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CX Institutional

Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, IEFA, SPTI, VO, IVE, and represent 13.10% of CX Institutional's stock portfolio.
Added to shares of these 10 stocks: VO (+$11M), XLK (+$8.9M), GM (+$8.8M), DHR (+$7.9M), ADI (+$7.9M), PG (+$6.3M), VTI (+$6.2M), MDLZ (+$6.0M), WM (+$5.6M), RKT.
Started 226 new stock positions in ELS, IBN, LAZ, MAYM, PB, TNL, FMAY, SITE, SOLS, FRMI.
Reduced shares in these 10 stocks: SGOV (-$15M), JAZZ (-$8.6M), XOM (-$6.8M), RTX (-$6.7M), COR (-$6.3M), UPS (-$6.1M), ELV (-$5.9M), AGG (-$5.4M), IEFA, NKE.
Sold out of its positions in ALE, AstraZeneca, BDC, BRK.A, HRB, BLBD, CNQ, SILA, COLM, CUZ.
CX Institutional was a net buyer of stock by $12M.
CX Institutional has $3.4B in assets under management (AUM), dropping by 1.79%.
Central Index Key (CIK): 0001737089

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Portfolio Holdings for CX Institutional

CX Institutional holds 1517 positions in its portfolio as reported in the December 2025 quarterly 13F filing

CX Institutional has 1517 total positions. Only the first 250 positions are shown.

Sign up to view all of the CX Institutional Dec. 31, 2025 positions
Download the CX Institutional December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares ETFs/USA Etp (SGOV)	3.8	$129M	-10%	1.3M	100.38	View chart
iShares ETFs/USA Etp (IEFA)	2.7	$92M	-5%	1.0M	89.46	View chart
State Street ETF/USA Etp (SPTI)	2.4	$79M	+2%	2.8M	28.84	View chart
Vanguard ETF/USA Etp (VO)	2.2	$73M	+16%	253k	290.22	View chart
iShares ETFs/USA Etp (IVE)	2.0	$66M		312k	212.07	View chart
Vanguard ETF/USA Etp (BNDX)	1.9	$65M	+2%	1.3M	48.32	View chart
Apple (AAPL)	1.9	$64M	-3%	236k	271.86	View chart
iShares ETFs/USA Etp (IVV)	1.9	$63M		92k	684.95	View chart
Vanguard ETF/USA Etp (VB)	1.8	$60M		234k	257.95	View chart
State Street ETF/USA Etp (SPMB)	1.8	$59M		2.7M	22.41	View chart
Vanguard ETF/USA Etp (MGK)	1.8	$59M	-4%	144k	412.77	View chart
State Street ETF/USA Etp (SPBO)	1.8	$59M		2.0M	29.34	View chart
iShares ETFs/USA Etp (IWF)	1.7	$58M	-3%	122k	473.30	View chart
iShares ETFs/USA Etp (IUSG)	1.7	$58M	-3%	344k	167.94	View chart
NVIDIA Corporation (NVDA)	1.7	$56M		301k	186.50	View chart
Schwab Strategic Trust Etp (SCHV)	1.6	$55M	-2%	1.8M	29.61	View chart
Microsoft Corporation (MSFT)	1.6	$53M	-2%	109k	483.62	View chart
State Street ETF/USA Etp (SHM)	1.5	$51M		1.1M	47.99	View chart
iShares ETFs/USA Etp (IWD)	1.5	$50M	-2%	236k	210.34	View chart
Invesco ETFs/USA Etp (RSPA)	1.5	$49M	-6%	969k	50.96	View chart
VanEck ETFs/USA Etp (ITM)	1.3	$44M		935k	47.16	View chart
Alphabet Inc Class A cs (GOOGL)	1.2	$41M	-6%	131k	313.00	View chart
Amazon (AMZN)	1.1	$37M	+4%	162k	230.82	View chart
iShares ETFs/USA Etp (SHY)	1.0	$33M		402k	82.82	View chart
