CX Institutional
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 6, 2026), CX Institutional reported 1,547 stock positions worth $3.3 billion. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 3.5% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 2.7%) and SS SPDR P Int Term TSY ETF (SPTI, 2.5%). Compared with Q4 2025, it opened 169 new positions, sold out of 140, added to 570 and reduced 625. The biggest buy was St Sr Utl SL SE SPDR ETF-Usd (XLU, shares +525%) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- AUBURN, IN
- CIK
- 0001737089
- Portfolio Value
- $3.3B (Q1 2026)
- SEC Filing
- 0001737089-26-000003 ↗ filed Apr 6, 2026
Holdings Value
Holdings 1,547 stocks · $3.3B
| SGOV iShares 0-3 Month Treasury B | 3.52% | 1,147,807 | $115.5M | Reduce -10.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.72% | 985,753 | $89.2M | Reduce -3.6% |
| SPTI SS SPDR P Int Term TSY ETF | 2.46% | 2,815,704 | $80.7M | Add +2.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.03% | 1,387,555 | $66.7M | Add +2.8% |
| AAPL Apple Inc. | 1.97% | 254,754 | $64.7M | Add +7.7% |
| IVV iShares Core S&P 500 ETF | 1.86% | 93,355 | $61.0M | Add +1.6% |
| SPMB SS SPDR P Mort Back Bond ETF | 1.83% | 2,672,691 | $59.8M | Add +0.8% |
| SPBO SS SPDR P Corp. Bond ETF | 1.82% | 2,053,033 | $59.6M | Add +2.1% |
| NVDA Nvidia Corp. | 1.67% | 314,256 | $54.8M | Add +4.5% |
| SHM SS SPDR N Ice St Muni ETF | 1.62% | 1,112,845 | $53.2M | Add +5.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.55% | 176,404 | $50.7M | Reduce -30.3% |
| RSPA Invesco S&P 500 Ew Income Ad | 1.42% | 929,563 | $46.5M | Reduce -4.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.42% | 177,164 | $46.4M | Reduce -24.2% |
| MSFT Microsoft Corp. | 1.37% | 121,562 | $45.0M | Add +11.3% |
| ITM Vaneck Intermediate Muni ETF | 1.36% | 957,521 | $44.5M | Add +2.5% |
| IVE iShares S&P 500 Value ETF | 1.35% | 208,906 | $44.1M | Reduce -33.1% |
| GOOGL Alphabet Inc. Class A | 1.18% | 134,266 | $38.6M | Add +2.4% |
| AMZN Amazon.com Inc. | 1.14% | 178,645 | $37.2M | Add +10.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.03% | 408,854 | $33.8M | Add +1.7% |
| JAAA Janus Henderson Aaa Clo ETF | 1.01% | 659,851 | $33.2M | Add +1.5% |
| SCHV Schwab US Large-Cap Value | 0.98% | 1,055,086 | $32.2M | Reduce -42.9% |
| LLY Eli Lilly & Co. | 0.95% | 33,818 | $31.1M | Add +15.5% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.91% | 321,415 | $30.0M | Add +67.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.90% | 589,649 | $29.4M | Add +4.5% |
| AVGO Broadcom Inc. | 0.87% | 92,474 | $28.6M | Add +23.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.84% | 282,635 | $27.7M | Add +2.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.83% | 74,199 | $27.3M | Reduce -48.4% |
| TSLA Tesla Inc. | 0.82% | 71,929 | $26.7M | Add +23.2% |
