CX Institutional

13F filer · CIK 0001737089

Reported Jul 2, 2026

Net seller this quarter

13F portfolio value$3.46BU.S. long equity reported on 13F

Positions1,08445 new · 68 closed

Net flow last quarter-$101MBuys minus sells

Top 10 positions weight12.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 2, 20261,084 positions
AAPLApple Inc.	$70.6M	2.04%	0.00%	-4.2%	Q3 2018
NVDANvidia Corp	$62.4M	1.80%	0.00%	-0.7%	Q4 2018
GOOGLAlphabet Inc.	$46.5M	1.34%	0.00%	-3.1%	Q3 2018
MSFTMicrosoft Corp	$44.3M	1.28%	0.00%	-2.3%	Q3 2018
LLYELI LILLY & Co	$42.6M	1.23%	0.00%	+5.0%	Q4 2018
AMZNAmazon Com Inc	$41.8M	1.21%	0.00%	-1.9%	Q3 2018
AVGOBroadcom Inc.	$34.2M	0.99%	0.00%	-2.2%	Q4 2018
TSLATesla, Inc.	$33.4M	0.96%	0.00%	+10.5%	Q1 2020
VVisa Inc.	$32.2M	0.93%	0.01%	+7.2%	Q4 2018
METAMeta Platforms, Inc.	$28.3M	0.82%	Not reported	+9.1%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$22.8M	0.66%	Not reported	+9.9%	Q3 2018
ABBVAbbVie Inc.	$19.7M	0.57%	0.00%	-13.0%	Q3 2018
UNPUnion Pacific Corp	$16.8M	0.49%	0.01%	-16.5%	Q3 2018
CSCOCisco Systems, Inc.	$15.6M	0.45%	0.00%	-10.0%	Q3 2018
BMYBristol Myers Squibb Co	$15.2M	0.44%	0.01%	+4.9%	Q3 2018
QCOMQualcomm Inc	$14.1M	0.41%	0.01%	-12.8%	Q4 2018
MAMastercard Inc	$13.6M	0.39%	0.00%	+12.1%	Q4 2018
AXPAmerican Express Co	$13.5M	0.39%	0.01%	+6.7%	Q4 2018
CATCaterpillar Inc	$13.3M	0.38%	0.00%	-11.1%	Q4 2018
UNHUnitedhealth Group Inc	$12.4M	0.36%	0.00%	+1.8%	Q3 2018
MRKMerck & Co., Inc.	$12.2M	0.35%	0.00%	+2.5%	Q3 2018
TDCTeradata Corp	$12.2M	0.35%	0.37%	+8.6%	Q1 2026
