CX Institutional 13F Holdings · Q3 2026
CX Institutional reported 1,668 securities worth $3.69B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SGOV (5.27%), SPTS (3.79%), NVDA (3.05%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares ETFs/USA | $194.6M | 5.27% | 1.9M | Added |
| 2 | SPTS | State Street ETF/USA | $139.9M | 3.79% | 4.9M | Added |
| 3 | NVDA | NVIDIA CORP | $112.5M | 3.05% | 492,568 | Added |
| 4 | AAPL | APPLE INC | $91.9M | 2.49% | 276,065 | Added |
| 5 | IEFA | iShares ETFs/USA | $87.8M | 2.38% | 906,032 | Added |
| 6 | SPTI | State Street ETF/USA | $63.0M | 1.71% | 2.3M | Added |
| 7 | SUB | iShares ETFs/USA | $62.6M | 1.70% | 599,280 | Added |
| 8 | MSFT | MICROSOFT CORP | $62.1M | 1.68% | 121,105 | Added |
| 9 | VO | Vanguard ETF/USA | $59.9M | 1.62% | 763,681 | Trimmed |
| 10 | IVE | iShares ETFs/USA | $49.2M | 1.33% | 215,726 | Added |
| 11 | VB | Vanguard ETF/USA | $46.3M | 1.25% | 162,723 | Trimmed |
| 12 | RSPA | Invesco ETFs/USA | $43.2M | 1.17% | 838,877 | Trimmed |
| 13 | GOOGL | ALPHABET INC-A | $40.1M | 1.09% | 116,471 | Trimmed |
| 14 | AMZN | AMAZON.COM INC | $39.1M | 1.06% | 156,953 | Trimmed |
| 15 | BNDX | Vanguard ETF/USA | $38.8M | 1.05% | 827,903 | Trimmed |
| 16 | SPBO | State Street ETF/USA | $38.1M | 1.03% | 1.4M | Trimmed |
| 17 | SPMB | State Street ETF/USA | $37.9M | 1.03% | 1.8M | Trimmed |
| 18 | SPYG | State Street ETF/USA | $36.0M | 0.97% | 292,447 | Added |
| 19 | LLY | ELI LILLY & CO | $33.0M | 0.90% | 28,563 | Trimmed |
| 20 | MGK | Vanguard ETF/USA | $33.1M | 0.90% | 357,048 | Added |
| 21 | AVGO | BROADCOM INC | $32.3M | 0.88% | 92,006 | Added |
| 22 | META | META PLATFORMS-A | $32.4M | 0.88% | 44,668 | Trimmed |
| 23 | MU | MICRON TECH | $31.6M | 0.85% | 29,635 | Added |
| 24 | IUSG | iShares ETFs/USA | $31.0M | 0.84% | 159,903 | Added |
| 25 | IWD | iShares ETFs/USA | $30.5M | 0.83% | 122,927 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR