CX Institutional
CIK 0001737089 · AUBURN, IN · Quarter end: 2026-06-30 · Filed on: 2026-07-02 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.5M
2026 Q2
Positions
1,568
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
22.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SGOV
iShares ETFs/USA
5.4%
IEFA
iShares ETFs/USA
2.4%
SHY
iShares ETFs/USA
2.1%
AAPL
APPLE INC
2.0%
NVDA
NVIDIA CORP
1.8%
VO
Vanguard ETF/USA
1.8%
SPMB
State Street ETF/USA
1.8%
SPBO
State Street ETF/USA
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.