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CIK: 0001737089
Total reported value
$3.5B
$3.5B
1517 檔
12.7%
The Q4 2025 SEC filing reveals that CX Institutional held a total portfolio value of $3.5B, covering 1517 public equity positions.
During Q4 2025, CX Institutional performed routine portfolio adjustments (0 new buys, 27 additions, 22 trims, and 1 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, IEFA, SPTI) accounted for 12.7% 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% | +1.85% | -10.18% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.73% | -0.32% | -5.17% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.37% | -0.94% | +2.42% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.19% | +0.23% | +16.90% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.97% | -0.03% | -0.28% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.95% | -0.41% | +2.61% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.92% | +0.07% | -3.58% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -1.10% | +0.18% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.80% | +0.05% | -1.80% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.77% | -0.07% | -0.47% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.77% | +0.04% | -4.66% | |
| 12 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.76% | -0.06% | +0.29% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.73% | +0.06% | -3.44% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.72% | +0.05% | -3.91% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.13% | +1.39% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.63% | -0.18% | -2.14% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.09% | -2.45% | |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.51% | -0.07% | +1.98% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.48% | +0.04% | -2.19% | |
| 20 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-Large Cap & Growth | 1.47% | +0.01% | -6.61% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.31% | -0.64% | +1.85% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.16% | -6.30% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.07% | +4.08% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.99% | +1.09% | +0.68% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.98% | -0.04% | +1.04% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.28% | -5.28% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | +0.13% | +1.58% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.85% | -0.27% | +4.14% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.14% | -5.82% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.12% | +1.69% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | -0.07% | +2.27% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | +0.02% | +6.05% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.12% | +4.60% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.27% | +42.79% | |
| 35 | TAXF | American Century Diver Muni | ETF-Other | 0.60% | +0.01% | +1.69% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.11% | -6.17% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.03% | +0.56% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | +2.04% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.14% | +101.05% | |
| 40 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.52% | -0.30% | -4.50% | |
| 41 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.51% | +0.07% | +2.61% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.04% | +6.89% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | -0.52% | +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% | -0.04% | +61.77% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | -0.06% | +3.40% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.46% | +0.20% | +5.08% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.08% | +0.60% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.09% | +3.02% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.04% | -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 | AXP | American Express Co | 0% | +3.57% | Add |
| 26 | CSCO | Cisco Systems Inc | 0% | +4.02% | Add |
| 27 | GILD | Gilead Sciences Inc | 0% | +7.81% | Add |
| 28 | V | Visa Inc-class A Shares | 0% | +4.60% | Add |
| 29 | AVGO | Broadcom Inc | 0% | +1.69% | Add |
| 30 | AAPL | Apple Inc | 0% | -3.58% | Trim |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +2.42% | Add |
| 32 | AON | Aon plc | -0.1% | -54.52% | Trim |
| 33 | XPH | Ss Spdr S&p Pharma ETF | -0.1% | -85.09% | Trim |
| 34 | WMT | Walmart Inc | -0.1% | -32.81% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -18.93% | Trim |
| 36 | HD | Home Depot Inc | -0.1% | -4.12% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.1% | -25.87% | Trim |
| 38 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -5.17% | Trim |
| 39 | RSPA | Invesco S&p 500 Ew Income Ad | -0.1% | -6.61% | Trim |
| 40 | UPS | United Parcel Service-cl B | -0.2% | -86.33% | Trim |
| 41 | NKE | Nike Inc -cl B | -0.2% | -90.03% | Trim |
| 42 | ELV | Elevance Health Inc | -0.2% | -91.04% | Trim |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.2% | -34.17% | Trim |
| 44 | COR | Cencora Inc | -0.2% | -82.28% | Trim |
| 45 | RTX | Rtx CORP | -0.2% | -59.92% | Trim |
| 46 | MSFT | Microsoft CORP | -0.2% | -2.45% | Trim |
| 47 | JAZZ | Jazz Pharmaceuticals plc | -0.2% | -82.30% | Trim |
| 48 | XOM | Exxon Mobil CORP | -0.2% | -45.59% | Trim |
| 49 | SGOV | Ishares 0-3 Month Treasury B | -0.5% | -10.18% | Trim |
| 50 | 07WA | Mr Cooper Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.5B 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.
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Top Position Liquidated / Trimmed
07WA
前期市值: $3.0M
In Q4 2025, CX Institutional made 50 total portfolio adjustments, initiating 0 new buys, adding to 27 positions, trimming 22 holdings, and fully liquidating 1 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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