CX Institutional
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), CX Institutional reported 1,213 stock positions worth $2.9 billion. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 5.4% of the portfolio, followed by SS SPDR N Ice St Muni ETF (SHM, 2.8%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 2.6%). Compared with Q1 2025, it opened 44 new positions, sold out of 34, added to 496 and reduced 383. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +249%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- AUBURN, IN
- CIK
- 0001737089
- Portfolio Value
- $2.9B (Q2 2025)
- SEC Filing
- 0001737089-25-000007 ↗ filed Jul 16, 2025
Holdings Value
Holdings 1,213 stocks · $2.9B
| SGOV iShares 0-3 Month Treasury B | 5.43% | 1,545,788 | $155.6M | Add +249.5% |
| SHM SS SPDR N Ice St Muni ETF | 2.82% | 1,690,403 | $80.9M | Add +629.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.56% | 801,463 | $73.5M | Add +10163.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.49% | 195,369 | $71.5M | Add +14.4% |
| IUSG iShares Core S&P U.S. Growth | 2.42% | 460,475 | $69.3M | Add +13.1% |
| IWF iShares Russell 1000 Growth | 2.33% | 157,447 | $66.8M | Add +10.3% |
| IVE iShares S&P 500 Value ETF | 2.24% | 328,571 | $64.2M | Add +16.7% |
| SCHV Schwab US Large-Cap Value | 2.03% | 2,105,587 | $58.3M | Add +10.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.01% | 1,163,511 | $57.6M | Add +89.0% |
| IVV iShares Core S&P 500 ETF | 1.98% | 91,228 | $56.6M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.94% | 198,417 | $55.5M | Reduce -11.6% |
| IWD iShares Russell 1000 Value E | 1.77% | 262,024 | $50.9M | Add +16.4% |
| SPMB SS SPDR P Mort Back Bond ETF | 1.72% | 2,235,549 | $49.4M | Add +22.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.71% | 207,192 | $49.1M | Reduce -8.4% |
| SPBO SS SPDR P Corp. Bond ETF | 1.71% | 1,678,522 | $49.0M | Add +0.3% |
| MSFT Microsoft Corp. | 1.60% | 92,380 | $46.0M | Add +9.8% |
| NVDA Nvidia Corp. | 1.51% | 273,745 | $43.2M | Add +11.4% |
| AAPL Apple Inc. | 1.49% | 208,224 | $42.7M | Add +9.6% |
| AOA iShares Core 80/20 Aggressiv | 1.39% | 476,798 | $39.8M | Add +58402.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.15% | 345,794 | $33.0M | Add +22.3% |
| ITM Vaneck Intermediate Muni ETF | 1.14% | 721,021 | $32.8M | Reduce -3.8% |
| JAAA Janus Henderson Aaa Clo ETF | 1.07% | 606,063 | $30.8M | Reduce -47.3% |
| META Meta Platforms Inc. Class A | 1.05% | 40,979 | $30.2M | Add +14.4% |
| AMZN Amazon.com Inc. | 1.04% | 136,372 | $29.9M | Add +17.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.02% | 352,487 | $29.2M | Add +35.1% |
| AVGO Broadcom Inc. | 0.97% | 100,410 | $27.7M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 0.95% | 154,395 | $27.2M | Add +16.7% |
| TSLA Tesla Inc. | 0.80% | 72,605 | $23.1M | Reduce -3.6% |
| LLY Eli Lilly & Co. | 0.78% | 28,717 | $22.4M | Add +5.5% |
| V Visa Inc. Class A | 0.76% | 61,760 | $21.9M | Add +3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.67% | 108,088 | $19.1M | Add +28.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 29,274 | $18.1M | Reduce -9.6% |
| XLK SS Technology Select Sector | 0.61% | 68,758 | $17.4M | Add +11.0% |
| FTC First Trust Large Cap Growth | 0.61% | 114,984 | $17.4M | Add +22.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.56% | 304,726 | $15.9M | Add +17.8% |
| RSP Invesco S&P 500 Equal Weight | 0.55% | 86,883 | $15.8M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 181,014 | $15.1M | Reduce -87.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.52% | 52,328 | $14.9M | Reduce -15.8% |
| MUB iShares National Muni Bond E | 0.50% | 137,825 | $14.4M | Reduce -49.8% |
