Cx Institutional Portfolio Stock Holdings
Cx Institutional disclosed 1547 stock positions valued at approximately $3.3 million in its latest SEC 13F filing. The largest holdings include iShares ETFs/USA, iShares ETFs/USA, and State Street ETF/USA. The filing reflects positions held as of March 31, 2026 and was filed on April 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1547
- Portfolio Value
- $3.3M
Holdings by Sector
Cx Institutional Portfolio Holdings in Q1 2026
1499 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| iShares ETFs/USA | SGOV | Other | 3.52% | 1,147,807 | -134,092 | -10.46% | $115,538 |
| iShares ETFs/USA | IEFA | Other | 2.72% | 985,753 | -36,783 | -3.60% | $89,240 |
| State Street ETF/USA | SPTI | Other | 2.46% | 2,815,704 | +63,583 | +2.31% | $80,698 |
| Vanguard ETF/USA | BNDX | Other | 2.03% | 1,387,555 | +37,809 | +2.80% | $66,672 |
| APPLE INC | AAPL | Technology | 1.97% | 254,754 | +18,308 | +7.74% | $64,654 |
| iShares ETFs/USA | IVV | Other | 1.86% | 93,355 | +1,513 | +1.65% | $60,980 |
| State Street ETF/USA | SPMB | Other | 1.83% | 2,672,691 | +21,949 | +0.83% | $59,842 |
| State Street ETF/USA | SPBO | Other | 1.82% | 2,053,033 | +41,733 | +2.07% | $59,600 |
| NVIDIA CORP | NVDA | Technology | 1.67% | 314,256 | +13,681 | +4.55% | $54,806 |
| State Street ETF/USA | SHM | Other | 1.62% | 1,112,845 | +54,790 | +5.18% | $53,227 |
| Vanguard ETF/USA | VO | Other | 1.55% | 176,404 | -76,641 | -30.29% | $50,660 |
| Vanguard ETF/USA | VB | Other | 1.42% | 177,164 | -56,483 | -24.17% | $46,403 |
| MICROSOFT CORP | MSFT | Technology | 1.37% | 121,562 | +12,362 | +11.32% | $44,999 |
| VanEck ETFs/USA | ITM | Other | 1.36% | 957,521 | +22,853 | +2.45% | $44,458 |
| iShares ETFs/USA | IVE | Other | 1.35% | 208,906 | -103,170 | -33.06% | $44,110 |
| ALPHABET INC-A | GOOGL | Communication Services | 1.18% | 134,266 | +3,098 | +2.36% | $38,609 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.13% | 178,645 | +17,139 | +10.61% | $37,206 |
| iShares ETFs/USA | SHY | Other | 1.03% | 408,854 | +6,688 | +1.66% | $33,759 |
| Janus Detroit Street Trust | JAAA | Other | 1.01% | 659,851 | +10,004 | +1.54% | $33,237 |
| Schwab Strategic Trust | SCHV | Other | 0.98% | 1,055,086 | -793,286 | -42.92% | $32,180 |
| ELI LILLY & CO | LLY | Healthcare | 0.95% | 33,818 | +4,543 | +15.52% | $31,104 |
| State Street ETF/USA | QEFA | Other | 0.91% | 321,415 | +129,367 | +67.36% | $29,978 |
| Vanguard ETF/USA | VTEB | Other | 0.90% | 589,649 | +25,244 | +4.47% | $29,418 |
| BROADCOM INC | AVGO | Technology | 0.87% | 92,474 | +17,424 | +23.22% | $28,622 |
| State Street ETF/USA | SPYG | Other | 0.84% | 282,635 | +7,340 | +2.67% | $27,673 |
| Vanguard ETF/USA | MGK | Other | 0.83% | 74,199 | -69,516 | -48.37% | $27,264 |
| TESLA INC | TSLA | Consumer Cyclical | 0.82% | 71,929 | +13,528 | +23.16% | $26,740 |
| VISA INC-CLASS A | V | Financial Services | 0.81% | 87,567 | +19,283 | +28.24% | $26,466 |
| iShares ETFs/USA | MUB | Other | 0.81% | 249,006 | +8,668 | +3.61% | $26,432 |
