Cx Institutional Top Holdings and 13F Report (2026) About Cx InstitutionalInvestment ActivityCx Institutional has $3.28 million in total holdings as of March 31, 2026.Cx Institutional owns shares of 1,547 different stocks, but just 156 companies or ETFs make up 80% of its holdings.Approximately 17.08% of the portfolio was purchased this quarter.About 17.30% of the portfolio was sold this quarter.This quarter, Cx Institutional has purchased 1,517 new stocks and bought additional shares in 570 stocks.Cx Institutional sold shares of 624 stocks and completely divested from 140 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $115,538iShares Core MSCI EAFE ETF $89,240SPDR Portfolio Intermediate Term Treasury ETF $80,698Vanguard Total International Bond ETF $66,672Apple $64,654 Largest New Holdings this Quarter 88076W103 - Teradata $8,283 Holding46269C102 - Iridium Communications $7,567 Holding45781M101 - Innoviva $6,466 Holding861896108 - StoneX Group $6,379 Holding83545G102 - Sonic Automotive $5,999 Holding Largest Purchases this Quarter Utilities Select Sector SPDR Fund 290,770 shares (about $13.34K)SPDR MSCI EAFE StrategicFactors ETF 129,367 shares (about $12.07K)Cirrus Logic 73,776 shares (about $10.67K)Carlisle Companies 30,127 shares (about $10.05K)Qualcomm 73,937 shares (about $9.52K) Largest Sales this Quarter iShares Core S&P U.S. Growth ETF 176,853 shares (about $27.43K)iShares Russell 1000 Growth ETF 61,538 shares (about $26.24K)Vanguard Mega Cap Growth ETF 69,516 shares (about $25.54K)iShares Russell 1000 Value ETF 115,307 shares (about $24.64K)Schwab U.S. Large-Cap Value ETF 793,286 shares (about $24.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCx Institutional Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$115,538$13,498 ▼-10.5%1,147,8073.5%ETFIEFAiShares Core MSCI EAFE ETF$89,240$3,330 ▼-3.6%985,7532.7%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$80,698$1,822 ▲2.3%2,815,7042.5%ETFBNDXVanguard Total International Bond ETF$66,672$1,817 ▲2.8%1,387,5552.0%ETFAAPLApple$64,654$4,646 ▲7.7%254,7542.0%Computer and TechnologyIVViShares Core S&P 500 ETF$60,980$988 ▲1.6%93,3551.9%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$59,842$491 ▲0.8%2,672,6911.8%ETFSPBOSPDR Portfolio Corporate Bond ETF$59,600$1,212 ▲2.1%2,053,0331.8%ETFNVDANVIDIA$54,806$2,386 ▲4.6%314,2561.7%Computer and TechnologySHMSPDR Nuveen ICE Short Term Municipal Bond ETF$53,227$2,621 ▲5.2%1,112,8451.6%FinanceVOVanguard Mid-Cap ETF$50,660$22,010 ▼-30.3%176,4041.5%ETFInvesco ETFs/USA$46,474$1,990 ▼-4.1%929,5631.4%ETPVBVanguard Small-Cap ETF$46,403$14,794 ▼-24.2%177,1641.4%ETFMSFTMicrosoft$44,999$4,576 ▲11.3%121,5621.4%Computer and TechnologyITMVanEck Intermediate Muni ETF$44,458$1,061 ▲2.4%957,5211.4%ETFIVEiShares S&P 500 Value ETF$44,110$21,784 ▼-33.1%208,9061.3%ETFGOOGLAlphabet$38,609$891 ▲2.4%134,2661.2%Computer and TechnologyAMZNAmazon.com$37,206$3,570 ▲10.6%178,6451.1%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$33,759$552 ▲1.7%408,8541.0%ManufacturingJAAAJanus Henderson AAA CLO ETF$33,237$504 ▲1.5%659,8511.