Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CX Institutional (CIK 1737089) reported $3.46B across 1,568 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($186.0M, 5.37%), IEFA ($83.2M, 2.40%), SHY ($73.5M, 2.12%), AAPL ($70.6M, 2.04%), NVDA ($62.4M, 1.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares ETFs/USA | $186.0M | 5.37% | 1.8M | Added |
| 2 | IEFA | iShares ETFs/USA | $83.2M | 2.40% | 861,670 | Trimmed |
| 3 | SHY | iShares ETFs/USA | $73.5M | 2.12% | 894,736 | Added |
| 4 | AAPL | APPLE INC | $70.6M | 2.04% | 243,940 | Trimmed |
| 5 | NVDA | NVIDIA CORP | $62.4M | 1.80% | 312,073 | Trimmed |
| 6 | VO | Vanguard ETF/USA | $61.8M | 1.78% | 767,143 | Added |
| 7 | SPMB | State Street ETF/USA | $61.0M | 1.76% | 2.7M | Added |
| 8 | SPBO | State Street ETF/USA | $60.9M | 1.76% | 2.1M | Added |
| 9 | BNDX | Vanguard ETF/USA | $56.1M | 1.62% | 1.2M | Trimmed |
| 10 | SHM | State Street ETF/USA | $53.8M | 1.55% | 1.1M | Added |
| 11 | SPTI | State Street ETF/USA | $52.5M | 1.52% | 1.8M | Trimmed |
| 12 | VB | Vanguard ETF/USA | $50.9M | 1.47% | 168,070 | Trimmed |
| 13 | RSPA | Invesco ETFs/USA | $49.5M | 1.43% | 927,556 | Trimmed |
| 14 | GOOGL | ALPHABET INC-A | $46.5M | 1.34% | 130,128 | Trimmed |
| 15 | IVE | iShares ETFs/USA | $45.6M | 1.32% | 200,775 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $44.3M | 1.28% | 118,731 | Trimmed |
| 17 | LLY | ELI LILLY & CO | $42.6M | 1.23% | 35,493 | Added |
| 18 | AMZN | AMAZON.COM INC | $41.8M | 1.21% | 175,196 | Trimmed |
| 19 | IJR | iShares ETFs/USA | $39.3M | 1.13% | 264,980 | Added |
| 20 | AVGO | BROADCOM INC | $34.2M | 0.99% | 90,468 | Trimmed |
| 21 | SPYG | State Street ETF/USA | $33.7M | 0.97% | 283,258 | Added |
| 22 | JAAA | Janus Detroit Street Trust | $33.8M | 0.97% | 668,819 | Added |
| 23 | TSLA | TESLA INC | $33.4M | 0.96% | 79,450 | Added |
| 24 | V | VISA INC-CLASS A | $32.2M | 0.93% | 93,869 | Added |
| 25 | MGK | Vanguard ETF/USA | $30.3M | 0.87% | 344,313 | Added |
Source: SEC Form 13F filings · as of 2026-06-30