| META PLATFORMS-A | META | Communication Services | 0.80% | 46,095 | +9,405 | +25.63% | $26,373 |
| iShares ETFs/USA | IWF | Other | 0.79% | 60,751 | -61,538 | -50.32% | $25,904 |
| iShares ETFs/USA | IUSG | Other | 0.79% | 166,724 | -176,853 | -51.47% | $25,861 |
| iShares ETFs/USA | IWD | Other | 0.79% | 120,940 | -115,307 | -48.81% | $25,841 |
| American Century ETF Trust | TAXF | Other | 0.62% | 407,485 | +7,137 | +1.78% | $20,395 |
| ABBVIE INC | ABBV | Healthcare | 0.60% | 89,953 | +4,070 | +4.74% | $19,564 |
| GILEAD SCIENCES | GILD | Healthcare | 0.57% | 134,488 | +54,802 | +68.77% | $18,744 |
| Vanguard ETF/USA | VTV | Other | 0.55% | 92,389 | +2,717 | +3.03% | $18,127 |
| State Street ETF/USA | SPY | Other | 0.55% | 27,728 | -1,395 | -4.79% | $18,032 |
| UNION PAC CORP | UNP | Industrials | 0.55% | 73,965 | +5,901 | +8.67% | $17,945 |
| First Trust ETFs/USA | FTC | Other | 0.54% | 113,785 | +6,007 | +5.57% | $17,539 |
| State Street ETF/USA | SPYV | Other | 0.53% | 307,056 | -20,235 | -6.18% | $17,373 |
| Invesco ETFs/USA | RSP | Other | 0.52% | 88,434 | +311 | +0.35% | $16,972 |
| State Street ETF/USA | XLK | Other | 0.52% | 127,378 | +4,945 | +4.04% | $16,929 |
| State Street ETF/USA | XLU | Other | 0.48% | 346,116 | +290,770 | +525.37% | $15,883 |
| Vanguard ETF/USA | VV | Other | 0.48% | 52,865 | -342 | -0.64% | $15,799 |
| BRISTOL-MYER SQB | BMY | Healthcare | 0.46% | 251,290 | +62,551 | +33.14% | $15,241 |
| iShares ETFs/USA | IVW | Other | 0.44% | 128,203 | +15,340 | +13.59% | $14,501 |
| Vanguard ETF/USA | VTI | Other | 0.42% | 43,007 | -18,916 | -30.55% | $13,797 |
| AMGEN INC | AMGN | Healthcare | 0.41% | 38,237 | -958 | -2.44% | $13,454 |
| EXXON MOBIL CORP | XOM | Energy | 0.40% | 77,550 | +9,921 | +14.67% | $13,157 |
| ADOBE INC | ADBE | Technology | 0.39% | 52,770 | +22,562 | +74.69% | $12,827 |
| MCKESSON CORP | MCK | Healthcare | 0.36% | 13,791 | -487 | -3.41% | $11,934 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.36% | 38,268 | +1,793 | +4.92% | $11,893 |
| MASTERCARD INC-A | MA | Financial Services | 0.36% | 23,708 | +912 | +4.00% | $11,846 |
| LOCKHEED MARTIN | LMT | Industrials | 0.36% | 19,441 | -19 | -0.10% | $11,750 |
| iShares ETFs/USA | HEFA | Other | 0.35% | 273,350 | +45,322 | +19.88% | $11,616 |
| CISCO SYSTEMS | CSCO | Technology | 0.35% | 147,204 | -2,938 | -1.96% | $11,422 |
| JPMORGAN CHASE | JPM | Financial Services | 0.35% | 38,713 | -893 | -2.25% | $11,388 |
| AMERICAN EXPRESS | AXP | Financial Services | 0.34% | 37,322 | +1,757 | +4.94% | $11,289 |
| iShares ETFs/USA | IJH | Other | 0.34% | 167,141 | +2,994 | +1.82% | $11,287 |
| QUALCOMM INC | QCOM | Technology | 0.34% | 87,377 | +73,937 | +550.13% | $11,252 |
| MERCK & CO | MRK | Healthcare | 0.34% | 92,994 | -13,575 | -12.74% | $11,186 |
| CHUBB LTD | CB | Financial Services | 0.33% | 32,829 | -1,112 | -3.28% | $10,700 |
| CIRRUS LOGIC INC | CRUS | Technology | 0.33% | 73,786 | +73,776 | +737760.00% | $10,671 |
| State Street ETF/USA | SDY | Other | 0.32% | 71,880 | -913 | -1.25% | $10,490 |
