Cx Institutional Portfolio Stock Holdings
According to the SEC 13F filed on October 2, 2026, Cx Institutional disclosed 1663 stock positions valued at approximately $3.69M as of quarter-end September 30, 2026. The largest holdings include iShares ETFs/USA, State Street ETF/USA, and NVIDIA CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 1663
- Portfolio Value
- $3.69M
Holdings by Sector
Cx Institutional Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| iShares ETFs/USA | SGOV | Other | 5.27% | 1,933,047 | +85,768 | +4.64% | $194,619 |
| State Street ETF/USA | SPTS | Other | 3.79% | 4,878,686 | +4,876,683 | +243468.95% | $139,872 |
| NVIDIA CORP | NVDA | Technology | 3.05% | 492,568 | +180,495 | +57.84% | $112,493 |
| APPLE INC | AAPL | Technology | 2.49% | 276,065 | +32,125 | +13.17% | $91,935 |
| iShares ETFs/USA | IEFA | Other | 2.38% | 906,032 | +44,362 | +5.15% | $87,776 |
| State Street ETF/USA | SPTI | Other | 1.71% | 2,308,448 | +458,825 | +24.81% | $62,974 |
| iShares ETFs/USA | SUB | Other | 1.70% | 599,280 | +478,996 | +398.22% | $62,649 |
| MICROSOFT CORP | MSFT | Technology | 1.68% | 121,105 | +2,374 | +2.00% | $62,115 |
| Vanguard ETF/USA | VO | Other | 1.62% | 763,681 | -3,462 | -0.45% | $59,888 |
| iShares ETFs/USA | IVE | Other | 1.33% | 215,726 | +14,951 | +7.45% | $49,246 |
| Vanguard ETF/USA | VB | Other | 1.25% | 162,723 | -5,347 | -3.18% | $46,293 |
| Invesco ETFs/USA | RSPA | Other | 1.17% | 838,877 | -88,679 | -9.56% | $43,244 |
| ALPHABET INC-A | GOOGL | Communication Services | 1.09% | 116,471 | -13,657 | -10.50% | $40,075 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.06% | 156,953 | -18,243 | -10.41% | $39,105 |
| Vanguard ETF/USA | BNDX | Other | 1.05% | 827,903 | -331,472 | -28.59% | $38,804 |
| State Street ETF/USA | SPBO | Other | 1.03% | 1,386,153 | -709,518 | -33.86% | $38,105 |
| State Street ETF/USA | SPMB | Other | 1.03% | 1,791,424 | -944,141 | -34.51% | $37,871 |
| State Street ETF/USA | SPYG | Other | 0.97% | 292,447 | +9,189 | +3.24% | $35,994 |
| Vanguard ETF/USA | MGK | Other | 0.90% | 357,048 | +12,735 | +3.70% | $33,080 |
| ELI LILLY & CO | LLY | Healthcare | 0.90% | 28,563 | -6,930 | -19.52% | $33,049 |
| META PLATFORMS-A | META | Communication Services | 0.88% | 44,668 | -5,624 | -11.18% | $32,392 |
| BROADCOM INC | AVGO | Technology | 0.88% | 92,006 | +1,538 | +1.70% | $32,312 |
| MICRON TECH | MU | Technology | 0.85% | 29,635 | +22,365 | +307.63% | $31,564 |
| iShares ETFs/USA | IUSG | Other | 0.84% | 159,903 | +5,425 | +3.51% | $30,981 |
| iShares ETFs/USA | IWF | Other | 0.83% | 244,028 | +8,008 | +3.39% | $30,567 |
| iShares ETFs/USA | IWD | Other | 0.83% | 122,927 | +4,673 | +3.95% | $30,477 |
| State Street ETF/USA | SPYV | Other | 0.81% | 489,362 | +181,461 | +58.93% | $29,915 |
| Janus Detroit Street Trust | JAAA | Other | 0.80% | 585,687 | -83,132 | -12.43% | $29,560 |
| Schwab Strategic Trust | SCHV | Other | 0.78% | 869,829 | +77,013 | +9.71% | $28,974 |
| iShares ETFs/USA | IVV | Other | 0.72% | 34,570 | -712 | -2.02% | $26,476 |
Showing 30 of 1,663 holdings in the latest reporting period.