CX Institutional
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), CX Institutional reported 1,517 stock positions worth $3.4 billion. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 3.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 2.7%) and SS SPDR P Int Term TSY ETF (SPTI, 2.4%). Compared with Q3 2025, it opened 223 new positions, sold out of 84, added to 763 and reduced 433. The biggest buy was General Motors (GM, shares +1064%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- AUBURN, IN
- CIK
- 0001737089
- Portfolio Value
- $3.4B (Q4 2025)
- SEC Filing
- 0001737089-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 1,517 stocks · $3.4B
| SGOV iShares 0-3 Month Treasury B | 3.84% | 1,281,899 | $128.7M | Reduce -10.2% |
| IEFA iShares Core MSCI Eafe ETF | 2.73% | 1,022,536 | $91.5M | Reduce -5.2% |
| SPTI SS SPDR P Int Term TSY ETF | 2.37% | 2,752,121 | $79.4M | Add +2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.19% | 253,045 | $73.4M | Add +16.9% |
| IVE iShares S&P 500 Value ETF | 1.97% | 312,076 | $66.2M | Reduce -0.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.95% | 1,349,746 | $65.2M | Add +2.6% |
| AAPL Apple Inc. | 1.92% | 236,446 | $64.3M | Reduce -3.6% |
| IVV iShares Core S&P 500 ETF | 1.88% | 91,842 | $62.9M | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.80% | 233,647 | $60.3M | Reduce -1.8% |
| SPMB SS SPDR P Mort Back Bond ETF | 1.77% | 2,650,742 | $59.4M | Reduce -0.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.77% | 143,715 | $59.3M | Reduce -4.7% |
| SPBO SS SPDR P Corp. Bond ETF | 1.76% | 2,011,300 | $59.0M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 1.73% | 122,289 | $57.9M | Reduce -3.4% |
| IUSG iShares Core S&P U.S. Growth | 1.72% | 343,577 | $57.7M | Reduce -3.9% |
| NVDA Nvidia Corp. | 1.67% | 300,575 | $56.1M | Add +1.4% |
| SCHV Schwab US Large-Cap Value | 1.63% | 1,848,372 | $54.7M | Reduce -2.1% |
| MSFT Microsoft Corp. | 1.58% | 109,200 | $52.8M | Reduce -2.5% |
| SHM SS SPDR N Ice St Muni ETF | 1.51% | 1,058,055 | $50.8M | Add +2.0% |
| IWD iShares Russell 1000 Value E | 1.48% | 236,247 | $49.7M | Reduce -2.2% |
| RSPA Invesco S&P 500 Ew Income Ad | 1.47% | 969,357 | $49.4M | Reduce -6.6% |
| ITM Vaneck Intermediate Muni ETF | 1.31% | 934,668 | $44.1M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 1.22% | 131,168 | $41.1M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 1.11% | 161,506 | $37.3M | Add +4.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.99% | 402,166 | $33.3M | Add +0.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.98% | 649,847 | $32.9M | Add +1.0% |
| LLY Eli Lilly & Co. | 0.94% | 29,275 | $31.5M | Reduce -5.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.88% | 275,295 | $29.4M | Add +1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.85% | 564,405 | $28.4M | Add +4.1% |
| TSLA Tesla Inc. | 0.78% | 58,401 | $26.3M | Reduce -5.8% |
| AVGO Broadcom Inc. | 0.77% | 75,050 | $26.0M | Add +1.7% |
| MUB iShares National Muni Bond E | 0.77% | 240,338 | $25.7M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.72% | 36,690 | $24.2M | Add +6.0% |
| V Visa Inc. Class A | 0.71% | 68,284 | $23.9M | Add +4.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 61,923 | $20.8M | Add +42.8% |
| TAXF American Century Diver Muni | 0.60% | 400,348 | $20.2M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 29,123 | $19.9M | Reduce -6.2% |
| ABBV Abbvie Inc. | 0.59% | 85,883 | $19.6M | Add +0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.55% | 327,291 | $18.6M | Add +2.0% |