| TAXF American Century Diver Muni | 0.50% | 292,028 | $14.3M | Reduce -54.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.49% | 285,539 | $14.0M | Reduce -50.5% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 117,390 | $12.9M | Reduce -0.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.45% | 93,971 | $12.8M | Add +17.7% |
| CAT Caterpillar Inc. | 0.45% | 32,920 | $12.8M | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.42% | 112,712 | $12.2M | Add +4.3% |
| ABBV Abbvie Inc. | 0.42% | 65,305 | $12.1M | Reduce -6.0% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.42% | 140,042 | $12.0M | Reduce -21.6% |
| SCHW Schwab (charles) Corp. | 0.41% | 129,566 | $11.8M | Reduce -28.4% |
| UNP Union Pacific Corp. | 0.38% | 47,084 | $10.8M | Reduce -18.5% |
| PG The Procter & Gamble Co. | 0.38% | 67,910 | $10.8M | Reduce -30.1% |
| PAVE Global X US Infrastructure | 0.37% | 243,789 | $10.6M | Reduce -47.2% |
| AMGN Amgen Inc. | 0.36% | 37,370 | $10.4M | Add +0.9% |
| NFRA NT GLBL BRD Infra ETF | 0.35% | 162,215 | $10.0M | Reduce -52.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 20,297 | $9.9M | New |
| JNJ Johnson & Johnson | 0.34% | 64,092 | $9.8M | Add +3.1% |
| HON Honeywell International Inc. | 0.34% | 41,893 | $9.8M | Reduce -37.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.34% | 34,872 | $9.7M | Add +37.0% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 154,888 | $9.6M | Reduce -7.8% |
| SDY SS SPDR S&P Dividend ETF | 0.33% | 69,530 | $9.4M | Add +3.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.33% | 48,111 | $9.4M | Add +34.0% |
| RTX RTX Corp. | 0.32% | 63,173 | $9.2M | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.31% | 130,002 | $9.0M | Add +5.2% |
| PEP Pepsico Inc. | 0.31% | 68,307 | $9.0M | Reduce -3.6% |
| HD Home Depot Inc. | 0.31% | 23,869 | $8.8M | Add +8.8% |
| DLN Wisdomtree US Largecap Divid | 0.30% | 105,127 | $8.6M | Add +2.4% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 126,924 | $8.6M | Add +145.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.30% | 29,894 | $8.5M | Add +12.2% |
| MRK Merck & Co. Inc. | 0.30% | 107,334 | $8.5M | Reduce -14.4% |
| SCHF Schwab Intl Equity ETF | 0.30% | 384,200 | $8.5M | Add +0.0% |
| ADP Automatic Data Processing | 0.29% | 26,932 | $8.3M | Add +3.7% |
| DON Wisdomtree US Midcap Dividen | 0.29% | 163,539 | $8.2M | Add +6.6% |
| FISV Fiserv Inc. | 0.28% | 46,097 | $7.9M | Reduce -22.8% |
| GILD Gilead Sciences Inc. | 0.27% | 70,493 | $7.8M | Add +2.7% |
| MRSH Marsh & McLennan Cos | 0.27% | 35,538 | $7.8M | Add +2.0% |
| TDW Tidewater Inc. | 0.27% | 168,129 | $7.8M | Add +214.5% |
| HCA HCA Healthcare Inc. | 0.27% | 19,857 | $7.6M | Reduce -4.2% |
| ENVA Enova International Inc. | 0.26% | 67,538 | $7.5M | Add +151.5% |
| CVX Chevron Corp. | 0.26% | 52,528 | $7.5M | Add +5.7% |
| CVS CVS Health Corp. | 0.26% | 108,847 | $7.5M | Add +249.3% |
| INTU Intuit Inc. | 0.26% | 9,510 | $7.5M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.26% | 25,830 | $7.5M | Add +5.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 45,237 | $7.4M | Add +12.3% |
| TMUS T-Mobile US Inc. | 0.26% | 31,165 | $7.4M | Add +0.1% |
| IDV iShares International Select | 0.26% | 214,017 | $7.4M | Reduce -5.7% |
| XLC SS Comm Select Sector SPDR | 0.26% | 67,570 | $7.3M | Reduce -2.2% |
| LMT Lockheed Martin Corp. | 0.25% | 15,521 | $7.2M | Add +4.5% |
| WMT Walmart Inc. | 0.25% | 73,444 | $7.2M | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 64,525 | $7.1M | Add +16.4% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 151,783 | $7.0M | Add +19.7% |
| AMAT Applied Materials Inc. | 0.24% | 38,308 | $7.0M | Add +553.9% |