| iShares ETFs/USA | IJR | Other | 0.32% | 83,334 | +14,593 | +21.23% | $10,359 |
| CARLISLE COS INC | CSL | Industrials | 0.32% | 31,036 | +30,127 | +3314.30% | $10,354 |
| MARSH & MCLENNAN | MMC | Financial Services | 0.32% | 59,634 | +18,556 | +45.17% | $10,344 |
| SALESFORCE INC | CRM | Technology | 0.31% | 54,143 | +7,709 | +16.60% | $10,107 |
| CATERPILLAR INC | CAT | Industrials | 0.30% | 14,044 | -12,158 | -46.40% | $9,950 |
| ALPHABET INC-C | GOOG | Communication Services | 0.30% | 34,666 | -830 | -2.34% | $9,944 |
| Schwab Strategic Trust | SCHF | Other | 0.30% | 394,700 | -564 | -0.14% | $9,769 |
| First Trust ETFs/USA | QQEW | Other | 0.30% | 76,582 | +5,718 | +8.07% | $9,724 |
| DELL TECHN-C | DELL | Technology | 0.30% | 59,166 | +56,178 | +1880.12% | $9,711 |
| PROCTER & GAMBLE | PG | Consumer Defensive | 0.29% | 66,274 | -49,403 | -42.71% | $9,573 |
| WisdomTree ETFs/USA | DON | Other | 0.29% | 178,692 | +1,054 | +0.59% | $9,388 |
| GOLDMAN SACHS GP | GS | Financial Services | 0.29% | 11,056 | +7,471 | +208.40% | $9,354 |
| NETAPP INC | NTAP | Technology | 0.28% | 90,858 | +88,454 | +3679.45% | $9,303 |
| AIRBNB INC-A | ABNB | Consumer Cyclical | 0.28% | 73,442 | +71,226 | +3214.17% | $9,274 |
| WisdomTree ETFs/USA | DLN | Other | 0.28% | 103,142 | -737 | -0.71% | $9,214 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.27% | 27,387 | -8,366 | -23.40% | $9,007 |
| COSTCO WHOLESALE | COST | Consumer Defensive | 0.27% | 8,922 | -149 | -1.64% | $8,891 |
| HCA HEALTHCARE I | HCA | Healthcare | 0.27% | 18,783 | -2,256 | -10.72% | $8,889 |
| JOHNSON&JOHNSON | JNJ | Healthcare | 0.26% | 35,084 | -30,351 | -46.38% | $8,576 |
| THE CIGNA GROUP | CI | Healthcare | 0.26% | 31,999 | +6,417 | +25.08% | $8,536 |
| THERMO FISHER | TMO | Healthcare | 0.26% | 17,280 | +637 | +3.83% | $8,493 |
| WALMART INC | WMT | Consumer Defensive | 0.26% | 67,948 | +19,003 | +38.83% | $8,445 |
| TRAVELERS COS IN | TRV | Financial Services | 0.25% | 28,611 | +1,943 | +7.29% | $8,345 |
| iShares ETFs/USA | IDV | Other | 0.25% | 195,838 | -7,888 | -3.87% | $8,335 |
| TERADATA CORP | TDC | Technology | 0.25% | 323,182 | +323,182 | +100.00% | $8,283 |
| Global X ETFs/USA | PAVE | Other | 0.25% | 162,205 | -89,329 | -35.51% | $8,242 |
| ABBOTT LABS | ABT | Healthcare | 0.25% | 80,232 | +52,723 | +191.66% | $8,237 |
| Fidelity Covington Trust | FTEC | Other | 0.25% | 39,028 | +6,761 | +20.95% | $8,120 |
| BERKSHIRE HATH-B | BRK-B | Financial Services | 0.24% | 16,709 | -137 | -0.81% | $8,007 |
| UNITEDHEALTH GRP | UNH | Healthcare | 0.24% | 29,194 | +22,649 | +346.05% | $7,900 |
| APA CORP | APA | Energy | 0.24% | 182,720 | +168,338 | +1170.48% | $7,755 |
| VERISIGN INC | VRSN | Technology | 0.24% | 31,161 | +29,758 | +2121.03% | $7,739 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.23% | 18,081 | +3,168 | +21.24% | $7,691 |
| FORTINET INC | FTNT | Technology | 0.23% | 94,043 | +86,571 | +1158.61% | $7,685 |
| State Street ETF/USA | GWX | Other | 0.23% | 180,319 | - | - | $7,615 |