| XLK SS Technology Select Sector | 0.53% | 122,433 | $17.6M | Add +0.5% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.52% | 192,048 | $17.4M | Reduce -4.5% |
| FTC First Trust Large Cap Growth | 0.51% | 107,778 | $17.2M | Add +2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.51% | 89,672 | $17.1M | Add +6.9% |
| RSP Invesco S&P 500 Equal Weight | 0.50% | 88,123 | $16.9M | Add +0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.50% | 53,207 | $16.7M | Add +1.8% |
| PG The Procter & Gamble Co. | 0.49% | 115,677 | $16.6M | Add +61.8% |
| UNP Union Pacific Corp. | 0.47% | 68,064 | $15.7M | Add +3.4% |
| SCHW Schwab (charles) Corp. | 0.46% | 154,857 | $15.5M | Add +5.1% |
| CAT Caterpillar Inc. | 0.45% | 26,202 | $15.0M | Add +0.6% |
| IVW iShares S&P 500 Growth ETF | 0.41% | 112,863 | $13.9M | Add +3.0% |
| JNJ Johnson & Johnson | 0.40% | 65,435 | $13.5M | Reduce -5.5% |
| AXP American Express Co. | 0.39% | 35,565 | $13.2M | Add +3.6% |
| MA Mastercard Inc. Class A | 0.39% | 22,796 | $13.0M | Add +7.1% |
| AMGN Amgen Inc. | 0.38% | 39,195 | $12.8M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.38% | 39,606 | $12.8M | Reduce -7.5% |
| PEP Pepsico Inc. | 0.37% | 86,024 | $12.3M | Add +1.6% |
| HD Home Depot Inc. | 0.37% | 35,753 | $12.3M | Reduce -4.1% |
| CRM Salesforce Inc. | 0.37% | 46,434 | $12.3M | Add +7.5% |
| PAVE Global X US Infrastructure | 0.36% | 251,534 | $12.0M | Add +0.9% |
| MCK McKesson Corp. | 0.35% | 14,278 | $11.7M | Add +5.0% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.35% | 280,304 | $11.7M | Reduce -13.5% |
| ADP Automatic Data Processing | 0.35% | 45,064 | $11.6M | Add +2.1% |
| CSCO Cisco Systems Inc. | 0.34% | 150,142 | $11.6M | Add +4.0% |
| ENVA Enova International Inc. | 0.34% | 72,224 | $11.4M | Add +2.7% |
| MRK Merck & Co. Inc. | 0.33% | 106,569 | $11.2M | Add +10.1% |
| MCD McDonald's Corp. | 0.33% | 36,475 | $11.1M | Add +5.7% |
| GOOG Alphabet Inc. Class C | 0.33% | 35,496 | $11.1M | Reduce -5.2% |
| NFRA NT GLBL BRD Infra ETF | 0.33% | 182,381 | $11.0M | Add +6.7% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 164,147 | $10.8M | Add +2.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.32% | 35,082 | $10.6M | Add +1.1% |
| CB Chubb Ltd. | 0.32% | 33,941 | $10.6M | Add +6.3% |
| ADBE Adobe Inc. | 0.32% | 30,208 | $10.6M | Add +8.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.32% | 49,862 | $10.6M | Add +2.5% |
| AGG iShares Core U.S. Aggregate | 0.31% | 103,670 | $10.4M | Reduce -34.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 67,280 | $10.3M | Add +6.9% |
| HRMY Harmony Biosciences Holdings | 0.31% | 275,809 | $10.3M | Add +19.7% |
| BMY Bristol-Myers Squibb Co. | 0.30% | 188,739 | $10.2M | Add +13.9% |
| SDY SS SPDR S&P Dividend ETF | 0.30% | 72,793 | $10.1M | Reduce -1.0% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.30% | 70,864 | $10.1M | Add +4.6% |
| TIGO Millicom Intl Cellular S.A. | 0.29% | 178,235 | $9.9M | Add +1.5% |
| HCA HCA Healthcare Inc. | 0.29% | 21,039 | $9.8M | Add +0.6% |
| GILD Gilead Sciences Inc. | 0.29% | 79,686 | $9.8M | Add +7.8% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 16,643 | $9.6M | Reduce -1.0% |
| GM General Motors Co. | 0.29% | 118,161 | $9.6M | Add +1064.0% |
| SCHF Schwab Intl Equity ETF | 0.28% | 395,264 | $9.5M | Add +2.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.28% | 228,028 | $9.4M | Reduce -2.3% |
| TILE Interface Inc. | 0.28% | 337,592 | $9.4M | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.28% | 19,460 | $9.4M | Add +6.6% |
