Cx Institutional Top Holdings and 13F Report (2026) About Cx InstitutionalInvestment ActivityCx Institutional has $3.69 million in total holdings as of September 30, 2026.Cx Institutional owns shares of 1,668 different stocks, but just 146 companies or ETFs make up 80% of its holdings.Approximately 25.42% of the portfolio was purchased this quarter.About 19.07% of the portfolio was sold this quarter.This quarter, Cx Institutional has purchased 1,568 new stocks and bought additional shares in 754 stocks.Cx Institutional sold shares of 453 stocks and completely divested from 87 stocks this quarter.Largest Holdings iShares ETFs/USA $194,619SPDR Portfolio Short Term Treasury ETF $139,872NVIDIA $112,493Apple $91,935iShares Core MSCI EAFE ETF $87,776 Largest New Holdings this Quarter 364760108 - GAP INC/THE $7,192 Holding891092108 - Toro $6,647 Holding88033G407 - Tenet Healthcare $6,415 Holding75281A109 - Range Resources $6,360 Holding743312100 - Progress Software $5,146 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Treasury ETF 4,876,683 shares (about $139.81K)iShares Short-Term National Muni Bond ETF 478,996 shares (about $50.07K)NVIDIA 180,495 shares (about $41.22K)Micron Technology 22,365 shares (about $23.82K)Intuit 47,716 shares (about $13.16K) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 885,181 shares (about $71.89K)SPDR Nuveen ICE Short Term Municipal Bond ETF 1,015,896 shares (about $47.39K)iShares Core S&P Small-Cap ETF 185,704 shares (about $25.26K)Visa 60,520 shares (about $21.75K)SPDR Portfolio Mortgage Backed Bond ETF 944,141 shares (about $19.96K) 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 PortfolioSectoriShares ETFs/USA$194,619$8,635 ▲4.6%1,933,0475.3%ETPSPTSSPDR Portfolio Short Term Treasury ETF$139,872$139,815 ▲243,468.9%4,878,6863.8%ETFNVDANVIDIA$112,493$41,222 ▲57.8%492,5683.0%TechnologyAAPLApple$91,935$10,698 ▲13.2%276,0652.5%TechnologyIEFAiShares Core MSCI EAFE ETF$87,776$4,298 ▲5.1%906,0322.4%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$62,974$12,517 ▲24.8%2,308,4481.7%ETFSUBiShares Short-Term National Muni Bond ETF$62,649$50,074 ▲398.2%599,2801.7%ETFMSFTMicrosoft$62,115$1,218 ▲2.0%121,1051.7%TechnologyVOVanguard Mid-Cap ETF$59,888$271 ▼-0.5%763,6811.6%ETFIVEiShares S&P 500 Value ETF$49,246$3,413 ▲7.4%215,7261.3%ETFVBVanguard Small-Cap ETF$46,293$1,521 ▼-3.2%162,7231.3%ETFInvesco ETFs/USA$43,244$4,571 ▼-9.6%838,8771.2%ETPGOOGLAlphabet$40,075$4,699 ▼-10.5%116,4711.1%Communication ServicesAMZNAmazon.com$39,105$4,545 ▼-10.4%156,9531.1%Consumer DiscretionaryBNDXVanguard Total International Bond ETF$38,804$15,536 ▼-28.6%827,9031.1%ETFSPBOSPDR Portfolio Corporate Bond ETF$38,105$19,504 ▼-33.9%1,386,1531.0%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$37,871$19,959 ▼-34.5%1,791,4241.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$35,994$1,131 ▲3.2%292,4471.0%ETFMGKVanguard Mega Cap Growth ETF$33,080$1,180 ▲3.7%357,0480.9%ETFLLYEli Lilly and Company$33,049$8,018 ▼-19.5%28,5630.9%HealthcareMETAMeta Platforms$32,392$4,078 ▼-11.2%44,6680.9%Communication ServicesAVGOBroadcom$32,312$540 ▲1.7%92,0060.9%TechnologyMUMicron Technology$31,564$23,821 ▲307.6%29,6350.9%TechnologyIUSGiShares Core S&P U.S. Growth ETF$30,981$1,051 ▲3.5%159,9030.8%ETFIWFiShares Russell 1000 Growth ETF$30,567$1,003 ▲3.4%244,0280.8%ETFIWDiShares Russell 1000 Value ETF$30,477$1,159 ▲4.0%122,9270.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$29,915$11,093 ▲58.9%489,3620.8%ETFJAAAJanus Henderson AAA CLO ETF$29,560$4,196 ▼-12.4%585,6870.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$28,974$2,565 ▲9.7%869,8290.8%ETFIVViShares Core S&P 500 ETF$26,476$545 ▼-2.0%34,5700.7%ETFTSLATesla$26,138$2,052 ▼-7.3%73,6680.7%Consumer DiscretionaryMUBiShares National Muni Bond ETF$25,626$1,661 ▲6.9%253,4680.7%ETFITMVanEck Intermediate Muni ETF$25,190$1,731 ▲7.4%572,4940.7%ETFRWLInvesco S&P 500 Revenue ETF$24,419$12,684 ▲108.1%189,7650.7%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$23,693$2,322 ▲10.9%242,9260.6%ETFVTEBVanguard Tax-Exempt Bond ETF$23,340$3,043 ▲15.0%492,8180.6%ETFSPYSPDR S&P 500 ETF Trust$22,992$243 ▼-1.0%30,1490.6%ETFXLKTechnology Select Sector SPDR Fund$22,410$1,122 ▼-4.8%114,4810.6%ETFIVWiShares S&P 500 Growth ETF$21,198$2,029 ▲10.6%149,0080.6%ETFVTVVanguard Value ETF$20,822$468 ▲2.3%96,3610.6%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$20,577$1,199 ▲6.2%115,9940.6%ETFCATCaterpillar$19,076$8,948 ▲88.4%23,5270.5%IndustrialsHEFAiShares Currency Hedged MSCI EAFE ETF$18,738$6,014 ▲47.3%403,9200.5%ETFPGProcter & Gamble$18,504$9,847 ▲113.7%127,3650.5%Consumer StaplesLAM RESEARCH$18,431$10,056 ▲120.1%56,1040.5%COMVVVanguard Large-Cap ETF$17,795$153 ▼-0.9%50,5740.5%ETFUNPUnion Pacific$17,768$950 ▲5.6%65,2910.5%IndustrialsJNJJohnson & Johnson$17,150$9,112 ▲113.4%64,7820.5%HealthcareTAXFAmerican Century Diversified Municipal Bond ETF$16,978$3,317 ▼-16.3%358,2950.5%ETFQCOMQualcomm$16,720$2,695 ▲19.2%90,8500.5%TechnologyMPCMarathon Petroleum$15,618$9,178 ▲142.5%39,4970.4%EnergyMAMastercard$15,272$622 ▲4.2%27,6930.4%FinanceNUENucor$15,168$2,710 ▲21.7%64,8900.4%MaterialsCSCOCisco Systems$14,982$715 ▲5.0%139,1970.4%TechnologyJPMJPMorgan Chase & Co.$14,815$5,070 ▲52.0%44,7820.4%FinanceVTIVanguard Total Stock Market ETF$14,581$9,679 ▼-39.9%38,9630.4%ETFKOCocaCola$14,052$11,254 ▲402.3%163,2480.4%Consumer StaplesPANWPalo Alto Networks$13,724$11,055 ▲414.3%34,5430.4%TechnologyINTUIntuit$13,489$13,155 ▲3,943.5%48,9260.4%TechnologyDELLDell Technologies$13,338$8,394 ▲169.8%24,7940.4%TechnologyQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$13,175$325 ▲2.5%80,9600.4%ETFGEGE Aerospace$13,053$9,467 ▲264.0%41,7980.4%IndustrialsORCLOracle$12,889$10,705 ▲490.1%93,8760.3%TechnologyAPHAmphenol$12,886$11,787 ▲1,072.8%152,8590.3%TechnologyARISTA NETWORKS$12,686$10,994 ▲649.8%62,3120.3%COMGE VERNOVA INC$12,636$10,090 ▲396.2%13,2940.3%COMAMATApplied Materials$12,617$9,566 ▲313.5%24,6730.3%TechnologyIJHiShares Core S&P Mid-Cap ETF$12,538$387 ▲3.2%174,2610.3%ETFGOOGAlphabet$12,149$499 ▲4.3%35,6560.3%Communication ServicesCRMSalesforce$11,993$105 ▲0.9%52,2400.3%TechnologyVVisa$11,983$21,746 ▼-64.5%33,3490.3%FinanceADIAnalog Devices$11,885$9,974 ▲521.8%29,9580.3%TechnologyGGenpact$11,746$5,952 ▲102.7%361,0740.3%IndustrialsLDOSLeidos$11,661$11,565 ▲12,077.1%95,7120.3%IndustrialsSDYSPDR S&P Dividend ETF$11,591$747 ▲6.9%79,1320.3%ETFGDGeneral Dynamics$11,572$6,750 ▲140.0%34,8730.3%IndustrialsCBChubb$11,455$364 ▲3.3%35,2200.3%FinancePHParker-Hannifin$11,356$6,986 ▲159.9%11,8860.3%IndustrialsABBVAbbVie$11,207$9,271 ▼-45.3%42,8430.3%HealthcareVNTVontier$10,978$10,977 ▲873,980.0%349,6320.3%TechnologyAMDAdvanced Micro Devices$10,937$29 ▲0.3%17,8780.3%TechnologyTJXTJX Companies$10,891$8,020 ▲279.4%82,3170.3%Consumer DiscretionaryDLNWisdomTree U.S. LargeCap Dividend Fund$10,874$584 ▲5.7%111,8770.3%ETFIJRiShares Core S&P Small-Cap ETF$10,785$25,264 ▼-70.1%79,2760.3%ETFUNHUnitedHealth Group$10,753$160 ▼-1.5%29,2940.3%HealthcareFTECFidelity MSCI Information Technology Index ETF$10,695$3,152 ▼-22.8%35,6430.3%ETFSLBSLB$10,686$10,009 ▲1,478.9%219,3400.3%EnergyFDXFedEx$10,564$9,440 ▲839.8%37,0560.3%IndustrialsDONWisdomTree U.S. MidCap Dividend Fund$10,405$741 ▲7.7%192,8580.3%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$10,252$1,668 ▲19.4%138,4510.3%ETFFASTFastenal$10,092$9,232 ▲1,073.1%203,7490.3%IndustrialsGMGeneral Motors$9,925$1,900 ▲23.7%128,9020.3%Consumer DiscretionaryNXPINXP Semiconductors$9,692$1,182 ▲13.9%40,8020.3%TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$9,512$689 ▲7.8%121,4520.3%ETFLMTLockheed Martin$9,378$7,883 ▲527.4%18,4150.3%IndustrialsCTSHCognizant Technology Solutions$9,221$1,436 ▲18.4%160,5370.2%TechnologyRSGRepublic Services$9,199$8,527 ▲1,268.9%43,8320.2%IndustrialsHONHoneywell International$9,183$8,045 ▲707.2%43,5320.2%IndustrialsMMM3M$9,156$8,373 ▲1,069.4%55,7810.2%IndustrialsIDViShares International Select Dividend ETF$9,135$646 ▲7.6%216,5150.2%ETFShowing largest 100 holdings. 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