Cx Institutional Top Holdings and 13F Report (2026) About Cx InstitutionalInvestment ActivityCx Institutional has $3.46 million in total holdings as of June 30, 2026.Cx Institutional owns shares of 1,568 different stocks, but just 146 companies or ETFs make up 80% of its holdings.Approximately 12.27% of the portfolio was purchased this quarter.About 13.41% of the portfolio was sold this quarter.This quarter, Cx Institutional has purchased 1,547 new stocks and bought additional shares in 656 stocks.Cx Institutional sold shares of 542 stocks and completely divested from 87 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $185,966iShares Core MSCI EAFE ETF $83,220iShares 1-3 Year Treasury Bond ETF $73,467Apple $70,586NVIDIA $62,443 Largest New Holdings this Quarter 46138G698 - Invesco S&P 500 Revenue ETF $11,651 Holding25434V534 - Dimensional ETF Trust $629 Holding25434V773 - Dimensional International Small Cap ETF $312 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $282 Holding25434V617 - Dimensional ETF Trust $238 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 699,472 shares (about $70.42K)Vanguard Mid-Cap ETF 590,739 shares (about $47.60K)iShares 1-3 Year Treasury Bond ETF 485,882 shares (about $39.90K)iShares Core S&P Small-Cap ETF 181,646 shares (about $26.94K)Vanguard Mega Cap Growth ETF 270,114 shares (about $23.75K) Largest Sales this Quarter iShares Core S&P 500 ETF 58,073 shares (about $43.49K)SPDR Portfolio Intermediate Term Treasury ETF 966,081 shares (about $27.43K)Dell Technologies 49,975 shares (about $21.56K)VanEck Intermediate Muni ETF 424,373 shares (about $19.94K)Invesco S&P 500 Equal Weight ETF 87,954 shares (about $18.69K) 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$185,966$70,416 â–²60.9%1,847,2795.4%ETFIEFAiShares Core MSCI EAFE ETF$83,220$11,984 â–¼-12.6%861,6702.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$73,467$39,896 â–²118.8%894,7362.1%ManufacturingAAPLApple$70,586$3,129 â–¼-4.2%243,9402.0%Computer and TechnologyNVDANVIDIA$62,443$437 â–¼-0.7%312,0731.8%Computer and TechnologyVOVanguard Mid-Cap ETF$61,809$47,596 â–²334.9%767,1431.8%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$61,030$1,403 â–²2.4%2,735,5651.8%ETFSPBOSPDR Portfolio Corporate Bond ETF$60,858$1,238 â–²2.1%2,095,6711.8%ETFBNDXVanguard Total International Bond ETF$56,149$11,051 â–¼-16.4%1,159,3751.6%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$53,796$418 â–²0.8%1,121,5621.6%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$52,511$27,427 â–¼-34.3%1,849,6231.5%ETFVBVanguard Small-Cap ETF$50,945$2,757 â–¼-5.1%168,0701.5%ETFInvesco ETFs/USA$49,485$107 â–¼-0.2%927,5561.4%ETPGOOGLAlphabet$46,504$1,479 â–¼-3.1%130,1281.3%Computer and TechnologyIVEiShares S&P 500 Value ETF$45,588$1,846 â–¼-3.9%200,7751.3%ETFMSFTMicrosoft$44,289$1,056 â–¼-2.3%118,7311.3%Computer and TechnologyLLYEli Lilly and Company$42,572$2,009 â–²5.0%35,4931.2%MedicalAMZNAmazon.com$41,756$822 â–¼-1.9%175,1961.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$39,299$26,940 â–²218.0%264,9801.1%ETFAVGOBroadcom$34,174$758 â–¼-2.2%90,4681.0%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$33,769$453 â–²1.4%668,8191.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$33,705$74 â–²0.2%283,2581.0%ETFTSLATesla$33,417$3,163 â–²10.5%79,4501.0%Auto/Tires/TrucksVVisa$32,205$2,162 â–²7.2%93,8690.9%Business ServicesMGKVanguard Mega Cap Growth ETF$30,269$23,746 â–²364.0%344,3130.9%ETFIWFiShares Russell 1000 Growth ETF$29,307$21,763 â–²288.5%236,0200.8%ETFIUSGiShares Core S&P U.S. Growth ETF$29,056$2,303 â–¼-7.3%154,4780.8%ManufacturingIWDiShares Russell 1000 Value ETF$28,668$651 â–¼-2.2%118,2540.8%ETFMETAMeta Platforms$28,329$2,364 â–²9.1%50,2920.8%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$27,598$9,130 â–¼-24.9%792,8160.8%ETFIVViShares Core S&P 500 ETF$26,422$43,490 â–¼-62.2%35,2820.8%ETFMUBiShares National Muni Bond ETF$25,510$1,288 â–¼-4.8%237,0410.7%ETFITMVanEck Intermediate Muni ETF$25,053$19,942 â–¼-44.3%533,1480.7%ETFVTIVanguard Total Stock Market ETF$23,989$8,074 â–²50.7%64,8270.7%ETFXLKTechnology Select Sector SPDR Fund$22,903$1,365 â–¼-5.6%120,2120.7%ETFSPYSPDR S&P 500 ETF Trust$22,752$2,045 â–²9.9%30,4670.7%FinanceTAXFAmerican Century