CX Institutional
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 2, 2026), CX Institutional reported 1,568 stock positions worth $3.5 billion. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 5.4% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 2.4%) and iShares 1-3 Year Treasury Bo (SHY, 2.1%). Compared with Q1 2026, it opened 107 new positions, sold out of 87, added to 650 and reduced 547. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +61%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- AUBURN, IN
- CIK
- 0001737089
- Portfolio Value
- $3.5B (Q2 2026)
- SEC Filing
- 0001737089-26-000004 ↗ filed Jul 2, 2026
Holdings Value
Holdings 1,568 stocks · $3.5B
| SGOV iShares 0-3 Month Treasury B | 5.37% | 1,847,279 | $186.0M | Add +60.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.40% | 861,670 | $83.2M | Reduce -12.6% |
| SHY iShares 1-3 Year Treasury Bo | 2.12% | 894,736 | $73.5M | Add +118.8% |
| AAPL Apple Inc. | 2.04% | 243,940 | $70.6M | Reduce -4.2% |
| NVDA Nvidia Corp. | 1.80% | 312,073 | $62.4M | Reduce -0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.78% | 767,143 | $61.8M | Add +8.7% |
| SPMB SS SPDR P Mort Back Bond ETF | 1.76% | 2,735,565 | $61.0M | Add +2.4% |
| SPBO SS SPDR P Corp. Bond ETF | 1.76% | 2,095,671 | $60.9M | Add +2.1% |
| BNDX Vanguard Total Intl Bond ETF | 1.62% | 1,159,375 | $56.1M | Reduce -16.4% |
| SHM SS SPDR N Ice St Muni ETF | 1.55% | 1,121,562 | $53.8M | Add +0.8% |
| SPTI SS SPDR P Int Term TSY ETF | 1.52% | 1,849,623 | $52.5M | Reduce -34.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.47% | 168,070 | $50.9M | Reduce -5.1% |
| RSPA Invesco S&P 500 Ew Income Ad | 1.43% | 927,556 | $49.5M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.34% | 130,128 | $46.5M | Reduce -3.1% |
| IVE iShares S&P 500 Value ETF | 1.32% | 200,775 | $45.6M | Reduce -3.9% |
| MSFT Microsoft Corp. | 1.28% | 118,731 | $44.3M | Reduce -2.3% |
| LLY Eli Lilly & Co. | 1.23% | 35,493 | $42.6M | Add +5.0% |
| AMZN Amazon.com Inc. | 1.21% | 175,196 | $41.8M | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 1.13% | 264,980 | $39.3M | Add +218.0% |
| AVGO Broadcom Inc. | 0.99% | 90,468 | $34.2M | Reduce -2.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.97% | 668,819 | $33.8M | Add +1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.97% | 283,258 | $33.7M | Add +0.2% |
| TSLA Tesla Inc. | 0.96% | 79,450 | $33.4M | Add +10.5% |
| V Visa Inc. Class A | 0.93% | 93,869 | $32.2M | Add +7.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.87% | 344,313 | $30.3M | Reduce -7.2% |
| IWF iShares Russell 1000 Growth | 0.85% | 236,020 | $29.3M | Reduce -2.9% |
| IUSG iShares Core S&P U.S. Growth | 0.84% | 154,478 | $29.1M | Reduce -7.3% |
| IWD iShares Russell 1000 Value E | 0.83% | 118,254 | $28.7M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 0.82% | 50,292 | $28.3M | Add +9.1% |
| SCHV Schwab US Large-Cap Value | 0.80% | 792,816 | $27.6M | Reduce -24.9% |
| IVV iShares Core S&P 500 ETF | 0.76% | 35,282 | $26.4M | Reduce -62.2% |
| MUB iShares National Muni Bond E | 0.74% | 237,041 | $25.5M | Reduce -4.8% |
| ITM Vaneck Intermediate Muni ETF | 0.72% | 533,148 | $25.1M | Reduce -44.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 64,827 | $24.0M | Add +50.7% |
| XLK SS Technology Select Sector | 0.66% | 120,212 | $22.9M | Reduce -5.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 30,467 | $22.8M | Add +9.9% |
| TAXF American Century Diver Muni | 0.63% | 428,304 | $21.8M | Add +5.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.63% | 428,558 | $21.7M | Reduce -27.3% |
| FTC First Trust Large Cap Growth | 0.61% | 109,235 | $21.2M | Reduce -4.0% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.61% | 219,118 | $21.0M | Reduce -31.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.59% | 94,196 | $20.5M | Add +2.0% |
