§ 13F · FUND PROFILE
CX Institutional.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3M (13F)Positions · 1375Turnover · — · Q1Filed · Apr 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$91K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares ETFs/USA | 1.15M | $116K | 3.5% | −10% |
| 2 | IEFA | iShares ETFs/USA | 986K | $89K | 2.7% | −4% |
| 3 | SPTI | State Street ETF/USA | 2.82M | $81K | 2.5% | +2% |
| 4 | BNDX | Vanguard ETF/USA | 1.39M | $67K | 2.0% | +3% |
| 5 | AAPL | APPLE INC | 255K | $65K | 2.0% | +8% |
| 6 | IVV | iShares ETFs/USA | 93K | $61K | 1.9% | +2% |
| 7 | SPMB | State Street ETF/USA | 2.67M | $60K | 1.8% | +1% |
| 8 | SPBO | State Street ETF/USA | 2.05M | $60K | 1.8% | +2% |
| 9 | NVDA | NVIDIA CORP | 314K | $55K | 1.7% | +5% |
| 10 | SHM | State Street ETF/USA | 1.11M | $53K | 1.6% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CX SIGNAL
AC read
CX Institutional is a Other fund managing $3 million in assets. The fund runs a massive portfolio of 1,375 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed