CX Institutional
13F Reported Value
ⓘ$3.5B
Holdings
1,568
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CX Institutional disclosed 1,568 positions worth $3.5B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 102 new positions and exited 83. The portfolio is most concentrated in Other (51.9% of disclosed assets). All figures are sourced directly from CX Institutional’s Form 13F-HR filing with the SEC under CIK 1737089.
AI Fund Analysis
Stable
$AAPL
$NVDA
$MA
$AOS
$XYLSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
iShares ETFs/USA - ETP
—Quality
$186.0M1,847,279 shiShares ETFs/USA - ETP
—Quality
$83.2M861,670 shiShares ETFs/USA - ETP
—Quality
$73.5M894,736 sh- 76.4
Quality
$70.6M243,940 sh - 85.9
Quality
$62.4M312,073 sh Vanguard ETF/USA - ETP
—Quality
$61.8M767,143 shState Street ETF/USA - ETP
—Quality
$61.0M2,735,565 shState Street ETF/USA - ETP
—Quality
$60.9M2,095,671 shVanguard ETF/USA - ETP
—Quality
$56.1M1,159,375 shState Street ETF/USA - ETP
—Quality
$53.8M1,121,562 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| iShares ETFs/USA - ETP | — | $186.0M | 1,847,279 |
| iShares ETFs/USA - ETP | — | $83.2M | 861,670 |
| iShares ETFs/USA - ETP | — | $73.5M | 894,736 |
| Apple Inc.$AAPL | 76.4 | $70.6M | 243,940 |
| NVIDIA CORP$NVDA | 85.9 | $62.4M | 312,073 |
| Vanguard ETF/USA - ETP | — | $61.8M | 767,143 |
| State Street ETF/USA - ETP | — | $61.0M | 2,735,565 |
| State Street ETF/USA - ETP | — | $60.9M | 2,095,671 |
| Vanguard ETF/USA - ETP | — | $56.1M | 1,159,375 |
| State Street ETF/USA - ETP | — | $53.8M | 1,121,562 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CX Institutional's 1,568 positions.
Showing top 10 of 1,568 holdings.
Sector Allocation
Other
$1.8B
Technology
$558.9M
Financials
$292.3M
Healthcare
$223.3M
Industrials
$185.9M
Consumer Discretionary
$164.4M
Consumer Staples
$65.4M
Materials
$54.3M
Top Holdings — CX Institutional (Q2 2026)
Top 150 of 1,568 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | iShares ETFs/USA - ETP | $186.0M | 5.4% | +61% | — |
| 2 | — | iShares ETFs/USA - ETP | $83.2M | 2.4% | -13% | — |
| 3 | — | iShares ETFs/USA - ETP | $73.5M | 2.1% | +119% | — |
| 4 | $AAPL | Apple Inc. | $70.6M | 2.0% | -4% | 76.4 |
| 5 | $NVDA | NVIDIA CORP | $62.4M | 1.8% | -1% | 85.9 |
| 6 | — | Vanguard ETF/USA - ETP | $61.8M | 1.8% | +335% | — |
| 7 | — | State Street ETF/USA - ETP | $61.0M | 1.8% | +2% | — |
| 8 | — | State Street ETF/USA - ETP | $60.9M | 1.8% | +2% | — |