Diversified Municipal Bond ETF$21,773$1,058 â–²5.1%428,3040.6%ETFVTEBVanguard Tax-Exempt Bond ETF$21,676$8,148 â–¼-27.3%428,5580.6%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$21,166$882 â–¼-4.0%109,2350.6%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$21,039$9,822 â–¼-31.8%219,1180.6%ETFVTVVanguard Value ETF$20,528$394 â–²2.0%94,1960.6%ETFABBVAbbVie$19,700$2,936 â–¼-13.0%78,2860.6%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$18,717$51 â–²0.3%307,9010.5%ETFIVWiShares S&P 500 Growth ETF$18,532$900 â–²5.1%134,7470.5%ETFVVVanguard Large-Cap ETF$17,542$639 â–¼-3.5%51,0080.5%ETFUNPUnion Pacific$16,810$3,309 â–¼-16.4%61,8010.5%TransportationCSCOCisco Systems$15,570$1,721 â–¼-10.0%132,5520.4%Computer and TechnologyBMYBristol Myers Squibb$15,188$709 â–²4.9%263,5960.4%MedicalQCOMQualcomm$14,082$2,065 â–¼-12.8%76,2040.4%Computer and TechnologyMAMastercard$13,644$1,467 â–²12.1%26,5650.4%Business ServicesAXPAmerican Express$13,466$842 â–²6.7%39,8100.4%FinanceCATCaterpillar$13,302$1,654 â–¼-11.1%12,4910.4%IndustrialsFTECFidelity MSCI Information Technology Index ETF$13,179$2,033 â–²18.2%46,1470.4%ETFIJHiShares Core S&P Mid-Cap ETF$13,022$134 â–²1.0%168,8760.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$12,871$44 â–²0.3%274,2780.4%ETFSUBiShares Short-Term National Muni Bond ETF$12,807$12,524 â–²4,425.4%120,2840.4%ETFQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$12,602$380 â–²3.1%78,9610.4%ManufacturingUNHUnitedHealth Group$12,356$222 â–²1.8%29,7290.4%MedicalMRKMerck & Co., Inc.$12,248$298 â–²2.5%95,3170.4%MedicalTDCTeradata$12,158$959 â–²8.6%350,8700.4%Computer and TechnologySCHWCharles Schwab$12,146$7,346 â–²153.1%131,6400.4%FinanceGOOGAlphabet$12,081$167 â–¼-1.4%34,1920.3%Computer and TechnologyNUENucor$11,872$2,050 â–²20.9%53,2980.3%Basic MaterialsMCKMcKesson$11,684$1,263 â–²12.1%15,4630.3%MedicalRWLInvesco S&P 500 Revenue ETF$11,651$11,651 â–²New Holding91,1980.3%ETFCBChubb$11,619$433 â–²3.9%34,1000.3%FinanceCSLCarlisle Companies$11,529$271 â–²2.4%31,7830.3%Multi-Sector ConglomeratesGSThe Goldman Sachs Group$11,490$308 â–²2.8%11,3610.3%FinanceSDYSPDR S&P Dividend ETF$11,266$327 â–²3.0%74,0310.3%ETFVGTVanguard Information Technology ETF$11,143$11,060 â–²13,275.5%93,2270.3%ETFLAM RESEARCH$11,048$1,178 â–¼-9.6%25,4950.3%COMMCDMcDonald's$10,705$361 â–²3.5%39,6020.3%Retail/WholesaleADBEAdobe$10,660$158 â–¼-1.5%51,9970.3%Computer and TechnologyCVSCVS Health$10,413$82 â–¼-0.8%100,6560.3%MedicalAMDAdvanced Micro Devices$10,358$399 â–¼-3.7%17,8300.3%Computer and TechnologyDLNWisdomTree U.S. LargeCap Dividend Fund$10,197$263 â–²2.6%105,8700.3%FinanceDONWisdomTree U.S. MidCap Dividend Fund$10,124$24 â–²0.2%179,1170.3%FinanceHDHome Depot$10,118$460 â–²4.8%28,6900.3%Retail/WholesaleNXPINXP Semiconductors$10,068$89 â–¼-0.9%35,8250.3%Computer and TechnologyTMOThermo Fisher Scientific$9,820$1,157 â–²13.4%19,5870.3%MedicalJPMJPMorgan Chase & Co.$9,642$3,029 â–¼-23.9%29,4580.3%FinanceHRMYHarmony Biosciences$9,448$539 â–²6.1%259,4960.3%MedicalMARSH & MCLENNAN$9,423$517 â–¼-5.2%56,5340.3%COMAMGNAmgen$9,410$4,437 â–¼-32.0%25,9850.3%MedicalIRDMIridium Communications$9,385$5,578 â–¼-37.3%171,0980.3%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$9,352$205 â–¼-2.1%158,7180.3%ETFCICigna Group$9,326$505 â–²5.7%33,8310.3%MedicalTRVTravelers Companies$9,133$312 â–¼-3.3%27,6650.3%FinanceXOMExxonMobil$9,050$1,552 â–¼-14.6%66,1970.3%EnergyHPQHP$9,002$604 â–²7.2%410,2880.3%Computer and TechnologyABNBAirbnb$8,752$1,757 â–¼-16.7%61,1630.3%Consumer DiscretionaryPGProcter & Gamble$8,738$980 â–¼-10.1%59,5880.3%Consumer StaplesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$8,727$211 â–²2.5%115,9310.3%ETFHCAHCA Healthcare$8,618$1,295 â–²17.7%22,1040.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$8,584$2,395 â–²38.7%86,7260.2%FinanceIRBOiShares Robotics and Artificial Intelligence Multisector ETF$8,580$205 â–¼-2.3%112,6510.2%ManufacturingABTAbbott Laboratories$8,574$1,294 â–²17.8%94,4890.2%MedicalDHID.R. Horton$8,417$1,443 â–²20.7%51,6770.2%ConstructionMUMicron Technology$8,392$312 â–¼-3.6%7,2700.2%Computer and TechnologyIDViShares International Select Dividend ETF$8,335$222 â–²2.7%201,1940.2%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
