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CIK: 0001737089
Total reported value
$3.7B
$3.7B
1517 檔
11.9%
The Q4 2025 SEC filing reveals that CX Institutional held a total portfolio value of $3.7B, covering 1517 public equity positions.
CX Institutional executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 3 holdings and trimming 93 positions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, IEFA, SPTI) accounted for 11.9% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1517 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.84% | -0.10% | -10.18% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.73% | -0.02% | -5.17% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.37% | +0.19% | +2.42% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.19% | -0.16% | +16.90% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.97% | +0.01% | -0.28% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.95% | -0.57% | +2.61% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.92% | +0.45% | -3.58% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -0.04% | +0.18% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.80% | -0.22% | -1.80% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.77% | -0.73% | -0.47% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.77% | +0.03% | -4.66% | |
| 12 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.76% | -0.73% | +0.29% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.73% | -0.02% | -3.44% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.72% | — | -3.91% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +1.25% | +1.39% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.63% | -0.02% | -2.14% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | +0.40% | -2.45% | |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.51% | -1.42% | +1.98% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.48% | — | -2.19% | |
| 20 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-Large Cap & Growth | 1.47% | -0.26% | -6.61% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.31% | -0.04% | +1.85% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | -0.25% | -6.30% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -0.15% | +4.08% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.99% | -2.10% | +0.68% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.98% | -0.17% | +1.04% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | -0.33% | -5.28% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | +0.01% | +1.58% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.85% | — | +4.14% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | -0.25% | -5.82% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | -0.11% | +1.69% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | -0.05% | +2.27% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | +0.06% | +6.05% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.61% | +4.60% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.29% | +42.79% | |
| 35 | TAXF | American Century Diver Muni | ETF-Other | 0.60% | -0.17% | +1.69% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.04% | -6.17% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.27% | +0.56% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | +0.27% | +2.04% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | -0.05% | +101.05% | |
| 40 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.52% | +0.03% | -4.50% | |
| 41 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.51% | -0.05% | +2.61% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | -0.03% | +6.89% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | — | +0.84% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.50% | -0.03% | +1.82% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | +0.25% | +61.77% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | -0.01% | +3.40% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.46% | -0.18% | +5.08% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.14% | +0.60% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.04% | +3.02% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.24% | -5.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GM | General Motors Co | +0.3% | +1064.03% | Add |
| 2 | VO | Vanguard Mid-cap ETF | +0.3% | +16.90% | Add |
| 3 | ADI | Analog Devices Inc | +0.2% | +574.68% | Add |
| 4 | DHR | Danaher CORP | +0.2% | +3943.75% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | -5.28% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -6.30% | Trim |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +42.79% | Add |
| 8 | MDLZ | Mondelez International Inc-a | +0.2% | +204.71% | Add |
| 9 | PG | Procter & Gamble Co/the | +0.2% | +61.77% | Add |
| 10 | WM | Waste Management Inc | +0.2% | +156.66% | Add |
| 11 | HRMY | Harmony Biosciences Holdings | +0.1% | +19.69% | Add |
| 12 | ENVA | Enova International Inc | +0.1% | +2.66% | Add |
| 13 | RKT | Rocket Cos Inc-class A | +0.1% | +7693.25% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +4.08% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +10.09% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +13.88% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | +0.60% | Add |
| 18 | VFH | Vanguard Financials ETF | +0.1% | +5963.55% | Add |
| 19 | ACN | Accenture plc | +0.1% | +29.05% | Add |
| 20 | AMAT | Applied Materials Inc | +0.1% | +3.63% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | +7.52% | Add |
| 22 | NUE | Nucor CORP | +0.1% | +20.93% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -5.19% | Trim |
| 24 | CB | Chubb Limited | +0.1% | +6.29% | Add |
| 25 | GAP | Gap Inc/the | +0.1% | +4.59% | Add |
| 26 | AXP | American Express Co | 0% | +3.57% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | +4.02% | Add |
| 28 | GILD | Gilead Sciences Inc | 0% | +7.81% | Add |
| 29 | MAT | Mattel Inc | 0% | +5.84% | Add |
| 30 | TMO | Thermo Fisher Scientific Inc | 0% | -1.03% | Trim |
| 31 | INTU | Intuit Inc | 0% | +27.49% | Add |
| 32 | DE | Deere & Co | 0% | +20.21% | Add |
| 33 | CMCSA | Comcast Corp-class A | 0% | +27.41% | Add |
| 34 | V | Visa Inc-class A Shares | 0% | +4.60% | Add |
| 35 | AVGO | Broadcom Inc | 0% | +1.69% | Add |
| 36 | VTV | Vanguard Value ETF | 0% | +6.89% | Add |
| 37 | SCHW | Schwab (charles) CORP | 0% | +5.08% | Add |
| 38 | TIGO | Millicom International Cellular S.A. | 0% | +1.46% | Add |
| 39 | AMGN | Amgen Inc | 0% | -4.31% | Trim |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +4.14% | Add |
| 41 | TJX | Tjx Companies Inc | 0% | +6.89% | Add |
| 42 | MCK | Mckesson CORP | 0% | +5.02% | Add |
| 43 | CL | Colgate-palmolive Co | 0% | +20.95% | Add |
| 44 | COP | Conocophillips | 0% | +15.25% | Add |
| 45 | VDE | Vanguard Energy ETF | 0% | +45.33% | Add |
| 46 | TRV | Travelers Cos Inc/the | 0% | +10.76% | Add |
| 47 | MU | Micron Technology Inc | 0% | -0.71% | Trim |
| 48 | SCHB | Schwab US Broad Market ETF | 0% | +35.33% | Add |
| 49 | AMD | Advanced Micro Devices | 0% | -1.48% | Trim |
| 50 | MDT | Medtronic plc | 0% | +12.65% | Add |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.7B across 1517 disclosed positions in Q4 2025.
During Q4 2025, CX Institutional's top holdings by market value included SGOV (3.8%)、IEFA (2.7%)、SPTI (2.4%). The largest single position, SGOV, represented 3.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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
BPRE
市值: $1.4M
Top Position Liquidated / Trimmed
07WA
前期市值: $3.0M
In Q4 2025, CX Institutional made 200 total portfolio adjustments, initiating 3 new buys, adding to 101 positions, trimming 93 holdings, and fully liquidating 3 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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