Cx Institutional Portfolio Stock Holdings
Cx Institutional disclosed 1568 stock positions valued at approximately $3.5 million in its latest SEC 13F filing. The largest holdings include iShares ETFs/USA, iShares ETFs/USA, and iShares ETFs/USA. The filing reflects positions held as of June 30, 2026 and was filed on July 2, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1568
- Portfolio Value
- $3.5M
Holdings by Sector
Cx Institutional Portfolio Holdings in Q2 2026
1507 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| iShares ETFs/USA | SGOV | Other | 5.37% | 1,847,279 | +699,472 | +60.94% | $185,966 |
| iShares ETFs/USA | IEFA | Other | 2.40% | 861,670 | -124,083 | -12.59% | $83,220 |
| iShares ETFs/USA | SHY | Other | 2.12% | 894,736 | +485,882 | +118.84% | $73,467 |
| APPLE INC | AAPL | Technology | 2.04% | 243,940 | -10,814 | -4.24% | $70,586 |
| NVIDIA CORP | NVDA | Technology | 1.80% | 312,073 | -2,183 | -0.69% | $62,443 |
| Vanguard ETF/USA | VO | Other | 1.78% | 767,143 | +590,739 | +334.88% | $61,809 |
| State Street ETF/USA | SPMB | Other | 1.76% | 2,735,565 | +62,874 | +2.35% | $61,030 |
| State Street ETF/USA | SPBO | Other | 1.76% | 2,095,671 | +42,638 | +2.08% | $60,858 |
| Vanguard ETF/USA | BNDX | Other | 1.62% | 1,159,375 | -228,180 | -16.44% | $56,149 |
| State Street ETF/USA | SHM | Other | 1.55% | 1,121,562 | +8,717 | +0.78% | $53,796 |
| State Street ETF/USA | SPTI | Other | 1.52% | 1,849,623 | -966,081 | -34.31% | $52,511 |
| Vanguard ETF/USA | VB | Other | 1.47% | 168,070 | -9,094 | -5.13% | $50,945 |
| ALPHABET INC-A | GOOGL | Communication Services | 1.34% | 130,128 | -4,138 | -3.08% | $46,504 |
| iShares ETFs/USA | IVE | Other | 1.32% | 200,775 | -8,131 | -3.89% | $45,588 |
| MICROSOFT CORP | MSFT | Technology | 1.28% | 118,731 | -2,831 | -2.33% | $44,289 |
| ELI LILLY & CO | LLY | Healthcare | 1.23% | 35,493 | +1,675 | +4.95% | $42,572 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.21% | 175,196 | -3,449 | -1.93% | $41,756 |
| iShares ETFs/USA | IJR | Other | 1.13% | 264,980 | +181,646 | +217.97% | $39,299 |
| BROADCOM INC | AVGO | Technology | 0.99% | 90,468 | -2,006 | -2.17% | $34,174 |
| Janus Detroit Street Trust | JAAA | Other | 0.97% | 668,819 | +8,968 | +1.36% | $33,769 |
| State Street ETF/USA | SPYG | Other | 0.97% | 283,258 | +623 | +0.22% | $33,705 |
| TESLA INC | TSLA | Consumer Cyclical | 0.96% | 79,450 | +7,521 | +10.46% | $33,417 |
| VISA INC-CLASS A | V | Financial Services | 0.93% | 93,869 | +6,302 | +7.20% | $32,205 |
| Vanguard ETF/USA | MGK | Other | 0.87% | 344,313 | +270,114 | +364.04% | $30,269 |
| iShares ETFs/USA | IWF | Other | 0.85% | 236,020 | +175,269 | +288.50% | $29,307 |
| iShares ETFs/USA | IUSG | Other | 0.84% | 154,478 | -12,246 | -7.35% | $29,056 |
| iShares ETFs/USA | IWD | Other | 0.83% | 118,254 | -2,686 | -2.22% | $28,668 |
| META PLATFORMS-A | META | Communication Services | 0.82% | 50,292 | +4,197 | +9.11% | $28,329 |
| Schwab Strategic Trust | SCHV | Other | 0.80% | 792,816 | -262,270 | -24.86% | $27,598 |