SCHWSchwab Charles Corp	$12.1M	0.35%	0.01%	+153.1%	Q1 2019
GOOGAlphabet Inc.	$12.1M	0.35%	Not reported	-1.4%	Q3 2018
NUENucor Corp	$11.9M	0.34%	0.02%	+20.9%	Q3 2018
MCKMckesson Corp	$11.7M	0.34%	0.01%	+12.1%	Q4 2018
CBChubb Ltd	$11.6M	0.34%	0.01%	+3.9%	Q4 2018
CSLCarlisle Companies Inc	$11.5M	0.33%	0.08%	+2.4%	Q3 2020
GSGoldman Sachs Group Inc	$11.5M	0.33%	0.00%	+2.8%	Q4 2018
LRCXLam Research Corp	$11M	0.32%	0.00%	-9.6%	Q1 2019
MCDMcdonalds Corp	$10.7M	0.31%	0.01%	+3.5%	Q3 2018
ADBEAdobe Inc.	$10.7M	0.31%	0.01%	-1.5%	Q3 2018
CVSCVS HEALTH Corp	$10.4M	0.30%	0.01%	-0.8%	Q3 2018
AMDAdvanced Micro Devices Inc	$10.4M	0.30%	0.00%	-3.7%	Q1 2019
HDHome Depot, Inc.	$10.1M	0.29%	0.00%	+4.8%	Q3 2018
NXPINXP Semiconductors N.V.	$10.1M	0.29%	0.01%	-0.9%	Q3 2018
TMOThermo Fisher Scientific Inc.	$9.82M	0.28%	0.01%	+13.4%	Q1 2019
JPMJPMorgan Chase & Co	$9.64M	0.28%	0.00%	-23.9%	Q3 2018
HRMYHarmony Biosciences Holdings, Inc.	$9.45M	0.27%	0.45%	+6.1%	Q1 2025
MRSHMarsh & Mclennan Companies, Inc.	$9.42M	0.27%	0.01%	-5.2%	Q4 2018
AMGNAmgen Inc	$9.41M	0.27%	0.00%	-32.0%	Q3 2018
IRDMIridium Communications Inc.	$9.39M	0.27%	0.16%	-37.3%	Q1 2026
CICigna Group	$9.33M	0.27%	0.01%	+5.7%	Q4 2018
TRVTravelers Companies, Inc.	$9.13M	0.26%	0.01%	-3.3%	Q3 2018
XOMExxonMobil Holdings Corp	$9.05M	0.26%	0.00%	-14.6%	Q3 2018
HPQHP Inc	$9M	0.26%	0.04%	+7.2%	Q4 2018
ABNBAirbnb, Inc.	$8.75M	0.25%	Not reported	-16.7%	Q1 2024
PGPROCTER & GAMBLE Co	$8.74M	0.25%	0.00%	-10.1%	Q3 2018
HCAHCA Healthcare, Inc.	$8.62M	0.25%	0.01%	+17.7%	Q1 2019
ABTAbbott Laboratories	$8.57M	0.25%	0.01%	+17.8%	Q3 2018

Q1 2026Reported Apr 6, 20261,105 positions
AAPLApple Inc.	$64.7M	1.97%	0.00%	+7.7%	Q3 2018
NVDANvidia Corp	$54.8M	1.67%	0.00%	+4.6%	Q4 2018
MSFTMicrosoft Corp	$45M	1.37%	0.00%	+11.3%	Q3 2018
GOOGLAlphabet Inc.	$38.6M	1.18%	0.00%	+2.4%	Q3 2018
AMZNAmazon Com Inc	$37.2M	1.13%	0.00%	+10.6%	Q3 2018
LLYELI LILLY & Co	$31.1M	0.95%	0.00%	+15.5%	Q4 2018
AVGOBroadcom Inc.	$28.6M	0.87%	0.00%	+23.2%	Q4 2018
TSLATesla, Inc.	$26.7M	0.82%	0.00%	+23.2%	Q1 2020
VVisa Inc.	$26.5M	0.81%	0.00%	+28.2%	Q4 2018
METAMeta Platforms, Inc.	$26.4M	0.80%	Not reported	+25.6%	Q3 2018
ABBVAbbVie Inc.	$19.6M	0.60%	0.01%	+4.7%	Q3 2018
GILDGilead Sciences, Inc.	$18.7M	0.57%	0.01%	+68.8%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$18M	0.55%	Not reported	-4.8%	Q3 2018
UNPUnion Pacific Corp	$17.9M	0.55%	0.01%	+8.7%	Q3 2018
BMYBristol Myers Squibb Co	$15.2M	0.46%	0.01%	+33.1%	Q3 2018
AMGNAmgen Inc	$13.5M	0.41%	0.01%	-2.4%	Q3 2018
XOMExxonMobil Holdings Corp	$13.2M	0.40%	0.00%	+14.7%	Q3 2018
ADBEAdobe Inc.	$12.8M	0.39%	0.01%	+74.7%	Q3 2018
MCKMckesson Corp	$11.9M	0.36%	0.01%	-3.4%	Q4 2018
MCDMcdonalds Corp	$11.9M	0.36%	0.01%	+4.9%	Q3 2018
MAMastercard Inc	$11.8M	0.36%	0.00%	+4.0%	Q4 2018
LMTLockheed Martin Corp	$11.8M	0.36%	0.01%	-0.1%	Q3 2018
CSCOCisco Systems, Inc.	$11.4M	0.35%	0.00%	-2.0%	Q3 2018
JPMJPMorgan Chase & Co	$11.4M	0.35%	0.00%	-2.3%	Q3 2018
AXPAmerican Express Co	$11.3M	0.34%	0.01%	+4.9%	Q4 2018
QCOMQualcomm Inc	$11.3M	0.34%	0.01%	+550.1%	Q4 2018
MRKMerck & Co., Inc.	$11.2M	0.34%	0.00%	-12.7%	Q3 2018
CBChubb Ltd	$10.7M	0.33%	0.01%	-3.3%	Q4 2018
CRUSCirrus Logic, Inc.	$10.7M	0.33%	0.15%	+737760.0%	Q1 2025
CSLCarlisle Companies Inc	$10.4M	0.32%	0.08%	+3314.3%	Q3 2020
MRSHMarsh & Mclennan Companies, Inc.	$10.3M	0.32%	0.01%	+45.2%	Q4 2018
CRMSalesforce, Inc.	$10.1M	0.31%	0.01%	+16.6%	Q4 2018
CATCaterpillar Inc	$9.95M	0.30%	0.00%	-46.4%	Q4 2018
GOOGAlphabet Inc.	$9.94M	0.30%	Not reported	-2.3%	Q3 2018
DELLDell Technologies Inc.	$9.71M	0.30%	0.01%	+1880.1%	Q1 2025
PGPROCTER & GAMBLE Co	$9.57M	0.29%	0.00%	-42.7%	Q3 2018
GSGoldman Sachs Group Inc	$9.35M	0.29%	0.00%	+208.4%	Q4 2018
NTAPNetApp, Inc.	$9.3M	0.28%	0.05%	+3679.5%	Q4 2018
ABNBAirbnb, Inc.	$9.27M	0.28%	Not reported	+3214.2%	Q1 2024
HDHome Depot, Inc.	$9.01M	0.27%	0.00%	-23.4%	Q3 2018
COSTCostco Wholesale Corp	$8.89M	0.27%	0.00%	-1.6%	Q3 2018
HCAHCA Healthcare, Inc.	$8.89M	0.27%	0.01%	-10.7%	Q1 2019
JNJJohnson & Johnson	$8.58M	0.26%	0.00%	-46.4%	Q3 2018
CICigna Group	$8.54M	0.26%	0.01%	+25.1%	Q4 2018
TMOThermo Fisher Scientific Inc.	$8.49M	0.26%	0.00%	+3.8%	Q1 2019
WMTWalmart Inc.	$8.45M	0.26%	0.00%	+38.8%	Q3 2018
TRVTravelers Companies, Inc.	$8.35M	0.25%	0.01%	+7.3%	Q3 2018
TDCTeradata Corp	$8.28M	0.25%	0.35%	New	Q1 2026
ABTAbbott Laboratories	$8.24M	0.25%	0.00%	+191.7%	Q3 2018
BRK.BBerkshire Hathaway Inc	$8.01M	0.24%	Not reported	-0.8%	Q3 2018

Q4 2025Reported Feb 2, 20261,027 positions
AAPLApple Inc.	$64.3M	1.92%	0.00%	-3.6%	Q3 2018
NVDANvidia Corp	$56.1M	1.67%	0.00%	+1.4%	Q4 2018
MSFTMicrosoft Corp	$52.8M	1.58%	0.00%	-2.5%	Q3 2018
GOOGLAlphabet Inc.	$41.1M	1.22%	0.00%	-6.3%	Q3 2018
AMZNAmazon Com Inc	$37.3M	1.11%	0.00%	+4.1%	Q3 2018
LLYELI LILLY & Co	$31.5M	0.94%	0.00%	-5.3%	Q4 2018
TSLATesla, Inc.	$26.3M	0.78%	0.00%	-5.8%	Q1 2020
AVGOBroadcom Inc.	$26M	0.77%	0.00%	+1.7%	Q4 2018
METAMeta Platforms, Inc.	$24.2M	0.72%	Not reported	+6.1%	Q3 2018
VVisa Inc.	$23.9M	0.71%	0.00%	+4.6%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$19.9M	0.59%	Not reported	-6.2%	Q3 2018
ABBVAbbVie Inc.	$19.6M	0.59%	0.00%	+0.6%	Q3 2018
PGPROCTER & GAMBLE Co	$16.6M	0.49%	0.01%	+61.8%	Q3 2018
UNPUnion Pacific Corp	$15.7M	0.47%	0.01%	+3.4%	Q3 2018
SCHWSchwab Charles Corp	$15.5M	0.46%	0.01%	+5.1%	Q1 2019
CATCaterpillar Inc	$15M	0.45%	0.01%	+0.6%	Q4 2018
JNJJohnson & Johnson	$13.5M	0.40%	0.00%	-5.5%	Q3 2018
AXPAmerican Express Co	$13.2M	0.39%	0.01%	+3.6%	Q4 2018
MAMastercard Inc	$13M	0.39%	0.00%	+7.1%	Q4 2018
AMGNAmgen Inc	$12.8M	0.38%	0.01%	-4.3%	Q3 2018
JPMJPMorgan Chase & Co	$12.8M	0.38%	0.00%	-7.5%	Q3 2018
PEPPepsico Inc	$12.3M	0.37%	0.01%	+1.7%	Q4 2018
HDHome Depot, Inc.	$12.3M	0.37%	0.00%	-4.1%	Q3 2018
CRMSalesforce, Inc.	$12.3M	0.37%	0.01%	+7.5%	Q4 2018
MCKMckesson Corp	$11.7M	0.35%	0.01%	+5.0%	Q4 2018
SHOOSteven Madden, Ltd.	$11.7M	0.35%	0.39%	-13.5%	Q1 2025
ADPAutomatic Data Processing Inc	$11.6M	0.35%	0.01%	+2.1%	Q3 2018
CSCOCisco Systems, Inc.	$11.6M	0.34%	0.00%	+4.0%	Q3 2018
ENVAEnova International, Inc.	$11.4M	0.34%	0.29%	+2.7%	Q2 2019
MRKMerck & Co., Inc.	$11.2M	0.33%	0.00%	+10.1%	Q3 2018
MCDMcdonalds Corp	$11.1M	0.33%	0.01%	+5.7%	Q3 2018
GOOGAlphabet Inc.	$11.1M	0.33%	Not reported	-5.2%	Q3 2018
CBChubb Ltd	$10.6M	0.32%	0.01%	+6.3%	Q4 2018
ADBEAdobe Inc.	$10.6M	0.32%	0.01%	+8.2%	Q3 2018
TJXTJX Companies Inc	$10.3M	0.31%	0.01%	+6.9%	Q4 2018
HRMYHarmony Biosciences Holdings, Inc.	$10.3M	0.31%	0.48%	+19.7%	Q1 2025
BMYBristol Myers Squibb Co	$10.2M	0.30%	0.01%	+13.9%	Q3 2018
TIGOMillicom International Cellular SA	$9.88M	0.29%	0.11%	+1.5%	Q3 2025
HCAHCA Healthcare, Inc.	$9.82M	0.29%	0.01%	+0.6%	Q1 2019
GILDGilead Sciences, Inc.	$9.78M	0.29%	0.01%	+7.8%	Q4 2018
TMOThermo Fisher Scientific Inc.	$9.64M	0.29%	0.00%	-1.0%	Q1 2019
GMGeneral Motors Co	$9.61M	0.29%	0.01%	+1064.0%	Q3 2018
TILEInterface Inc	$9.43M	0.28%	0.58%	+0.8%	Q3 2025
LMTLockheed Martin Corp	$9.41M	0.28%	0.01%	+6.6%	Q3 2018
CVSCVS HEALTH Corp	$9.39M	0.28%	0.01%	+1.2%	Q3 2018
ADIAnalog Devices Inc	$9.32M	0.28%	0.01%	+574.7%	Q4 2018
CVXChevron Corp	$9.28M	0.28%	0.00%	-4.8%	Q3 2018
AMATApplied Materials Inc	$9.28M	0.28%	0.00%	+3.6%	Q1 2019
WMWaste Management Inc	$9.16M	0.27%	0.01%	+156.7%	Q4 2018
COPConocophillips	$9.02M	0.27%	0.01%	+15.3%	Q4 2018

Q3 2025Reported Oct 23, 2025929 positions
AAPLApple Inc.	$62.4M	1.90%	0.00%	+17.8%	Q3 2018
MSFTMicrosoft Corp	$58M	1.76%	0.00%	+21.2%	Q3 2018
NVDANvidia Corp	$55.3M	1.68%	0.00%	+8.3%	Q4 2018
AMZNAmazon Com Inc	$34.1M	1.03%	0.00%	+13.8%	Q3 2018
GOOGLAlphabet Inc.	$34M	1.03%	0.00%	-9.3%	Q3 2018
TSLATesla, Inc.	$27.6M	0.84%	0.00%	-14.6%	Q1 2020
METAMeta Platforms, Inc.	$25.4M	0.77%	Not reported	-15.6%	Q3 2018
AVGOBroadcom Inc.	$24.3M	0.74%	0.00%	-26.5%	Q4 2018
LLYELI LILLY & Co	$23.6M	0.72%	0.00%	+7.6%	Q4 2018
VVisa Inc.	$22.3M	0.68%	0.00%	+5.7%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$20.7M	0.63%	Not reported	+6.0%	Q3 2018
ABBVAbbVie Inc.	$19.8M	0.60%	0.00%	+30.8%	Q3 2018
UNPUnion Pacific Corp	$15.6M	0.47%	0.01%	+39.8%	Q3 2018
HDHome Depot, Inc.	$15.1M	0.46%	0.00%	+56.2%	Q3 2018
SCHWSchwab Charles Corp	$14.1M	0.43%	0.01%	+13.7%	Q1 2019
XOMExxonMobil Holdings Corp	$14M	0.43%	0.00%	+10.3%	Q3 2018
JPMJPMorgan Chase & Co	$13.5M	0.41%	0.00%	+65.8%	Q3 2018
ADPAutomatic Data Processing Inc	$13M	0.39%	0.01%	+63.9%	Q3 2018
JNJJohnson & Johnson	$12.8M	0.39%	0.00%	+8.1%	Q3 2018
CATCaterpillar Inc	$12.4M	0.38%	0.01%	-20.9%	Q4 2018
MAMastercard Inc	$12.1M	0.37%	0.00%	+104.7%	Q4 2018
PEPPepsico Inc	$11.9M	0.36%	0.01%	+23.9%	Q4 2018
AMGNAmgen Inc	$11.6M	0.35%	0.01%	+9.6%	Q3 2018
AXPAmerican Express Co	$11.4M	0.35%	0.01%	+118.0%	Q4 2018
COSTCostco Wholesale Corp	$11.3M	0.34%	0.00%	+73.2%	Q3 2018
PGPROCTER & GAMBLE Co	$11M	0.33%	0.00%	+5.3%	Q3 2018
SHOOSteven Madden, Ltd.	$10.9M	0.33%	0.45%	+912.7%	Q1 2025
MCKMckesson Corp	$10.5M	0.32%	0.01%	+214.7%	Q4 2018
MCDMcdonalds Corp	$10.5M	0.32%	0.00%	+172.4%	Q3 2018
BRK.BBerkshire Hathaway Inc	$10.4M	0.32%	Not reported	+2.4%	Q3 2018
CRMSalesforce, Inc.	$10.2M	0.31%	0.00%	+78.0%	Q4 2018
RTXRTX Corp	$10.2M	0.31%	0.00%	-3.5%	Q1 2020
CVXChevron Corp	$9.94M	0.30%	0.00%	+21.8%	Q3 2018
CSCOCisco Systems, Inc.	$9.88M	0.30%	0.00%	+11.0%	Q3 2018
ADBEAdobe Inc.	$9.85M	0.30%	0.01%	+72.9%	Q3 2018
TILEInterface Inc	$9.7M	0.29%	0.57%	New	Q3 2025
GOOGAlphabet Inc.	$9.12M	0.28%	Not reported	+2.6%	Q3 2018
LMTLockheed Martin Corp	$9.11M	0.28%	0.01%	+17.6%	Q3 2018
TJXTJX Companies Inc	$9.1M	0.28%	0.01%	+227.8%	Q4 2018
CBChubb Ltd	$9.01M	0.27%	0.01%	+53.5%	Q4 2018
HCAHCA Healthcare, Inc.	$8.91M	0.27%	0.01%	+5.3%	Q1 2019
CVSCVS HEALTH Corp	$8.82M	0.27%	0.01%	+7.5%	Q3 2018
VOTVan Kampen Municipal Opportunity Trust II	$8.69M	0.26%	Not reported	-1.1%	Q3 2018
TIGOMillicom International Cellular SA	$8.53M	0.26%	0.10%	New	Q3 2025
MOAltria Group, Inc.	$8.52M	0.26%	0.01%	+10.6%	Q3 2018
TMUST-Mobile US, Inc.	$8.26M	0.25%	0.00%	+10.7%	Q1 2020
TDWTidewater Inc	$8.24M	0.25%	0.31%	-8.1%	Q1 2025
GILDGilead Sciences, Inc.	$8.2M	0.25%	0.01%	+4.9%	Q4 2018
TMOThermo Fisher Scientific Inc.	$8.16M	0.25%	0.00%	+4.3%	Q1 2019
MRKMerck & Co., Inc.	$8.13M	0.25%	0.00%	-9.8%	Q3 2018

Premium opens every quarter this fund has filed