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Latest CX Institutional Stock Portfolio

$3.46Billion | No. of Holdings #1546

CX Institutional Performance

2026 Q1-1.97%
YTD-1.97%
2025+10.73%

About CX Institutional and 13F Hedge Fund Stock Holdings

CX Institutional is a hedge fund based in Auburn, IN. On 2026-07-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, CX Institutional reported an equity portfolio of $3.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of CX Institutional are DMXF, IBCE, IJR. The fund has invested 5.4% of it's portfolio in ISHARES ETFS/USA and 2.4% of portfolio in ISHARES ETFS/USA. <br><br> The fund managers got completely rid off STATE STREET ETF/USA (CWI), STATE STREET ETF/USA (BIL) and COTERRA ENERGY I (CTRA) stocks. They significantly reduced their stock positions in SONIC AUTOMOTI-A (SAH), EVERTEC INC (EVTC) and MARCUS & MILLICH (MMI). CX Institutional opened new stock positions in INVESCO EXCHANGE-TRADED FUND T (BAB), DIMENSIONAL ETF TRUST (DFAC) and STATE STREET ETF/USA (DIA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ETF/USA (VAW), STATE STREET ETF/USA (BIL) and HUBSPOT INC (HUBS).
CX Institutional Equity Portfolio Value
Last Reported on: 02 Jul, 2026
$3.46Billion
  as of Jul 02, 2026

CX Institutional Annual Return Estimates Vs S&P 500

Our best estimate is that CX Institutional made a return of -1.97% in the last quarter. In trailing 12 months, it's portfolio return was 9.86%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exchange-traded fund t11,651,000
dimensional etf trust629,000
New stocks bought by CX Institutional

Additions

Ticker% Inc.
vanguard etf/usa13,275
ishares etfs/usa4,425
ishares etfs/usa3,090
state street etf/usa1,788
cincinnati fin1,405
ishares etfs/usa809
uber technologie605
vanguard etf/usa473
Additions to existing portfolio by CX Institutional

Reductions

Ticker% Reduced
fortinet inc-91.83
ross stores inc-91.24
schwab strategic trust-89.64
state street etf/usa-88.87
lockheed martin-84.9
dell techn-c-84.47
first trust etfs/usa-79.98
oneok inc-68.48
CX Institutional reduced stake in above stock

Sold off

None of the stocks were completely sold off by CX Institutional

Sector Distribution

CX Institutional has about 54.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Energy
  • Consumer Defensive
Sector%
Others54.6
Technology12.1
Healthcare7.3
Financial Services6.1
Consumer Cyclical6.1
Industrials4.4
Communication Services3.2
Energy2
Consumer Defensive1.9

Market Cap. Distribution

CX Institutional has about 40.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED54.4
LARGE-CAP21.4
MEGA-CAP19.2
MID-CAP3.9
SMALL-CAP1.1

Stocks belong to which Index?

About 40.4% of the stocks held by CX Institutional either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others59.6
S&P 50037.8
RUSSELL 20002.6
Top 5 Winners (%)%
sandisk corp
156.5 %
everus construct
100.0 %
CAKE
cheesecake facto
100.0 %
CC
chemours co
100.0 %
CWI
state street etf/usa
100.0 %
Top 5 Winners ($)$
XOM
exxon mobil corp
3.6 M
TDW
tidewater inc
3.2 M
CAT
caterpillar inc
2.7 M
COP
conocophillips
2.4 M
LMT
lockheed martin
2.3 M
Top 5 Losers (%)%
KD
kyndryl holdings
-60.2 %
grail inc
-50.0 %
fermi inc
-50.0 %
U
unity software i
-48.5 %
ATEC
alphatec holding
-47.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-13.1 M
TSLA
tesla inc
-5.1 M
EDV
vanguard etf/usa
-4.9 M
LLY
eli lilly & co
-4.9 M
AAPL
apple inc
-4.4 M

CX Institutional Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CX Institutional

CX Institutional has 1546 stocks in it's portfolio. About 21.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for CX Institutional last quarter.

$3.35BTotal Value
500Positions
02 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of CX Institutional, last reported on 02 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.74%237,041
$25.51M
0.74%
decreased 4.81 percentreduced
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.37%120,284
$12.81M
0.37%
increased 4425.36 percentadded
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.24%201,194
$8.34M
0.24%
increased 2.73 percentadded
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.17%24,084
$5.84M
0.17%
decreased 0.94 percentreduced
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.08%43,925
$2.92M
0.08%
increased 1.02 percentadded
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.06%14,921
$2.13M
0.06%
decreased 6.69 percentreduced
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.04%13,531
$1.28M
0.04%
decreased 7.97 percentreduced
ACWF
Ishares Etfs/Usa

Ishares Etfs/Usa

ACWF
CX Institutional's holding in Ishares Etfs/Usa over time
0.37%274,278
$12.87M
0.37%
increased 0.34 percentadded
ACWF
Ishares Etfs/Usa

Ishares Etfs/Usa

ACWF
CX Institutional's holding in Ishares Etfs/Usa over time
0.02%7,699
$636.0K
0.02%
decreased 11.96 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
CX Institutional's holding in Ishares Inc over time
0.25%115,931
$8.73M
0.25%
increased 2.48 percentadded
ACWV
Ishares Etfs/Usa

Ishares Etfs/Usa

ACWV
CX Institutional's holding in Ishares Etfs/Usa over time
0.02%4,040
$819.0K
0.02%
decreased 6.02 percentreduced
ACWV
Ishares Etfs/Usa

Ishares Etfs/Usa

ACWV
CX Institutional's holding in Ishares Etfs/Usa over time
0.02%4,792
$578.0K
0.02%
increased 809.3 percentadded