| 9 | — | Vanguard ETF/USA - ETP | $56.1M | 1.6% | -16% | — |
| 10 | — | State Street ETF/USA - ETP | $53.8M | 1.6% | +1% | — |
| 11 | — | State Street ETF/USA - ETP | $52.5M | 1.5% | -34% | — |
| 12 | — | Vanguard ETF/USA - ETP | $50.9M | 1.5% | -5% | — |
| 13 | — | Invesco ETFs/USA - ETP | $49.5M | 1.4% | -0% | — |
| 14 |  $GOOG | Alphabet Inc. | $46.5M | 1.3% | -3% | 78.2 |
| 15 | — | iShares ETFs/USA - ETP | $45.6M | 1.3% | -4% | — |
| 16 |  $MSFT | MICROSOFT CORP | $44.3M | 1.3% | -2% | 79.8 |
| 17 |  $LLY | ELI LILLY & Co | $42.6M | 1.2% | +5% | 87.5 |
| 18 |  $AMZN | AMAZON COM INC | $41.8M | 1.2% | -2% | 68.7 |
| 19 | — | iShares ETFs/USA - ETP | $39.3M | 1.1% | +218% | — |
| 20 |  $AVGO | Broadcom Inc. | $34.2M | 1.0% | -2% | 84.5 |
| 21 | — | Janus Detroit Street Trust - ETP | $33.8M | 1.0% | +1% | — |
| 22 | — | State Street ETF/USA - ETP | $33.7M | 1.0% | +0% | — |
| 23 |  $TSLA | Tesla, Inc. | $33.4M | 1.0% | +10% | 53.9 |
| 24 |  $V | VISA INC. | $32.2M | 0.9% | +7% | 82.9 |
| 25 | — | Vanguard ETF/USA - ETP | $30.3M | 0.9% | +364% | — |
| 26 | — | iShares ETFs/USA - ETP | $29.3M | 0.8% | +289% | — |
| 27 | — | iShares ETFs/USA - ETP | $29.1M | 0.8% | -7% | — |
| 28 | — | iShares ETFs/USA - ETP | $28.7M | 0.8% | -2% | — |
| 29 |  $META | Meta Platforms, Inc. | $28.3M | 0.8% | +9% | 79.6 |
| 30 | — | Schwab Strategic Trust - ETP | $27.6M | 0.8% | -25% | — |
| 31 | — | iShares ETFs/USA - ETP | $26.4M | 0.8% | -62% | — |
| 32 | — | iShares ETFs/USA - ETP | $25.5M | 0.7% | -5% | — |
| 33 | — | VanEck ETFs/USA - ETP | $25.1M | 0.7% | -44% | — |
| 34 | — | Vanguard ETF/USA - ETP | $24.0M | 0.7% | +51% | — |
| 35 | — | State Street ETF/USA - ETP | $22.9M | 0.7% | -6% | — |
| 36 |  $SPY | SPDR S&P 500 ETF TRUST | $22.8M | 0.7% | +10% | — |
| 37 | — | American Century ETF Trust - ETP | $21.8M | 0.6% | +5% | — |
| 38 | — | Vanguard ETF/USA - ETP | $21.7M | 0.6% | -27% | — |
| 39 | — | First Trust ETFs/USA - ETP | $21.2M | 0.6% | -4% | — |
| 40 | — | State Street ETF/USA - ETP | $21.0M | 0.6% | -32% | — |
| 41 | — | Vanguard ETF/USA - ETP | $20.5M | 0.6% | +2% | — |
| 42 |  $ABBV | AbbVie Inc. | $19.7M | 0.6% | -13% | 72.6 |
| 43 | — | State Street ETF/USA - ETP | $18.7M | 0.5% | +0% | — |
| 44 | — | iShares ETFs/USA - ETP | $18.5M | 0.5% | +5% | — |
| 45 | — | Vanguard ETF/USA - ETP | $17.5M | 0.5% | -4% | — |
| 46 |  $UNP | UNION PACIFIC CORP | $16.8M | 0.5% | -16% | 69.7 |
