CX Institutional
Sector Allocation
- Other48.3%$1.8B
- Technology21.3%$786.9M
- Financials7.4%$272.1M
- Industrials5.6%$206.0M
- Consumer Discretionary5.4%$200.0M
- Healthcare4.3%$160.4M
- Consumer Staples2.2%$82.8M
- Energy2.2%$82.5M
- Materials1.6%$59.9M
- Utilities0.8%$27.8M
AUM History
13fpro.ai/research/fund/cx-institutional-1737089
Conviction and streaks
Concentrating · top 10 = 25.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- iShares$194.6M
- State$139.9M
NVDA
$112.5MAAPL
$91.9M- iShares$87.8M
- State$63.0M
- iShares$62.6M
MSFT
$62.1M- Vanguard$59.9M
- iShares$49.2M
- Vanguard$46.3M
- Invesco$43.2M
GOOGL
$40.1MAMZN
$39.1M- Vanguard$38.8M
- State$38.1M
- State$37.9M
- State$36.0M
- Vanguard$33.1M
LLY
$33.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cx-institutional-1737089
CX Institutional 13F holdings — Q3 2026
$3.7B portfolio (+6.5% QoQ) · 1,668 holdings · Q3 2026 13F · top 10 are 25% of the stock portfolio
- 1
iShares ETFs/USA - ETP
$194.6M
5.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
State Street ETF/USA - ETP
$139.9M
3.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $112.5M
3.0% of stocks
+58%This quarter-7.7%Since filed5+ qtrsHeld$91.9M
2.5% of stocks
+13%This quarter+3.1%Since filed5+ qtrsHeld- 5
iShares ETFs/USA - ETP
$87.8M
2.4% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
State Street ETF/USA - ETP
$63.0M
1.7% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
iShares ETFs/USA - ETP
$62.6M
1.7% of stocks
+398%This quarter—Since filed—HeldAIQuality—Est. buy— $62.1M
1.7% of stocks
+2%This quarter+2.9%Since filed5+ qtrsHeld- 9
Vanguard ETF/USA - ETP
$59.9M
1.6% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
iShares ETFs/USA - ETP
$49.2M
1.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares ETFs/USA - ETP | $194.6M | 5.3% | +5% | — | — | — | — | |
| 2 | State Street ETF/USA - ETP | $139.9M | 3.8% | New | — | New this quarter | — | — | |
| 3 | $112.5M | 3.0% | +58% | -7.7% | 5+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $91.9M | 2.5% | +13% | +3.1% | 5+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | iShares ETFs/USA - ETP | $87.8M | 2.4% | +5% | — | — | — | — | |
| 6 | State Street ETF/USA - ETP | $63.0M | 1.7% | +25% | — | — | — | — | |
| 7 | iShares ETFs/USA - ETP | $62.6M | 1.7% | +398% | — | — | — | — | |
| 8 | $62.1M | 1.7% | +2% | +2.9% | 5+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | Vanguard ETF/USA - ETP | $59.9M | 1.6% | -0.5% | — | — | — | — | |
| 10 | iShares ETFs/USA - ETP | $49.2M | 1.3% | +7% | — | — | — | — |
All holdings — CX Institutional (Q3 2026)
1,668 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | Vanguard ETF/USA - ETPetf/fund | — | $46.3M | 1.3% | 163K | -3% | — | — | 13F |
| 12 | — | Invesco ETFs/USA - ETP | — | $43.2M | 1.2% | 839K | -10% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $40.1M | 1.1% | 116K | -10% | 5+ qtrsTrimmed 2 qtrs in a row | 77.7 | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $39.1M | 1.1% | 157K | -10% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | Vanguard ETF/USA - ETPetf/fund | — | $38.8M | 1.1% | 828K | -29% | — | — | 13F |
| 16 | — | State Street ETF/USA - ETPetf/fund | — | $38.1M | 1.0% | 1.39M | -34% | — | — | 13F |
| 17 | — | State Street ETF/USA - ETPetf/fund | — | $37.9M | 1.0% | 1.79M | -35% | — | — | 13F |
