CX Institutional

Holdings as of 2026-06-30, filed 2026-07-02

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 2 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
1,569
Value reported by manager
$3.5M
Sum of our stored positions
$3.5M
should match the line above
Disclosure lag
2 d
quarter end to filing
Top 5 concentration
15.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
iShares ETFs/USAETP$186K1,847,27946436E718
iShares ETFs/USAETP$83.2K861,67046432F842
iShares ETFs/USAETP$73.5K894,736464287457
APPLE INCCOM$70.6K243,940037833100
NVIDIA CORPCOM$62.4K312,07367066G104
Vanguard ETF/USAETP$61.8K767,143922908629
State Street ETF/USAETP$61K2,735,56578464A383
State Street ETF/USAETP$60.9K2,095,67178464A144
Vanguard ETF/USAETP$56.1K1,159,37592203J407
State Street ETF/USAETP$53.8K1,121,56278468R739
State Street ETF/USAETP$52.5K1,849,62378464A672
Vanguard ETF/USAETP$50.9K168,070922908751
Invesco ETFs/USAETP$49.5K927,55646090A697
ALPHABET INC-ACOM$46.5K130,12802079K305
iShares ETFs/USAETP$45.6K200,775464287408
MICROSOFT CORPCOM$44.3K118,731594918104
ELI LILLY & COCOM$42.6K35,493532457108
AMAZON.COM INCCOM$41.8K175,196023135106
iShares ETFs/USAETP$39.3K264,980464287804
BROADCOM INCCOM$34.2K90,46811135F101
Janus Detroit Street TrustETP$33.8K668,81947103U845
State Street ETF/USAETP$33.7K283,25878464A409
TESLA INCCOM$33.4K79,45088160R101
VISA INC-CLASS ACOM$32.2K93,86992826C839
Vanguard ETF/USAETP$30.3K344,313921910816
iShares ETFs/USAETP$29.3K236,020464287614
iShares ETFs/USAETP$29.1K154,478464287671
iShares ETFs/USAETP$28.7K118,254464287598
META PLATFORMS-ACOM$28.3K50,29230303M102
Schwab Strategic TrustETP$27.6K792,816808524409
iShares ETFs/USAETP$26.4K35,282464287200
iShares ETFs/USAETP$25.5K237,041464288414
VanEck ETFs/USAETP$25.1K533,14892189H201
Vanguard ETF/USAETP$24K64,827922908769
State Street ETF/USAETP$22.9K120,21281369Y803
State Street ETF/USAETP$22.8K30,46778462F103
American Century ETF TrustETP$21.8K428,304025072505
Vanguard ETF/USAETP$21.7K428,558922907746
First Trust ETFs/USAETP$21.2K109,23533735K108
State Street ETF/USAETP$21K219,11878463X434
Vanguard ETF/USAETP$20.5K94,196922908744
ABBVIE INCCOM$19.7K78,28600287Y109
State Street ETF/USAETP$18.7K307,90178464A508
iShares ETFs/USAETP$18.5K134,747464287309
Vanguard ETF/USAETP$17.5K51,008922908637
UNION PAC CORPCOM$16.8K61,801907818108
CISCO SYSTEMSCOM$15.6K132,55217275R102
BRISTOL-MYER SQBCOM$15.2K263,596110122108
QUALCOMM INCCOM$14.1K76,204747525103
MASTERCARD INC-ACOM$13.6K26,56557636Q104
AMERICAN EXPRESSCOM$13.5K39,810025816109
CATERPILLAR INCCOM$13.3K12,491149123101
Fidelity Covington TrustETP$13.2K46,147316092808
iShares ETFs/USAETP$13K168,876464287507
iShares ETFs/USAETP$12.9K274,27846434V803
iShares ETFs/USAETP$12.8K120,284464288158
First Trust ETFs/USAETP$12.6K78,961337344105
UNITEDHEALTH GRPCOM$12.4K29,72991324P102
