197.72 |
|
| Nortonlifelock (GEN) | 0.0 | $1.6M | 56k | 28.39 |
|
|
| Boeing Company (BA) | 0.0 | $1.6M | +26% | 7.3k | 215.87 |
|
| EOG Resources (EOG) | 0.0 | $1.5M | +13% | 14k | 112.12 |
|
| Vanguard ETF/USA Etp (VEA) | 0.0 | $1.5M | +8% | 26k | 59.94 |
|
| Berkshire Hathaway (BRK.A) | 0.0 | $1.5M | 2.00 | 754000.00 |
|
|
| Darden Restaurants (DRI) | 0.0 | $1.5M | 7.9k | 190.40 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.5M | 7.9k | 190.56 |
|
|
| Citigroup (C) | 0.0 | $1.5M | -3% | 15k | 101.48 |
|
| Uber Technologies (UBER) | 0.0 | $1.5M | +10% | 15k | 97.95 |
|
| State Street ETF/USA Etp (BIL) | 0.0 | $1.4M | -98% | 16k | 91.77 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $1.4M | -2% | 8.4k | 170.73 |
|
| Vulcan Materials Company (VMC) | 0.0 | $1.4M | +21% | 4.6k | 307.56 |
|
| FedEx Corporation (FDX) | 0.0 | $1.4M | +63% | 6.0k | 235.83 |
|
| Sylvamo Corp (SLVM) | 0.0 | $1.4M | +8% | 32k | 44.23 |
|
| Vanguard ETF/USA Etp (VOO) | 0.0 | $1.4M | +23% | 2.2k | 612.47 |
|
Past Filings by CX Institutional
SEC 13F filings are viewable for CX Institutional going back to 2018
- CX Institutional 2025 Q3 filed Oct. 23, 2025
- CX Institutional 2025 Q2 restated filed July 16, 2025
- CX Institutional 2025 Q2 filed July 11, 2025
- CX Institutional 2025 Q1 filed April 15, 2025
- CX Institutional 2024 Q4 filed Jan. 21, 2025
- CX Institutional 2024 Q3 filed Oct. 11, 2024
- CX Institutional 2024 Q2 filed July 11, 2024
- CX Institutional 2024 Q1 filed April 15, 2024
- CX Institutional 2023 Q4 filed Jan. 12, 2024
- CX Institutional 2023 Q3 filed Oct. 18, 2023
- CX Institutional 2023 Q2 filed July 26, 2023
- CX Institutional 2023 Q1 filed May 4, 2023
- CX Institutional 2022 Q4 filed Feb. 3, 2023
- CX Institutional 2022 Q3 filed Nov. 4, 2022
- CX Institutional 2022 Q2 filed Aug. 2, 2022
- CX Institutional 2022 Q1 filed May 9, 2022