| 18 | — | State Street ETF/USA - ETPetf/fund | — | $36.0M | 1.0% | 292K | +3% | — | — | 13F |
| 19 | — | Vanguard ETF/USA - ETPetf/fund | — | $33.1M | 0.9% | 357K | +4% | — | — | 13F |
| 20 | ELI LILLY & Co | Healthcare | $33.0M | 0.9% | 29K | -20% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $32.4M | 0.9% | 45K | -11% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Broadcom Inc. | Technology | $32.3M | 0.9% | 92K | +2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MICRON TECHNOLOGY INC | Technology | $31.6M | 0.8% | 30K | +308% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | iShares ETFs/USA - ETPetf/fund | — | $31.0M | 0.8% | 160K | +4% | — | — | 13F |
| 25 | — | iShares ETFs/USA - ETPetf/fund | — | $30.6M | 0.8% | 244K | +3% | — | — | 13F |
| 26 | — | iShares ETFs/USA - ETP | — | $30.5M | 0.8% | 123K | +4% | |||
| 27 | — | State Street ETF/USA - ETP | — | $29.9M | 0.8% | 489K | +59% | |||
| 28 | — | Janus Detroit Street Trust - ETP | — | $29.6M | 0.8% | 586K | -12% | |||
| 29 | — | Schwab Strategic Trust - ETP | — | $29.0M | 0.8% | 870K | +10% | |||
| 30 | — | iShares ETFs/USA - ETP | — | $26.5M | 0.7% | 35K | -2% | |||
| 31 | $TSLA | Tesla, Inc. | Consumer Discretionary | $26.1M | 0.7% | 74K | -7% | |||
| 32 | — | iShares ETFs/USA - ETP | — | $25.6M | 0.7% | 253K | +7% | |||
| 33 | — | VanEck ETFs/USA - ETP | — | $25.2M | 0.7% | 572K | +7% | |||
| 34 | $IVZ | Invesco Ltd. | Financials | $24.4M | 0.7% | 190K | +108% | |||
| 35 | — | State Street ETF/USA - ETP | — | $23.7M | 0.6% | 243K | +11% | |||
| 36 | — | Vanguard ETF/USA - ETP | — | $23.3M | 0.6% | 493K | +15% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $23.0M | 0.6% | 30K | -1% | |||
| 38 | — | State Street ETF/USA - ETP | — | $22.4M | 0.6% | 114K | -5% | |||
| 39 | — | iShares ETFs/USA - ETP | — | $21.2M | 0.6% | 149K | +11% | |||
| 40 | — | Vanguard ETF/USA - ETP | — | $20.8M | 0.6% | 96K | +2% | |||
| 41 | — | First Trust ETFs/USA - ETP | — | $20.6M | 0.6% | 116K | +6% | |||
| 42 | $CAT | CATERPILLAR INC | Industrials | $19.1M | 0.5% | 24K | +88% | |||
| 43 | — | iShares ETFs/USA - ETP | — | $18.7M | 0.5% | 404K | +47% | |||
| 44 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $18.5M | 0.5% | 127K | +114% | |||
| 45 | $LRCX | LAM RESEARCH CORP | Technology | $18.4M | 0.5% | 56K | +120% | |||
| 46 | — | Vanguard ETF/USA - ETP | — | $17.8M | 0.5% | 51K | -0.9% | |||
| 47 | $UNP | UNION PACIFIC CORP | Industrials | $17.8M | 0.5% | 65K | +6% | |||
| 48 | $JNJ | JOHNSON & JOHNSON | Healthcare | $17.1M | 0.5% | 65K | +113% | |||
| 49 | — | American Century ETF Trust - ETP | — | $17.0M | 0.5% | 358K | -16% | |||
| 50 | $QCOM | QUALCOMM INC/DE | Technology | $16.7M | 0.5% | 91K | +19% | |||
| 51 | $MPC | Marathon Petroleum Corp | Energy | $15.6M | 0.4% | 39K | +143% | |||
| 52 | $MA | Mastercard Inc | Financials | $15.3M | 0.4% | 28K | +4% | |||
| 53 | $NUE | NUCOR CORP | Materials | $15.2M | 0.4% | 65K | +22% | |||
| 54 | $CSCO | CISCO SYSTEMS, INC. | Technology | $15.0M | 0.4% | 139K | +5% | |||
| 55 | $JPM | JPMORGAN CHASE & CO | Financials | $14.8M | 0.4% | 45K | +52% | |||
| 56 | — | Vanguard ETF/USA - ETP | — | $14.6M | 0.4% | 39K | -40% | |||
| 57 | $KO | COCA COLA CO | Consumer Staples | $14.1M | 0.4% | 163K | +402% | |||
| 58 | $PANW | Palo Alto Networks Inc | Technology | $13.7M | 0.4% | 35K | +414% | |||
| 59 | $INTU | INTUIT INC. | Technology | $13.5M | 0.4% | 49K | +3943% | |||