Janus Detroit Street Trust Etp (JAAA)	1.0	$33M		650k	50.58	View chart
Eli Lilly & Co. (LLY)	0.9	$32M	-5%	29k	1074.67	View chart
State Street ETF/USA Etp (SPYG)	0.9	$29M		275k	106.70	View chart
Vanguard ETF/USA Etp (VTEB)	0.8	$28M	+4%	564k	50.29	View chart
Tesla Motors (TSLA)	0.8	$26M	-5%	58k	449.72	View chart
Broadcom (AVGO)	0.8	$26M		75k	346.10	View chart
iShares ETFs/USA Etp (MUB)	0.8	$26M	+2%	240k	107.11	View chart
Facebook Inc cl a (META)	0.7	$24M	+6%	37k	660.07	View chart
Visa (V)	0.7	$24M	+4%	68k	350.71	View chart
Vanguard ETF/USA Etp (VTI)	0.6	$21M	+42%	62k	335.27	View chart
American Century ETF Trust Etp (TAXF)	0.6	$20M		400k	50.38	View chart
State Street ETF/USA Etp (SPY)	0.6	$20M	-6%	29k	681.90	View chart
Abbvie (ABBV)	0.6	$20M		86k	228.49	View chart
State Street ETF/USA Etp (SPYV)	0.6	$19M	+2%	327k	56.81	View chart
State Street ETF/USA Etp (XLK)	0.5	$18M	+101%	122k	143.97	View chart
State Street ETF/USA Etp (QEFA)	0.5	$17M	-4%	192k	90.67	View chart
First Trust ETFs/USA Etp (FTC)	0.5	$17M	+2%	108k	159.87	View chart
Vanguard ETF/USA Etp (VTV)	0.5	$17M	+6%	90k	190.98	View chart
Invesco ETFs/USA Etp (RSP)	0.5	$17M		88k	191.56	View chart
Vanguard ETF/USA Etp (VV)	0.5	$17M		53k	314.79	View chart
Procter & Gamble Company (PG)	0.5	$17M	+61%	116k	143.31	View chart
Union Pacific Corporation (UNP)	0.5	$16M	+3%	68k	231.33	View chart
Charles Schwab Corporation (SCHW)	0.5	$16M	+5%	155k	99.91	View chart
Caterpillar (CAT)	0.4	$15M		26k	572.86	View chart
iShares ETFs/USA Etp (IVW)	0.4	$14M	+3%	113k	123.26	View chart
Johnson & Johnson (JNJ)	0.4	$14M	-5%	65k	206.95	View chart
American Express Company (AXP)	0.4	$13M	+3%	36k	369.94	View chart
MasterCard Incorporated (MA)	0.4	$13M	+7%	23k	570.89	View chart
Amgen (AMGN)	0.4	$13M	-4%	39k	327.31	View chart
JPMorgan Chase & Co. (JPM)	0.4	$13M	-7%	40k	322.22	View chart
Pepsi (PEP)	0.4	$12M		86k	143.52	View chart
Home Depot (HD)	0.4	$12M	-4%	36k	344.11	View chart
salesforce (CRM)	0.4	$12M	+7%	46k	264.91	View chart
Global X ETFs/USA Etp (PAVE)	0.4	$12M		252k	47.79	View chart
McKesson Corporation (MCK)	0.3	$12M	+5%	14k	820.28	View chart
Steven Madden (SHOO)	0.3	$12M	-13%	280k	41.64	View chart
Automatic Data Processing (ADP)	0.3	$12M	+2%	45k	257.23	View chart
Cisco Systems (CSCO)	0.3	$12M	+4%	150k	77.03	View chart
Enova Intl (ENVA)	0.3	$11M	+2%	72k	157.21	View chart
Merck & Co (MRK)	0.3	$11M	+10%	107k	105.26	View chart
McDonald's Corporation (MCD)	0.3	$11M	+5%	37k	305.63	View chart
Alphabet Inc Class C cs (GOOG)	0.3	$11M	-5%	36k	313.81	View chart
FlexShares ETFs/USA Etp (NFRA)	0.3	$11M	+6%	182k	60.51	View chart
iShares ETFs/USA Etp (IJH)	0.3	$11M	+2%	164k	66.00	View chart
Vanguard ETF/USA Etp (VBK)	0.3	$11M		35k	302.12	View chart
Chubb (CB)	0.3	$11M	+6%	34k	312.13	View chart
Adobe Systems Incorporated (ADBE)	0.3	$11M	+8%	30k	349.97	View chart
