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Latest CX Institutional Stock Portfolio

$3.69Billion | No. of Holdings #1668

CX Institutional Performance

2026 Q3-0.43%
YTD-1.07%
2025+10.73%

About CX Institutional and 13F Hedge Fund Stock Holdings

CX Institutional is a hedge fund based in Auburn, IN. On 2026-10-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, CX Institutional reported an equity portfolio of $3.7 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of CX Institutional are DMXF, BIL, NVDA. The fund has invested 5.3% of it's portfolio in ISHARES ETFS/USA and 3.8% of portfolio in STATE STREET ETF/USA. <br><br> The fund managers got completely rid off IRIDIUM COMMUNIC (IRDM), EXXON MOBIL CORP (XOM) and LEGGETT & PLATT (LEG) stocks. They significantly reduced their stock positions in PILGRIM'S PRIDE (PPC), WEATHERFORD INTE (WFRD) and LAZARD INC. CX Institutional opened new stock positions in GAP INC/THE (GPS), TORO CO (TTC) and TENET HEALTHCARE (THC). The fund showed a lot of confidence in some stocks as they added substantially to VONTIER CORP (VNT), STATE STREET ETF/USA (BIL) and CORE & MAIN IN-A (CNM).
CX Institutional Equity Portfolio Value
Last Reported on: 02 Oct, 2026
$3.69Billion
  as of Oct 02, 2026

CX Institutional Annual Return Estimates Vs S&P 500

Our best estimate is that CX Institutional made a return of -0.43% in the last quarter. In trailing 12 months, it's portfolio return was 1.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
gap inc/the7,192,000
toro co6,647,000
tenet healthcare6,415,000
range resources6,360,000
progress softwar5,146,000
space explorat-a5,002,000
onemain holdings4,874,000
mercury gen corp4,827,000
New stocks bought by CX Institutional

Additions

Ticker% Inc.
vontier corp873,980
state street etf/usa243,469
core & main in-a211,716
tetra tech inc61,450
invesco etfs/usa47,364
stonex group inc29,389
invesco etfs/usa28,361
ptc inc15,830
Additions to existing portfolio by CX Institutional

Reductions

Ticker% Reduced
ishares etfs/usa-98.93
vanguard etf/usa-95.34
hanover insuranc-94.24
verisign inc-94.16
danaher corp-92.02
dr horton inc-91.32
state street etf/usa-90.58
accenture plc-a-89.84
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 52.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Communication Services
  • Energy
  • Consumer Defensive
  • Basic Materials
Sector%
Others52.3
Technology17.8
Industrials7
Consumer Cyclical4.8
Financial Services4.6
Healthcare4.3
Communication Services2.8
Energy2.3
Consumer Defensive2.2
Basic Materials1.1

Market Cap. Distribution

CX Institutional has about 43.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED52.3
MEGA-CAP22.6
LARGE-CAP21
MID-CAP3.7

Stocks belong to which Index?

About 43.5% of the stocks held by CX Institutional either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others56.4
S&P 50041.6
RUSSELL 20001.9
Top 5 Winners (%)%
MRNA
moderna inc
174.4 %
TEAM
atlassian corp-a
110.5 %
niq global intel
71.4 %
PAYC
paycom software
70.0 %
PSTG
everpure inc-a
65.9 %
Top 5 Winners ($)$
MSFT
microsoft corp
16.8 M
NVDA
nvidia corp
11.4 M
AAPL
apple inc
11.4 M
META
meta platforms-a
7.7 M
MPC
marathon petrole
3.9 M
Top 5 Losers (%)%
SEDG
solaredge techno
-56.2 %
swarmer inc
-55.4 %
YOU
clear secure i-a
-50.0 %
WSO
watsco inc
-50.0 %
REZI
resideo techn
-50.0 %
Top 5 Losers ($)$
APH
amphenol corp-a
-7.6 M
TSLA
tesla inc
-5.0 M
CAT
caterpillar inc
-4.6 M
LRCX
lam research
-4.3 M
AMAT
applied material
-3.2 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 1668 stocks in it's portfolio. About 25% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for CX Institutional last quarter.

$3.58BTotal Value
500Positions
02 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of CX Institutional, last reported on 02 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
1.7%599,280
$62.65M
1.7%
increased 398.22 percentadded
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.69%253,468
$25.63M
0.69%
increased 6.93 percentadded
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.25%216,515
$9.13M
0.25%
increased 7.62 percentadded
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.16%28,767
$5.96M
0.16%
increased 19.44 percentadded
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.08%48,688
$3.00M
0.08%
increased 10.84 percentadded
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.06%14,951
$2.19M
0.06%
increased 0.2 percentadded
AAXJ
Ishares Etfs/Usa

Ishares Etfs/Usa

AAXJ
CX Institutional's holding in Ishares Etfs/Usa over time
0.03%12,559
$1.11M
0.03%
decreased 7.18 percentreduced
ACWF
Ishares Etfs/Usa

Ishares Etfs/Usa

ACWF
CX Institutional's holding in Ishares Etfs/Usa over time
0.51%403,920
$18.74M
0.51%
increased 47.27 percentadded
ACWF
Ishares Etfs/Usa

Ishares Etfs/Usa

ACWF
CX Institutional's holding in Ishares Etfs/Usa over time
0.02%7,674
$640.0K
0.02%
decreased 0.32 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
CX Institutional's holding in Ishares Inc over time
0.28%138,451
$10.25M
0.28%
increased 19.43 percentadded
ACWV
Ishares Etfs/Usa

Ishares Etfs/Usa

ACWV
CX Institutional's holding in Ishares Etfs/Usa over time
0.02%3,822
$788.0K
0.02%
decreased 5.4 percentreduced
ACWV
Ishares Etfs/Usa

Ishares Etfs/Usa

ACWV
CX Institutional's holding in Ishares Etfs/Usa over time
0.02%4,887
$593.0K
0.02%
increased 1.98 percentadded