| 60 | $DELL | Dell Technologies Inc. | Technology | $13.3M | 0.4% | 25K | +170% | |||
| 61 | — | First Trust ETFs/USA - ETP | — | $13.2M | 0.4% | 81K | +3% | |||
| 62 | $GE | GENERAL ELECTRIC CO | Industrials | $13.1M | 0.3% | 42K | +264% | |||
| 63 | $ORCL | ORACLE CORP | Technology | $12.9M | 0.3% | 94K | +490% | |||
| 64 | $APH | AMPHENOL CORP /DE/ | Technology | $12.9M | 0.3% | 153K | +1073% | |||
| 65 | $ANET | Arista Networks, Inc. | Technology | $12.7M | 0.3% | 62K | +650% | |||
| 66 | $GEV | GE Vernova Inc. | Industrials | $12.6M | 0.3% | 13K | +396% | |||
| 67 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $12.6M | 0.3% | 25K | +313% | |||
| 68 | — | iShares ETFs/USA - ETP | — | $12.5M | 0.3% | 174K | +3% | |||
| 69 | $GOOG | Alphabet Inc. | Technology | $12.1M | 0.3% | 36K | +4% | |||
| 70 | $CRM | Salesforce, Inc. | Technology | $12.0M | 0.3% | 52K | +0.9% | |||
| 71 | $V | VISA INC. | Financials | $12.0M | 0.3% | 33K | -64% | |||
| 72 | $ADI | ANALOG DEVICES INC | Technology | $11.9M | 0.3% | 30K | +522% | |||
| 73 | $G | Genpact LTD | Technology | $11.7M | 0.3% | 361K | +103% | |||
| 74 | $LDOS | Leidos Holdings, Inc. | Technology | $11.7M | 0.3% | 96K | New | |||
| 75 | — | State Street ETF/USA - ETP | — | $11.6M | 0.3% | 79K | +7% | |||
| 76 | $GD | GENERAL DYNAMICS CORP | Industrials | $11.6M | 0.3% | 35K | +140% | |||
| 77 | $CB | Chubb Ltd | Financials | $11.5M | 0.3% | 35K | +3% | |||
| 78 | $PH | Parker-Hannifin Corp | Industrials | $11.4M | 0.3% | 12K | +160% | |||
| 79 | $ABBV | AbbVie Inc. | Healthcare | $11.2M | 0.3% | 43K | -45% | |||
| 80 | $VNT | Vontier Corp | Technology | $11.0M | 0.3% | 350K | New | |||
| 81 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $10.9M | 0.3% | 18K | +0.3% | |||
| 82 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.9M | 0.3% | 82K | +279% | |||
| 83 | $WT | WisdomTree, Inc. | Financials | $10.9M | 0.3% | 112K | +6% | |||
| 84 | — | iShares ETFs/USA - ETP | — | $10.8M | 0.3% | 79K | -70% | |||
| 85 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $10.8M | 0.3% | 29K | -1% | |||
| 86 | — | Fidelity Covington Trust - ETP | — | $10.7M | 0.3% | 36K | -23% | |||
| 87 | $SLB | SLB LIMITED/NV | Energy | $10.7M | 0.3% | 219K | +1479% | |||
| 88 | $FDX | FEDEX CORP | Industrials | $10.6M | 0.3% | 37K | +840% | |||
| 89 | $WT | WisdomTree, Inc. | Financials | $10.4M | 0.3% | 193K | +8% | |||
| 90 | — | iShares Inc - ETP | — | $10.3M | 0.3% | 138K | +19% | |||
| 91 | $FAST | FASTENAL CO | Industrials | $10.1M | 0.3% | 204K | +1073% | |||
| 92 | $GM | General Motors Co | Consumer Discretionary | $9.9M | 0.3% | 129K | +24% | |||
| 93 | $NXPI | NXP Semiconductors N.V. | Technology | $9.7M | 0.3% | 41K | +14% | |||
| 94 | — | iShares ETFs/USA - ETP | — | $9.5M | 0.3% | 121K | +8% | |||
| 95 | $LMT | LOCKHEED MARTIN CORP | Industrials | $9.4M | 0.3% | 18K | +527% | |||
| 96 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $9.2M | 0.3% | 161K | +18% | |||
| 97 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $9.2M | 0.3% | 44K | +1269% | |||
| 98 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $9.2M | 0.3% | 44K | +707% | |||
| 99 | $MMM | 3M CO | Healthcare | $9.2M | 0.3% | 56K | +1069% | |||
| 100 | — | iShares ETFs/USA - ETP | — | $9.1M | 0.3% | 217K | +8% | |||
| 101 | $TEL | TE Connectivity plc | Technology | $8.9M | 0.2% | 42K | +17% | |||
