Latest CX Institutional Stock Portfolio
CX Institutional Performance:
2025 Q4: 0.65%YTD: 8.95%2024: 5.33%
Performance for 2025 Q4 is 0.65%, and YTD is 8.95%, and 2024 is 5.33%.
About CX Institutional and 13F Hedge Fund Stock Holdings
CX Institutional is a hedge fund based in Auburn, IN. On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, CX Institutional reported an equity portfolio of $3.4 Billions as of 31 Dec, 2025.
The top stock holdings of CX Institutional are DMXF, IBCE, BIL. The fund has invested 3.8% of it's portfolio in ISHARES ETFS/USA and 2.7% of portfolio in ISHARES ETFS/USA.
The fund managers got completely rid off MR COOPER GROUP (COOP), BERKSHIRE HATH-A and KELLANOVA (K) stocks. They significantly reduced their stock positions in STATE STREET ETF/USA (CWI), WISDOMTREE ETFS/USA (AGZD) and STATE STREET ETF/USA (BIL). CX Institutional opened new stock positions in BLUEROCK REAL ESTATE FUNDS/USA, FIRST TRUST EXCHANGE-TRADED FU (AFLG) and FIRST TRUST EXCHANGE-TRADED FU (BUFD). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY COVINGTON TRUST (FBCG), ROCKET COS INC-A (RKT) and ISHARES ETFS/USA (IJR).
The top stock holdings of CX Institutional are DMXF, IBCE, BIL. The fund has invested 3.8% of it's portfolio in ISHARES ETFS/USA and 2.7% of portfolio in ISHARES ETFS/USA.
The fund managers got completely rid off MR COOPER GROUP (COOP), BERKSHIRE HATH-A and KELLANOVA (K) stocks. They significantly reduced their stock positions in STATE STREET ETF/USA (CWI), WISDOMTREE ETFS/USA (AGZD) and STATE STREET ETF/USA (BIL). CX Institutional opened new stock positions in BLUEROCK REAL ESTATE FUNDS/USA, FIRST TRUST EXCHANGE-TRADED FU (AFLG) and FIRST TRUST EXCHANGE-TRADED FU (BUFD). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY COVINGTON TRUST (FBCG), ROCKET COS INC-A (RKT) and ISHARES ETFS/USA (IJR).
CX Institutional Annual Return Estimates Vs S&P 500
Our best estimate is that CX Institutional made a return of 0.65% in the last quarter. In trailing 12 months, it's portfolio return was 8.95%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| bluerock real estate funds/usa | 1,359,000 |
| fs specialty lending fund/fund | 991,000 |
| qnity electronic | 536,000 |
New stocks bought by CX Institutional
Additions
| Ticker | % Inc. |
|---|---|
| rocket cos inc-a | 7,693 |
| vanguard etf/usa | 5,963 |
| danaher corp | 3,943 |
| general motors c | 1,064 |
| netflix inc | 844 |
| northern lights fund trust iv/ | 667 |
| analog devices | 574 |
| servicenow inc | 381 |
Additions to existing portfolio by CX Institutional
Reductions
| Ticker | % Reduced |
|---|---|
| elevance health | -91.04 |
| nike inc -cl b | -90.03 |
| united parcel-b | -86.33 |
| state street etf/usa | -85.09 |
| jazz pharmaceuti | -82.3 |
| cencora inc | -82.28 |
| eog resources | -67.1 |
| state street etf/usa | -66.89 |
CX Institutional reduced stake in above stock
Sold off
Sector Distribution
CX Institutional has about 58.9% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
- Financial Services
- Consumer Cyclical
- Industrials
- Communication Services
- Consumer Defensive
- Energy
| Sector | % |
|---|---|
| Others | 58.9 |
| Technology | 10.2 |
| Healthcare | 6.5 |
| Financial Services | 5.7 |
| Consumer Cyclical | 5.4 |
| Industrials | 4.4 |
| Communication Services | 2.9 |
| Consumer Defensive | 2.7 |
| Energy | 1.5 |
Market Cap. Distribution
CX Institutional has about 36.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 58.9 |
| LARGE-CAP | 18.4 |
| MEGA-CAP | 18 |
| MID-CAP | 3.5 |
| SMALL-CAP | 1.2 |
Stocks belong to which Index?
About 38.8% of the stocks held by CX Institutional either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 61.2 |
| S&P 500 | 36.1 |
| RUSSELL 2000 | 2.7 |
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 1516 stocks in it's portfolio. About 22.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for CX Institutional last quarter.
Last Reported on: 02 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent tech inc | 0.01 | 3,595 | 489,000 | added | 8.22 | ||
| AAPL | apple inc | 1.92 | 236,446 | 64,280,000 | reduced | -3.58 | ||
| AAXJ | ishares etfs/usa | 0.77 | 240,338 | 25,743,000 | added | 2.27 | ||
| AAXJ | ishares etfs/usa | 0.24 | 203,726 | 8,037,000 | added | 0.06 | ||
| AAXJ | ishares etfs/usa | 0.20 | 111,320 | 6,831,000 | added | 6.19 | ||
| AAXJ | ishares etfs/usa | 0.06 | 15,334 | 1,975,000 | added | 11.75 | ||
| AAXJ | ishares etfs/usa | 0.04 | 15,255 | 1,261,000 | reduced | -2.93 | ||
| AAXJ | ishares etfs/usa | 0.04 | 10,851 | 1,158,000 | added | 3.14 | ||
| ABBV | abbvie inc | 0.58 | 85,883 | 19,623,000 | added | 0.56 | ||
| ABC | cencora inc | 0.04 | 4,034 | 1,362,000 | reduced | -82.28 | ||
| ABT | abbott labs | 0.10 | 27,509 | 3,447,000 | reduced | -6.03 | ||
| ACGL | arch capital grp | 0.01 | 4,048 | 388,000 | added | 21.49 | ||
| ACN | accenture plc-a | 0.23 | 28,948 | 7,767,000 | added | 29.05 | ||
| ACWF | ishares etfs/usa | 0.28 | 228,028 | 9,431,000 | reduced | -2.26 | ||
| ACWF | ishares etfs/usa | 0.02 | 9,152 | 638,000 | added | 7.46 | ||
| ACWV | ishares etfs/usa | 0.02 | 4,314 | 801,000 | reduced | -11.83 | ||
| ACWV | ishares etfs/usa | 0.02 | 12,292 | 522,000 | reduced | -0.78 | ||
| ACWV | ishares etfs/usa | 0.01 | 8,080 | 484,000 | reduced | -0.69 | ||
| ADBE | adobe inc | 0.32 | 30,208 | 10,572,000 | added | 8.19 | ||
| ADI | analog devices | 0.28 | 34,368 | 9,321,000 | added | 574 | ||