CX Institutional
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), CX Institutional reported 1,375 stock positions worth $3.3 billion. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 4.4% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 2.9%) and SS SPDR P Int Term TSY ETF (SPTI, 2.4%). Compared with Q2 2025, it opened 189 new positions, sold out of 27, added to 612 and reduced 343. The biggest buy was SS SPDR P Int Term TSY ETF (SPTI, shares +13890%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- AUBURN, IN
- CIK
- 0001737089
- Portfolio Value
- $3.3B (Q3 2025)
- SEC Filing
- 0001737089-25-000011 ↗ filed Oct 23, 2025
Holdings Value
Holdings 1,375 stocks · $3.3B
| SGOV iShares 0-3 Month Treasury B | 4.36% | 1,427,133 | $143.7M | Reduce -7.7% |
| IEFA iShares Core MSCI Eafe ETF | 2.86% | 1,078,319 | $94.1M | Add +495.7% |
| SPTI SS SPDR P Int Term TSY ETF | 2.36% | 2,687,022 | $77.7M | Add +13889.8% |
| BNDX Vanguard Total Intl Bond ETF | 1.98% | 1,315,476 | $65.1M | Add +13.1% |
| IVE iShares S&P 500 Value ETF | 1.96% | 312,968 | $64.6M | Reduce -4.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.93% | 216,458 | $63.6M | Add +9.1% |
| AAPL Apple Inc. | 1.90% | 245,217 | $62.4M | Add +17.8% |
| IVV iShares Core S&P 500 ETF | 1.86% | 91,679 | $61.4M | Add +0.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.84% | 150,740 | $60.7M | Reduce -22.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.84% | 237,926 | $60.5M | Add +14.8% |
| SPMB SS SPDR P Mort Back Bond ETF | 1.81% | 2,663,197 | $59.8M | Add +19.1% |
| SPBO SS SPDR P Corp. Bond ETF | 1.80% | 2,005,449 | $59.4M | Add +19.5% |
| IWF iShares Russell 1000 Growth | 1.80% | 126,648 | $59.3M | Reduce -19.6% |
| IUSG iShares Core S&P U.S. Growth | 1.79% | 357,572 | $58.8M | Reduce -22.4% |
| MSFT Microsoft Corp. | 1.76% | 111,946 | $58.0M | Add +21.2% |
| NVDA Nvidia Corp. | 1.68% | 296,466 | $55.3M | Add +8.3% |
| SCHV Schwab US Large-Cap Value | 1.67% | 1,888,742 | $55.0M | Reduce -10.3% |
| RSPA Invesco S&P 500 Ew Income Ad | 1.61% | 1,037,980 | $53.0M | New |
| SHM SS SPDR N Ice St Muni ETF | 1.52% | 1,037,551 | $50.0M | Reduce -38.6% |
| IWD iShares Russell 1000 Value E | 1.49% | 241,547 | $49.2M | Reduce -7.8% |
| ITM Vaneck Intermediate Muni ETF | 1.30% | 917,714 | $42.8M | Add +27.3% |
| AMZN Amazon.com Inc. | 1.03% | 155,180 | $34.1M | Add +13.8% |
| GOOGL Alphabet Inc. Class A | 1.03% | 139,990 | $34.0M | Reduce -9.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.01% | 399,452 | $33.1M | Add +13.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.99% | 643,187 | $32.7M | Add +6.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.86% | 271,009 | $28.3M | Reduce -21.6% |
| TSLA Tesla Inc. | 0.84% | 62,009 | $27.6M | Reduce -14.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.82% | 541,963 | $27.1M | Add +89.8% |
| META Meta Platforms Inc. Class A | 0.77% | 34,596 | $25.4M | Reduce -15.6% |
| MUB iShares National Muni Bond E | 0.76% | 235,006 | $25.0M | Add +70.5% |
| AVGO Broadcom Inc. | 0.74% | 73,803 | $24.3M | Reduce -26.5% |
| LLY Eli Lilly & Co. | 0.72% | 30,908 | $23.6M | Add +7.6% |
| V Visa Inc. Class A | 0.68% | 65,283 | $22.3M | Add +5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 31,039 | $20.7M | Add +6.0% |
| TAXF American Century Diver Muni | 0.60% | 393,705 | $19.8M | Add +34.8% |
| ABBV Abbvie Inc. | 0.60% | 85,402 | $19.8M | Add +30.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.54% | 320,744 | $17.7M | Add +5.3% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.54% | 201,108 | $17.7M | Add +43.6% |