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$32,180$24,195 ▼-42.9%1,055,0861.0%ETFLLYEli Lilly and Company$31,104$4,178 ▲15.5%33,8180.9%MedicalQEFASPDR MSCI EAFE StrategicFactors ETF$29,978$12,066 ▲67.4%321,4150.9%ETFVTEBVanguard Tax-Exempt Bond ETF$29,418$1,259 ▲4.5%589,6490.9%ETFAVGOBroadcom$28,622$5,393 ▲23.2%92,4740.9%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$27,673$719 ▲2.7%282,6350.8%ETFMGKVanguard Mega Cap Growth ETF$27,264$25,543 ▼-48.4%74,1990.8%ETFTSLATesla$26,740$5,029 ▲23.2%71,9290.8%Auto/Tires/TrucksVVisa$26,466$5,828 ▲28.2%87,5670.8%Business ServicesMUBiShares National Muni Bond ETF$26,432$920 ▲3.6%249,0060.8%ETFMETAMeta Platforms$26,373$5,381 ▲25.6%46,0950.8%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$25,904$26,240 ▼-50.3%60,7510.8%ETFIUSGiShares Core S&P U.S. Growth ETF$25,861$27,432 ▼-51.5%166,7240.8%ManufacturingIWDiShares Russell 1000 Value ETF$25,841$24,637 ▼-48.8%120,9400.8%ETFTAXFAmerican Century Diversified Municipal Bond ETF$20,395$357 ▲1.8%407,4850.6%ETFABBVAbbVie$19,564$885 ▲4.7%89,9530.6%MedicalGILDGilead Sciences$18,744$7,638 ▲68.8%134,4880.6%MedicalVTVVanguard Value ETF$18,127$533 ▲3.0%92,3890.6%ETFSPYSPDR S&P 500 ETF Trust$18,032$907 ▼-4.8%27,7280.6%FinanceUNPUnion Pacific$17,945$1,432 ▲8.7%73,9650.5%TransportationFTCFirst Trust Large Cap Growth AlphaDEX Fund$17,539$926 ▲5.6%113,7850.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$17,373$1,145 ▼-6.2%307,0560.5%ETFRSPInvesco S&P 500 Equal Weight ETF$16,972$60 ▲0.4%88,4340.5%ETFXLKTechnology Select Sector SPDR Fund$16,929$657 ▲4.0%127,3780.5%ETFXLUUtilities Select Sector SPDR Fund$15,883$13,343 ▲525.4%346,1160.5%ETFVVVanguard Large-Cap ETF$15,799$102 ▼-0.6%52,8650.5%ETFBMYBristol Myers Squibb$15,241$3,794 ▲33.1%251,2900.5%MedicalIVWiShares S&P 500 Growth ETF$14,501$1,735 ▲13.6%128,2030.4%ETFVTIVanguard Total Stock Market ETF$13,797$6,068 ▼-30.5%43,0070.4%ETFAMGNAmgen$13,454$337 ▼-2.4%38,2370.4%MedicalXOMExxonMobil$13,157$1,683 ▲14.7%77,5500.4%EnergyADBEAdobe$12,827$5,484 ▲74.7%52,7700.4%Computer and TechnologyMCKMcKesson$11,934$421 ▼-3.4%13,7910.4%MedicalMCDMcDonald's$11,893$557 ▲4.9%38,2680.4%Retail/WholesaleMAMastercard$11,846$456 ▲4.0%23,7080.4%Business ServicesLMTLockheed Martin$11,750$11 ▼-0.1%19,4410.4%AerospaceHEFAiShares Currency Hedged MSCI EAFE ETF$11,616$1,926 ▲19.9%273,3500.4%ETFCSCOCisco Systems$11,422$228 ▼-2.0%147,2040.3%Computer and TechnologyJPMJPMorgan Chase & Co.