| ABBV Abbvie Inc. | 0.57% | 78,286 | $19.7M | Reduce -13.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.54% | 307,901 | $18.7M | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.53% | 134,747 | $18.5M | Add +5.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.51% | 51,008 | $17.5M | Reduce -3.5% |
| UNP Union Pacific Corp. | 0.49% | 61,801 | $16.8M | Reduce -16.4% |
| CSCO Cisco Systems Inc. | 0.45% | 132,552 | $15.6M | Reduce -9.9% |
| BMY Bristol-Myers Squibb Co. | 0.44% | 263,596 | $15.2M | Add +4.9% |
| QCOM Qualcomm Inc. | 0.41% | 76,204 | $14.1M | Reduce -12.8% |
| MA Mastercard Inc. Class A | 0.39% | 26,565 | $13.6M | Add +12.1% |
| AXP American Express Co. | 0.39% | 39,810 | $13.5M | Add +6.7% |
| CAT Caterpillar Inc. | 0.38% | 12,491 | $13.3M | Reduce -11.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.38% | 46,147 | $13.2M | Add +18.2% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 168,876 | $13.0M | Add +1.0% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.37% | 274,278 | $12.9M | Add +0.3% |
| SUB iShares Short-Term National | 0.37% | 120,284 | $12.8M | Add +4425.4% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.36% | 78,961 | $12.6M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.36% | 29,729 | $12.4M | Add +1.8% |
| MRK Merck & Co. Inc. | 0.35% | 95,317 | $12.2M | Add +2.5% |
| TDC Teradata Corp. | 0.35% | 350,870 | $12.2M | Add +8.6% |
| SCHW Schwab (charles) Corp. | 0.35% | 131,640 | $12.1M | Add +153.1% |
| GOOG Alphabet Inc. Class C | 0.35% | 34,192 | $12.1M | Reduce -1.4% |
| NUE Nucor Corp. | 0.34% | 53,298 | $11.9M | Add +20.9% |
| MCK McKesson Corp. | 0.34% | 15,463 | $11.7M | Add +12.1% |
| RWL Invesco S&P 500 Revenue ETF | 0.34% | 91,198 | $11.7M | New |
| CB Chubb Ltd. | 0.34% | 34,100 | $11.6M | Add +3.9% |
| CSL Carlisle Cos Inc. | 0.33% | 31,783 | $11.5M | Add +2.4% |
| GS Goldman Sachs Group Inc. | 0.33% | 11,361 | $11.5M | Add +2.8% |
| SDY SS SPDR S&P Dividend ETF | 0.33% | 74,031 | $11.3M | Add +3.0% |
| VGT Vanguard Info Tech ETF | 0.32% | 93,227 | $11.1M | Add +1571.9% |
| LRCX Lam Research Corp. | 0.32% | 25,495 | $11.0M | Reduce -9.6% |
| MCD McDonald's Corp. | 0.31% | 39,602 | $10.7M | Add +3.5% |
| ADBE Adobe Inc. | 0.31% | 51,997 | $10.7M | Reduce -1.5% |
| CVS CVS Health Corp. | 0.30% | 100,656 | $10.4M | Reduce -0.8% |
| AMD Advanced Micro Devices | 0.30% | 17,830 | $10.4M | Reduce -3.7% |
| DLN Wisdomtree US Largecap Divid | 0.29% | 105,870 | $10.2M | Add +2.6% |
| DON Wisdomtree US Midcap Dividen | 0.29% | 179,117 | $10.1M | Add +0.2% |
| HD Home Depot Inc. | 0.29% | 28,690 | $10.1M | Add +4.8% |
| NXPI NXP Semiconductors NV | 0.29% | 35,825 | $10.1M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 19,587 | $9.8M | Add +13.3% |
| JPM JPMorgan Chase & Co. | 0.28% | 29,458 | $9.6M | Reduce -23.9% |
| HRMY Harmony Biosciences Holdings | 0.27% | 259,496 | $9.4M | Add +6.0% |
| MRSH Marsh & McLennan Cos | 0.27% | 56,534 | $9.4M | Reduce -5.2% |
| AMGN Amgen Inc. | 0.27% | 25,985 | $9.4M | Reduce -32.0% |
| IRDM Iridium Communications Inc. | 0.27% | 171,098 | $9.4M | Reduce -37.3% |
| PAVE Global X US Infrastructure | 0.27% | 158,718 | $9.4M | Reduce -2.1% |
| CI The Cigna Group | 0.27% | 33,831 | $9.3M | Add +5.7% |
| TRV The Travelers Cos Inc. | 0.26% | 27,665 | $9.1M | Reduce -3.3% |
| XOM Exxon Mobil Corp. | 0.26% | 66,197 | $9.1M | Reduce -14.6% |
| HPQ HP Inc. | 0.26% | 410,288 | $9.0M | Add +7.2% |
| ABNB Airbnb Inc. Class A | 0.25% | 61,163 | $8.8M | Reduce -16.7% |
| PG The Procter & Gamble Co. | 0.25% | 59,588 | $8.7M | Reduce -10.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.25% | 115,931 | $8.7M | Add +2.5% |
| HCA HCA Healthcare Inc. | 0.25% | 22,104 | $8.6M | Add +17.7% |
| AGG iShares Core U.S. Aggregate | 0.25% | 86,726 | $8.6M | Add +38.7% |
| ARTY iShares Future AI & Tech ETF | 0.25% | 112,651 | $8.6M | Reduce -2.3% |
| ABT Abbott Laboratories | 0.25% | 94,489 | $8.6M | Add +17.8% |
| DHI D.R. Horton Inc. | 0.24% | 51,677 | $8.4M | Add +20.7% |
| MU Micron Technology Inc. | 0.24% | 7,270 | $8.4M | Reduce -3.6% |
| IDV iShares International Select | 0.24% | 201,194 | $8.3M | Add +2.7% |
Portfolio Sells Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Reduce -62.2% | 0.76% | −1.10 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -34.3% | 1.52% | −0.95 |
| ITM Vaneck Intermediate Muni ETF | Reduce -44.3% | 0.72% | −0.63 |
| RSP Invesco S&P 500 Equal Weight | Reduce -99.5% | 0.00% | −0.51 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -88.9% | 0.05% | −0.43 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -16.4% | 1.62% | −0.41 |
| GILD Gilead Sciences Inc. | Reduce -56.6% | 0.21% | −0.36 |
| CRUS Cirrus Logic Inc. | Reduce -99.2% | 0.00% | −0.32 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -12.6% | 2.40% | −0.32 |
| LMT Lockheed Martin Corp. | Reduce -84.9% | 0.04% | −0.32 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Reduce -31.8% | 0.61% | −0.31 |
| SCHF Schwab Intl Equity ETF | Reduce -97.1% | 0.01% | −0.29 |
| NTAP Netapp Inc. | Reduce -97.8% | 0.01% | −0.27 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -27.3% | 0.63% | −0.27 |
| GWX State Street SPDR S&P Intern | Sold out | 0.00% | −0.23 |
| ROST Ross Stores Inc. | Reduce -91.2% | 0.02% | −0.21 |
| FTNT Fortinet Inc. | Reduce -91.8% | 0.03% | −0.20 |
| SNEX Stonex Group Inc. | Reduce -99.8% | 0.00% | −0.19 |
| SCHG Schwab US Large-Cap Growth | Reduce -89.6% | 0.02% | −0.19 |
| SCHV Schwab US Large-Cap Value | Reduce -24.9% | 0.80% | −0.19 |
| SAH Sonic Automotive Inc. Class A | Reduce -99.9% | 0.00% | −0.18 |
| DELL Dell Technologies -C | Reduce -84.5% | 0.11% | −0.18 |
| EVTC Evertec Inc. | Reduce -99.9% | 0.00% | −0.18 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -99.9% | 0.00% | −0.18 |
| HCI Hci Group Inc. | Reduce -99.7% | 0.00% | −0.17 |
| MMI Marcus & Millichap Inc. | Reduce -99.9% | 0.00% | −0.17 |
| MLN Vaneck Long Muni ETF | Reduce -93.6% | 0.01% | −0.17 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -99.5% | 0.00% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -14.6% | 0.26% | −0.14 |
| AMGN Amgen Inc. | Reduce -32.0% | 0.27% | −0.14 |
| OKE Oneok Inc. | Reduce -68.5% | 0.05% | −0.13 |
| APA Apa Corp. | Reduce -23.6% | 0.13% | −0.11 |
| FXL First Trust Technology Alpha | Reduce -80.0% | 0.03% | −0.10 |
| IAI iShares U.S. Broker-Dealers | Reduce -91.5% | 0.01% | −0.09 |
| MSFT Microsoft Corp. | Reduce -2.3% | 1.28% | −0.09 |
| WMT Walmart Inc. | Reduce -24.9% | 0.17% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -22.8% | 0.19% | −0.09 |
| ADBE Adobe Inc. | Reduce -1.5% | 0.31% | −0.08 |
| CRM Salesforce Inc. | Reduce -4.4% | 0.23% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -4.8% | 0.74% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -23.9% | 0.28% | −0.07 |
| UNP Union Pacific Corp. | Reduce -16.4% | 0.49% | −0.06 |
| CVX Chevron Corp. | Reduce -20.9% | 0.09% | −0.06 |
| ADP Automatic Data Processing | Reduce -33.2% | 0.11% | −0.05 |
| CF CF Industries Holdings Inc. | Reduce -6.3% | 0.13% | −0.05 |
| HON Honeywell International Inc. | Reduce -54.2% | 0.03% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -5.2% | 0.27% | −0.04 |
| IHE iShares US Pharmaceuticals E | Reduce -97.3% | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -10.1% | 0.25% | −0.04 |