| V Visa Inc. Class A | 0.81% | 87,567 | $26.5M | Add +28.2% |
| MUB iShares National Muni Bond E | 0.81% | 249,006 | $26.4M | Add +3.6% |
| META Meta Platforms Inc. Class A | 0.80% | 46,095 | $26.4M | Add +25.6% |
| IWF iShares Russell 1000 Growth | 0.79% | 60,751 | $25.9M | Reduce -50.3% |
| IUSG iShares Core S&P U.S. Growth | 0.79% | 166,724 | $25.9M | Reduce -51.5% |
| IWD iShares Russell 1000 Value E | 0.79% | 120,940 | $25.8M | Reduce -48.8% |
| TAXF American Century Diver Muni | 0.62% | 407,485 | $20.4M | Add +1.8% |
| ABBV Abbvie Inc. | 0.60% | 89,953 | $19.6M | Add +4.7% |
| GILD Gilead Sciences Inc. | 0.57% | 134,488 | $18.7M | Add +68.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 92,389 | $18.1M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 27,728 | $18.0M | Reduce -4.8% |
| UNP Union Pacific Corp. | 0.55% | 73,965 | $17.9M | Add +8.7% |
| FTC First Trust Large Cap Growth | 0.54% | 113,785 | $17.5M | Add +5.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.53% | 307,056 | $17.4M | Reduce -6.2% |
| RSP Invesco S&P 500 Equal Weight | 0.52% | 88,434 | $17.0M | Add +0.3% |
| XLK SS Technology Select Sector | 0.52% | 127,378 | $16.9M | Add +4.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.48% | 346,116 | $15.9M | Add +525.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.48% | 52,865 | $15.8M | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.46% | 251,290 | $15.2M | Add +33.1% |
| IVW iShares S&P 500 Growth ETF | 0.44% | 128,203 | $14.5M | Add +13.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 43,007 | $13.8M | Reduce -30.6% |
| AMGN Amgen Inc. | 0.41% | 38,237 | $13.5M | Reduce -2.4% |
| XOM Exxon Mobil Corp. | 0.40% | 77,550 | $13.2M | Add +14.7% |
| ADBE Adobe Inc. | 0.39% | 52,770 | $12.8M | Add +74.7% |
| MCK McKesson Corp. | 0.36% | 13,791 | $11.9M | Reduce -3.4% |
| MCD McDonald's Corp. | 0.36% | 38,268 | $11.9M | Add +4.9% |
| MA Mastercard Inc. Class A | 0.36% | 23,708 | $11.8M | Add +4.0% |
| LMT Lockheed Martin Corp. | 0.36% | 19,441 | $11.8M | Reduce -0.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.35% | 273,350 | $11.6M | Add +19.9% |
| CSCO Cisco Systems Inc. | 0.35% | 147,204 | $11.4M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.35% | 38,713 | $11.4M | Reduce -2.3% |
| AXP American Express Co. | 0.34% | 37,322 | $11.3M | Add +4.9% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 167,141 | $11.3M | Add +1.8% |
| QCOM Qualcomm Inc. | 0.34% | 87,377 | $11.3M | Add +550.1% |
| MRK Merck & Co. Inc. | 0.34% | 92,994 | $11.2M | Reduce -12.7% |
| CB Chubb Ltd. | 0.33% | 32,829 | $10.7M | Reduce -3.3% |
| CRUS Cirrus Logic Inc. | 0.33% | 73,786 | $10.7M | Add +737760.0% |
| SDY SS SPDR S&P Dividend ETF | 0.32% | 71,880 | $10.5M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 83,334 | $10.4M | Add +21.2% |
| CSL Carlisle Cos Inc. | 0.32% | 31,036 | $10.4M | Add +3314.3% |
| MRSH Marsh & McLennan Cos | 0.32% | 59,634 | $10.3M | Add +45.2% |
| CRM Salesforce Inc. | 0.31% | 54,143 | $10.1M | Add +16.6% |
| CAT Caterpillar Inc. | 0.30% | 14,044 | $9.9M | Reduce -46.4% |
| GOOG Alphabet Inc. Class C | 0.30% | 34,666 | $9.9M | Reduce -2.3% |
| SCHF Schwab Intl Equity ETF | 0.30% | 394,700 | $9.8M | Reduce -0.1% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.30% | 76,582 | $9.7M | Add +8.1% |
| DELL Dell Technologies -C | 0.30% | 59,166 | $9.7M | Add +1880.1% |
| PG The Procter & Gamble Co. | 0.29% | 66,274 | $9.6M | Reduce -42.7% |
| DON Wisdomtree US Midcap Dividen | 0.29% | 178,692 | $9.4M | Add +0.6% |
| GS Goldman Sachs Group Inc. | 0.29% | 11,056 | $9.4M | Add +208.4% |
| NTAP Netapp Inc. | 0.28% | 90,858 | $9.3M | Add +3679.4% |
| ABNB Airbnb Inc. Class A | 0.28% | 73,442 | $9.3M | Add +3214.2% |
| DLN Wisdomtree US Largecap Divid | 0.28% | 103,142 | $9.2M | Reduce -0.7% |
| HD Home Depot Inc. | 0.27% | 27,387 | $9.0M | Reduce -23.4% |
| COST Costco Wholesale Corp. | 0.27% | 8,922 | $8.9M | Reduce -1.6% |
| HCA HCA Healthcare Inc. | 0.27% | 18,783 | $8.9M | Reduce -10.7% |
| JNJ Johnson & Johnson | 0.26% | 35,084 | $8.6M | Reduce -46.4% |
| CI The Cigna Group | 0.26% | 31,999 | $8.5M | Add +25.1% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 17,280 | $8.5M | Add +3.8% |
| WMT Walmart Inc. | 0.26% | 67,948 | $8.4M | Add +38.8% |
| TRV The Travelers Cos Inc. | 0.25% | 28,611 | $8.3M | Add +7.3% |
| IDV iShares International Select | 0.25% | 195,838 | $8.3M | Reduce -3.9% |
| TDC Teradata Corp. | 0.25% | 323,182 | $8.3M | New |
| PAVE Global X US Infrastructure | 0.25% | 162,205 | $8.2M | Reduce -35.5% |
| ABT Abbott Laboratories | 0.25% | 80,232 | $8.2M | Add +191.7% |
| FTEC Fidelity MSCI Info Tech Indx | 0.25% | 39,028 | $8.1M | Add +20.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 16,709 | $8.0M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.24% | 29,194 | $7.9M | Add +346.1% |
| APA Apa Corp. | 0.24% | 182,720 | $7.8M | Add +1170.5% |
| VRSN Verisign Inc. | 0.24% | 31,161 | $7.7M | Add +2121.0% |
| SPGI S&P Global Inc. | 0.23% | 18,081 | $7.7M | Add +21.2% |
| FTNT Fortinet Inc. | 0.23% | 94,043 | $7.7M | Add +1158.6% |
Portfolio Sells Q4 2025 → Q1 2026
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -48.4% | 0.83% | −0.94 |
| IWF iShares Russell 1000 Growth | Reduce -50.3% | 0.79% | −0.94 |
| IUSG iShares Core S&P U.S. Growth | Reduce -51.5% | 0.79% | −0.93 |
| IWD iShares Russell 1000 Value E | Reduce -48.8% | 0.79% | −0.69 |
| SCHV Schwab US Large-Cap Value | Reduce -42.9% | 0.98% | −0.65 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -30.3% | 1.55% | −0.65 |
| IVE iShares S&P 500 Value ETF | Reduce -33.1% | 1.35% | −0.63 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -24.2% | 1.42% | −0.38 |