MERCK & COCOM$12.2K95,31758933Y105
TERADATA CORPCOM$12.2K350,87088076W103
SCHWAB (CHARLES)COM$12.1K131,640808513105
ALPHABET INC-CCOM$12.1K34,19202079K107
NUCOR CORPCOM$11.9K53,298670346105
MCKESSON CORPCOM$11.7K15,46358155Q103
Invesco Exchange-Traded Fund TETP$11.7K91,19846138G698
CHUBB LTDCOM$11.6K34,100H1467J104
CARLISLE COS INCCOM$11.5K31,783142339100
GOLDMAN SACHS GPCOM$11.5K11,36138141G104
State Street ETF/USAETP$11.3K74,03178464A763
Vanguard ETF/USAETP$11.1K93,22792204A702
LAM RESEARCHCOM$11K25,495512807306
MCDONALDS CORPCOM$10.7K39,602580135101
ADOBE INCCOM$10.7K51,99700724F101
CVS HEALTH CORPCOM$10.4K100,656126650100
ADV MICRO DEVICECOM$10.4K17,830007903107
WisdomTree ETFs/USAETP$10.2K105,87097717W307
WisdomTree ETFs/USAETP$10.1K179,11797717W505
HOME DEPOT INCCOM$10.1K28,690437076102
NXP SEMICONDUCTOCOM$10.1K35,825N6596X109
THERMO FISHERCOM$9.8K19,587883556102
JPMORGAN CHASECOM$9.6K29,45846625H100
HARMONY BIOSCIECOM$9.4K259,496413197104
MARSH & MCLENNANCOM$9.4K56,534571748102
AMGEN INCCOM$9.4K25,985031162100
IRIDIUM COMMUNICCOM$9.4K171,09846269C102
Global X ETFs/USAETP$9.4K158,71837954Y673
THE CIGNA GROUPCOM$9.3K33,831125523100
TRAVELERS COS INCOM$9.1K27,66589417E109
EXXON MOBIL CORPCOM$9.1K66,19730231G102
HP INCCOM$9K410,28840434L105
AIRBNB INC-ACOM$8.8K61,163009066101
PROCTER & GAMBLECOM$8.7K59,588742718109
iShares IncETP$8.7K115,931464286533
HCA HEALTHCARE ICOM$8.6K22,10440412C101
iShares ETFs/USAETP$8.6K86,726464287226
iShares ETFs/USAETP$8.6K112,65146435U556
ABBOTT LABSCOM$8.6K94,489002824100
DR HORTON INCCOM$8.4K51,67723331A109
MICRON TECHCOM$8.4K7,270595112103
iShares ETFs/USAETP$8.3K201,194464288448
VERISIGN INCCOM$8.3K33,00492343E102
BEST BUY CO INCCOM$8.1K107,367086516101
HILTON WORLDWIDECOM$8.1K24,63243300A203
SALESFORCE INCCOM$8.1K51,78279466L302
iShares ETFs/USAETP$8.1K82,700464289859
GENERAL MOTORS CCOM$8K104,22937045V100
LOWE'S COS INCCOM$8K36,323548661107
DANAHER CORPCOM$7.9K41,221235851102
HANOVER INSURANCCOM$7.8K36,544410867105
KLA CORPCOM$7.8K25,728482480100
JOHNSON&JOHNSONCOM$7.7K30,364478160104
EXPEDIA GROUP INCOM$7.7K30,08430212P303
CENCORA INCCOM$7.7K27,06903073E105
MEDTRONIC PLCCOM$7.6K97,525G5960L103
Vanguard ETF/USAETP$7.6K20,779922908595
BERKSHIRE HATH-BCOM$7.5K15,051084670702
S&P GLOBAL INCCOM$7.4K18,12078409V104
GILEAD SCIENCESCOM$7.4K58,297375558103
Vanguard ETF/USAETP$7.3K30,196922908611
NRG ENERGYCOM$7.3K50,196629377508
VISTRA CORPCOM$7.3K46,18192840M102
TE CONNECTIVITYCOM$7.3K36,046G87052109
NEXSTAR MEDIACOM$7.2K40,42365336K103
UBER TECHNOLOGIECOM$7.2K99,78990353T100
First Trust ETFs/USAETP$7.2K79,98833734X846
State Street ETF/USAETP$7.1K137,99578463X509
LEGGETT & PLATTCOM$6.8K584,742524660107
PROGRESSIVE CORPCOM$6.7K30,509743315103
State Street ETF/USAETP$6.6K35,39481369Y704
COSTCO WHOLESALECOM$6.4K6,88622160K105
