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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001737089
Total reported value
$3.5B
$3.5B
1547 檔
12.0%
In Q1 2026, CX Institutional's U.S. equity holdings reached a combined market value of $3.5B, distributed across 1547 disclosed stock positions.
In Q1 2026, CX Institutional displayed an active expansion posture, initiating 17 new positions and adding to 101 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, IEFA, SPTI) accounted for 12.0% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 1547 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.52% | +1.85% | -10.46% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.72% | -0.32% | -3.60% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.46% | -0.94% | +2.31% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.03% | -0.41% | +2.80% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.07% | +7.74% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | -1.10% | +1.65% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.83% | -0.07% | +0.83% | |
| 8 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.82% | -0.06% | +2.07% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.13% | +4.55% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.62% | -0.07% | +5.18% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.55% | +0.23% | -30.29% | |
| 12 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-Large Cap & Growth | 1.42% | +0.01% | -4.11% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.42% | +0.05% | -24.17% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.09% | +11.32% | |
| 15 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.36% | -0.64% | +2.44% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.35% | -0.03% | -33.06% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.16% | +2.36% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.07% | +10.61% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.03% | +1.09% | +1.66% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.01% | -0.04% | +1.54% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.98% | -0.18% | -42.92% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.28% | +15.52% | |
| 23 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.91% | -0.30% | +67.36% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | -0.27% | +4.47% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.12% | +23.22% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | +0.13% | +2.67% | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.83% | +0.04% | -48.37% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | +0.14% | +23.16% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.12% | +28.24% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.81% | -0.07% | +3.61% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | +0.02% | +25.63% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.79% | +0.06% | -50.32% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.79% | +0.05% | -51.47% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.79% | +0.04% | -48.81% | |
| 35 | TAXF | American Century Diver Muni | ETF-Other | 0.62% | +0.01% | +1.78% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.03% | +4.74% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.57% | -0.36% | +68.77% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | +0.04% | +3.03% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.11% | -4.79% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | -0.06% | +8.67% | |
| 41 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.54% | +0.07% | +5.57% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | +0.01% | -6.18% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.52% | +0.35% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | +0.14% | +4.04% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.48% | -0.43% | +525.37% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.48% | +0.03% | -0.64% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.46% | -0.02% | +33.14% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.09% | +13.59% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.27% | -30.55% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.41% | -0.14% | -2.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.4% | +525.37% | Add |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.4% | +67.36% | Add |
| 3 | CRUS | Cirrus Logic Inc | +0.3% | +737760.00% | Add |
| 4 | CSL | Carlisle Cos Inc | +0.3% | +3314.30% | Add |
| 5 | DELL | Dell Technologies -c | +0.3% | +1880.12% | Add |
| 6 | GILD | Gilead Sciences Inc | +0.3% | +68.77% | Add |
| 7 | NTAP | Netapp Inc | +0.3% | +3679.45% | Add |
| 8 | ABNB | Airbnb Inc-class A | +0.3% | +3214.17% | Add |
| 9 | QCOM | Qualcomm Inc | +0.3% | +550.13% | Add |
| 10 | APA | Apa CORP | +0.2% | +1170.48% | Add |
| 11 | VRSN | Verisign Inc | +0.2% | +2121.03% | Add |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.2% | +452416.00% | Add |
| 13 | HPQ | Hp Inc | +0.2% | +4281.10% | Add |
| 14 | FTNT | Fortinet Inc | +0.2% | +1158.61% | Add |
| 15 | ROST | Ross Stores Inc | +0.2% | +941.12% | Add |
| 16 | NXPI | NXP Semiconductors N.V. | +0.2% | +1384.23% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.2% | +208.40% | Add |
| 18 | HLT | Hilton Worldwide Holdings In | +0.2% | +763.07% | Add |
| 19 | BBY | Best Buy Co Inc | +0.2% | +1222.75% | Add |
| 20 | GNR | State Street Spdr S&p Global | +0.2% | +36659.82% | Add |
| 21 | THG | Hanover Insurance Group Inc/ | +0.2% | +306536.36% | Add |
| 22 | NRG | Nrg Energy Inc | +0.2% | +1823.44% | Add |
| 23 | UNH | Unitedhealth Group Inc | +0.2% | +346.05% | Add |
| 24 | TEL | TE Connectivity plc | +0.2% | +801.22% | Add |
| 25 | EXPE | Expedia Group Inc | +0.2% | +1833.16% | Add |
| 26 | CF | Cf Industries Holdings Inc | +0.2% | +1776.92% | Add |
| 27 | CTSH | Cognizant Tech Solutions-a | +0.2% | +1594.22% | Add |
| 28 | DHI | Dr Horton Inc | +0.2% | +1002.91% | Add |
| 29 | COR | Cencora Inc | +0.2% | +421.54% | Add |
| 30 | VST | Vistra CORP | +0.2% | +1396.32% | Add |
| 31 | BMY | Bristol-myers Squibb Co | +0.2% | +33.14% | Add |
| 32 | XOM | Exxon Mobil CORP | +0.2% | +14.67% | Add |
| 33 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +1422.35% | Add |
| 34 | FNF | Fidelity National Financial | +0.2% | +549.06% | Add |
| 35 | ABT | Abbott Laboratories | +0.2% | +191.66% | Add |
| 36 | PGR | Progressive CORP | +0.1% | +487.42% | Add |
| 37 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +737.02% | Add |
| 38 | NXST | Nexstar Media Group Inc | +0.1% | +323.78% | Add |
| 39 | DECK | Deckers Outdoor CORP | +0.1% | +2798.44% | Add |
| 40 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | +436.61% | Add |
| 41 | INCY | Incyte CORP | +0.1% | +1030.84% | Add |
| 42 | AMP | Ameriprise Financial Inc | +0.1% | +1155.09% | Add |
| 43 | ALSN | Allison Transmission Holding | +0.1% | +269061.54% | Add |
| 44 | BOTZ | Global X Robotics & Artifici | +0.1% | +219246.43% | Add |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +26792.04% | Add |
| 46 | AOS | Smith (a.o.) CORP | +0.1% | +1790.18% | Add |
| 47 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +8864.05% | Add |
| 48 | BAH | Booz Allen Hamilton Holdings | +0.1% | +8193.11% | Add |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | +0.1% | +5.18% | Add |
| 50 | ACM | Aecom | +0.1% | +21131.05% | Add |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.5B across 1547 disclosed positions in Q1 2026.
During Q1 2026, CX Institutional's top holdings by market value included SGOV (3.5%)、IEFA (2.7%)、SPTI (2.5%). The largest single position, SGOV, represented 3.5% 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
TDC
市值: $8.3M
Top Position Liquidated / Trimmed
SGOV
前期市值: $128.7M
In Q1 2026, CX Institutional made 200 total portfolio adjustments, initiating 17 new buys, adding to 101 positions, trimming 82 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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