Vanguard ETF/USA Etp (VBR)	0.3	$11M	+2%	50k	211.78	View chart
iShares ETFs/USA Etp (AGG)	0.3	$10M	-34%	104k	99.88	View chart
TJX Companies (TJX)	0.3	$10M	+6%	67k	153.61	View chart
Harmony Biosciences Hldgs In (HRMY)	0.3	$10M	+19%	276k	37.42	View chart
Bristol Myers Squibb (BMY)	0.3	$10M	+13%	189k	53.94	View chart
State Street ETF/USA Etp (SDY)	0.3	$10M		73k	139.16	View chart
First Trust ETFs/USA Etp (QQEW)	0.3	$10M	+4%	71k	142.13	View chart
Millicom Intl Cellular S.a. S hs (TIGO)	0.3	$9.9M		178k	55.44	View chart
Hca Holdings (HCA)	0.3	$9.8M		21k	466.85	View chart
Gilead Sciences (GILD)	0.3	$9.8M	+7%	80k	122.74	View chart
Thermo Fisher Scientific (TMO)	0.3	$9.6M		17k	579.46	View chart
General Motors Company (GM)	0.3	$9.6M	+1064%	118k	81.32	View chart
Schwab Strategic Trust Etp (SCHF)	0.3	$9.5M	+2%	395k	24.04	View chart
iShares ETFs/USA Etp (HEFA)	0.3	$9.4M	-2%	228k	41.36	View chart
Interface (TILE)	0.3	$9.4M		338k	27.92	View chart
Lockheed Martin Corporation (LMT)	0.3	$9.4M	+6%	20k	483.66	View chart
CVS Caremark Corporation (CVS)	0.3	$9.4M		118k	79.36	View chart
Analog Devices (ADI)	0.3	$9.3M	+574%	34k	271.21	View chart
Chevron Corporation (CVX)	0.3	$9.3M	-4%	61k	152.41	View chart
Applied Materials (AMAT)	0.3	$9.3M	+3%	36k	256.99	View chart
WisdomTree ETFs/USA Etp (DON)	0.3	$9.2M	-2%	178k	51.60	View chart
Waste Management (WM)	0.3	$9.2M	+156%	42k	219.71	View chart
WisdomTree ETFs/USA Etp (DLN)	0.3	$9.2M		104k	88.08	View chart
ConocoPhillips (COP)	0.3	$9.0M	+15%	96k	93.61	View chart
Mondelez Int (MDLZ)	0.3	$9.0M	+204%	167k	53.83	View chart
MetLife (MET)	0.3	$8.6M	+14%	110k	78.94	View chart
Vanguard ETF/USA Etp (VOE)	0.3	$8.5M	+2%	48k	177.37	View chart
Berkshire Hathaway (BRK.B)	0.3	$8.5M	-18%	17k	502.67	View chart
iShares ETFs/USA Etp (AOA)	0.3	$8.5M		94k	89.56	View chart
Vanguard ETF/USA Etp (VOT)	0.3	$8.4M		30k	279.15	View chart
Altria (MO)	0.2	$8.3M	+11%	144k	57.66	View chart
iShares ETFs/USA Etp (IJR)	0.2	$8.3M		69k	120.18	View chart
Tidewater (TDW)	0.2	$8.2M	+5%	163k	50.51	View chart
Danaher Corporation (DHR)	0.2	$8.1M	+3943%	36k	228.92	View chart
Exxon Mobil Corporation (XOM)	0.2	$8.1M	-45%	68k	120.35	View chart
Metropcs Communications (TMUS)	0.2	$8.1M	+14%	40k	203.05	View chart
iShares ETFs/USA Etp (IDV)	0.2	$8.0M		204k	39.45	View chart
Reynolds Consumer Prods (REYN)	0.2	$7.9M	+5%	346k	22.92	View chart
Costco Wholesale Corporation (COST)	0.2	$7.8M	-25%	9.1k	862.42	View chart
Mattel (MAT)	0.2	$7.8M	+5%	394k	19.84	View chart
S&p Global (SPGI)	0.2	$7.8M	+3%	15k	522.63	View chart
Honeywell International (HON)	0.2	$7.8M	+17%	40k	195.09	View chart
Accenture (ACN)	0.2	$7.8M	+29%	29k	268.31	View chart
Travelers Companies (TRV)	0.2	$7.7M	+10%	27k	290.05	View chart
Medtronic (MDT)	0.2	$7.7M	+12%	80k	96.05	View chart
Marsh & McLennan Companies	0.2	$7.6M	+5%	41k	185.53	View chart