| CVS CVS Health Corp. | 0.28% | 118,322 | $9.4M | Add +1.2% |
| ADI Analog Devices Inc. | 0.28% | 34,368 | $9.3M | Add +574.7% |
| CVX Chevron Corp. | 0.28% | 60,901 | $9.3M | Reduce -4.8% |
| AMAT Applied Materials Inc. | 0.28% | 36,095 | $9.3M | Add +3.6% |
| DON Wisdomtree US Midcap Dividen | 0.27% | 177,638 | $9.2M | Reduce -2.9% |
| WM Waste Management Inc. | 0.27% | 41,692 | $9.2M | Add +156.7% |
| DLN Wisdomtree US Largecap Divid | 0.27% | 103,879 | $9.2M | Add +1.2% |
| COP Conocophillips | 0.27% | 96,386 | $9.0M | Add +15.3% |
| MDLZ Mondelez International Inc. Class A | 0.27% | 166,942 | $9.0M | Add +204.7% |
| MET Metlife Inc. | 0.26% | 109,480 | $8.6M | Add +14.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 47,867 | $8.5M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 16,846 | $8.5M | Reduce -18.9% |
| AOA iShares Core 80/20 Aggressiv | 0.25% | 94,420 | $8.5M | Add +0.6% |
Portfolio Sells Q3 2025 → Q4 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -10.2% | 3.84% | −0.53 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -82.3% | 0.05% | −0.19 |
| MSFT Microsoft Corp. | Reduce -2.5% | 1.58% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -45.6% | 0.24% | −0.18 |
| RTX RTX Corp. | Reduce -59.9% | 0.13% | −0.18 |
| COR Cencora Inc. | Reduce -82.3% | 0.04% | −0.18 |
| AGG iShares Core U.S. Aggregate | Reduce -34.2% | 0.31% | −0.17 |
| NKE Nike Inc. Class B | Reduce -90.0% | 0.02% | −0.17 |
| ELV Elevance Health Inc. | Reduce -91.0% | 0.02% | −0.16 |
| UPS United Parcel Service Class B | Reduce -86.3% | 0.03% | −0.15 |
| RSPA Invesco S&P 500 Ew Income Ad | Reduce -6.6% | 1.47% | −0.14 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -5.2% | 2.73% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -25.9% | 0.23% | −0.11 |
| HD Home Depot Inc. | Reduce -4.1% | 0.37% | −0.09 |
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -3.4% | 1.73% | −0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -4.7% | 1.77% | −0.07 |
| WMT Walmart Inc. | Reduce -32.8% | 0.16% | −0.07 |
| IUSG iShares Core S&P U.S. Growth | Reduce -3.9% | 1.72% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -18.9% | 0.25% | −0.06 |
| XPH SS SPDR S&P Pharma ETF | Reduce -85.1% | 0.01% | −0.06 |
| AON Aon PLC Class A | Reduce -54.5% | 0.05% | −0.06 |
| TSLA Tesla Inc. | Reduce -5.8% | 0.78% | −0.05 |
| EEFT Euronet Worldwide Inc. | Reduce -9.8% | 0.15% | −0.05 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -2.2% | 0.09% | −0.05 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -0.5% | 1.77% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.8% | 1.80% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -2.1% | 1.63% | −0.04 |
| CALM Cal-Maine Foods Inc. | Reduce -1.7% | 0.16% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.2% | 0.59% | −0.04 |
| BRO Brown & Brown Inc. | Reduce -52.6% | 0.02% | −0.04 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -60.2% | 0.02% | −0.03 |
| EOG EOG Resources Inc. | Reduce -67.1% | 0.01% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -7.5% | 0.38% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -32.5% | 0.06% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -65.2% | 0.01% | −0.03 |
| EMR Emerson Electric Co. | Reduce -37.5% | 0.05% | −0.03 |
| NFLX Netflix Inc. | Reduce -5.5% | 0.07% | −0.03 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -72.7% | 0.01% | −0.03 |
| CVX Chevron Corp. | Reduce -4.8% | 0.28% | −0.02 |