| iShares ETFs/USA | IVV | Other | 0.76% | 35,282 | -58,073 | -62.21% | $26,422 |
| iShares ETFs/USA | MUB | Other | 0.74% | 237,041 | -11,965 | -4.81% | $25,510 |
| VanEck ETFs/USA | ITM | Other | 0.72% | 533,148 | -424,373 | -44.32% | $25,053 |
| Vanguard ETF/USA | VTI | Other | 0.69% | 64,827 | +21,820 | +50.74% | $23,989 |
| State Street ETF/USA | XLK | Other | 0.66% | 120,212 | -7,166 | -5.63% | $22,903 |
| State Street ETF/USA | SPY | Other | 0.66% | 30,467 | +2,739 | +9.88% | $22,752 |
| American Century ETF Trust | TAXF | Other | 0.63% | 428,304 | +20,819 | +5.11% | $21,773 |
| Vanguard ETF/USA | VTEB | Other | 0.63% | 428,558 | -161,091 | -27.32% | $21,676 |
| First Trust ETFs/USA | FTC | Other | 0.61% | 109,235 | -4,550 | -4.00% | $21,166 |
| State Street ETF/USA | QEFA | Other | 0.61% | 219,118 | -102,297 | -31.83% | $21,039 |
| Vanguard ETF/USA | VTV | Other | 0.59% | 94,196 | +1,807 | +1.96% | $20,528 |
| ABBVIE INC | ABBV | Healthcare | 0.57% | 78,286 | -11,667 | -12.97% | $19,700 |
| State Street ETF/USA | SPYV | Other | 0.54% | 307,901 | +845 | +0.28% | $18,717 |
| iShares ETFs/USA | IVW | Other | 0.53% | 134,747 | +6,544 | +5.10% | $18,532 |
| Vanguard ETF/USA | VV | Other | 0.51% | 51,008 | -1,857 | -3.51% | $17,542 |
| UNION PAC CORP | UNP | Industrials | 0.49% | 61,801 | -12,164 | -16.45% | $16,810 |
| CISCO SYSTEMS | CSCO | Technology | 0.45% | 132,552 | -14,652 | -9.95% | $15,570 |
| BRISTOL-MYER SQB | BMY | Healthcare | 0.44% | 263,596 | +12,306 | +4.90% | $15,188 |
| QUALCOMM INC | QCOM | Technology | 0.41% | 76,204 | -11,173 | -12.79% | $14,082 |
| MASTERCARD INC-A | MA | Financial Services | 0.39% | 26,565 | +2,857 | +12.05% | $13,644 |
| AMERICAN EXPRESS | AXP | Financial Services | 0.39% | 39,810 | +2,488 | +6.67% | $13,466 |
| CATERPILLAR INC | CAT | Industrials | 0.38% | 12,491 | -1,553 | -11.06% | $13,302 |
| Fidelity Covington Trust | FTEC | Other | 0.38% | 46,147 | +7,119 | +18.24% | $13,179 |
| iShares ETFs/USA | IJH | Other | 0.38% | 168,876 | +1,735 | +1.04% | $13,022 |
| iShares ETFs/USA | HEFA | Other | 0.37% | 274,278 | +928 | +0.34% | $12,871 |
| iShares ETFs/USA | SUB | Other | 0.37% | 120,284 | +117,626 | +4425.36% | $12,807 |
| First Trust ETFs/USA | QQEW | Other | 0.36% | 78,961 | +2,379 | +3.11% | $12,602 |
| UNITEDHEALTH GRP | UNH | Healthcare | 0.36% | 29,729 | +535 | +1.83% | $12,356 |
| MERCK & CO | MRK | Healthcare | 0.35% | 95,317 | +2,323 | +2.50% | $12,248 |
| TERADATA CORP | TDC | Technology | 0.35% | 350,870 | +27,688 | +8.57% | $12,158 |
| SCHWAB (CHARLES) | SCHW | Financial Services | 0.35% | 131,640 | +79,621 | +153.06% | $12,146 |
| ALPHABET INC-C | GOOG | Communication Services | 0.35% | 34,192 | -474 | -1.37% | $12,081 |
| NUCOR CORP | NUE | Basic Materials | 0.34% | 53,298 | +9,201 | +20.87% | $11,872 |
| MCKESSON CORP | MCK | Healthcare | 0.34% | 15,463 | +1,672 | +12.12% | $11,684 |
| Invesco Exchange-Traded Fund T | RWL | Other | 0.34% | 91,198 | +91,198 | +100.00% | $11,651 |
| CHUBB LTD | CB | Financial Services | 0.34% | 34,100 | +1,271 | +3.87% | $11,619 |
| CARLISLE COS INC | CSL | Industrials | 0.33% | 31,783 | +747 | +2.41% | $11,529 |
| GOLDMAN SACHS GP | GS | Financial Services | 0.33% | 11,361 | +305 | +2.76% | $11,490 |
| State Street ETF/USA | SDY | Other | 0.33% | 74,031 | +2,151 | +2.99% | $11,266 |
| Vanguard ETF/USA | VGT | Other | 0.32% | 93,227 | +92,530 | +13275.47% | $11,143 |
| LAM RESEARCH | LRCX | Other | 0.32% | 25,495 | -2,719 | -9.64% | $11,048 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.31% | 39,602 | +1,334 | +3.49% | $10,705 |
| ADOBE INC | ADBE | Technology | 0.31% | 51,997 | -773 | -1.46% | $10,660 |
| CVS HEALTH CORP | CVS | Healthcare | 0.30% | 100,656 | -792 | -0.78% | $10,413 |
| ADV MICRO DEVICE | AMD | Technology | 0.30% | 17,830 | -687 | -3.71% | $10,358 |
| WisdomTree ETFs/USA | DLN | Other | 0.29% | 105,870 | +2,728 | +2.64% | $10,197 |
| WisdomTree ETFs/USA | DON | Other | 0.29% | 179,117 | +425 | +0.24% | $10,124 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.29% | 28,690 | +1,303 | +4.76% | $10,118 |
| NXP SEMICONDUCTO | N6596X109 | Other | 0.29% | 35,825 | -316 | -0.87% | $10,068 |
| THERMO FISHER | TMO | Healthcare | 0.28% | 19,587 | +2,307 | +13.35% | $9,820 |
| JPMORGAN CHASE | JPM | Financial Services | 0.28% | 29,458 | -9,255 | -23.91% | $9,642 |
| HARMONY BIOSCIE | HRMY | Healthcare | 0.27% | 259,496 | +14,809 | +6.05% | $9,448 |
| MARSH & MCLENNAN | MMC | Financial Services | 0.27% | 56,534 | -3,100 | -5.20% | $9,423 |
| AMGEN INC | AMGN | Healthcare | 0.27% | 25,985 | -12,252 | -32.04% | $9,410 |
| IRIDIUM COMMUNIC | IRDM | Communication Services | 0.27% | 171,098 | -101,689 | -37.28% | $9,385 |
| Global X ETFs/USA | PAVE | Other | 0.27% | 158,718 | -3,487 | -2.15% | $9,352 |
| THE CIGNA GROUP | CI | Healthcare | 0.27% | 33,831 | +1,832 | +5.73% | $9,326 |
| TRAVELERS COS IN | TRV | Financial Services | 0.26% | 27,665 | -946 | -3.31% | $9,133 |
| EXXON MOBIL CORP | XOM | Energy | 0.26% | 66,197 | -11,353 | -14.64% | $9,050 |
| HP INC | HPQ | Technology | 0.26% | 410,288 | +27,511 | +7.19% | $9,002 |
| AIRBNB INC-A | ABNB | Consumer Cyclical | 0.25% | 61,163 | -12,279 | -16.72% | $8,752 |
| PROCTER & GAMBLE | PG | Consumer Defensive | 0.25% | 59,588 | -6,686 | -10.09% | $8,738 |
| iShares Inc | EEMV | Other | 0.25% | 115,931 | +2,802 | +2.48% | $8,727 |
| HCA HEALTHCARE I | HCA | Healthcare | 0.25% | 22,104 | +3,321 | +17.68% | $8,618 |
| iShares ETFs/USA | AGG | Other | 0.25% | 86,726 | +24,198 | +38.70% | $8,584 |
| iShares ETFs/USA | ARTY | Other | 0.25% | 112,651 | -2,689 | -2.33% | $8,580 |
| ABBOTT LABS | ABT | Healthcare | 0.25% | 94,489 | +14,257 | +17.77% | $8,574 |
| DR HORTON INC | DHI | Consumer Cyclical | 0.24% | 51,677 | +8,862 | +20.70% | $8,417 |
| MICRON TECH | MU | Technology | 0.24% | 7,270 | -270 | -3.58% | $8,392 |
| iShares ETFs/USA | IDV | Other | 0.24% | 201,194 | +5,356 | +2.73% | $8,335 |
| VERISIGN INC | VRSN | Technology | 0.24% | 33,004 | +1,843 | +5.91% | $8,303 |