13F Insight
DOSSIER · 13F-HR · Q2 2026

CX Institutional

CX Institutional's asset manager based in New York, NY — $3M in tracked AUM across 1,569 positions as of Q2 2026.

CI
CX Institutional·New York, NY·Asset Manager
CIK 0001737089 · last filed Jun 30, 2026
Total AUM
$3M
▼ 15.2%
vs prior
Holdings
1,569
—
positions
Whale Score
32
32
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q2 2026 · Q2 2026

CX Institutional filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SGOV
iShares ETFs/USA
$185,9661.8M5.4%
02
IEFA
iShares ETFs/USA
$83,220862K2.4%
03
SHY
iShares ETFs/USA
$73,467895K2.1%
04
AAPL
APPLE INC
$70,586244K2.0%
05
NVDA
NVIDIA CORP
$62,443312K1.8%
06
VO
Vanguard ETF/USA
$61,809767K1.8%
07
SPMB
State Street ETF/USA
$61,0302.7M1.8%
08
SPBO
State Street ETF/USA
$60,8582.1M1.8%
09
BNDX
Vanguard ETF/USA
$56,1491.2M1.6%
10
SHM
State Street ETF/USA
$53,7961.1M1.6%

Filing history

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