| HCI Hci Group Inc. | Reduce -7.7% | 0.22% | −0.02 |
| EFX Equifax Inc. | Reduce -48.8% | 0.02% | −0.02 |
| XBI SS SPDR S&P Biotech ETF | Reduce -66.9% | 0.01% | −0.02 |
| GNR State Street SPDR S&P Global | Reduce -98.2% | 0.00% | −0.02 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -70.0% | 0.01% | −0.02 |
| AMT American Tower Corp. | Reduce -33.5% | 0.03% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -6.8% | 0.02% | −0.02 |
| ITW Illinois Tool Works | Reduce -24.9% | 0.05% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -53.3% | 0.02% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| GM General Motors Co. | Add +1064.0% | 0.29% | +0.27 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +16.9% | 2.19% | +0.26 |
| ADI Analog Devices Inc. | Add +574.7% | 0.28% | +0.24 |
| DHR Danaher Corp. | Add +3943.8% | 0.24% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +42.8% | 0.62% | +0.19 |
| WM Waste Management Inc. | Add +156.7% | 0.27% | +0.16 |
| MDLZ Mondelez International Inc. Class A | Add +204.7% | 0.27% | +0.16 |
| PG The Procter & Gamble Co. | Add +61.8% | 0.49% | +0.16 |
| HRMY Harmony Biosciences Holdings | Add +19.7% | 0.31% | +0.12 |
| ENVA Enova International Inc. | Add +2.7% | 0.34% | +0.09 |
| RKT Rocket Cos Inc. Class A | Add +7693.3% | 0.09% | +0.09 |
| MRK Merck & Co. Inc. | Add +10.1% | 0.33% | +0.09 |
| AMZN Amazon.com Inc. | Add +4.1% | 1.11% | +0.08 |
| BMY Bristol-Myers Squibb Co. | Add +13.9% | 0.30% | +0.08 |
| VFH Vanguard Financials ETF | Add +5963.6% | 0.07% | +0.07 |
| CAT Caterpillar Inc. | Add +0.6% | 0.45% | +0.07 |
| ACN Accenture PLC Class A | Add +29.1% | 0.23% | +0.06 |
| AMAT Applied Materials Inc. | Add +3.6% | 0.28% | +0.06 |
| NUE Nucor Corp. | Add +20.9% | 0.19% | +0.06 |
| CRM Salesforce Inc. | Add +7.5% | 0.37% | +0.06 |
| AXP American Express Co. | Add +3.6% | 0.39% | +0.05 |
| CSCO Cisco Systems Inc. | Add +4.0% | 0.34% | +0.05 |
| MAT Mattel Inc. | Add +5.8% | 0.23% | +0.04 |
| GILD Gilead Sciences Inc. | Add +7.8% | 0.29% | +0.04 |
| CB Chubb Ltd. | Add +6.3% | 0.32% | +0.04 |
| GAP The Gap Inc. | Add +4.6% | 0.23% | +0.04 |
| BPRE Bluerock Private Real Estate | New | 0.04% | +0.04 |
| INTU Intuit Inc. | Add +27.5% | 0.23% | +0.04 |
| V Visa Inc. Class A | Add +4.6% | 0.71% | +0.04 |
| DE Deere & Co. | Add +20.2% | 0.22% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.9% | 0.51% | +0.04 |
| TIGO Millicom Intl Cellular S.A. | Add +1.5% | 0.29% | +0.04 |
| AVGO Broadcom Inc. | Add +1.7% | 0.77% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +5.1% | 0.46% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +27.4% | 0.21% | +0.03 |
| CL Colgate-Palmolive Co. | Add +20.9% | 0.22% | +0.03 |
| TJX TJX Companies Inc. | Add +6.9% | 0.31% | +0.03 |
| MCK McKesson Corp. | Add +5.0% | 0.35% | +0.03 |
| FSSL FS Specialty Lending Fund | New | 0.03% | +0.03 |
| VDE Vanguard Energy ETF | Add +45.3% | 0.10% | +0.03 |
| COP Conocophillips | Add +15.3% | 0.27% | +0.03 |
| TRV The Travelers Cos Inc. | Add +10.8% | 0.23% | +0.03 |
| SCHB Schwab US Broad Market ETF | Add +35.3% | 0.10% | +0.03 |
| CI The Cigna Group | Add +20.6% | 0.21% | +0.02 |
| MDT Medtronic PLC | Add +12.7% | 0.23% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.1% | 0.85% | +0.02 |
| HCA HCA Healthcare Inc. | Add +0.6% | 0.29% | +0.02 |
| CROX Crocs Inc. | Add +14.4% | 0.17% | +0.02 |
| LOW Lowe's Cos Inc. | Add +17.7% | 0.23% | +0.02 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +23.1% | 0.12% | +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 |