| 102 | — | Global X ETFs/USA - ETP | — | $8.7M | 0.2% | 165K | +4% | |||
| 103 | $F | FORD MOTOR CO | Consumer Discretionary | $8.6M | 0.2% | 717K | +679% | |||
| 104 | $HWM | Howmet Aerospace Inc. | Materials | $8.6M | 0.2% | 38K | +521% | |||
| 105 | $HRMY | Harmony Biosciences Holdings, Inc. | Healthcare | $8.6M | 0.2% | 218K | -16% | |||
| 106 | $MCD | MCDONALDS CORP | Consumer Discretionary | $8.4M | 0.2% | 36K | -8% | |||
| 107 | $ADSK | Autodesk, Inc. | Technology | $8.4M | 0.2% | 40K | +6331% | |||
| 108 | — | First Trust ETFs/USA - ETP | — | $8.2M | 0.2% | 79K | -0.7% | |||
| 109 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $8.1M | 0.2% | 36K | New | |||
| 110 | $EOG | EOG RESOURCES INC | Energy | $8.1M | 0.2% | 59K | +1075% | |||
| 111 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $8.0M | 0.2% | 86K | +959% | |||
| 112 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $7.9M | 0.2% | 93K | +1341% | |||
| 113 | $HAL | HALLIBURTON CO | Energy | $7.8M | 0.2% | 246K | +1223% | |||
| 114 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $7.8M | 0.2% | 16K | +4% | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $7.5M | 0.2% | 153K | New | |||
| 116 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $7.5M | 0.2% | 36K | +18% | |||
| 117 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $7.5M | 0.2% | 43K | +4404% | |||
| 118 | $BKR | Baker Hughes Co | Energy | $7.5M | 0.2% | 136K | +1239% | |||
| 119 | — | Vanguard ETF/USA - ETP | — | $7.5M | 0.2% | 22K | +6% | |||
| 120 | — | Vanguard ETF/USA - ETP | — | $7.4M | 0.2% | 32K | +7% | |||
| 121 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $7.4M | 0.2% | 40K | +11% | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $7.4M | 0.2% | 117K | New | |||
| 123 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $7.3M | 0.2% | 15K | +1146% | |||
| 124 | $GAP | GAP INC | Consumer Discretionary | $7.2M | 0.2% | 315K | New | |||
| 125 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $7.1M | 0.2% | 13K | +3062% | |||
| 126 | $AXP | AMERICAN EXPRESS CO | Financials | $7.1M | 0.2% | 23K | -42% | |||
| 127 | — | State Street ETF/USA - ETP | — | $7.0M | 0.2% | 136K | -2% | |||
| 128 | $INCY | INCYTE CORP | Healthcare | $7.0M | 0.2% | 58K | +20% | |||
| 129 | $BBY | BEST BUY CO INC | Consumer Discretionary | $7.0M | 0.2% | 79K | -26% | |||
| 130 | $PTC | PTC INC. | Technology | $7.0M | 0.2% | 50K | New | |||
| 131 | $APA | APA Corp | Energy | $7.0M | 0.2% | 168K | +20% | |||
| 132 | $VRSK | Verisk Analytics, Inc. | Technology | $6.7M | 0.2% | 40K | +1895% | |||
| 133 | $TTC | TORO CO | Industrials | $6.6M | 0.2% | 69K | New | |||
| 134 | — | State Street ETF/USA - ETP | — | $6.6M | 0.2% | 89K | +15% | |||
| 135 | $MCK | MCKESSON CORP | Consumer Staples | $6.5M | 0.2% | 7,661 | -50% | |||
| 136 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.5M | 0.2% | 7,152 | +4% | |||
| 137 | $SCHW | SCHWAB CHARLES CORP | Financials | $6.5M | 0.2% | 66K | -50% | |||
| 138 | $THC | TENET HEALTHCARE CORP | Healthcare | $6.4M | 0.2% | 25K | New | |||
| 139 | $CF | CF Industries Holdings, Inc. | Materials | $6.4M | 0.2% | 56K | +31% | |||
| 140 | $RTX | RTX Corp | Industrials | $6.4M | 0.2% | 34K | +4% | |||
| 141 | $RRC | RANGE RESOURCES CORP | Energy | $6.4M | 0.2% | 172K | New | |||
| 142 | $CBOE | Cboe Global Markets, Inc. | Financials | $6.3M | 0.2% | 23K | +417% | |||
