13F filer

CX Institutional

As of Sep 30, 2026 Filed Oct 2, 2026 CIK 1737089 SEC filings ↗

13F Value

$3.69B

Positions

1,668

Top Position

SGOV5.3%

Top 5

17.0%

Latest filing changes

vs Jun 30, 2026

1 SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF >999%+$139.8M

2 SUB iShares Short-Term National Muni Bond ETF +398.2%+$50.1M

3 NVDA NVIDIA +57.8%+$41.2M

4 MU Micron Technology +307.6%+$23.8M

5 INTU Intuit >999%+$13.2M

Holdings1,668

#
1	SGOV iShares 0-3 Month Treasury Bond ETF	5.3%	$194.6M	+4.6%	1.93M	5.4%	ETF
2	SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF	3.8%	$139.9M	>999%	4.88M	<0.1%	ETF
3	NVDA NVIDIA	3.0%	$112.5M	+57.8%	492.6K	1.8%	Common Stock
4	AAPL Apple	2.5%	$91.9M	+13.2%	276.1K	2.0%	Common Stock
5	IEFA iShares Core MSCI EAFE ETF	2.4%	$87.8M	+5.1%	906.0K	2.4%	ETF
6	SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	1.7%	$63.0M	+24.8%	2.31M	1.5%	ETF
7	SUB iShares Short-Term National Muni Bond ETF	1.7%	$62.6M	+398.2%	599.3K	0.4%	ETF
8	MSFT Microsoft	1.7%	$62.1M	+2.0%	121.1K	1.3%	Common Stock
9	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	1.6%	$59.9M	-0.5%	763.7K	1.8%	ETF
10	IVE iShares S&P 500 Value ETF	1.3%	$49.2M	+7.4%	215.7K	1.3%	ETF
11	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.3%	$46.3M	-3.2%	162.7K	1.5%	ETF
12	RSPA Invesco Actively Managed Exc — S&P 500 Equa ETF	1.2%	$43.2M	-9.6%	838.9K	1.4%	ETF
13	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 116,471 reported quantity $40,075,000 reported value	1.1%	$40.1M	-10.5%	116.5K	1.3%	Common Stock
14	AMZN Amazon	1.1%	$39.1M	-10.4%	157.0K	1.2%	Common Stock
15	BNDX Vanguard Total International Bond Index Fund — ETF Shares	1.1%	$38.8M	-28.6%	827.9K	1.6%	ETF
16	SPBO State Street(R) SPDR(R) Portfolio Corporate Bond ETF	1.0%	$38.1M	-33.9%	1.39M	1.8%	ETF
17	SPMB State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF	1.0%	$37.9M	-34.5%	1.79M	1.8%	ETF
18	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	1.0%	$36.0M	+3.2%	292.4K	1.0%	ETF
19	MGK Vanguard Morningstar Mega Cap Growth Index Fund — ETF Shares	0.9%	$33.1M	+3.7%	357.0K	0.9%	ETF
20	LLY Eli Lilly	0.9%	$33.0M	-19.5%	28.6K	1.2%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing87

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.