| SGOV iShares 0-3 Month Treasury B | Reduce -10.5% | 3.52% | −0.31 |
| SCHW Schwab (charles) Corp. | Reduce -66.4% | 0.15% | −0.31 |
| SHOO Steven Madden Ltd. | Reduce -76.4% | 0.07% | −0.28 |
| ENVA Enova International Inc. | Reduce -79.6% | 0.06% | −0.28 |
| PEP Pepsico Inc. | Reduce -71.2% | 0.12% | −0.25 |
| MET Metlife Inc. | Reduce -93.5% | 0.02% | −0.24 |
| TILE Interface Inc. | Reduce -82.9% | 0.04% | −0.24 |
| REYN Reynolds Consumer Products I | Reduce -98.5% | 0.00% | −0.23 |
| MAT Mattel Inc. | Reduce -99.1% | 0.00% | −0.23 |
| ADI Analog Devices Inc. | Reduce -85.6% | 0.05% | −0.23 |
| GAP The Gap Inc. | Reduce -99.3% | 0.00% | −0.22 |
| TIGO Millicom Intl Cellular S.A. | Reduce -81.2% | 0.08% | −0.22 |
| WM Waste Management Inc. | Reduce -80.5% | 0.06% | −0.22 |
| AMAT Applied Materials Inc. | Reduce -82.9% | 0.06% | −0.21 |
| MDLZ Mondelez International Inc. Class A | Reduce -78.5% | 0.06% | −0.20 |
| TJX TJX Companies Inc. | Reduce -68.4% | 0.10% | −0.20 |
| INTU Intuit Inc. | Reduce -85.3% | 0.02% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -42.7% | 0.29% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -30.6% | 0.42% | −0.20 |
| TMUS T-Mobile US Inc. | Reduce -83.0% | 0.04% | −0.20 |
| ADP Automatic Data Processing | Reduce -44.4% | 0.16% | −0.19 |
| CL Colgate-Palmolive Co. | Reduce -85.6% | 0.03% | −0.18 |
| FISV Fiserv Inc. | Reduce -97.6% | 0.00% | −0.18 |
| AOA iShares Core 80/20 Aggressiv | Reduce -70.9% | 0.07% | −0.18 |
| FBIN Fortune Brands Innovations I | Reduce -98.9% | 0.00% | −0.17 |
| NFRA NT GLBL BRD Infra ETF | Reduce -56.3% | 0.16% | −0.17 |
| WRLD World Acceptance Corp. | Reduce -99.6% | 0.00% | −0.17 |
| CROX Crocs Inc. | Reduce -99.6% | 0.00% | −0.17 |
| CMCSA Comcast Corp. Class A | Reduce -81.5% | 0.04% | −0.17 |
| MO Altria Group Inc. | Reduce -72.6% | 0.08% | −0.17 |
| DE Deere & Co. | Reduce -79.6% | 0.06% | −0.17 |
| COP Conocophillips | Reduce -72.7% | 0.11% | −0.16 |
| TDW Tidewater Inc. | Reduce -80.0% | 0.08% | −0.16 |
| HON Honeywell International Inc. | Reduce -70.4% | 0.08% | −0.15 |
| NSIT Insight Enterprises Inc. | Reduce -99.6% | 0.00% | −0.15 |
| CAT Caterpillar Inc. | Reduce -46.4% | 0.30% | −0.14 |
| JNJ Johnson & Johnson | Reduce -46.4% | 0.26% | −0.14 |
| CVX Chevron Corp. | Reduce -62.7% | 0.14% | −0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -40.8% | 0.19% | −0.12 |
| XLY SS Consumer Disc Select Sect | Reduce -89.6% | 0.01% | −0.12 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -46.0% | 0.13% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -39.7% | 0.19% | −0.12 |
Portfolio Buys Q4 2025 → Q1 2026
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +525.4% | 0.48% | +0.41 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +67.4% | 0.91% | +0.40 |
