Universe · entity
CX Institutional
Institutional manager (13F) · CIK 1737089
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | iShares ETFs/USA | $116k | 1,147,807 |
| 2 | iShares ETFs/USA | $89k | 985,753 |
| 3 | State Street ETF/USA | $81k | 2,815,704 |
| 4 | Vanguard ETF/USA | $67k | 1,387,555 |
| 5 | APPLE INC | $65k | 254,754 |
| 6 | iShares ETFs/USA | $61k | 93,355 |
| 7 | State Street ETF/USA | $60k | 2,672,691 |
| 8 | State Street ETF/USA | $60k | 2,053,033 |
| 9 | NVIDIA CORP | $55k | 314,256 |
| 10 | State Street ETF/USA | $53k | 1,112,845 |
| 11 | Vanguard ETF/USA | $51k | 176,404 |
| 12 | Invesco ETFs/USA | $46k | 929,563 |
| 13 | Vanguard ETF/USA | $46k | 177,164 |
| 14 | MICROSOFT CORP | $45k | 121,562 |
| 15 | VanEck ETFs/USA | $44k | 957,521 |
| 16 | iShares ETFs/USA | $44k | 208,906 |
| 17 | ALPHABET INC-A | $39k | 134,266 |
| 18 | AMAZON.COM INC | $37k | 178,645 |
| 19 | iShares ETFs/USA | $34k | 408,854 |
| 20 | Janus Detroit Street Trust | $33k | 659,851 |
| 21 | Schwab Strategic Trust | $32k | 1,055,086 |
| 22 | ELI LILLY & CO | $31k | 33,818 |
| 23 | State Street ETF/USA | $30k | 321,415 |
| 24 | Vanguard ETF/USA | $29k | 589,649 |
| 25 | BROADCOM INC | $29k | 92,474 |
| 26 | State Street ETF/USA | $28k | 282,635 |
| 27 | Vanguard ETF/USA | $27k | 74,199 |
| 28 | TESLA INC | $27k | 71,929 |
| 29 | VISA INC-CLASS A | $26k | 87,567 |
| 30 | iShares ETFs/USA | $26k | 249,006 |
| 31 | META PLATFORMS-A | $26k | 46,095 |
| 32 | iShares ETFs/USA | $26k | 60,751 |
| 33 | iShares ETFs/USA | $26k | 166,724 |
| 34 | iShares ETFs/USA | $26k | 120,940 |
| 35 | American Century ETF Trust | $20k | 407,485 |
| 36 | ABBVIE INC | $20k | 89,953 |
| 37 | GILEAD SCIENCES | $19k | 134,488 |
| 38 | Vanguard ETF/USA | $18k | 92,389 |
| 39 | State Street ETF/USA | $18k | 27,728 |
| 40 | UNION PAC CORP | $18k | 73,965 |
| 41 | First Trust ETFs/USA | $18k | 113,785 |
| 42 | State Street ETF/USA | $17k | 307,056 |
| 43 | Invesco ETFs/USA | $17k | 88,434 |
| 44 | State Street ETF/USA | $17k | 127,378 |
| 45 | State Street ETF/USA | $16k | 346,116 |
| 46 | Vanguard ETF/USA | $16k | 52,865 |
| 47 | BRISTOL-MYER SQB | $15k | 251,290 |
| 48 | iShares ETFs/USA | $15k | 128,203 |
| 49 | Vanguard ETF/USA | $14k | 43,007 |
| 50 | AMGEN INC | $13k | 38,237 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.