Holders — by stockHoldings — by fund
CX Institutional
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001737089
$3.5M
disclosed book value
1,568
positions
5.4%
largest position share
Positions, as of 2026-06-30
top 100 of 1,568 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SGOViShares ETFs/USA | 1.8M | $185,966 | 5.4% |
| 2 | IEFAiShares ETFs/USA | 861,670 | $83,220 | 2.4% |
| 3 | SHYiShares ETFs/USA | 894,736 | $73,467 | 2.1% |
| 4 | AAPLAPPLE INC | 243,940 | $70,586 | 2% |
| 5 | NVDANVIDIA CORP | 312,073 | $62,443 | 1.8% |
| 6 | VOVanguard ETF/USA | 767,143 | $61,809 | 1.8% |
| 7 | SPMBState Street ETF/USA | 2.7M | $61,030 | 1.8% |
| 8 | SPBOState Street ETF/USA | 2.1M | $60,858 | 1.8% |
| 9 | BNDXVanguard ETF/USA | 1.2M | $56,149 | 1.6% |
| 10 | SHMState Street ETF/USA | 1.1M | $53,796 | 1.6% |
| 11 | SPTIState Street ETF/USA | 1.8M | $52,511 | 1.5% |
| 12 | VBVanguard ETF/USA | 168,070 | $50,945 | 1.5% |
| 13 | RSPAInvesco ETFs/USA | 927,556 | $49,485 | 1.4% |
| 14 | GOOGLALPHABET INC-A | 130,128 | $46,504 | 1.3% |
| 15 | IVEiShares ETFs/USA | 200,775 | $45,588 | 1.3% |
| 16 | MSFTMICROSOFT CORP | 118,731 | $44,289 | 1.3% |
| 17 | LLYELI LILLY & CO | 35,493 | $42,572 | 1.2% |
| 18 | AMZNAMAZON.COM INC | 175,196 | $41,756 | 1.2% |
| 19 | IJRiShares ETFs/USA | 264,980 | $39,299 | 1.1% |
| 20 | AVGOBROADCOM INC | 90,468 | $34,174 | 1% |
| 21 | JAAAJanus Detroit Street Trust | 668,819 | $33,769 | 1% |
| 22 | SPYGState Street ETF/USA | 283,258 | $33,705 | 1% |
| 23 | TSLATESLA INC | 79,450 | $33,417 | 1% |
| 24 | VVISA INC-CLASS A | 93,869 | $32,205 | 0.9% |
| 25 | MGKVanguard ETF/USA | 344,313 | $30,269 | 0.9% |
| 26 | IWFiShares ETFs/USA | 236,020 | $29,307 | 0.8% |
| 27 | IUSGiShares ETFs/USA | 154,478 | $29,056 | 0.8% |
| 28 | IWDiShares ETFs/USA | 118,254 | $28,668 | 0.8% |
| 29 | METAMETA PLATFORMS-A | 50,292 | $28,329 | 0.8% |
| 30 | SCHVSchwab Strategic Trust | 792,816 | $27,598 | 0.8% |
| 31 | IVViShares ETFs/USA | 35,282 | $26,422 | 0.8% |
| 32 | MUBiShares ETFs/USA | 237,041 | $25,510 | 0.7% |
| 33 | ITMVanEck ETFs/USA | 533,148 | $25,053 | 0.7% |
| 34 | VTIVanguard ETF/USA | 64,827 | $23,989 | 0.7% |
| 35 | XLKState Street ETF/USA | 120,212 | $22,903 | 0.7% |
| 36 | SPYState Street ETF/USA | 30,467 | $22,752 | 0.7% |
| 37 | TAXFAmerican Century ETF Trust | 428,304 | $21,773 | 0.6% |
| 38 | VTEBVanguard ETF/USA | 428,558 | $21,676 | 0.6% |
| 39 | FTCFirst Trust ETFs/USA | 109,235 | $21,166 | 0.6% |
| 40 | QEFAState Street ETF/USA | 219,118 | $21,039 | 0.6% |
| 41 | VTVVanguard ETF/USA | 94,196 | $20,528 | 0.6% |
| 42 | ABBVABBVIE INC | 78,286 | $19,700 | 0.6% |
| 43 | SPYVState Street ETF/USA | 307,901 | $18,717 | 0.5% |
| 44 | IVWiShares ETFs/USA | 134,747 | $18,532 | 0.5% |
| 45 | VVVanguard ETF/USA | 51,008 | $17,542 | 0.5% |
| 46 | UNPUNION PAC CORP | 61,801 | $16,810 | 0.5% |
| 47 | CSCOCISCO SYSTEMS | 132,552 | $15,570 | 0.4% |