| CRUS Cirrus Logic Inc. | Add +737760.0% | 0.33% | +0.33 |
| CSL Carlisle Cos Inc. | Add +3314.3% | 0.32% | +0.31 |
| DELL Dell Technologies -C | Add +1880.1% | 0.30% | +0.28 |
| GILD Gilead Sciences Inc. | Add +68.8% | 0.57% | +0.28 |
| NTAP Netapp Inc. | Add +3679.4% | 0.28% | +0.28 |
| QCOM Qualcomm Inc. | Add +550.1% | 0.34% | +0.27 |
| ABNB Airbnb Inc. Class A | Add +3214.2% | 0.28% | +0.27 |
| TDC Teradata Corp. | New | 0.25% | +0.25 |
| IRDM Iridium Communications Inc. | New | 0.23% | +0.23 |
| APA Apa Corp. | Add +1170.5% | 0.24% | +0.23 |
| VRSN Verisign Inc. | Add +2121.0% | 0.24% | +0.23 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +452416.0% | 0.22% | +0.22 |
| HPQ HP Inc. | Add +4281.1% | 0.22% | +0.22 |
| FTNT Fortinet Inc. | Add +1158.6% | 0.23% | +0.22 |
| ROST Ross Stores Inc. | Add +941.1% | 0.23% | +0.21 |
| NXPI NXP Semiconductors NV | Add +1384.2% | 0.22% | +0.20 |
| INVA Innoviva Inc. | New | 0.20% | +0.20 |
| SNEX Stonex Group Inc. | New | 0.19% | +0.19 |
| GS Goldman Sachs Group Inc. | Add +208.4% | 0.29% | +0.19 |
| HLT Hilton Worldwide Holdings Inc. | Add +763.1% | 0.21% | +0.19 |
| BBY Best Buy Co. Inc. | Add +1222.8% | 0.20% | +0.19 |
| SAH Sonic Automotive Inc. Class A | New | 0.18% | +0.18 |
| GNR State Street SPDR S&P Global | Add +36659.8% | 0.18% | +0.18 |
| EVTC Evertec Inc. | New | 0.18% | +0.18 |
| THG Hanover Insurance Group Inc./ | Add +306536.4% | 0.18% | +0.18 |
| NRG NRG Energy Inc. | Add +1823.4% | 0.19% | +0.18 |
| SBH Sally Beauty Holdings Inc. | New | 0.18% | +0.18 |
| UNH Unitedhealth Group Inc. | Add +346.1% | 0.24% | +0.18 |
| TEL Te Connectivity PLC | Add +801.2% | 0.20% | +0.17 |
| EXPE Expedia Group Inc. | Add +1833.2% | 0.19% | +0.17 |
| CF CF Industries Holdings Inc. | Add +1776.9% | 0.18% | +0.17 |
| MMI Marcus & Millichap Inc. | New | 0.17% | +0.17 |
| CTSH Cognizant Tech Solutions-A | Add +1594.2% | 0.18% | +0.17 |
| LEG Leggett & Platt Inc. | New | 0.17% | +0.17 |
| DHI D.R. Horton Inc. | Add +1002.9% | 0.18% | +0.16 |
| BMY Bristol-Myers Squibb Co. | Add +33.1% | 0.46% | +0.16 |
| COR Cencora Inc. | Add +421.5% | 0.20% | +0.16 |
| XOM Exxon Mobil Corp. | Add +14.7% | 0.40% | +0.16 |
| VST Vistra Corp. | Add +1396.3% | 0.17% | +0.16 |
| ITA iShares U.S. Aerospace & Def | Add +1422.3% | 0.16% | +0.15 |
| WFRD Weatherford International PL | New | 0.15% | +0.15 |
| FTI Technipfmc PLC | New | 0.15% | +0.15 |
| PGR Progressive Corp. | Add +487.4% | 0.18% | +0.15 |
| FNF Fidelity National Financial | Add +549.1% | 0.18% | +0.15 |
| ABT Abbott Laboratories | Add +191.7% | 0.25% | +0.15 |
| NXST Nexstar Media Group Inc. | Add +323.8% | 0.19% | +0.14 |
| CIBR First Trust Nasdaq Cybersecu | Add +737.0% | 0.16% | +0.14 |
| DECK Deckers Outdoor Corp. | Add +2798.4% | 0.14% | +0.14 |
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 |