| 47 |  $CSCO | CISCO SYSTEMS, INC. | $15.6M | 0.5% | -10% | 70.3 |
| 48 |  $BMY | BRISTOL MYERS SQUIBB CO | $15.2M | 0.4% | +5% | 70.4 |
| 49 |  $QCOM | QUALCOMM INC/DE | $14.1M | 0.4% | -13% | 70.5 |
| 50 | $MA | Mastercard Inc | $13.6M | 0.4% | +12% | 85.1 |
| 51 |  $AXP | AMERICAN EXPRESS CO | $13.5M | 0.4% | +7% | 69.4 |
| 52 |  $CAT | CATERPILLAR INC | $13.3M | 0.4% | -11% | 66.5 |
| 53 | — | Fidelity Covington Trust - ETP | $13.2M | 0.4% | +18% | — |
| 54 | — | iShares ETFs/USA - ETP | $13.0M | 0.4% | +1% | — |
| 55 | — | iShares ETFs/USA - ETP | $12.9M | 0.4% | +0% | — |
| 56 | — | iShares ETFs/USA - ETP | $12.8M | 0.4% | +4425% | — |
| 57 | — | First Trust ETFs/USA - ETP | $12.6M | 0.4% | +3% | — |
| 58 |  $UNH | UNITEDHEALTH GROUP INC | $12.4M | 0.4% | +2% | 62.7 |
| 59 |  $MRK | Merck & Co., Inc. | $12.2M | 0.3% | +2% | 59.9 |
| 60 |  $TDC | TERADATA CORP /DE/ | $12.2M | 0.3% | +9% | 63.6 |
| 61 |  $SCHW | SCHWAB CHARLES CORP | $12.1M | 0.3% | +153% | 79.4 |
| 62 |  $GOOGL | Alphabet Inc. | $12.1M | 0.3% | -1% | 78.2 |
| 63 |  $NUE | NUCOR CORP | $11.9M | 0.3% | +21% | 61.7 |
| 64 |  $MCK | MCKESSON CORP | $11.7M | 0.3% | +12% | 63.4 |
| 65 |  $IVZ | Invesco Ltd. | $11.7M | 0.3% | NEW | — |
| 66 |  $CB | Chubb Ltd | $11.6M | 0.3% | +4% | — |
| 67 |  $CSL | CARLISLE COMPANIES INC | $11.5M | 0.3% | +2% | 59.4 |
| 68 |  $GS | GOLDMAN SACHS GROUP INC | $11.5M | 0.3% | +3% | 73.5 |
| 69 | — | State Street ETF/USA - ETP | $11.3M | 0.3% | +3% | — |
| 70 | — | Vanguard ETF/USA - ETP | $11.1M | 0.3% | NEW | — |
| 71 |  $LRCX | LAM RESEARCH CORP | $11.0M | 0.3% | -10% | 79.4 |
| 72 |  $MCD | MCDONALDS CORP | $10.7M | 0.3% | +3% | 69 |
| 73 |  $ADBE | ADOBE INC. | $10.7M | 0.3% | -1% | 77.6 |
| 74 |  $CVS | CVS HEALTH Corp | $10.4M | 0.3% | -1% | 59.4 |
| 75 |  $AMD | ADVANCED MICRO DEVICES INC | $10.4M | 0.3% | -4% | 79.8 |
| 76 |  $WT | WisdomTree, Inc. | $10.2M | 0.3% | +3% | 59.9 |
| 77 | $WT | WisdomTree, Inc. | $10.1M | 0.3% | +0% | 59.9 |
| 78 |  $HD | HOME DEPOT, INC. | $10.1M | 0.3% | +5% | 60.3 |
| 79 |  $NXPI | NXP Semiconductors N.V. | $10.1M | 0.3% | -1% | — |
| 80 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $9.8M | 0.3% | +13% | 65.1 |
| 81 |  $JPM | JPMORGAN CHASE & CO | $9.6M | 0.3% | -24% | 70.7 |
| 82 |  $HRMY | Harmony Biosciences Holdings, Inc. | $9.4M | 0.3% | +6% | 71.4 |
| 83 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $9.4M | 0.3% | -5% | 66.2 |