Gap (GAP)	0.2	$7.6M	+4%	296k	25.60	View chart
Lowe's Companies (LOW)	0.2	$7.6M	+17%	31k	241.17	View chart
Intuit (INTU)	0.2	$7.6M	+27%	11k	662.43	View chart
Deere & Company (DE)	0.2	$7.4M	+20%	16k	465.55	View chart
State Street ETF/USA Etp (GWX)	0.2	$7.4M		180k	40.86	View chart
Hci (HCI)	0.2	$7.4M	-7%	38k	191.70	View chart
Colgate-Palmolive Company (CL)	0.2	$7.3M	+20%	92k	79.03	View chart
Fidelity Covington Trust Etp (FTEC)	0.2	$7.2M	+9%	32k	224.66	View chart
Cigna Corp (CI)	0.2	$7.0M	+20%	26k	275.23	View chart
Comcast Corporation (CMCSA)	0.2	$6.9M	+27%	232k	29.89	View chart
iShares ETFs/USA Etp (IGF)	0.2	$6.8M	+6%	111k	61.36	View chart
State Street ETF/USA Etp (XLC)	0.2	$6.6M		56k	117.71	View chart
Schwab Strategic Trust Etp (SCHG)	0.2	$6.6M	+3%	203k	32.62	View chart
Genpact (G)	0.2	$6.5M	-10%	140k	46.78	View chart
Nucor Corporation (NUE)	0.2	$6.5M	+20%	40k	163.11	View chart
State Street ETF/USA Etp (SPEM)	0.2	$6.4M	-2%	138k	46.81	View chart
Vanguard ETF/USA Etp (VUG)	0.2	$6.4M	-5%	13k	487.89	View chart
Fiserv (FI)	0.2	$6.1M	+53%	91k	67.17	View chart
VanEck ETFs/USA Etp (MLN)	0.2	$5.9M		337k	17.53	View chart
Fortune Brands (FBIN)	0.2	$5.9M	+8%	118k	50.02	View chart
Schwab Strategic Trust Etp (SCHE)	0.2	$5.9M	+2%	179k	32.75	View chart
World Acceptance (WRLD)	0.2	$5.8M	+11%	41k	140.40	View chart
Crocs (CROX)	0.2	$5.7M	+14%	67k	85.52	View chart
Wal-Mart Stores (WMT)	0.2	$5.5M	-32%	49k	111.41	View chart
Cal-Maine Foods (CALM)	0.2	$5.4M		68k	79.57	View chart
Lam Research (LRCX)	0.2	$5.1M	-5%	30k	171.18	View chart
Euronet Worldwide (EEFT)	0.2	$5.1M	-9%	67k	76.11	View chart
First Trust ETFs/USA Etp (SDVY)	0.2	$5.1M	+3%	133k	38.32	View chart
iShares ETFs/USA Etp (SMMD)	0.1	$5.0M	+5%	67k	74.94	View chart
Insight Enterprises (NSIT)	0.1	$4.9M	+31%	61k	81.47	View chart
General Dynamics Corporation (GD)	0.1	$4.8M		14k	336.65	View chart
State Street ETF/USA Etp (HYMB)	0.1	$4.8M		192k	24.94	View chart
State Street ETF/USA Etp (GII)	0.1	$4.8M		68k	69.77	View chart
Vanguard ETF/USA Etp (VYM)	0.1	$4.7M	-5%	33k	143.52	View chart
State Street ETF/USA Etp (XLY)	0.1	$4.6M	+104%	39k	119.40	View chart
Stryker Corporation (SYK)	0.1	$4.6M	+8%	13k	351.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.5M	-59%	24k	183.38	View chart
Oneok (OKE)	0.1	$4.5M	+7%	61k	73.50	View chart
State Street ETF/USA Etp (XLP)	0.1	$4.3M	+4%	55k	77.68	View chart
State Street ETF/USA Etp (TFI)	0.1	$4.0M	+23%	88k	45.71	View chart
Advanced Micro Devices (AMD)	0.1	$4.0M		19k	214.13	View chart
Parker-Hannifin Corporation (PH)	0.1	$3.9M		4.4k	879.03	View chart
iShares ETFs/USA Etp (IYJ)	0.1	$3.6M	+7%	24k	148.17	View chart
Fidelity Covington Trust Etp (FDIS)	0.1	$3.5M	+5%	34k	102.15	View chart
Abbott Laboratories (ABT)	0.1	$3.4M	-6%	28k	125.30	View chart
Schwab Strategic Trust Etp (SCHB)	0.1	$3.4M	+35%	128k	26.23	View chart