| COP Conocophillips | 0.24% | 77,993 | $7.0M | Add +32.5% |
| COST Costco Wholesale Corp. | 0.24% | 7,064 | $7.0M | Reduce -2.1% |
| MO Altria Group Inc. | 0.24% | 116,568 | $6.8M | Reduce -4.4% |
| QCOM Qualcomm Inc. | 0.24% | 42,345 | $6.7M | Add +23.0% |
| COF Capital One Financial Corp. | 0.23% | 31,470 | $6.7M | Add +16.8% |
| KWR Quaker Chemical Corporation | 0.23% | 59,592 | $6.7M | Add +183.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 21,891 | $6.7M | Reduce -41.4% |
| CRM Salesforce Inc. | 0.23% | 24,259 | $6.6M | Add +319.3% |
| GWX State Street SPDR S&P Intern | 0.23% | 177,420 | $6.6M | No change |
| HRMY Harmony Biosciences Holdings | 0.23% | 207,783 | $6.6M | Add +166.8% |
Portfolio Sells Q1 2025 → Q2 2025
| IEFA iShares Core MSCI Eafe ETF | Reduce -87.9% | 0.53% | −3.73 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -99.1% | 0.02% | −2.19 |
| TLT iShares 20+ Year Treasury BD | Reduce -98.6% | 0.02% | −1.79 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -47.3% | 1.07% | −1.13 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -95.5% | 0.05% | −1.10 |
| TAXF American Century Diver Muni | Reduce -54.2% | 0.50% | −0.69 |
| PZA Invesco National Amt-Free Mu | Reduce -94.8% | 0.03% | −0.65 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -50.5% | 0.49% | −0.59 |
| MUB iShares National Muni Bond E | Reduce -49.8% | 0.50% | −0.59 |
| NFRA NT GLBL BRD Infra ETF | Reduce -52.4% | 0.35% | −0.39 |
| IGF iShares Global Infrastructur | Reduce -61.4% | 0.20% | −0.32 |
| PAVE Global X US Infrastructure | Reduce -47.2% | 0.37% | −0.29 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -11.6% | 1.94% | −0.26 |
| PG The Procter & Gamble Co. | Reduce -30.1% | 0.38% | −0.25 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -56.4% | 0.22% | −0.24 |
| AXP American Express Co. | Reduce -60.0% | 0.18% | −0.22 |
| FISV Fiserv Inc. | Reduce -22.8% | 0.28% | −0.22 |
| FXL First Trust Technology Alpha | Reduce -97.5% | 0.01% | −0.22 |
| MCD McDonald's Corp. | Reduce -56.5% | 0.13% | −0.21 |
| ABT Abbott Laboratories | Reduce -61.5% | 0.12% | −0.21 |
| HON Honeywell International Inc. | Reduce -37.2% | 0.34% | −0.19 |
| MA Mastercard Inc. Class A | Reduce -45.5% | 0.20% | −0.19 |
| TJX TJX Companies Inc. | Reduce -67.2% | 0.08% | −0.19 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.4% | 1.71% | −0.18 |
| GE General Electric | Reduce -75.4% | 0.07% | −0.18 |
| EOG EOG Resources Inc. | Reduce -74.4% | 0.05% | −0.18 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -86.0% | 0.03% | −0.16 |
| DFAS Dimensional US Small Cap ETF | Reduce -78.6% | 0.04% | −0.16 |
| AMP Ameriprise Financial Inc. | Reduce -91.7% | 0.01% | −0.16 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -41.4% | 0.23% | −0.16 |
| ITM Vaneck Intermediate Muni ETF | Reduce -3.8% | 1.14% | −0.14 |
| NKE Nike Inc. Class B | Reduce -89.5% | 0.02% | −0.14 |
| UNP Union Pacific Corp. | Reduce -18.5% | 0.38% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -14.4% | 0.30% | −0.13 |
| ABBV Abbvie Inc. | Reduce -6.0% | 0.42% | −0.13 |
| SCHW Schwab (charles) Corp. | Reduce -28.4% | 0.41% | −0.12 |
| BLOK Amplify Blockchain Tech ETF | Reduce -75.3% | 0.06% | −0.12 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Reduce -21.6% | 0.42% | −0.12 |
| DFAI Dimensional International Co. | Reduce -97.9% | 0.00% | −0.11 |
| IYF iShares US Financials ETF | Reduce -53.5% | 0.09% | −0.11 |
| PYPL PayPal Holdings Inc. | Reduce -63.7% | 0.07% | −0.11 |
| KRE SS SPDR S&P Regional Bank | Reduce -82.7% | 0.02% | −0.10 |
| MLN Vaneck Long Muni ETF | Reduce -23.9% | 0.21% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -29.5% | 0.18% | −0.09 |