| WFRD Weatherford International PL | Reduce -9.2% | 0.11% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Add +60.9% | 5.37% | +1.84 |
| SHY iShares 1-3 Year Treasury Bo | Add +118.8% | 2.12% | +1.09 |
| IJR iShares Core S&P Small-Cap E | Add +218.0% | 1.13% | +0.82 |
| SUB iShares Short-Term National | Add +4425.4% | 0.37% | +0.36 |
| RWL Invesco S&P 500 Revenue ETF | New | 0.34% | +0.34 |
| VGT Vanguard Info Tech ETF | Add +1571.9% | 0.32% | +0.31 |
| LLY Eli Lilly & Co. | Add +5.0% | 1.23% | +0.28 |
| VTI VG Morningstar TS MKT ETF-US | Add +50.7% | 0.69% | +0.27 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.7% | 1.78% | +0.24 |
| SCHW Schwab (charles) Corp. | Add +153.1% | 0.35% | +0.20 |
| UBER Uber Technologies Inc. | Add +605.6% | 0.21% | +0.18 |
| CINF Cincinnati Financial Corp. | Add +1405.9% | 0.18% | +0.17 |
| AOA iShares Core 80/20 Aggressiv | Add +201.0% | 0.23% | +0.16 |
| TSLA Tesla Inc. | Add +10.5% | 0.96% | +0.15 |
| FTEC Fidelity MSCI Info Tech Indx | Add +18.2% | 0.38% | +0.13 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.2% | 0.97% | +0.13 |
| V Visa Inc. Class A | Add +7.2% | 0.93% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +1.8% | 0.36% | +0.12 |
| NUE Nucor Corp. | Add +20.9% | 0.34% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.9% | 0.66% | +0.11 |
| TDC Teradata Corp. | Add +8.6% | 0.35% | +0.10 |
| IVW iShares S&P 500 Growth ETF | Add +5.1% | 0.53% | +0.09 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +3.1% | 0.36% | +0.07 |
| DHI D.R. Horton Inc. | Add +20.7% | 0.24% | +0.06 |
| HRMY Harmony Biosciences Holdings | Add +6.0% | 0.27% | +0.06 |
| INTC Intel Corp. | Add +1.2% | 0.09% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +38.7% | 0.25% | +0.06 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +98.2% | 0.12% | +0.05 |
| THG Hanover Insurance Group Inc./ | Add +8.3% | 0.23% | +0.05 |
| Q Qnity Electronics Inc. | Add +118.5% | 0.07% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +2.8% | 0.33% | +0.05 |
| IXN iShares Global Tech ETF | Add +465.5% | 0.05% | +0.05 |
| AXP American Express Co. | Add +6.7% | 0.39% | +0.04 |
| VST Vistra Corp. | Add +24.6% | 0.21% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.0% | 0.59% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +46.7% | 0.09% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +11.1% | 0.18% | +0.04 |
| EXPE Expedia Group Inc. | Add +13.9% | 0.22% | +0.04 |
| HPQ HP Inc. | Add +7.2% | 0.26% | +0.04 |
| MA Mastercard Inc. Class A | Add +12.1% | 0.39% | +0.03 |
| LEG Leggett & Platt Inc. | Add +6.6% | 0.20% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +1.0% | 0.38% | +0.03 |
| BBY Best Buy Co. Inc. | Add +2.8% | 0.24% | +0.03 |
| DHR Danaher Corp. | Add +21.4% | 0.23% | +0.03 |
| PAG Penske Automotive Group Inc. | Add +260.3% | 0.04% | +0.03 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +411.8% | 0.04% | +0.03 |
| IBKR Interactive Brokers Gro Class A | Add +2.1% | 0.14% | +0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +2.5% | 0.25% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.0% | 0.22% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +100.1% | 0.05% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,568 | $3.5B | SGOV, IEFA, SHY, AAPL, NVDA |
| Q1 2026 | 1,547 | $3.3B | SGOV, IEFA, SPTI, BNDX, AAPL |
| Q4 2025 | 1,517 | $3.4B | SGOV, IEFA, SPTI, VO, IVE |
| Q3 2025 | 1,375 | $3.3B | SGOV, IEFA, SPTI, BNDX, IVE |
| Q2 2025Amended | 1,213 | $2.9B | SGOV, SHM, BIL, MGK, IUSG |
| Q1 2025 | 1,202 | $2.6B | IEFA, SPTI, JAAA, VO, IVE |
| Q4 2024 | 535 | $2.5B | IEFA, SGOV, SPTI, MGK, JAAA |
| Q3 2024 | 551 | $2.3B | SGOV, IVV, MGK, SPTI, VO |
| Q2 2024 | 542 | $2.1B | IVV, URTH, SCHV, MGK, SPTI |
| Q1 2024 | 543 | $2.1B | IVV, URTH, SPTI, SCHV, TLT |