StockDriftsStockDriftsTop 50 CX Institutional Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | iShares ETFs/USA | 5.37% | 1.85M | $186.0M | +60.94%(+699.47K) | $100.66(-0.10%) | 2026-06-30 | |
| IEFA | iShares ETFs/USA | 2.4% | 861.7K | $83.2M | -12.59%(-124.08K) | $83.32(+21.60%) | 2026-06-30 | |
| SHY | iShares ETFs/USA | 2.12% | 894.7K | $73.5M | +118.84%(+485.88K) | $82.31(-0.34%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.04% | 243.9K | $70.6M | -4.24%(-10.81K) | $180.44(+69.24%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 1.8% | 312.1K | $62.4M | -0.69%(-2.18K) | $94.64(+138.86%) | 2026-06-30 | |
| VO | Vanguard ETF/USA | 1.78% | 767.1K | $61.8M | +8.72%(+61.53K) | $57.53(+46.59%) | 2026-06-30 | |
| SPMB | State Street ETF/USA | 1.76% | 2.74M | $61.0M | +2.35%(+62.87K) | $22.52(-1.99%) | 2026-06-30 | |
| SPBO | State Street ETF/USA | 1.76% | 2.10M | $60.9M | +2.08%(+42.64K) | $29.46(-3.52%) | 2026-06-30 | |
| BNDX | Vanguard ETF/USA | 1.62% | 1.16M | $56.1M | -16.44%(-228.18K) | $50.09(-4.79%) | 2026-06-30 | |
| SHM | State Street ETF/USA | 1.55% | 1.12M | $53.8M | +0.78%(+8.72K) | $47.69(-0.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.49% | +31.25% | +4.32% | +23.53% |
| Top 20 Holdings Unweighted | +9.49% | +31.27% | +4.69% | +25.73% |
CX Institutional reports $3.46B in US-listed equity holdings across 1,568 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (5.4%), IEFA (2.4%) and SHY (2.1%). The top 20 holdings account for 35.12% of reported assets. Its disclosed equity book has returned +31.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from CX Institutional’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1737089). View CX Institutional’s 13F filings on SEC