| PEP Pepsico Inc. | Reduce -3.6% | 0.31% | −0.09 |
| ICLN iShares Global Clean Energy | Reduce -95.2% | 0.00% | −0.09 |
| FXR First Trust Indst/Producers | Reduce -87.9% | 0.01% | −0.09 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -15.8% | 0.52% | −0.08 |
| LIT Global X Lithium & Battery T | Reduce -86.0% | 0.01% | −0.08 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -95.3% | 0.00% | −0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Add +249.5% | 5.43% | +3.75 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +10163.3% | 2.56% | +2.54 |
| SHM SS SPDR N Ice St Muni ETF | Add +629.4% | 2.82% | +2.40 |
| AOA iShares Core 80/20 Aggressiv | Add +58402.8% | 1.39% | +1.38 |
| BNDX Vanguard Total Intl Bond ETF | Add +89.0% | 2.01% | +0.87 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +14.4% | 2.49% | +0.50 |
| NVDA Nvidia Corp. | Add +11.4% | 1.51% | +0.50 |
| IUSG iShares Core S&P U.S. Growth | Add +13.1% | 2.42% | +0.46 |
| MSFT Microsoft Corp. | Add +9.8% | 1.60% | +0.41 |
| IWF iShares Russell 1000 Growth | Add +10.3% | 2.33% | +0.39 |
| AVGO Broadcom Inc. | Add +5.0% | 0.97% | +0.36 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.34% | +0.34 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +22.3% | 1.15% | +0.29 |
| META Meta Platforms Inc. Class A | Add +14.4% | 1.05% | +0.28 |
| IVE iShares S&P 500 Value ETF | Add +16.7% | 2.24% | +0.21 |
| AMAT Applied Materials Inc. | Add +553.9% | 0.24% | +0.21 |
| AMZN Amazon.com Inc. | Add +17.6% | 1.04% | +0.21 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +22.7% | 1.72% | +0.21 |
| SHY iShares 1-3 Year Treasury Bo | Add +35.1% | 1.02% | +0.20 |
| BLK BlackRock Inc. | Add +1085.1% | 0.20% | +0.19 |
| SCHG Schwab US Large-Cap Growth | Add +2712.9% | 0.19% | +0.19 |
| TDW Tidewater Inc. | Add +214.5% | 0.27% | +0.19 |
| MDT Medtronic PLC | Add +791.5% | 0.21% | +0.18 |
| CVS CVS Health Corp. | Add +249.3% | 0.26% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +16.7% | 0.95% | +0.18 |
| TRV The Travelers Cos Inc. | Add +1057.9% | 0.19% | +0.18 |
| IWD iShares Russell 1000 Value E | Add +16.4% | 1.77% | +0.18 |
| ALL Allstate Corp. | Add +504.8% | 0.21% | +0.17 |
| CRM Salesforce Inc. | Add +319.3% | 0.23% | +0.17 |
| CB Chubb Ltd. | Add +517.8% | 0.21% | +0.17 |
| MDLZ Mondelez International Inc. Class A | Add +145.9% | 0.30% | +0.17 |
| ENVA Enova International Inc. | Add +151.5% | 0.26% | +0.16 |
| FTC First Trust Large Cap Growth | Add +22.4% | 0.61% | +0.14 |
| KWR Quaker Chemical Corporation | Add +183.8% | 0.23% | +0.13 |
| HRMY Harmony Biosciences Holdings | Add +166.8% | 0.23% | +0.13 |
| DXC DXC Technology Co. | Add +185.6% | 0.22% | +0.13 |
| XLK SS Technology Select Sector | Add +11.0% | 0.61% | +0.12 |
| CACI Caci International Inc. Class A | Add +85.2% | 0.22% | +0.12 |
| AMPH Amphastar Pharmaceuticals Inc. | Add +220.5% | 0.21% | +0.12 |
| SCHV Schwab US Large-Cap Value | Add +10.3% | 2.03% | +0.12 |
| SCHM Schwab US Mid Cap ETF | Add +3966.8% | 0.12% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +28.1% | 0.67% | +0.12 |
| BFH Bread Financial Holdings Inc. | Add +115.8% | 0.20% | +0.11 |
| FCN Fti Consulting Inc. | Add +122.9% | 0.21% | +0.11 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +37.0% | 0.34% | +0.09 |
| EEFT Euronet Worldwide Inc. | Add +97.6% | 0.22% | +0.09 |
| REYN Reynolds Consumer Products I | Add +121.0% | 0.20% | +0.09 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +17.7% | 0.45% | +0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +34.0% | 0.33% | +0.07 |
| APOG Apogee Enterprises Inc. | Add +120.7% | 0.17% | +0.07 |
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 |