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Latest CX Institutional Stock Portfolio

CX Institutional Performance:
2026 Q1: -1.97%YTD: -1.97%2025: 10.73%
Performance for 2026 Q1 is -1.97%, and YTD is -1.97%, and 2025 is 10.73%.

About CX Institutional and 13F Hedge Fund Stock Holdings

CX Institutional is a hedge fund based in Auburn, IN. On 2026-04-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, CX Institutional reported an equity portfolio of $3.3 Billions as of 31 Mar, 2026.

The top stock holdings of CX Institutional are DMXF, IBCE, BIL. The fund has invested 3.5% of it's portfolio in ISHARES ETFS/USA and 2.7% of portfolio in ISHARES ETFS/USA.

The fund managers got completely rid off COMERICA INC (CMA), DAYFORCE INC (CDAY) and CADENCE BANK (CADE) stocks. They significantly reduced their stock positions in CROCS INC (CROX), WORLD ACCEPTANCE (WRLD) and INSIGHT ENTERPRI (NSIT). CX Institutional opened new stock positions in TERADATA CORP (TDC), IRIDIUM COMMUNIC (IRDM) and INNOVIVA INC (INVA). The fund showed a lot of confidence in some stocks as they added substantially to CIRRUS LOGIC INC (CRUS), LAZARD INC and KINSALE CAPITAL (KNSL).

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
teradata corp8,283,000
iridium communic7,567,000
innoviva inc6,466,000
stonex group inc6,379,000
sonic automoti-a5,999,000
evertec inc5,922,000
sally beauty hol5,788,000
marcus & millich5,538,000
New stocks bought by CX Institutional

Additions

Ticker% Inc.
cirrus logic inc737,760
lazard inc628,667
kinsale capital487,550
ishares inc452,416
hanover insuranc306,536
allison transmis269,062
global x etfs/usa219,246
state street etf/usa36,659
Additions to existing portfolio by CX Institutional

Reductions

Ticker% Reduced
metlife inc-93.51
analog devices-85.59
colgate-palmoliv-85.57
intuit inc-85.26
t-mobile us inc-83.03
interface inc-82.9
applied material-82.89
comcast corp-a-81.47
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.

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.

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.

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.

Last Reported on: 06 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions