§ 13F · FUND PROFILE
CX Institutional.
AUM · $3M (13F)Positions · 1569Turnover · n/a · Q2Filed · Jul 2, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares ETFs/USA | 1.85M | $186K | 5.4% | +61% |
| 2 | IEFA | iShares ETFs/USA | 862K | $83K | 2.4% | −13% |
| 3 | SHY | iShares ETFs/USA | 895K | $73K | 2.1% | +119% |
| 4 | AAPL | APPLE INC | 244K | $71K | 2.0% | −4% |
| 5 | NVDA | NVIDIA CORP | 312K | $62K | 1.8% | −1% |
| 6 | VO | Vanguard ETF/USA | 767K | $62K | 1.8% | +335% |
| 7 | SPMB | State Street ETF/USA | 2.74M | $61K | 1.8% | +2% |
| 8 | SPBO | State Street ETF/USA | 2.10M | $61K | 1.8% | +2% |
| 9 | BNDX | Vanguard ETF/USA | 1.16M | $56K | 1.6% | −16% |
| 10 | SHM | State Street ETF/USA | 1.12M | $54K | 1.6% | +1% |
§ 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 1,569 positions.
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