| 84 |  $AMGN | AMGEN INC | $9.4M | 0.3% | -32% | 79.2 |
| 85 |  $IRDM | Iridium Communications Inc. | $9.4M | 0.3% | -37% | 61.1 |
| 86 | — | Global X ETFs/USA - ETP | $9.4M | 0.3% | -2% | — |
| 87 |  $CI | Cigna Group | $9.3M | 0.3% | +6% | 66.2 |
| 88 |  $TRV | TRAVELERS COMPANIES, INC. | $9.1M | 0.3% | -3% | 75.9 |
| 89 |  $XOM.R34088 | EXXON MOBIL CORP | $9.1M | 0.3% | -15% | 57.9 |
| 90 |  $HPQ | HP INC | $9.0M | 0.3% | +7% | 59.3 |
| 91 |  $ABNB | Airbnb, Inc. | $8.8M | 0.3% | -17% | 71 |
| 92 |  $PG | PROCTER & GAMBLE Co | $8.7M | 0.3% | -10% | 64.6 |
| 93 | — | iShares Inc - ETP | $8.7M | 0.3% | +2% | — |
| 94 |  $HCA | HCA Healthcare, Inc. | $8.6M | 0.3% | +18% | 68.9 |
| 95 | — | iShares ETFs/USA - ETP | $8.6M | 0.3% | +39% | — |
| 96 | — | iShares ETFs/USA - ETP | $8.6M | 0.3% | -2% | — |
| 97 |  $ABT | ABBOTT LABORATORIES | $8.6M | 0.3% | +18% | 65.5 |
| 98 |  $DHI | HORTON D R INC /DE/ | $8.4M | 0.2% | +21% | 53.6 |
| 99 |  $MU | MICRON TECHNOLOGY INC | $8.4M | 0.2% | -4% | 86.2 |
| 100 | — | iShares ETFs/USA - ETP | $8.3M | 0.2% | +3% | — |
| 101 |  $VRSN | VERISIGN INC/CA | $8.3M | 0.2% | +6% | 71.3 |
| 102 |  $BBY | BEST BUY CO INC | $8.1M | 0.2% | +3% | 60.2 |
| 103 |  $HLT | Hilton Worldwide Holdings Inc. | $8.1M | 0.2% | +7% | 63.3 |
| 104 |  $CRM | Salesforce, Inc. | $8.1M | 0.2% | -4% | 77 |
| 105 | — | iShares ETFs/USA - ETP | $8.1M | 0.2% | +201% | — |
| 106 |  $GM | General Motors Co | $8.0M | 0.2% | +5% | 54.3 |
| 107 |  $LOW | LOWES COMPANIES INC | $8.0M | 0.2% | +17% | 60.8 |
| 108 |  $DHR | DANAHER CORP /DE/ | $7.9M | 0.2% | +21% | 64.8 |
| 109 |  $THG | HANOVER INSURANCE GROUP, INC. | $7.8M | 0.2% | +8% | 66.6 |
| 110 |  $KLAC | KLA CORP | $7.8M | 0.2% | +871% | 78.6 |
| 111 |  $JNJ | JOHNSON & JOHNSON | $7.7M | 0.2% | -13% | 69 |
| 112 |  $EXPE | Expedia Group, Inc. | $7.7M | 0.2% | +14% | 71.1 |
| 113 |  $COR | Cencora, Inc. | $7.7M | 0.2% | +29% | 61.1 |
| 114 |  $MDT | Medtronic plc | $7.6M | 0.2% | +19% | 68.7 |
| 115 | — | Vanguard ETF/USA - ETP | $7.6M | 0.2% | +0% | — |
| 116 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.5M | 0.2% | -10% | 73.8 |
| 117 |  $SPGI | S&P Global Inc. | $7.4M | 0.2% | +0% | 76.1 |
| 118 |  $GILD | GILEAD SCIENCES, INC. | $7.4M | 0.2% | -57% | 57.4 |
| 119 | — | Vanguard ETF/USA - ETP | $7.3M | 0.2% | +2% | — |
| 120 |  $NRG | NRG ENERGY, INC. | $7.3M | 0.2% | +19% | 51.9 |
| 121 |  $VST | Vistra Corp. | $7.3M | 0.2% | +25% | 71.9 |