International Business Machines (IBM)	0.1	$3.3M	-6%	11k	296.24	View chart
iShares ETFs/USA Etp (USMV)	0.1	$3.3M	-2%	35k	94.15	View chart
Vanguard ETF/USA Etp (VDE)	0.1	$3.3M	+45%	26k	125.91	View chart
KLA-Tencor Corporation (KLAC)	0.1	$3.2M	-13%	2.7k	1215.01	View chart
Goldman Sachs (GS)	0.1	$3.2M	-13%	3.6k	878.94	View chart
Nushares ETF Trust Etp (NULV)	0.1	$3.1M	+17%	69k	45.04	View chart
Oracle Corporation (ORCL)	0.1	$3.1M	-2%	16k	194.93	View chart
State Street ETF/USA Etp (XLI)	0.1	$3.1M		20k	155.11	View chart
Rocket Cos (RKT)	0.1	$3.0M	+7693%	156k	19.36	View chart
Fidelity Covington Trust Etp (FHLC)	0.1	$3.0M	+3%	40k	74.28	View chart
State Street ETF/USA Etp (XLF)	0.1	$2.9M	-2%	53k	54.77	View chart
General Electric (GE)	0.1	$2.9M	-2%	9.3k	307.99	View chart
At&t (T)	0.1	$2.8M	+4%	114k	24.84	View chart
Booking Holdings (BKNG)	0.1	$2.8M		523.00	5357.55	View chart
Coca-Cola Company (KO)	0.1	$2.7M	-22%	39k	69.92	View chart
iShares ETFs/USA Etp (EFA)	0.1	$2.6M	-5%	27k	96.02	View chart
iShares ETFs/USA Etp (IYF)	0.1	$2.6M	+4%	20k	128.95	View chart
Kroger (KR)	0.1	$2.5M		41k	62.47	View chart
Medpace Hldgs (MEDP)	0.1	$2.5M		4.4k	561.56	View chart
iShares ETFs/USA Etp (EAGG)	0.1	$2.5M	+27%	52k	47.85	View chart
Cummins (CMI)	0.1	$2.4M	-12%	4.8k	510.39	View chart
Vanguard ETF/USA Etp (VFH)	0.1	$2.4M	+5963%	18k	133.48	View chart
iShares ETFs/USA Etp (IJK)	0.1	$2.4M	+2%	25k	96.89	View chart
Vanguard ETF/USA Etp (VT)	0.1	$2.4M		17k	141.05	View chart
State Street ETF/USA Etp (XLU)	0.1	$2.4M	+107%	55k	42.70	View chart
Netflix (NFLX)	0.1	$2.4M	+844%	25k	93.78	View chart
State Street ETF/USA Etp (MDYV)	0.1	$2.4M	+3%	28k	84.66	View chart
Micron Technology (MU)	0.1	$2.3M		8.1k	285.41	View chart
Qualcomm (QCOM)	0.1	$2.3M		13k	171.06	View chart
State Street ETF/USA Etp (XLB)	0.1	$2.3M	+103%	50k	45.34	View chart
SYSCO Corporation (SYY)	0.1	$2.3M	+3%	31k	73.70	View chart
Schwab Strategic Trust Etp (SCHM)	0.1	$2.2M		73k	30.07	View chart
UnitedHealth (UNH)	0.1	$2.2M	-9%	6.5k	330.18	View chart
Huntington Ingalls Inds (HII)	0.1	$2.1M	-2%	6.2k	340.10	View chart
Steel Dynamics (STLD)	0.1	$2.1M	+2%	12k	169.41	View chart
Southern Company (SO)	0.1	$2.0M	-7%	24k	87.20	View chart
SYNNEX Corporation (SNX)	0.1	$2.0M		13k	150.23	View chart
Invesco ETFs/USA Etp (QQQ)	0.1	$2.0M	+8%	3.3k	614.19	View chart
Corning Incorporated (GLW)	0.1	$2.0M	-15%	23k	87.58	View chart
iShares ETFs/USA Etp (DSI)	0.1	$2.0M	+11%	15k	128.80	View chart
JP Morgan ETFs/USA Etp (JPST)	0.1	$1.9M	-32%	38k	50.58	View chart
Johnson Controls International Plc equity (JCI)	0.1	$1.9M		16k	119.76	View chart
Bank of America Corporation (BAC)	0.1	$1.9M	-2%	35k	54.99	View chart
Amplify Investments LLC/ETF Etp (BLOK)	0.1	$1.9M	+3%	33k	56.90	View chart
Amphenol Corporation (APH)	0.1	$1.9M	-3%	14k	135.16	View chart
Nushares ETF Trust Etp (NULG)	0.1	$1.9M	+11%	19k	97.78	View chart