FIDELITY NATIONACOM$6.4K135,32731620R303
CAL-MAINE FOODSCOM$6.4K79,091128030202
SALLY BEAUTY HOLCOM$6.4K450,63079546E104
Schwab Strategic TrustETP$6.4K172,713808524508
INNOVIVA INCCOM$6.4K280,24045781M101
iShares ETFs/USAETP$6.3K69,15746435G268
EURONET WORLDWIDCOM$6.3K86,453298736109
RTX CORPCOM$6.3K33,12875513E101
CINCINNATI FINCOM$6.3K33,792172062101
State Street ETF/USAETP$6K56,13681369Y852
iShares ETFs/USAETP$5.8K24,084464288760
WALMART INCCOM$5.8K51,046931142103
First Trust ETFs/USAETP$5.6K130,34733741X102
CORNING INCCOM$5.5K21,375219350105
INCYTE CORPCOM$5.4K48,03445337C102
ACCENTURE PLC-ACOM$5.4K43,213G1151C101
State Street ETF/USAETP$5.3K69,83678463X855
Vanguard ETF/USAETP$5.3K33,267921946406
COGNIZANT TECH-ACOM$5.2K135,536192446102
Vanguard ETF/USAETP$5.2K60,816922908736
State Street ETF/USAETP$5.2K77,43078463X541
GENERAL DYNAMICSCOM$5.1K14,532369550108
FlexShares ETFs/USAETP$5K77,82033939L795
EXELIXIS INCCOM$5K91,21630161Q104
Vanguard ETF/USAETP$4.9K24,848922908512
GENPACT LTDCOM$4.9K178,114G3922B107
INTERACTIVE BROKCOM$4.9K56,04245841N107
Vanguard ETF/USAETP$4.9K15,924922908538
AMERIPRISE FINANCOM$4.8K10,54003076C106
Global X ETFs/USAETP$4.8K127,12037954Y715
iShares ETFs/USAETP$4.8K28,672464287754
CF INDUSTRIES HOCOM$4.6K42,545125269100
DECKERS OUTDOORCOM$4.6K46,168243537107
Vanguard ETF/USAETP$4.5K30,28492204A306
APA CORPCOM$4.5K139,50703743Q108
Fidelity Covington TrustETP$4.5K43,979316092204
TECHNIPFMC PLCCOM$4.5K67,604G87110105
SYNCHRONY FINANCCOM$4.5K58,92387165B103
PARKER HANNIFINCOM$4.5K4,574701094104
SMITH (A.O.)CORPCOM$4.3K69,291831865209
APPLIED MATERIALCOM$4.3K5,967038222105
GENERAL ELECTRICCOM$4.3K11,483369604301
MARATHON PETROLECOM$4.2K16,28756585A102
VanEck ETFs/USAETP$4.1K35,02192189F601
IBMCOM$4K14,354459200101
State Street ETF/USAETP$4K87,48278468R721
EVERCORE INCCOM$4K11,61229977A105
DELL TECHN-CCOM$4K9,19124703L202
KINSALE CAPITALCOM$4K11,97749714P108
ALLISON TRANSMISCOM$3.9K34,95201973R101
WEATHERFORD INTECOM$3.9K47,689G48833118
State Street ETF/USAETP$3.8K45,98281369Y308
AUTOMATIC DATACOM$3.8K16,743053015103
STRYKER CORPCOM$3.6K11,529863667101
Nushares ETF TrustETP$3.6K72,33167092P300
AECOMCOM$3.6K51,45700766T100
PILGRIM'S PRIDECOM$3.6K127,30772147K108
LAZARD INCCOM$3.5K83,67752110M109
DILLARDS INC-ACOM$3.5K6,555254067101
ANGLOGOLD ASHANTCOM$3.5K42,817G0378L100
WESTERN DIGITALCOM$3.5K5,418958102105
ENOVA INTERNATIOCOM$3.4K14,04029357K103
Global X ETFs/USAETP$3.3K86,80137954Y624
TD SYNNEX CORPCOM$3.3K12,34287162W100
TJX COS INCCOM$3.3K21,696872540109
INTEL CORPCOM$3.2K23,203458140100
CUMMINS INCCOM$3.2K4,537231021106
iShares ETFs/USAETP$3.2K31,010464287465
BOOZ ALLEN HAMILCOM$3.2K52,717099502106
iShares ETFs/USAETP$3.2K32,84146429B697
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-02

CX Institutional — 1569 positions reported for 2026Q2 — Tapewire