Cx Institutional Portfolio Stock Holdings
According to the SEC 13F filed on July 2, 2026, Cx Institutional disclosed 1564 stock positions valued at approximately $3.46B as of quarter-end June 30, 2026. The largest holdings include iShares ETFs/USA, iShares ETFs/USA, and iShares ETFs/USA.
- Report Period
- June 30, 2026
- No. of Stocks
- 1564
- Portfolio Value
- $3.46B
Holdings by Sector
Cx Institutional Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| iShares ETFs/USA | SGOV | Other | 5.37% | 1,847,279 | +699,472 | +60.94% | $185,966,000 |
| iShares ETFs/USA | IEFA | Other | 2.40% | 861,670 | -124,083 | -12.59% | $83,220,000 |
| iShares ETFs/USA | SHY | Other | 2.12% | 894,736 | +485,882 | +118.84% | $73,467,000 |
| APPLE INC | AAPL | Technology | 2.04% | 243,940 | -10,814 | -4.24% | $70,586,000 |
| NVIDIA CORP | NVDA | Technology | 1.80% | 312,073 | -2,183 | -0.69% | $62,443,000 |
| Vanguard ETF/USA | VO | Other | 1.78% | 767,143 | +590,739 | +334.88% | $61,809,000 |
| State Street ETF/USA | SPMB | Other | 1.76% | 2,735,565 | +62,874 | +2.35% | $61,030,000 |
| State Street ETF/USA | SPBO | Other | 1.76% | 2,095,671 | +42,638 | +2.08% | $60,858,000 |
| Vanguard ETF/USA | BNDX | Other | 1.62% | 1,159,375 | -228,180 | -16.44% | $56,149,000 |
| State Street ETF/USA | SHM | Other | 1.55% | 1,121,562 | +8,717 | +0.78% | $53,796,000 |
| State Street ETF/USA | SPTI | Other | 1.52% | 1,849,623 | -966,081 | -34.31% | $52,511,000 |
| Vanguard ETF/USA | VB | Other | 1.47% | 168,070 | -9,094 | -5.13% | $50,945,000 |
| Invesco ETFs/USA | RSPA | Other | 1.43% | 927,556 | -2,007 | -0.22% | $49,485,000 |
| ALPHABET INC-A | GOOGL | Communication Services | 1.34% | 130,128 | -4,138 | -3.08% | $46,504,000 |
| iShares ETFs/USA | IVE | Other | 1.32% | 200,775 | -8,131 | -3.89% | $45,588,000 |
| MICROSOFT CORP | MSFT | Technology | 1.28% | 118,731 | -2,831 | -2.33% | $44,289,000 |
| ELI LILLY & CO | LLY | Healthcare | 1.23% | 35,493 | +1,675 | +4.95% | $42,572,000 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.21% | 175,196 | -3,449 | -1.93% | $41,756,000 |
| iShares ETFs/USA | IJR | Other | 1.13% | 264,980 | +181,646 | +217.97% | $39,299,000 |
| BROADCOM INC | AVGO | Technology | 0.99% | 90,468 | -2,006 | -2.17% | $34,174,000 |
| Janus Detroit Street Trust | JAAA | Other | 0.97% | 668,819 | +8,968 | +1.36% | $33,769,000 |
| State Street ETF/USA | SPYG | Other | 0.97% | 283,258 | +623 | +0.22% | $33,705,000 |
| TESLA INC | TSLA | Consumer Cyclical | 0.96% | 79,450 | +7,521 | +10.46% | $33,417,000 |
| VISA INC-CLASS A | V | Financial Services | 0.93% | 93,869 | +6,302 | +7.20% | $32,205,000 |
| Vanguard ETF/USA | MGK | Other | 0.87% | 344,313 | +270,114 | +364.04% | $30,269,000 |
| iShares ETFs/USA | IWF | Other | 0.85% | 236,020 | +175,269 | +288.50% | $29,307,000 |
| iShares ETFs/USA | IUSG | Other | 0.84% | 154,478 | -12,246 | -7.35% | $29,056,000 |
| iShares ETFs/USA | IWD | Other | 0.83% | 118,254 | -2,686 | -2.22% | $28,668,000 |
| META PLATFORMS-A | META | Communication Services | 0.82% | 50,292 | +4,197 | +9.11% | $28,329,000 |
| Schwab Strategic Trust | SCHV | Other | 0.80% | 792,816 | -262,270 | -24.86% | $27,598,000 |
Showing 30 of 1,564 holdings in the latest reporting period.