| XLK SS Technology Select Sector | 0.52% | 60,898 | $17.2M | Reduce -11.4% |
| FTC First Trust Large Cap Growth | 0.51% | 105,040 | $16.9M | Reduce -8.7% |
| RSP Invesco S&P 500 Equal Weight | 0.50% | 87,389 | $16.6M | Add +0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.49% | 52,257 | $16.1M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.48% | 157,491 | $15.8M | Add +205.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.47% | 83,890 | $15.6M | Reduce -22.4% |
| UNP Union Pacific Corp. | 0.47% | 65,826 | $15.6M | Add +39.8% |
| HD Home Depot Inc. | 0.46% | 37,289 | $15.1M | Add +56.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 43,365 | $14.2M | Add +98.1% |
| SCHW Schwab (charles) Corp. | 0.43% | 147,364 | $14.1M | Add +13.7% |
| XOM Exxon Mobil Corp. | 0.43% | 124,301 | $14.0M | Add +10.3% |
| JPM JPMorgan Chase & Co. | 0.41% | 42,824 | $13.5M | Add +65.8% |
| IVW iShares S&P 500 Growth ETF | 0.40% | 109,551 | $13.2M | Reduce -6.7% |
| ADP Automatic Data Processing | 0.39% | 44,137 | $13.0M | Add +63.9% |
| JNJ Johnson & Johnson | 0.39% | 69,257 | $12.8M | Add +8.1% |
| CAT Caterpillar Inc. | 0.38% | 26,046 | $12.4M | Reduce -20.9% |
| MA Mastercard Inc. Class A | 0.37% | 21,285 | $12.1M | Add +104.7% |
| PEP Pepsico Inc. | 0.36% | 84,629 | $11.9M | Add +23.9% |
| PAVE Global X US Infrastructure | 0.36% | 249,259 | $11.9M | Add +2.2% |
| AMGN Amgen Inc. | 0.35% | 40,960 | $11.6M | Add +9.6% |
| AXP American Express Co. | 0.35% | 34,339 | $11.4M | Add +118.0% |
| COST Costco Wholesale Corp. | 0.34% | 12,236 | $11.3M | Add +73.2% |
| PG The Procter & Gamble Co. | 0.33% | 71,505 | $11.0M | Add +5.3% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.33% | 324,218 | $10.9M | Add +912.7% |
| NFRA NT GLBL BRD Infra ETF | 0.33% | 170,990 | $10.8M | Add +5.4% |
| MCK McKesson Corp. | 0.32% | 13,595 | $10.5M | Add +214.7% |
| MCD McDonald's Corp. | 0.32% | 34,506 | $10.5M | Add +172.4% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 160,167 | $10.5M | Add +3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 20,780 | $10.4M | Add +2.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.31% | 34,713 | $10.3M | Reduce -0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 73,539 | $10.3M | Add +5.8% |
| CRM Salesforce Inc. | 0.31% | 43,186 | $10.2M | Add +78.0% |
| RTX RTX Corp. | 0.31% | 60,941 | $10.2M | Reduce -3.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 48,620 | $10.1M | Add +1.1% |
| CVX Chevron Corp. | 0.30% | 63,992 | $9.9M | Add +21.8% |
| CSCO Cisco Systems Inc. | 0.30% | 144,336 | $9.9M | Add +11.0% |
| ADBE Adobe Inc. | 0.30% | 27,922 | $9.8M | Add +72.9% |
| TILE Interface Inc. | 0.29% | 335,037 | $9.7M | New |
| DON Wisdomtree US Midcap Dividen | 0.29% | 182,922 | $9.6M | Add +11.8% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.29% | 67,757 | $9.6M | Reduce -27.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.28% | 233,308 | $9.2M | Add +511.5% |
| GOOG Alphabet Inc. Class C | 0.28% | 37,439 | $9.1M | Add +2.6% |
| LMT Lockheed Martin Corp. | 0.28% | 18,252 | $9.1M | Add +17.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 62,944 | $9.1M | Add +227.8% |
| CB Chubb Ltd. | 0.27% | 31,931 | $9.0M | Add +53.5% |
| SCHF Schwab Intl Equity ETF | 0.27% | 384,284 | $8.9M | Add +0.0% |
| DLN Wisdomtree US Largecap Divid | 0.27% | 102,619 | $8.9M | Reduce -2.4% |
| HCA HCA Healthcare Inc. | 0.27% | 20,911 | $8.9M | Add +5.3% |
| CVS CVS Health Corp. | 0.27% | 116,961 | $8.8M | Add +7.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.26% | 29,574 | $8.7M | Reduce -1.1% |