$11,388$263 ▼-2.3%38,7130.3%FinanceAXPAmerican Express$11,289$531 ▲4.9%37,3220.3%FinanceIJHiShares Core S&P Mid-Cap ETF$11,287$202 ▲1.8%167,1410.3%ETFQCOMQualcomm$11,252$9,521 ▲550.1%87,3770.3%Computer and TechnologyMRKMerck & Co., Inc.$11,186$1,633 ▼-12.7%92,9940.3%MedicalCBChubb$10,700$362 ▼-3.3%32,8290.3%FinanceCRUSCirrus Logic$10,671$10,670 ▲737,760.0%73,7860.3%Computer and TechnologySDYSPDR S&P Dividend ETF$10,490$133 ▼-1.3%71,8800.3%ETFIJRiShares Core S&P Small-Cap ETF$10,359$1,814 ▲21.2%83,3340.3%ETFCSLCarlisle Companies$10,354$10,051 ▲3,314.3%31,0360.3%Multi-Sector ConglomeratesMARSH & MCLENNAN$10,344$3,219 ▲45.2%59,6340.3%COMCRMSalesforce$10,107$1,439 ▲16.6%54,1430.3%Computer and TechnologyCATCaterpillar$9,950$8,614 ▼-46.4%14,0440.3%IndustrialsGOOGAlphabet$9,944$238 ▼-2.3%34,6660.3%Computer and TechnologySCHFSchwab International Equity ETF$9,769$14 ▼-0.1%394,7000.3%ETFQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$9,724$726 ▲8.1%76,5820.3%ManufacturingDELLDell Technologies$9,711$9,221 ▲1,880.1%59,1660.3%Computer and TechnologyPGProcter & Gamble$9,573$7,136 ▼-42.7%66,2740.3%Consumer StaplesDONWisdomTree U.S. MidCap Dividend Fund$9,388$55 ▲0.6%178,6920.3%FinanceGSThe Goldman Sachs Group$9,354$6,321 ▲208.4%11,0560.3%FinanceNTAPNetApp$9,303$9,057 ▲3,679.5%90,8580.3%Computer and TechnologyABNBAirbnb$9,274$8,994 ▲3,214.2%73,4420.3%Consumer DiscretionaryDLNWisdomTree U.S. LargeCap Dividend Fund$9,214$66 ▼-0.7%103,1420.3%FinanceHDHome Depot$9,007$2,751 ▼-23.4%27,3870.3%Retail/WholesaleCOSTCostco Wholesale$8,891$148 ▼-1.6%8,9220.3%Retail/WholesaleHCAHCA Healthcare$8,889$1,068 ▼-10.7%18,7830.3%MedicalJNJJohnson & Johnson$8,576$7,419 ▼-46.4%35,0840.3%MedicalCICigna Group$8,536$1,712 ▲25.1%31,9990.3%MedicalTMOThermo Fisher Scientific$8,493$313 ▲3.8%17,2800.3%MedicalWALMART INC$8,445$2,362 ▲38.8%67,9480.3%COMTRVTravelers Companies$8,345$567 ▲7.3%28,6110.3%FinanceIDViShares International Select Dividend ETF$8,335$336 ▼-3.9%195,8380.3%ETFTDCTeradata$8,283$8,283 ▲New Holding323,1820.3%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$8,242$4,539 ▼-35.5%162,2050.3%ETFABTAbbott Laboratories$8,237$5,413 ▲191.7%80,2320.3%MedicalFTECFidelity MSCI Information Technology Index ETF$8,120$1,407 ▲21.0%39,0280.2%ETFBRK.BBerkshire Hathaway$8,007$66 ▼-0.8%16,7090.2%FinanceUNHUnitedHealth Group$7,900$6,129 ▲346.1%29,1940.2%MedicalAPAAPA$7,755$7,145 ▲1,170.5%182,7200.2%EnergyVRSNVeriSign$7,739$7,391 ▲2,121.0%31,1610.2%Computer and TechnologySPGIS&P Global$7,691$1,348 ▲21.2%18,0810.2%FinanceFTNTFortinet$7,685$7,074 ▲1,158.6%94,0430.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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