CX Institutional — 13F Holdings & Portfolio
CIK 1737089 · latest 13F-HR filed 2026-04-06
CX Institutional manages $3.3M in 13F-reported U.S. long-equity assets across 1,548 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SGOV (3.52%), IEFA (2.72%), SPTI (2.46%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 170 new positions, exited 140, added to 466, and trimmed 541.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$3.3M
Long-equity book
1,548
Distinct positions
2026-03-31
Filed 2026-04-06
+170 / −140 / ↑466 / ↓541
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- State Street ETF/USA$13.5K +572.2%
- State Street ETF/USA$12.6K +72.2%
- CIRRUS LOGIC INC$10.7K +1067000.0%
- CARLISLE COS INC$10.1K +3458.1%
- DELL TECHN-C$9.3K +2482.7%
Top Trims
- Vanguard ETF/USA-$32.1K -54.0%
- iShares ETFs/USA-$32.0K -55.2%
- iShares ETFs/USA-$31.8K -55.2%
- iShares ETFs/USA-$23.9K -48.0%
- Vanguard ETF/USA-$22.8K -31.0%
New Positions
- TERADATA CORP$8.3K
- IRIDIUM COMMUNIC$7.6K
- INNOVIVA INC$6.5K
- STONEX GROUP INC$6.4K
- SONIC AUTOMOTI-A$6.0K
Exited Positions
- COMERICA INC$352
- DAYFORCE INC$308
- CADENCE BANK$175
- First Trust Exchange-Traded Fu$133
- First Trust Exchange-Traded Fu$72
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | iShares ETFs/USA | SGOV | 46436E718 | $115.5K | 3.52% | 1,147,807 | SH |
| 2 | iShares ETFs/USA | IEFA | 46432F842 | $89.2K | 2.72% | 985,753 | SH |
| 3 | State Street ETF/USA | SPTI | 78464A672 | $80.7K | 2.46% | 2,815,704 | SH |
| 4 | Vanguard ETF/USA | BNDX | 92203J407 | $66.7K | 2.03% | 1,387,555 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $64.7K | 1.97% | 254,754 | SH |
| 6 | iShares ETFs/USA | IVV | 464287200 | $61.0K | 1.86% | 93,355 | SH |
| 7 | State Street ETF/USA | SPMB | 78464A383 | $59.8K | 1.83% | 2,672,691 | SH |
| 8 | State Street ETF/USA | SPBO | 78464A144 | $59.6K | 1.82% | 2,053,033 | SH |
| 9 | NVIDIA CORP | NVDA | 67066G104 | $54.8K | 1.67% | 314,256 | SH |
| 10 | State Street ETF/USA | SHM | 78468R739 | $53.2K | 1.62% | 1,112,845 | SH |
| 11 | Vanguard ETF/USA | VO | 922908629 | $50.7K | 1.55% | 176,404 | SH |
| 12 | Invesco ETFs/USA | RSPA | 46090A697 | $46.5K | 1.42% | 929,563 | SH |
| 13 | Vanguard ETF/USA | VB | 922908751 | $46.4K | 1.42% | 177,164 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $45.0K | 1.37% | 121,562 | SH |
| 15 | VanEck ETFs/USA | ITM | 92189H201 | $44.5K | 1.36% | 957,521 | SH |
| 16 | iShares ETFs/USA | IVE | 464287408 | $44.1K | 1.35% | 208,906 | SH |
| 17 | ALPHABET INC-A | GOOGL | 02079K305 | $38.6K | 1.18% | 134,266 | SH |
| 18 | AMAZON.COM INC | AMZN | 023135106 | $37.2K | 1.13% | 178,645 | SH |
| 19 | iShares ETFs/USA | SHY | 464287457 | $33.8K | 1.03% | 408,854 | SH |
| 20 | Janus Detroit Street Trust | JAAA | 47103U845 | $33.2K | 1.01% | 659,851 | SH |
| 21 | Schwab Strategic Trust | SCHV | 808524409 | $32.2K | 0.98% | 1,055,086 | SH |
| 22 | ELI LILLY & CO | LLY | 532457108 | $31.1K | 0.95% | 33,818 | SH |
| 23 | State Street ETF/USA | QEFA | 78463X434 | $30.0K | 0.91% | 321,415 | SH |
| 24 | Vanguard ETF/USA | VTEB | 922907746 | $29.4K | 0.90% | 589,649 | SH |
| 25 | BROADCOM INC | AVGO | 11135F101 | $28.6K | 0.87% | 92,474 | SH |
| 26 | State Street ETF/USA | SPYG | 78464A409 | $27.7K | 0.84% | 282,635 | SH |
| 27 | Vanguard ETF/USA | MGK | 921910816 | $27.3K | 0.83% | 74,199 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $26.7K | 0.82% | 71,929 | SH |
| 29 | VISA INC-CLASS A | V | 92826C839 | $26.5K | 0.81% | 87,567 | SH |
| 30 | iShares ETFs/USA | MUB | 464288414 | $26.4K | 0.81% | 249,006 | SH |
| 31 | META PLATFORMS-A | META | 30303M102 | $26.4K | 0.80% | 46,095 | SH |
| 32 | iShares ETFs/USA | IWF | 464287614 | $25.9K | 0.79% | 60,751 | SH |
| 33 | iShares ETFs/USA | IUSG | 464287671 | $25.9K | 0.79% | 166,724 | SH |
| 34 | iShares ETFs/USA | IWD | 464287598 | $25.8K | 0.79% | 120,940 | SH |
| 35 | American Century ETF Trust | TAXF | 025072505 | $20.4K | 0.62% | 407,485 | SH |
| 36 | ABBVIE INC | ABBV | 00287Y109 | $19.6K | 0.60% | 89,953 | SH |
| 37 | GILEAD SCIENCES | GILD | 375558103 | $18.7K | 0.57% | 134,488 | SH |
| 38 | Vanguard ETF/USA | VTV | 922908744 | $18.1K | 0.55% | 92,389 | SH |
| 39 | State Street ETF/USA | SPY | 78462F103 | $18.0K | 0.55% | 27,728 | SH |
| 40 | UNION PAC CORP | UNP | 907818108 | $17.9K | 0.55% | 73,965 | SH |
| 41 | First Trust ETFs/USA | FTC | 33735K108 | $17.5K | 0.54% | 113,785 | SH |
| 42 | State Street ETF/USA | SPYV | 78464A508 | $17.4K | 0.53% | 307,056 | SH |
| 43 | Invesco ETFs/USA | RSP | 46137V357 | $17.0K | 0.52% | 88,434 | SH |
| 44 | State Street ETF/USA | XLK | 81369Y803 | $16.9K | 0.52% | 127,378 | SH |
| 45 | State Street ETF/USA | XLU | 81369Y886 | $15.9K | 0.48% | 346,116 | SH |
| 46 | Vanguard ETF/USA | VV | 922908637 | $15.8K | 0.48% | 52,865 | SH |
| 47 | BRISTOL-MYER SQB | BMY | 110122108 | $15.2K | 0.46% | 251,290 | SH |
| 48 | iShares ETFs/USA | IVW | 464287309 | $14.5K | 0.44% | 128,203 | SH |
| 49 | Vanguard ETF/USA | VTI | 922908769 | $13.8K | 0.42% | 43,007 | SH |
| 50 | AMGEN INC | AMGN | 031162100 | $13.5K | 0.41% | 38,237 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-06 | $3.3M | 1,548 | 0001737089-26-000003 |
| 2025-12-31 | 2026-02-02 | $3.4M | 1,517 | 0001737089-26-000001 |