| TIGO Millicom Intl Cellular S.A. | 0.26% | 175,663 | $8.5M | New |
| MO Altria Group Inc. | 0.26% | 128,893 | $8.5M | Add +10.6% |
| AOA iShares Core 80/20 Aggressiv | 0.25% | 93,861 | $8.3M | Reduce -80.3% |
| TMUS T-Mobile US Inc. | 0.25% | 34,505 | $8.3M | Add +10.7% |
| TDW Tidewater Inc. | 0.25% | 154,517 | $8.2M | Reduce -8.1% |
| GILD Gilead Sciences Inc. | 0.25% | 73,912 | $8.2M | Add +4.8% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 69,003 | $8.2M | Add +6.9% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 16,816 | $8.2M | Add +4.3% |
| MRK Merck & Co. Inc. | 0.25% | 96,801 | $8.1M | Reduce -9.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 46,521 | $8.1M | Add +2.8% |
| ENVA Enova International Inc. | 0.25% | 70,352 | $8.1M | Add +4.2% |
| JAZZ Jazz Pharmaceuticals PLC | 0.24% | 61,187 | $8.1M | Add +42.6% |
Portfolio Sells Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -98.0% | 0.04% | −2.52 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -38.6% | 1.52% | −1.30 |
| AOA iShares Core 80/20 Aggressiv | Reduce -80.3% | 0.25% | −1.14 |
| SGOV iShares 0-3 Month Treasury B | Reduce -7.7% | 4.36% | −1.06 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -22.8% | 1.84% | −0.65 |
| IUSG iShares Core S&P U.S. Growth | Reduce -22.4% | 1.79% | −0.63 |
| IWF iShares Russell 1000 Growth | Reduce -19.6% | 1.80% | −0.53 |
| SCHV Schwab US Large-Cap Value | Reduce -10.3% | 1.67% | −0.36 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -21.6% | 0.86% | −0.29 |
| META Meta Platforms Inc. Class A | Reduce -15.6% | 0.77% | −0.28 |
| IWD iShares Russell 1000 Value E | Reduce -7.8% | 1.49% | −0.28 |
| IVE iShares S&P 500 Value ETF | Reduce -4.8% | 1.96% | −0.28 |
| KWR Quaker Chemical Corporation | Reduce -98.9% | 0.00% | −0.23 |
| AVGO Broadcom Inc. | Reduce -26.5% | 0.74% | −0.23 |
| DXC DXC Technology Co. | Reduce -98.5% | 0.00% | −0.22 |
| FCN Fti Consulting Inc. | Reduce -98.3% | 0.00% | −0.21 |
| COF Capital One Financial Corp. | Reduce -86.3% | 0.03% | −0.21 |
| BFH Bread Financial Holdings Inc. | Reduce -99.6% | 0.00% | −0.20 |
| MDLZ Mondelez International Inc. Class A | Reduce -56.8% | 0.10% | −0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -22.4% | 0.47% | −0.19 |
| VOYA Voya Financial Inc. | Reduce -99.6% | 0.00% | −0.19 |
| BLK BlackRock Inc. | Reduce -87.1% | 0.03% | −0.18 |
| ALL Allstate Corp. | Reduce -82.2% | 0.03% | −0.18 |
| SIRI Sirius XM Holdings Inc. | Reduce -99.5% | 0.00% | −0.18 |
| CACI Caci International Inc. Class A | Reduce -74.7% | 0.05% | −0.17 |
| APOG Apogee Enterprises Inc. | Reduce -99.5% | 0.00% | −0.17 |
| QCOM Qualcomm Inc. | Reduce -68.5% | 0.07% | −0.17 |
| CUBE Cubesmart | Reduce -99.5% | 0.00% | −0.17 |
| YELP Yelp Inc. | Reduce -99.6% | 0.00% | −0.16 |
| INGR Ingredion Inc. | Reduce -99.5% | 0.00% | −0.16 |
| AMPH Amphastar Pharmaceuticals Inc. | Reduce -76.0% | 0.05% | −0.16 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -27.9% | 0.29% | −0.16 |
| GIII G-III Apparel Group Ltd. | Reduce -99.6% | 0.00% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -64.7% | 0.08% | −0.15 |
| CRI Carter's Inc. | Reduce -99.5% | 0.00% | −0.14 |
| HON Honeywell International Inc. | Reduce -18.8% | 0.22% | −0.12 |
| FTC First Trust Large Cap Growth | Reduce -8.7% | 0.51% | −0.09 |
| XLK SS Technology Select Sector | Reduce -11.4% | 0.52% | −0.09 |
| INTU Intuit Inc. | Reduce -5.9% | 0.19% | −0.08 |
| CAT Caterpillar Inc. | Reduce -20.9% | 0.38% | −0.07 |
| RS Reliance Inc. | Reduce -80.8% | 0.01% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -41.0% | 0.06% | −0.05 |
