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CIK: 0001737089
Total reported value
$3.5B
$3.5B
1375 檔
12.8%
As reported in its official Q3 2025 Form 13F filing, CX Institutional's tracked investment portfolio stood at $3.5B with 1375 total positions.
In Q3 2025, CX Institutional displayed an active expansion posture, initiating 8 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, IEFA, SPTI) accounted for 12.8% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 1375 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.36% | +1.85% | -7.68% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.86% | -0.32% | +495.71% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.36% | -0.94% | +13889.81% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.98% | -0.41% | +13.06% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.96% | -0.03% | -4.75% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.93% | +0.23% | +9.09% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.07% | +17.77% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | -1.10% | +0.49% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.84% | +0.04% | -22.84% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.84% | +0.05% | +14.83% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.81% | -0.07% | +19.13% | |
| 12 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.80% | -0.06% | +19.48% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.80% | +0.06% | -19.56% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.79% | +0.05% | -22.35% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.09% | +21.18% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | +0.13% | +8.30% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.67% | -0.18% | -10.30% | |
| 18 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-Large Cap & Growth | 1.61% | +0.01% | — | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.52% | -0.07% | -38.62% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.49% | +0.04% | -7.81% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.30% | -0.64% | +27.28% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.07% | +13.79% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.16% | -9.33% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.01% | +1.09% | +13.32% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.99% | -0.04% | +6.13% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | +0.13% | -21.63% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | +0.14% | -14.59% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.82% | -0.27% | +89.80% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.02% | -15.58% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.76% | -0.07% | +70.51% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.12% | -26.50% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.28% | +7.63% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.12% | +5.70% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.11% | +6.03% | |
| 35 | TAXF | American Century Diver Muni | ETF-Other | 0.60% | +0.01% | +34.82% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.03% | +30.77% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +5.26% | |
| 38 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.54% | -0.30% | +43.61% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | +0.14% | -11.43% | |
| 40 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.51% | +0.07% | -8.65% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | -0.52% | +0.58% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.49% | +0.03% | -0.14% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | +0.06% | +205.41% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | +0.04% | -22.39% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | -0.06% | +39.81% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.02% | +56.22% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.27% | +98.10% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.43% | +0.20% | +13.74% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.14% | +10.28% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.07% | +65.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.7% | -7.68% | Add |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | +1.1% | -38.62% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.9% | +13.06% | Add |
| 4 | NVDA | Nvidia CORP | +0.7% | +8.30% | Add |
| 5 | MSFT | Microsoft CORP | +0.6% | +21.18% | Add |
| 6 | SHOO | Steven Madden LTD | +0.3% | +912.74% | Add |
| 7 | AAPL | Apple Inc | +0.3% | +17.77% | Add |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.3% | +19.13% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -9.33% | Add |
| 10 | CRM | Salesforce Inc | +0.3% | +78.02% | Add |
| 11 | AOA | Ishares Core 80/20 Aggressiv | +0.3% | -80.31% | Add |
| 12 | CB | Chubb Limited | +0.2% | +53.50% | Add |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.2% | +205.41% | Add |
| 14 | AMZN | Amazon.com Inc | +0.2% | +13.79% | Add |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +13.32% | Add |
| 16 | G | Genpact Limited | +0.2% | +108986.11% | Add |
| 17 | CVS | Cvs Health CORP | +0.2% | +7.45% | Add |
| 18 | AMAT | Applied Materials Inc | +0.2% | -9.08% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +65.79% | Add |
| 20 | TRV | Travelers Cos Inc/the | +0.2% | +16.04% | Add |
| 21 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | +13889.81% | Add |
| 22 | HD | Home Depot Inc | +0.2% | +56.22% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | -26.50% | Trim |
| 24 | TSLA | Tesla Inc | +0.1% | -14.59% | Trim |
| 25 | ITM | Vaneck Intermediate Muni ETF | 0% | +27.28% | Add |
| 26 | SPBO | Ss Spdr P CORP Bond ETF | 0% | +19.48% | Add |
| 27 | VB | Vanguard Small-cap ETF | -0.1% | +14.83% | Add |
| 28 | IVE | Ishares S&p 500 Value ETF | -0.1% | -4.75% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.49% | Trim |
| 30 | IWD | Ishares Russell 1000 Value E | -0.1% | -7.81% | Add |
| 31 | IWF | Ishares Russell 1000 Growth | -0.1% | -19.56% | Trim |
| 32 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -22.84% | Trim |
| 33 | IUSG | Ishares Core S&p U.s. Growth | -0.2% | -22.35% | Trim |
| 34 | HON | Honeywell International Inc | -0.3% | -18.82% | Trim |
| 35 | IGF | Ishares Global Infrastructur | -0.3% | +6.01% | Trim |
| 36 | NFRA | Flexshares Stoxx Global Broa | -0.4% | +5.41% | Trim |
| 37 | TAXF | American Century Diver Muni | -0.6% | +34.82% | Trim |
| 38 | PZA | Invesco National Amt-free Mu | -0.7% | -17.49% | Trim |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | -0.9% | +511.49% | Trim |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | -1.2% | +6.13% | Trim |
| 41 | IEFA | Ishares Core Msci Eafe ETF | -1.4% | +495.71% | Trim |
| 42 | TLT | Ishares 20+ Year Treasury Bd | -1.8% | -43.77% | Trim |
| 43 | RSPA | Invesco S&p 500 Ew Income Ad | — | NEW | New buy |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 45 | TILE | Interface Inc | — | NEW | New buy |
| 46 | TIGO | Millicom International Cellular S.A. | — | NEW | New buy |
| 47 | HCI | Hci Group Inc | — | NEW | New buy |
| 48 | CALM | Cal-maine Foods Inc | — | NEW | New buy |
| 49 | MAT | Mattel Inc | — | NEW | New buy |
| 50 | WRLD | World Acceptance CORP | — | NEW | New buy |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.5B across 1375 disclosed positions in Q3 2025.
During Q3 2025, CX Institutional's top holdings by market value included SGOV (4.4%)、IEFA (2.9%)、SPTI (2.4%). The largest single position, SGOV, represented 4.4% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
RSPA
市值: $53.0M
Top Position Liquidated / Trimmed
IEFA
前期市值: $112.9M
In Q3 2025, CX Institutional made 50 total portfolio adjustments, initiating 8 new buys, adding to 27 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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