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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001737089
Total reported value
$3.7B
$3.7B
1568 檔
12.9%
During the Q2 2026 filing period, CX Institutional (CIK: 0001737089) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.7B across 1568 reported positions.
CX Institutional executed strategic sector rebalancing during Q2 2026, establishing 1 new positions while fully exiting 1 holdings and trimming 109 positions.
Showing top 200 holdings (of 1568 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.37% | -0.10% | +60.94% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.40% | -0.02% | -12.59% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.12% | -2.10% | +118.84% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.45% | -4.24% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | +1.25% | -0.69% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.78% | -0.16% | +334.88% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.76% | -0.73% | +2.35% | |
| 8 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.76% | -0.73% | +2.08% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.62% | -0.57% | -16.44% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.55% | -1.42% | +0.78% | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.52% | +0.19% | -34.31% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.47% | -0.22% | -5.13% | |
| 13 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-Large Cap & Growth | 1.43% | -0.26% | -0.22% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | -0.25% | -3.08% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.32% | +0.01% | -3.89% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | +0.40% | -2.33% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | -0.33% | +4.95% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | -0.15% | -1.93% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | -0.84% | +217.97% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | -0.11% | -2.17% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.97% | -0.17% | +1.36% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.01% | +0.22% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.25% | +10.46% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | -0.61% | +7.20% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.87% | +0.03% | +364.04% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | -0.02% | +288.50% | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.84% | — | -7.35% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.83% | — | -2.22% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | +0.06% | +9.11% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.80% | -0.02% | -24.86% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.04% | -62.21% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | -0.05% | -4.81% | |
| 33 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.72% | -0.04% | -44.32% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | -0.29% | +50.74% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.66% | -0.05% | -5.63% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.04% | +9.88% | |
| 37 | TAXF | American Century Diver Muni | ETF-Other | 0.63% | -0.17% | +5.11% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.63% | — | -27.32% | |
| 39 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.61% | -0.05% | -4.00% | |
| 40 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.61% | +0.03% | -31.83% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.03% | +1.96% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.27% | -12.97% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | +0.27% | +0.28% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.04% | +5.10% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.51% | -0.03% | -3.51% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | -0.01% | -16.45% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | -0.04% | -9.95% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.44% | -0.35% | +4.90% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | +0.04% | -12.79% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.02% | +12.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.9% | +60.94% | Add |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +1.1% | +118.84% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.8% | +217.97% | Add |
| 4 | SUB | Ishares Short-term National | +0.4% | +4425.36% | Add |
| 5 | RWL | Invesco S&p 500 Revenue ETF | +0.3% | NEW | New buy |
| 6 | VGT | Vanguard Info Tech ETF | +0.3% | +13275.47% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | +4.95% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +50.74% | Add |
| 9 | VO | Vanguard Mid-cap ETF | +0.2% | +334.88% | Add |
| 10 | SCHW | Schwab (charles) CORP | +0.2% | +153.06% | Add |
| 11 | AMD | Advanced Micro Devices | +0.2% | -3.71% | Trim |
| 12 | UBER | Uber Technologies Inc | +0.2% | +605.62% | Add |
| 13 | CINF | Cincinnati Financial CORP | +0.2% | +1405.88% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.08% | Trim |
| 15 | MU | Micron Technology Inc | +0.2% | -3.58% | Trim |
| 16 | AOA | Ishares Core 80/20 Aggressiv | +0.2% | +200.98% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +10.46% | Add |
| 18 | XLK | Ss Technology Select Sector | +0.1% | -5.63% | Trim |
| 19 | LRCX | Lam Research CORP | +0.1% | -9.64% | Trim |
| 20 | NVDA | Nvidia CORP | +0.1% | -0.69% | Trim |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +0.22% | Add |
| 22 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +18.24% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | +7.20% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | -2.17% | Trim |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +1.83% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.88% | Add |
| 27 | NUE | Nucor CORP | +0.1% | +20.87% | Add |
| 28 | CSCO | Cisco Systems Inc | +0.1% | -9.95% | Trim |
| 29 | TDC | Teradata CORP | +0.1% | +8.57% | Add |
| 30 | KLAC | Kla CORP | +0.1% | +870.87% | Add |
| 31 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.10% | Add |
| 32 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | -2.33% | Trim |
| 33 | CAT | Caterpillar Inc | +0.1% | -11.06% | Trim |
| 34 | CVS | Cvs Health CORP | +0.1% | -0.78% | Trim |
| 35 | AAPL | Apple Inc | +0.1% | -4.24% | Trim |
| 36 | AMZN | Amazon.com Inc | +0.1% | -1.93% | Trim |
| 37 | FTC | First Trust Large Cap Growth | +0.1% | -4.00% | Trim |
| 38 | NXPI | NXP Semiconductors N.V. | +0.1% | -0.87% | Trim |
| 39 | QCOM | Qualcomm Inc | +0.1% | -12.79% | Trim |
| 40 | GLW | Corning Inc | +0.1% | -0.36% | Trim |
| 41 | IWF | Ishares Russell 1000 Growth | +0.1% | +288.50% | Add |
| 42 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.1% | +3.11% | Add |
| 43 | HRMY | Harmony Biosciences Holdings | +0.1% | +6.05% | Add |
| 44 | DHI | Dr Horton Inc | +0.1% | +20.70% | Add |
| 45 | AGG | Ishares Core U.s. Aggregate | +0.1% | +38.70% | Add |
| 46 | INTC | Intel CORP | +0.1% | +1.21% | Add |
| 47 | AMAT | Applied Materials Inc | +0.1% | -3.38% | Trim |
| 48 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | +98.23% | Add |
| 49 | VB | Vanguard Small-cap ETF | +0.1% | -5.13% | Trim |
| 50 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | -7.35% | Trim |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.7B across 1568 disclosed positions in Q2 2026.
During Q2 2026, CX Institutional's top holdings by market value included SGOV (5.4%)、IEFA (2.4%)、SHY (2.1%). The largest single position, SGOV, represented 5.4% 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.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, IEFA, SHY) accounted for 12.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
RWL
市值: $11.7M
Top Position Liquidated / Trimmed
GWX
前期市值: $7.6M
In Q2 2026, CX Institutional made 200 total portfolio adjustments, initiating 1 new buys, adding to 89 positions, trimming 109 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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