| XLB SS Materials Select Sector | Reduce -37.3% | 0.07% | −0.05 |
| XLC SS Comm Select Sector SPDR | Reduce -16.2% | 0.20% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -9.8% | 0.25% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.7% | 0.40% | −0.05 |
| SEM Select Medical Holdings Corp. | Reduce -92.0% | 0.00% | −0.05 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -33.6% | 0.05% | −0.04 |
| MLN Vaneck Long Muni ETF | Reduce -6.9% | 0.18% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.1% | 0.26% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| SPTI SS SPDR P Int Term TSY ETF | Add +13889.8% | 2.36% | +2.34 |
| IEFA iShares Core MSCI Eafe ETF | Add +495.7% | 2.86% | +2.33 |
| RSPA Invesco S&P 500 Ew Income Ad | New | 1.61% | +1.61 |
| AAPL Apple Inc. | Add +17.8% | 1.90% | +0.41 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +89.8% | 0.82% | +0.34 |
| SHOO Steven Madden Ltd. | Add +912.7% | 0.33% | +0.30 |
| AGG iShares Core U.S. Aggregate | Add +205.4% | 0.48% | +0.30 |
| TILE Interface Inc. | New | 0.29% | +0.29 |
| TIGO Millicom Intl Cellular S.A. | New | 0.26% | +0.26 |
| MUB iShares National Muni Bond E | Add +70.5% | 0.76% | +0.26 |
| HCI Hci Group Inc. | New | 0.24% | +0.24 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +511.5% | 0.28% | +0.23 |
| MCK McKesson Corp. | Add +214.7% | 0.32% | +0.21 |
| VTI VG Morningstar TS MKT ETF-US | Add +98.1% | 0.43% | +0.20 |
| G Genpact Ltd. | Add +108986.1% | 0.20% | +0.20 |
| CALM Cal-Maine Foods Inc. | New | 0.20% | +0.20 |
| TJX TJX Companies Inc. | Add +227.8% | 0.28% | +0.19 |
| MAT Mattel Inc. | New | 0.19% | +0.19 |
| WRLD World Acceptance Corp. | New | 0.19% | +0.19 |
| MCD McDonald's Corp. | Add +172.4% | 0.32% | +0.19 |
| GAP The Gap Inc. | New | 0.18% | +0.18 |
| ABBV Abbvie Inc. | Add +30.8% | 0.60% | +0.18 |
| FBIN Fortune Brands Innovations I | Add +22269.6% | 0.18% | +0.17 |
| AXP American Express Co. | Add +118.0% | 0.35% | +0.17 |
| NVDA Nvidia Corp. | Add +8.3% | 1.68% | +0.17 |
| NKE Nike Inc. Class B | Add +1116.4% | 0.18% | +0.16 |
| ELV Elevance Health Inc. | Add +1452.5% | 0.18% | +0.16 |
| MA Mastercard Inc. Class A | Add +104.7% | 0.37% | +0.16 |
| NSIT Insight Enterprises Inc. | New | 0.16% | +0.16 |
| MSFT Microsoft Corp. | Add +21.2% | 1.76% | +0.16 |
| ITM Vaneck Intermediate Muni ETF | Add +27.3% | 1.30% | +0.15 |
| HD Home Depot Inc. | Add +56.2% | 0.46% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +65.8% | 0.41% | +0.15 |
| CROX Crocs Inc. | New | 0.15% | +0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +14.8% | 1.84% | +0.12 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +43.6% | 0.54% | +0.12 |
| COR Cencora Inc. | Add +132.3% | 0.22% | +0.11 |
| ADP Automatic Data Processing | Add +63.9% | 0.39% | +0.10 |
| TAXF American Century Diver Muni | Add +34.8% | 0.60% | +0.10 |
| COST Costco Wholesale Corp. | Add +73.2% | 0.34% | +0.10 |
| UNP Union Pacific Corp. | Add +39.8% | 0.47% | +0.09 |
| SPBO SS SPDR P Corp. Bond ETF | Add +19.5% | 1.80% | +0.09 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +19.1% | 1.81% | +0.09 |
| XLY SS Consumer Disc Select Sect | Add +212.3% | 0.14% | +0.09 |
| JAZZ Jazz Pharmaceuticals PLC | Add +42.6% | 0.24% | +0.09 |
| XLP SS Consumer Staples Sel Sect | Add +245.9% | 0.12% | +0.08 |
| ADBE Adobe Inc. | Add +72.9% | 0.30% | +0.08 |
| CRM Salesforce Inc. | Add +78.0% | 0.31% | +0.08 |
| SYK Stryker Corp. | Add +195.1% | 0.14% | +0.08 |
| XPH SS SPDR S&P Pharma ETF | Add +20658.7% | 0.07% | +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 |