CX Institutional
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), CX Institutional reported 1,202 stock positions worth $2.6 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 4.3% of the portfolio, followed by SS SPDR P Int Term TSY ETF (SPTI, 2.2%) and Janus Henderson Aaa Clo ETF (JAAA, 2.2%). Compared with Q4 2024, it opened 672 new positions, sold out of 5, added to 282 and reduced 237. The biggest buy was NT GLBL BRD Infra ETF (NFRA, shares +465%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- AUBURN, IN
- CIK
- 0001737089
- Portfolio Value
- $2.6B (Q1 2025)
- SEC Filing
- 0001737089-25-000005 ↗ filed Apr 15, 2025
Holdings Value
Holdings 1,202 stocks · $2.6B
| IEFA iShares Core MSCI Eafe ETF | 4.26% | 1,491,967 | $112.9M | Reduce -22.3% |
| SPTI SS SPDR P Int Term TSY ETF | 2.20% | 2,043,626 | $58.4M | Reduce -6.5% |
| JAAA Janus Henderson Aaa Clo ETF | 2.20% | 1,150,408 | $58.3M | Add +6.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.19% | 224,464 | $58.1M | Add +13.9% |
| IVE iShares S&P 500 Value ETF | 2.03% | 281,643 | $53.7M | Add +21.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.99% | 170,735 | $52.7M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 1.96% | 92,636 | $52.1M | Reduce -0.4% |
| IUSG iShares Core S&P U.S. Growth | 1.95% | 407,174 | $51.7M | Add +38.4% |
| IWF iShares Russell 1000 Growth | 1.94% | 142,684 | $51.5M | Add +39.6% |
| SCHV Schwab US Large-Cap Value | 1.92% | 1,909,279 | $50.7M | Add +3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.89% | 226,214 | $50.2M | Add +25.8% |
| SPBO SS SPDR P Corp. Bond ETF | 1.83% | 1,673,235 | $48.6M | Reduce -5.8% |
| TLT iShares 20+ Year Treasury BD | 1.82% | 528,487 | $48.1M | Add +13.5% |
| SGOV iShares 0-3 Month Treasury B | 1.68% | 442,313 | $44.5M | Reduce -38.8% |
| IWD iShares Russell 1000 Value E | 1.60% | 225,186 | $42.4M | Add +16.3% |
| AAPL Apple Inc. | 1.59% | 189,978 | $42.2M | Add +7.3% |
| SPMB SS SPDR P Mort Back Bond ETF | 1.52% | 1,822,471 | $40.2M | Reduce -7.3% |
| ITM Vaneck Intermediate Muni ETF | 1.29% | 749,499 | $34.1M | Add +1.5% |
| MSFT Microsoft Corp. | 1.19% | 84,176 | $31.6M | Add +7.4% |
| TAXF American Century Diver Muni | 1.19% | 637,723 | $31.6M | Add +3.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.16% | 843,256 | $30.6M | Reduce -31.6% |
| BNDX Vanguard Total Intl Bond ETF | 1.13% | 615,639 | $30.1M | Reduce -5.3% |
| MUB iShares National Muni Bond E | 1.09% | 274,717 | $29.0M | Add +24.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.08% | 577,148 | $28.6M | Add +24.5% |
| NVDA Nvidia Corp. | 1.01% | 245,716 | $26.6M | Add +18.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.86% | 282,830 | $22.7M | Add +28.0% |
| LLY Eli Lilly & Co. | 0.85% | 27,223 | $22.5M | Add +15.2% |
| AMZN Amazon.com Inc. | 0.83% | 115,942 | $22.1M | Add +7.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.81% | 260,857 | $21.6M | Reduce -6.3% |
| V Visa Inc. Class A | 0.79% | 59,788 | $21.0M | Add +15.1% |
| META Meta Platforms Inc. Class A | 0.78% | 35,807 | $20.6M | Add +20.8% |
| GOOGL Alphabet Inc. Class A | 0.77% | 132,271 | $20.5M | Add +13.5% |
| NFRA NT GLBL BRD Infra ETF | 0.74% | 340,883 | $19.6M | Add +465.2% |
| TSLA Tesla Inc. | 0.74% | 75,329 | $19.5M | Add +64.2% |
| PZA Invesco National Amt-Free Mu | 0.68% | 787,564 | $18.1M | Add +3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 32,387 | $18.1M | Reduce -17.5% |
| PAVE Global X US Infrastructure | 0.66% | 461,893 | $17.4M | Add +265.5% |
| PG The Procter & Gamble Co. | 0.63% | 97,150 | $16.6M | Reduce -5.6% |
| AVGO Broadcom Inc. | 0.60% | 95,581 | $16.0M | Add +19.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.60% | 62,122 | $16.0M | Add +5.0% |
| RSP Invesco S&P 500 Equal Weight | 0.57% | 86,883 | $15.1M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 84,382 | $14.6M | Add +19.1% |
| ABBV Abbvie Inc. | 0.55% | 69,458 | $14.6M | Reduce -1.1% |
| SCHW Schwab (charles) Corp. | 0.53% | 180,913 | $14.2M | Add +1845.7% |
| HON Honeywell International Inc. | 0.53% | 66,728 | $14.1M | Add +46.1% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.53% | 178,529 | $14.1M | Reduce -12.4% |
| IGF iShares Global Infrastructur | 0.53% | 256,191 | $14.0M | Add +255.7% |
| UNP Union Pacific Corp. | 0.52% | 57,801 | $13.7M | Add +41.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.50% | 258,652 | $13.2M | Reduce -4.2% |
| FISV Fiserv Inc. | 0.50% | 59,738 | $13.2M | Add +20.9% |
| XOM Exxon Mobil Corp. | 0.49% | 108,067 | $12.9M | Reduce -3.6% |
| XLK SS Technology Select Sector | 0.48% | 61,936 | $12.8M | Add +16.6% |
| FTC First Trust Large Cap Growth | 0.47% | 93,971 | $12.3M | Add +61.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 32,801 | $12.2M | Add +31.7% |
| AMGN Amgen Inc. | 0.44% | 37,026 | $11.5M | Reduce -8.4% |
| MRK Merck & Co. Inc. | 0.42% | 125,365 | $11.3M | Add +555.7% |
| SHM SS SPDR N Ice St Muni ETF | 0.42% | 231,742 | $11.0M | Add +1.1% |
| IVW iShares S&P 500 Growth ETF | 0.41% | 117,599 | $10.9M | Add +4.3% |
| PEP Pepsico Inc. | 0.40% | 70,846 | $10.6M | Add +60.9% |
| AXP American Express Co. | 0.40% | 39,379 | $10.6M | Add +8.5% |
| MA Mastercard Inc. Class A | 0.40% | 19,093 | $10.5M | Add +98.2% |
| JNJ Johnson & Johnson | 0.39% | 62,134 | $10.3M | Add +6.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 37,326 | $10.3M | Add +68.2% |
| CAT Caterpillar Inc. | 0.38% | 30,918 | $10.2M | Add +21.8% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 167,962 | $9.8M | Add +13.5% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.36% | 79,859 | $9.7M | Add +41.4% |
| SDY SS SPDR S&P Dividend ETF | 0.34% | 67,119 | $9.1M | Reduce -6.2% |
| MCD McDonald's Corp. | 0.34% | 29,134 | $9.1M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.33% | 16,565 | $8.7M | Add +52.6% |
| ABT Abbott Laboratories | 0.32% | 64,772 | $8.6M | Add +354.8% |
| MRSH Marsh & McLennan Cos | 0.32% | 34,852 | $8.5M | Add +5.0% |
| RTX RTX Corp. | 0.31% | 62,892 | $8.3M | Reduce -3.5% |
| CVX Chevron Corp. | 0.31% | 49,676 | $8.3M | Reduce -13.4% |
| TMUS T-Mobile US Inc. | 0.31% | 31,144 | $8.3M | Reduce -5.0% |
| MLN Vaneck Long Muni ETF | 0.31% | 472,312 | $8.2M | Reduce -0.7% |
| DLN Wisdomtree US Largecap Divid | 0.31% | 102,701 | $8.2M | Reduce -4.9% |
| HD Home Depot Inc. | 0.30% | 21,946 | $8.0M | Reduce -29.2% |
| ADP Automatic Data Processing | 0.30% | 25,961 | $7.9M | Add +0.2% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 126,845 | $7.7M | Reduce -6.2% |
| GILD Gilead Sciences Inc. | 0.29% | 68,647 | $7.7M | Add +6.8% |
| CSCO Cisco Systems Inc. | 0.29% | 123,637 | $7.6M | Reduce -10.2% |
| DON Wisdomtree US Midcap Dividen | 0.29% | 153,470 | $7.6M | Reduce -0.7% |
| SCHF Schwab Intl Equity ETF | 0.29% | 384,099 | $7.6M | Reduce -0.4% |
| MO Altria Group Inc. | 0.28% | 121,928 | $7.3M | Reduce -2.8% |
| AGG iShares Core U.S. Aggregate | 0.27% | 73,179 | $7.2M | Add +221.9% |
| HCA HCA Healthcare Inc. | 0.27% | 20,726 | $7.2M | Add +31.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 58,517 | $7.1M | Add +1.8% |
| IDV iShares International Select | 0.27% | 226,881 | $7.0M | Reduce -17.7% |
| COST Costco Wholesale Corp. | 0.26% | 7,213 | $6.8M | Reduce -5.4% |
| CI The Cigna Group | 0.26% | 20,577 | $6.8M | Reduce -37.0% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 33,821 | $6.8M | Add +317.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 35,917 | $6.7M | Add +30.5% |
| XLC SS Comm Select Sector SPDR | 0.25% | 69,106 | $6.7M | Add +23.7% |
| LMT Lockheed Martin Corp. | 0.25% | 14,851 | $6.6M | Reduce -20.1% |
| WMT Walmart Inc. | 0.25% | 74,651 | $6.6M | Reduce -10.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 26,654 | $6.5M | Add +8.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.24% | 40,294 | $6.5M | Add +13.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 25,463 | $6.4M | Add +29.2% |
| COP Conocophillips | 0.23% | 58,845 | $6.2M | Reduce -8.0% |
| EOG EOG Resources Inc. | 0.23% | 47,694 | $6.1M | Add +279.6% |
Portfolio Sells Q4 2024 → Q1 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -38.8% | 1.68% | −1.20 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -22.3% | 4.26% | −1.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.60 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -31.6% | 1.16% | −0.55 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -69.9% | 0.19% | −0.48 |
| BLOK Amplify Blockchain Tech ETF | Reduce -65.5% | 0.18% | −0.47 |
| HYD Vaneck High Yield Muni ETF | Reduce -97.5% | 0.01% | −0.40 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -81.2% | 0.06% | −0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.5% | 0.68% | −0.23 |
| GM General Motors Co. | Reduce -91.0% | 0.02% | −0.22 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -6.5% | 2.20% | −0.22 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 1.96% | −0.21 |
| KO The Coca-Cola Co. | Reduce -67.7% | 0.11% | −0.20 |
| T AT&T Inc. | Reduce -71.0% | 0.10% | −0.20 |
| EWJ iShares MSCI Japan ETF | Reduce -88.0% | 0.03% | −0.20 |
| ALL Allstate Corp. | Reduce -83.8% | 0.04% | −0.20 |
| TRV The Travelers Cos Inc. | Reduce -92.0% | 0.02% | −0.20 |
| PRU Prudential Financial Inc. | Reduce -91.7% | 0.02% | −0.19 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -5.8% | 1.83% | −0.19 |
| VIS Vanguard Industrials ETF | Reduce -90.6% | 0.02% | −0.18 |
| AGCO Agco Corp. | Reduce -99.7% | 0.00% | −0.18 |
| MPC Marathon Petroleum Corp. | Reduce -74.9% | 0.06% | −0.18 |
| ACGL Arch Capital Group Ltd. | Reduce -93.9% | 0.01% | −0.18 |
| HD Home Depot Inc. | Reduce -29.2% | 0.30% | −0.18 |
| AMAT Applied Materials Inc. | Reduce -81.3% | 0.03% | −0.17 |
| KRE SS SPDR S&P Regional Bank | Reduce -53.8% | 0.12% | −0.17 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -7.3% | 1.52% | −0.17 |
| DVY iShares Select Dividend ETF | Reduce -98.7% | 0.00% | −0.16 |
| DRIV Global X Autonomous&elec-ETF | Reduce -62.6% | 0.07% | −0.15 |
| FLGB Franklin Ftse United Kingdom | Reduce -88.6% | 0.02% | −0.14 |
| EWL iShares MSCI Switzerland ETF | Reduce -88.9% | 0.02% | −0.14 |
| IDRV iShares Self-Driving Ev&tech | Reduce -67.3% | 0.06% | −0.14 |
| EWS iShares MSCI Singapore ETF | Reduce -91.2% | 0.01% | −0.13 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -5.3% | 1.13% | −0.13 |
| EWG iShares MSCI Germany ETF | Reduce -88.3% | 0.02% | −0.13 |
| MCK McKesson Corp. | Reduce -50.2% | 0.16% | −0.13 |
| LIT Global X Lithium & Battery T | Reduce -50.6% | 0.09% | −0.12 |
| DFAI Dimensional International Co. | Reduce -50.6% | 0.11% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -20.1% | 0.25% | −0.11 |
| ICLN iShares Global Clean Energy | Reduce -51.1% | 0.09% | −0.10 |
| CI The Cigna Group | Reduce -37.0% | 0.26% | −0.10 |
| IWB iShares Russell 1000 ETF | Reduce -96.6% | 0.00% | −0.10 |
| CVS CVS Health Corp. | Reduce -69.1% | 0.08% | −0.10 |
| ACN Accenture PLC Class A | Reduce -19.5% | 0.20% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -6.3% | 0.81% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -39.4% | 0.13% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -5.6% | 0.63% | −0.06 |
| HPE Hewlett Packard Enterprise | Reduce -66.7% | 0.02% | −0.06 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Reduce -12.4% | 0.53% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Reduce -30.5% | 0.11% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| NFRA NT GLBL BRD Infra ETF | Add +465.2% | 0.74% | +0.61 |
| SCHW Schwab (charles) Corp. | Add +1845.7% | 0.53% | +0.51 |
| PAVE Global X US Infrastructure | Add +265.5% | 0.66% | +0.46 |
| IGF iShares Global Infrastructur | Add +255.7% | 0.53% | +0.38 |
| MRK Merck & Co. Inc. | Add +555.7% | 0.42% | +0.35 |
| IUSG iShares Core S&P U.S. Growth | Add +38.4% | 1.95% | +0.32 |
| IWF iShares Russell 1000 Growth | Add +39.6% | 1.94% | +0.32 |
| IVE iShares S&P 500 Value ETF | Add +21.2% | 2.03% | +0.27 |
| ABT Abbott Laboratories | Add +354.8% | 0.32% | +0.26 |
| FXL First Trust Technology Alpha | New | 0.22% | +0.22 |
| GE General Electric | Add +317.9% | 0.26% | +0.20 |
| TLT iShares 20+ Year Treasury BD | Add +13.5% | 1.82% | +0.20 |
| MA Mastercard Inc. Class A | Add +98.2% | 0.40% | +0.19 |
| CL Colgate-Palmolive Co. | Add +1206.2% | 0.21% | +0.19 |
| AGG iShares Core U.S. Aggregate | Add +221.9% | 0.27% | +0.19 |
| DE Deere & Co. | Add +596.2% | 0.21% | +0.18 |
| SPGI S&P Global Inc. | Add +519.4% | 0.21% | +0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +25.8% | 1.89% | +0.18 |
| IWD iShares Russell 1000 Value E | Add +16.3% | 1.60% | +0.18 |
| INTU Intuit Inc. | Add +432.3% | 0.22% | +0.17 |
| EOG EOG Resources Inc. | Add +279.6% | 0.23% | +0.17 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.16% | +0.16 |
| VOYA Voya Financial Inc. | New | 0.16% | +0.16 |
| AMP Ameriprise Financial Inc. | Add +1311.6% | 0.17% | +0.16 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +24.5% | 1.08% | +0.16 |
| MUB iShares National Muni Bond E | Add +24.2% | 1.09% | +0.16 |
| ADBE Adobe Inc. | Add +420.4% | 0.20% | +0.15 |
| FTC First Trust Large Cap Growth | Add +61.8% | 0.47% | +0.15 |
| UNP Union Pacific Corp. | Add +41.3% | 0.52% | +0.15 |
| PYPL PayPal Holdings Inc. | Add +773.7% | 0.17% | +0.14 |
| V Visa Inc. Class A | Add +15.1% | 0.79% | +0.14 |
| PEP Pepsico Inc. | Add +60.9% | 0.40% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | Add +68.2% | 0.39% | +0.13 |
| LLY Eli Lilly & Co. | Add +15.2% | 0.85% | +0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.9% | 2.19% | +0.12 |
| HON Honeywell International Inc. | Add +46.1% | 0.53% | +0.12 |
| CUBE Cubesmart | New | 0.12% | +0.12 |
| INGR Ingredion Inc. | Add +12078.2% | 0.12% | +0.12 |
| SIRI Sirius XM Holdings Inc. | Add +288752.1% | 0.12% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +52.6% | 0.33% | +0.11 |
| REYN Reynolds Consumer Products I | New | 0.11% | +0.11 |
| SCHB Schwab US Broad Market ETF | Add +307.1% | 0.15% | +0.11 |
| FCN Fti Consulting Inc. | New | 0.10% | +0.10 |
| YELP Yelp Inc. | New | 0.10% | +0.10 |
| CACI Caci International Inc. Class A | New | 0.10% | +0.10 |
| IYF iShares US Financials ETF | Add +103.0% | 0.20% | +0.10 |
| KWR Quaker Chemical Corporation | New | 0.10% | +0.10 |
| HRMY Harmony Biosciences Holdings | New | 0.10% | +0.10 |
| GIII G-III Apparel Group Ltd. | New | 0.10% | +0.10 |
| FXR First Trust Indst/Producers | New | 0.10% | +0.10 |
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 |