Jazz Pharmaceuticals (JAZZ)	0.1	$1.8M	-82%	11k	169.96	View chart
Performance Food (PFGC)	0.1	$1.8M		20k	89.90	View chart
CACI International (CACI)	0.1	$1.8M		3.4k	532.84	View chart
Wells Fargo & Company (WFC)	0.1	$1.8M	-4%	19k	93.19	View chart
Vanguard ETF/USA Etp (VEA)	0.1	$1.8M	+12%	29k	62.47	View chart
State Street ETF/USA Etp (XLRE)	0.1	$1.8M	+8%	44k	40.35	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.8M		11k	162.66	View chart
iShares ETFs/USA Etp (IWM)	0.1	$1.8M	+2%	7.2k	246.10	View chart
Nextera Energy (NEE)	0.1	$1.8M	-14%	22k	80.28	View chart
iShares ETFs/USA Etp (IYW)	0.1	$1.8M	+2%	8.8k	199.66	View chart
Citigroup (C)	0.1	$1.8M		15k	116.65	View chart
Schwab Strategic Trust Etp (SCHX)	0.1	$1.7M	+2%	65k	26.92	View chart
WisdomTree ETFs/USA Etp (DEM)	0.1	$1.7M	+5%	37k	46.71	View chart
L3harris Technologies (LHX)	0.1	$1.7M		5.9k	293.61	View chart
Amphastar Pharmaceuticals (AMPH)	0.1	$1.7M		64k	26.78	View chart
Linde (LIN)	0.1	$1.7M	-14%	4.0k	426.40	View chart
Paypal Holdings (PYPL)	0.1	$1.7M	+9%	29k	58.39	View chart
Nexstar Broadcasting (NXST)	0.0	$1.7M		8.2k	203.04	View chart
Vanguard ETF/USA Etp (VOO)	0.0	$1.7M	+17%	2.6k	627.18	View chart
State Street ETF/USA Etp (GLD)	0.0	$1.6M	+5%	4.1k	396.31	View chart
Sylvamo Corp (SLVM)	0.0	$1.6M	+4%	33k	48.16	View chart
Illinois Tool Works (ITW)	0.0	$1.6M	-24%	6.4k	246.33	View chart
Boeing Company (BA)	0.0	$1.6M		7.3k	217.09	View chart
Darden Restaurants (DRI)	0.0	$1.6M	+6%	8.5k	183.97	View chart
Nortonlifelock (GEN)	0.0	$1.6M	+2%	57k	27.19	View chart
Aon (AON)	0.0	$1.5M	-54%	4.3k	352.78	View chart
Norfolk Southern (NSC)	0.0	$1.5M	-5%	5.3k	288.77	View chart
FedEx Corporation (FDX)	0.0	$1.5M	-13%	5.2k	288.94	View chart
Emerson Electric (EMR)	0.0	$1.5M	-37%	11k	132.74	View chart
Philip Morris International (PM)	0.0	$1.5M	-7%	9.3k	160.36	View chart
Morgan Stanley (MS)	0.0	$1.5M		8.3k	177.56	View chart
Fidelity Covington Trust Etp (FCOM)	0.0	$1.5M	+5%	20k	73.26	View chart
Dollar General (DG)	0.0	$1.4M	+3%	11k	132.79	View chart
American Electric Power Company (AEP)	0.0	$1.4M	-20%	12k	115.30	View chart
Atmos Energy Corporation (ATO)	0.0	$1.4M		8.4k	167.58	View chart
AmerisourceBergen (COR)	0.0	$1.4M	-82%	4.0k	337.63	View chart
Walt Disney Company (DIS)	0.0	$1.4M	+7%	12k	113.75	View chart
Verizon Communications (VZ)	0.0	$1.4M	-12%	33k	40.73	View chart
U.S. Bancorp (USB)	0.0	$1.4M	+5%	26k	53.36	View chart
Bluerock Real Estate Funds/USA Etp (BPRE)	0.0	$1.4M	NEW	91k	15.00	View chart
Ge Vernova (GEV)	0.0	$1.4M	-2%	2.1k	653.77	View chart

Past Filings by CX Institutional

SEC 13F filings are viewable for CX Institutional going back to 2018

CX Institutional 2025 Q4 filed Feb. 2, 2026
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

View all past filings

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