| 122 |  $TEL | TE Connectivity plc | $7.3M | 0.2% | +16% | — |
| 123 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $7.2M | 0.2% | +16% | 56 |
| 124 |  $UBER | Uber Technologies, Inc | $7.2M | 0.2% | +606% | 73.5 |
| 125 | — | First Trust ETFs/USA - ETP | $7.2M | 0.2% | -7% | — |
| 126 | — | State Street ETF/USA - ETP | $7.1M | 0.2% | +2% | — |
| 127 |  $LEG | LEGGETT & PLATT INC | $6.8M | 0.2% | +7% | 48.5 |
| 128 |  $PGR | PROGRESSIVE CORP/OH/ | $6.7M | 0.2% | +0% | 80.1 |
| 129 | — | State Street ETF/USA - ETP | $6.6M | 0.2% | +1% | — |
| 130 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.4M | 0.2% | -23% | 66.2 |
| 131 |  $FNF | Fidelity National Financial, Inc. | $6.4M | 0.2% | +6% | 58.1 |
| 132 |  $SBH | Sally Beauty Holdings, Inc. | $6.4M | 0.2% | +8% | 54.8 |
| 133 |  $CALM | CAL-MAINE FOODS INC | $6.4M | 0.2% | +7% | 64.2 |
| 134 | — | Schwab Strategic Trust - ETP | $6.4M | 0.2% | +11% | — |
| 135 |  $INVA | Innoviva, Inc. | $6.4M | 0.2% | +1% | 71.4 |
| 136 | — | iShares ETFs/USA - ETP | $6.3M | 0.2% | -1% | — |
| 137 |  $EEFT | EURONET WORLDWIDE, INC. | $6.3M | 0.2% | +11% | 55.4 |
| 138 |  $RTX | RTX Corp | $6.3M | 0.2% | -2% | 73.2 |
| 139 |  $CINF | CINCINNATI FINANCIAL CORP | $6.3M | 0.2% | +1406% | 84.3 |
| 140 | — | State Street ETF/USA - ETP | $6.0M | 0.2% | -2% | — |
| 141 | — | iShares ETFs/USA - ETP | $5.8M | 0.2% | -1% | — |
| 142 |  $WMT | Walmart Inc. | $5.8M | 0.2% | -25% | 60.2 |
| 143 | — | First Trust ETFs/USA - ETP | $5.6M | 0.2% | +2% | — |
| 144 |  $GLW | CORNING INC /NY | $5.5M | 0.2% | -0% | 73.7 |
| 145 |  $INCY | INCYTE CORP | $5.4M | 0.2% | -0% | 77.4 |
| 146 |  $ACN | Accenture plc | $5.4M | 0.2% | +38% | — |
| 147 | — | State Street ETF/USA - ETP | $5.3M | 0.1% | -2% | — |
| 148 | — | Vanguard ETF/USA - ETP | $5.3M | 0.1% | +1% | — |
| 149 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $5.2M | 0.1% | +40% | 64.1 |
| 150 | — | Vanguard ETF/USA - ETP | $5.2M | 0.1% | +473% | — |
New Positions (102)
$ESLT ELBIT SYSTEMS LTD$143,000
$CQP Cheniere Energy Partners, L.P.$86,000
$TEAM Atlassian Corp$82,000Exited Positions (83)
$CTRA Coterra Energy Inc.
$GRAB Grab Holdings Ltd
$HOLX HOLOGIC INC
$MKTX MARKETAXESS HOLDINGS INC
$FOR Forestar Group Inc.
$DOCN DigitalOcean Holdings, Inc.
$DEO DIAGEO PLC
$GAP GAP INC
$UTL UNITIL CORP
$WTM WHITE MOUNTAINS INSURANCE GROUP LTD
$VKTX Viking Therapeutics, Inc.Browse Top Institutional Investors
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