Cx Institutional
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.3M
Q ending 2026-03-31
Prior quarter
$3.4M
Q ending 2025-12-31
Change
-2.2% QoQ · +23.7% YoY
Positions
1,547
reported holdings
Largest positions
Top 100 of 1,547 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Etfs/Usa | SGOV | Shares | $116K | 1.1M |
| Ishares Etfs/Usa | IEFA | Shares | $89K | 986K |
| State Street Etf/Usa | SPTI | Shares | $81K | 2.8M |
| Vanguard Etf/Usa | BNDX | Shares | $67K | 1.4M |
| Apple Inc | AAPL | Shares | $65K | 255K |
| Ishares Etfs/Usa | IVV | Shares | $61K | 93K |
| State Street Etf/Usa | SPMB | Shares | $60K | 2.7M |
| State Street Etf/Usa | SPBO | Shares | $60K | 2.1M |
| Nvidia Corp | NVDA | Shares | $55K | 314K |
| State Street Etf/Usa | SHM | Shares | $53K | 1.1M |
| Vanguard Etf/Usa | VO | Shares | $51K | 176K |
| Invesco Etfs/Usa | RSPA | Shares | $46K | 930K |
| Vanguard Etf/Usa | VB | Shares | $46K | 177K |
| Microsoft Corp | MSFT | Shares | $45K | 122K |
| Vaneck Etfs/Usa | ITM | Shares | $44K | 958K |
| Ishares Etfs/Usa | IVE | Shares | $44K | 209K |
| Alphabet Inc-A | GOOGL | Shares | $39K | 134K |
| Amazon.Com Inc | AMZN | Shares | $37K | 179K |
| Ishares Etfs/Usa | SHY | Shares | $34K | 409K |
| Janus Detroit Street Trust | JAAA | Shares | $33K | 660K |
| Schwab Strategic Trust | SCHV | Shares | $32K | 1.1M |
| Eli Lilly & Co | LLY | Shares | $31K | 34K |
| State Street Etf/Usa | QEFA | Shares | $30K | 321K |
| Vanguard Etf/Usa | VTEB | Shares | $29K | 590K |
| Broadcom Inc | AVGO | Shares | $29K | 92K |
| State Street Etf/Usa | SPYG | Shares | $28K | 283K |
| Vanguard Etf/Usa | MGK | Shares | $27K | 74K |
| Tesla Inc | TSLA | Shares | $27K | 72K |
| Visa Inc-Class A | V | Shares | $26K | 88K |
| Ishares Etfs/Usa | MUB | Shares | $26K | 249K |
| Meta Platforms-A | META | Shares | $26K | 46K |
| Ishares Etfs/Usa | IWF | Shares | $26K | 61K |
| Ishares Etfs/Usa | IUSG | Shares | $26K | 167K |
| Ishares Etfs/Usa | IWD | Shares | $26K | 121K |
| American Century Etf Trust | TAXF | Shares | $20K | 407K |
| Abbvie Inc | ABBV | Shares | $20K | 90K |
| Gilead Sciences | GILD | Shares | $19K | 134K |
| Vanguard Etf/Usa | VTV | Shares | $18K | 92K |
| State Street Etf/Usa | SPY | Shares | $18K | 28K |
| Union Pac Corp | UNP | Shares | $18K | 74K |
| First Trust Etfs/Usa | FTC | Shares | $18K | 114K |
| State Street Etf/Usa | SPYV | Shares | $17K | 307K |
| Invesco Etfs/Usa | RSP | Shares | $17K | 88K |
| State Street Etf/Usa | XLK | Shares | $17K | 127K |
| State Street Etf/Usa | XLU | Shares | $16K | 346K |
| Vanguard Etf/Usa | VV | Shares | $16K | 53K |
| Bristol-Myer Sqb | BMY | Shares | $15K | 251K |
| Ishares Etfs/Usa | IVW | Shares | $15K | 128K |
| Vanguard Etf/Usa | VTI | Shares | $14K | 43K |
| Amgen Inc | AMGN | Shares | $13K | 38K |
| Exxon Mobil Corp | XOM | Shares | $13K | 78K |
| Adobe Inc | ADBE | Shares | $13K | 53K |
| Mckesson Corp | MCK | Shares | $12K | 14K |
| Mcdonalds Corp | MCD | Shares | $12K | 38K |
| Mastercard Inc-A | MA | Shares | $12K | 24K |
| Lockheed Martin | LMT | Shares | $12K | 19K |
| Ishares Etfs/Usa | HEFA | Shares | $12K | 273K |
| Cisco Systems | CSCO | Shares | $11K | 147K |
| Jpmorgan Chase | JPM | Shares | $11K | 39K |
| American Express | AXP | Shares | $11K | 37K |
| Ishares Etfs/Usa | IJH | Shares | $11K | 167K |
| Qualcomm Inc | QCOM | Shares | $11K | 87K |
| Merck & Co | MRK | Shares | $11K | 93K |
| Chubb Ltd | Shares | $11K | 33K | |
| Cirrus Logic Inc | CRUS | Shares | $11K | 74K |
| State Street Etf/Usa | SDY | Shares | $10K | 72K |
| Ishares Etfs/Usa | IJR | Shares | $10K | 83K |
| Carlisle Cos Inc | CSL | Shares | $10K | 31K |
| Marsh & Mclennan | MRSH | Shares | $10K | 60K |
| Salesforce Inc | CRM | Shares | $10K | 54K |
| Caterpillar Inc | CAT | Shares | $10K | 14K |
| Alphabet Inc-C | GOOG | Shares | $10K | 35K |
| Schwab Strategic Trust | SCHF | Shares | $10K | 395K |
| First Trust Etfs/Usa | QQEW | Shares | $10K | 77K |
| Dell Techn-C | DELL | Shares | $10K | 59K |
| Procter & Gamble | PG | Shares | $10K | 66K |
| Wisdomtree Etfs/Usa | DON | Shares | $9K | 179K |
| Goldman Sachs Gp | GS | Shares | $9K | 11K |
| Netapp Inc | NTAP | Shares | $9K | 91K |
| Airbnb Inc-A | ABNB | Shares | $9K | 73K |
| Wisdomtree Etfs/Usa | DLN | Shares | $9K | 103K |
| Home Depot Inc | HD | Shares | $9K | 27K |
| Costco Wholesale | COST | Shares | $9K | 9K |
| Hca Healthcare I | HCA | Shares | $9K | 19K |
| Johnson&Johnson | JNJ | Shares | $9K | 35K |
| The Cigna Group | CI | Shares | $9K | 32K |
| Thermo Fisher | TMO | Shares | $8K | 17K |
| Walmart Inc | WMT | Shares | $8K | 68K |
| Travelers Cos In | TRV | Shares | $8K | 29K |
| Ishares Etfs/Usa | IDV | Shares | $8K | 196K |
| Teradata Corp | TDC | Shares | $8K | 323K |
| Global X Etfs/Usa | PAVE | Shares | $8K | 162K |
| Abbott Labs | ABT | Shares | $8K | 80K |
| Fidelity Covington Trust | FTEC | Shares | $8K | 39K |
| Berkshire Hath-B | BRK/B | Shares | $8K | 17K |
| Unitedhealth Grp | UNH | Shares | $8K | 29K |
| Apa Corp | APA | Shares | $8K | 183K |
| Verisign Inc | VRSN | Shares | $8K | 31K |
| S&P Global Inc | SPGI | Shares | $8K | 18K |
| Fortinet Inc | FTNT | Shares | $8K | 94K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.