| 48 | BMYBRISTOL-MYER SQB | 263,596 | $15,188 | 0.4% |
| 49 | QCOMQUALCOMM INC | 76,204 | $14,082 | 0.4% |
| 50 | MAMASTERCARD INC-A | 26,565 | $13,644 | 0.4% |
| 51 | AXPAMERICAN EXPRESS | 39,810 | $13,466 | 0.4% |
| 52 | CATCATERPILLAR INC | 12,491 | $13,302 | 0.4% |
| 53 | FTECFidelity Covington Trust | 46,147 | $13,179 | 0.4% |
| 54 | IJHiShares ETFs/USA | 168,876 | $13,022 | 0.4% |
| 55 | HEFAiShares ETFs/USA | 274,278 | $12,871 | 0.4% |
| 56 | SUBiShares ETFs/USA | 120,284 | $12,807 | 0.4% |
| 57 | QQEWFirst Trust ETFs/USA | 78,961 | $12,602 | 0.4% |
| 58 | UNHUNITEDHEALTH GRP | 29,729 | $12,356 | 0.4% |
| 59 | MRKMERCK & CO | 95,317 | $12,248 | 0.4% |
| 60 | TDCTERADATA CORP | 350,870 | $12,158 | 0.4% |
| 61 | SCHWSCHWAB (CHARLES) | 131,640 | $12,146 | 0.4% |
| 62 | GOOGALPHABET INC-C | 34,192 | $12,081 | 0.3% |
| 63 | NUENUCOR CORP | 53,298 | $11,872 | 0.3% |
| 64 | MCKMCKESSON CORP | 15,463 | $11,684 | 0.3% |
| 65 | RWLInvesco Exchange-Traded Fund T | 91,198 | $11,651 | 0.3% |
| 66 | CHUBB LTD | 34,100 | $11,619 | 0.3% |
| 67 | CSLCARLISLE COS INC | 31,783 | $11,529 | 0.3% |
| 68 | GSGOLDMAN SACHS GP | 11,361 | $11,490 | 0.3% |
| 69 | SDYState Street ETF/USA | 74,031 | $11,266 | 0.3% |
| 70 | VGTVanguard ETF/USA | 93,227 | $11,143 | 0.3% |
| 71 | LRCXLAM RESEARCH | 25,495 | $11,048 | 0.3% |
| 72 | MCDMCDONALDS CORP | 39,602 | $10,705 | 0.3% |
| 73 | ADBEADOBE INC | 51,997 | $10,660 | 0.3% |
| 74 | CVSCVS HEALTH CORP | 100,656 | $10,413 | 0.3% |
| 75 | AMDADV MICRO DEVICE | 17,830 | $10,358 | 0.3% |
| 76 | DLNWisdomTree ETFs/USA | 105,870 | $10,197 | 0.3% |
| 77 | DONWisdomTree ETFs/USA | 179,117 | $10,124 | 0.3% |
| 78 | HDHOME DEPOT INC | 28,690 | $10,118 | 0.3% |
| 79 | NXP SEMICONDUCTO | 35,825 | $10,068 | 0.3% |
| 80 | TMOTHERMO FISHER | 19,587 | $9,820 | 0.3% |
| 81 | JPMJPMORGAN CHASE | 29,458 | $9,642 | 0.3% |
| 82 | HRMYHARMONY BIOSCIE | 259,496 | $9,448 | 0.3% |
| 83 | MRSHMARSH & MCLENNAN | 56,534 | $9,423 | 0.3% |
| 84 | AMGNAMGEN INC | 25,985 | $9,410 | 0.3% |
| 85 | IRDMIRIDIUM COMMUNIC | 171,098 | $9,385 | 0.3% |
| 86 | PAVEGlobal X ETFs/USA | 158,718 | $9,352 | 0.3% |
| 87 | CITHE CIGNA GROUP | 33,831 | $9,326 | 0.3% |
| 88 | TRVTRAVELERS COS IN | 27,665 | $9,133 | 0.3% |
| 89 | EXMOCEXXON MOBIL CORP | 66,197 | $9,050 | 0.3% |
| 90 | HPQHP INC | 410,288 | $9,002 | 0.3% |
| 91 | ABNBAIRBNB INC-A | 61,163 | $8,752 | 0.3% |
| 92 | PGPROCTER & GAMBLE | 59,588 | $8,738 | 0.3% |
| 93 | EEMViShares Inc | 115,931 | $8,727 | 0.3% |
| 94 | HCAHCA HEALTHCARE I | 22,104 | $8,618 | 0.2% |
| 95 | AGGiShares ETFs/USA | 86,726 | $8,584 | 0.2% |
| 96 | ARTYiShares ETFs/USA | 112,651 | $8,580 | 0.2% |
| 97 | ABTABBOTT LABS | 94,489 | $8,574 | 0.2% |
| 98 | DHIDR HORTON INC | 51,677 | $8,417 | 0.2% |
| 99 | MUMICRON TECH | 7,270 | $8,392 | 0.2% |
| 100 | IDViShares ETFs/USA | 201,194 | $8,335 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.