| 143 | $TTEK | TETRA TECH INC | Technology | $6.3M | 0.2% | 192K | New | |||
| 144 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $6.1M | 0.2% | 12K | +18% | |||
| 145 | $ENVA | Enova International, Inc. | Financials | $6.0M | 0.2% | 36K | +158% | |||
| 146 | — | iShares ETFs/USA - ETP | — | $6.0M | 0.2% | 71K | +2% | |||
| 147 | $ADBE | ADOBE INC. | Technology | $6.0M | 0.2% | 25K | -52% | |||
| 148 | — | iShares ETFs/USA - ETP | — | $6.0M | 0.2% | 29K | +19% | |||
| 149 | — | Schwab Strategic Trust - ETP | — | $5.8M | 0.2% | 171K | -1% | |||
| 150 | $PYPL | PayPal Holdings, Inc. | Financials | $5.6M | 0.1% | 107K | +1045% |
What changed in Q3 2026
Against the previous quarter's 13F: 124 new, 781 added to, 484 trimmed, 51 sold out. Share-count changes; largest moves by dollar size first.
New positions (124)
$GAPGAP INC$7.2M
first bought this quarter
$TTCTORO CO$6.6M
first bought this quarter
$THCTENET HEALTHCARE CORP$6.4M
first bought this quarter
$RRCRANGE RESOURCES CORP$6.4M
first bought this quarter
$PRGSPROGRESS SOFTWARE CORP /MA$5.1M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$5.0Mfirst bought this quarter
+118 more in the Excel export
Added to (781)
now $112.5M · held 5+ qtrs
$MUMICRON TECHNOLOGY INC+308%
now $31.6M · held 5+ qtrs
$INTUINTUIT INC.+3943%
now $13.5M · held 5+ qtrs
$IVZInvesco Ltd.+108%
now $24.4M · held 5+ qtrs
$APHAMPHENOL CORP /DE/+1073%
now $12.9M · held 5+ qtrs
$KOCOCA COLA CO+402%
now $14.1M · held 5+ qtrs
+775 more in the Excel export
Trimmed (484)
$VVISA INC.-64%
now $12.0M · held 5+ qtrs
$BMYBRISTOL MYERS SQUIBB CO-79%
now $3.4M · held 5+ qtrs
$HPQHP INC-98%
now $306K
$ABBVAbbVie Inc.-45%
now $11.2M · held 5+ qtrs, 2 trims in a row
now $33.0M · held 5+ qtrs
$MCKMCKESSON CORP-50%
now $6.5M · held 5+ qtrs
+478 more in the Excel export
Sold out (51)
$IRDMIridium Communications Inc.was $9.4M
held 2 qtrs
$XOM.R34088EXXON MOBIL CORPwas $9.1M
held 10+ qtrs
$LEGLEGGETT & PLATT INCwas $6.8M
held 2 qtrs
$SBHSally Beauty Holdings, Inc.was $6.4M
held 2 qtrs
$INVAInnoviva, Inc.was $6.4M
held 2 qtrs
$BLDQXO Insulation, LLCwas $2.3M
+45 more in the Excel export
Holdings by quarter
Every 13F CX Institutional has filed, 33 earlier quarters. Pick one to see what it held then.
Is it too late to follow CX Institutional?
Q3 2026 13F filed with the SEC on Oct 2, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CX Institutional's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-3.5%
Value-weighted move of the 10 largest stock positions
Turnover
20%
Last quarter; 54% over the last 4
Top 10 weight
25%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CX Institutional disclosed 1,668 positions worth $3.7B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 124 new positions and exited 51 — including a new stake in $GAP and a full exit from $IRDM. The portfolio is most concentrated in Other (48.3% of disclosed assets). All figures are sourced directly from CX Institutional’s Form 13F-HR filing with the SEC under CIK 1737089.
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AI-Powered Hedge Fund Analysis: CX Institutional
13F Pro is an AI hedge fund tracker and stock research platform. For CX Institutional (SEC CIK: 1737089), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CX Institutional's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.