CX Institutional reported 1,064 positions worth $1.82B for the quarter ended Sep 30, 2026, up 13.4% on the prior quarter. It opened 99 new positions, added to 537, trimmed 278 and exited 33. Its largest holding is Nvidia Corp at 6.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +180.5K | +57.8% | $41.22M | 6.19% |
| MU Micron Technology Inc | +22.4K | +307.6% | $23.82M | 1.74% |
| INTU Intuit Inc. | +47.7K | +3,943.5% | $13.16M | 0.742% |
| LDOS Leidos Holdings, Inc. | +94.9K | +12,077.1% | $11.57M | 0.641% |
| KO Coca Cola Co | +130.7K | +402.3% | $11.25M | 0.773% |
| PANW Palo Alto Networks Inc | +27.8K | +414.3% | $11.06M | 0.755% |
| ANET Arista Networks, Inc. | +54.0K | +649.8% | $10.99M | 0.698% |
| VNT Vontier Corp | +349.6K | +873,980.0% | $10.98M | 0.604% |
| ORCL Oracle Corp | +78.0K | +490.1% | $10.70M | 0.709% |
| AAPL Apple Inc. | +32.1K | +13.2% | $10.70M | 5.06% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| V Visa Inc. | -60.5K | -64.5% | $21.75M | 0.659% |
| BMY Bristol Myers Squibb Co | -209.5K | -79.5% | $13.07M | 0.186% |
| HPQ Hp Inc | -400.5K | -97.6% | $12.51M | 0.017% |
| CSL Carlisle Companies Inc | -30.9K | -97.4% | $9.98M | 0.015% |
| TMO Thermo Fisher Scientific Inc. | -14.1K | -72.1% | $9.53M | 0.203% |
| ABNB Airbnb, Inc. | -58.6K | -95.8% | $9.41M | 0.022% |
| IRDM Iridium Communications Inc. | -171.1K | -100.0% | $9.39M | Exited |
| AMGN Amgen Inc | -22.1K | -85.1% | $9.32M | 0.09% |
| ABBV AbbVie Inc. | -35.4K | -45.3% | $9.27M | 0.616% |
| XOM ExxonMobil Holdings Corp | -66.2K | -100.0% | $9.05M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GAP Gap Inc | +314.9K | $7.19M | 0.396% |
| TTC Toro Co | +68.9K | $6.65M | 0.366% |
| THC Tenet Healthcare Corp | +25.1K | $6.42M | 0.353% |
| RRC Range Resources Corp | +171.7K | $6.36M | 0.35% |
| PRGS Progress Software Corp | +128.8K | $5.15M | 0.283% |
| OMF OneMain Holdings, Inc. | +88.0K | $4.87M | 0.268% |
| MCY Mercury General Corp | +48.8K | $4.83M | 0.265% |
| LRN Stride, Inc. | +60.2K | $4.69M | 0.258% |
| UPBD Upbound Group, Inc. | +294.2K | $4.62M | 0.254% |
| YELP Yelp Inc | +217.7K | $4.03M | 0.222% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IRDM Iridium Communications Inc. | -171.1K | $9.39M | 0.585% |
| XOM ExxonMobil Holdings Corp | -66.2K | $9.05M | 0.565% |
| SBH Sally Beauty Holdings, Inc. | -450.6K | $6.37M | 0.397% |
| INVA Innoviva, Inc. | -280.2K | $6.36M | 0.397% |
| OKE Oneok Inc | -20.4K | $1.77M | 0.11% |
| DD DuPont de Nemours, Inc. | -9,858 | $1.34M | 0.083% |
| CCL Carnival Corp Ltd. | -20.4K | $584.00K | 0.036% |
| BF-B Brown Forman Corp | -10.6K | $283.00K | 0.018% |
| APLD Applied Digital Corp. | -2,406 | $90.00K | <0.01% |
| TEVA Teva Pharmaceutical Industries Ltd | -1,600 | $54.00K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 492.6K | $112.49M | 6.19% | +180.5K | +57.8% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 276.1K | $91.94M | 5.06% | +32.1K | +13.2% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 121.1K | $62.12M | 3.42% | +2,374 | +2.0% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 116.5K | $40.08M | 2.2% | -13.7K | -10.5% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 157.0K | $39.11M | 2.15% | -18.2K | -10.4% | Reduced | 0% |
| 6 | LLY ELI LILLY & Co | Healthcare | 28.6K | $33.05M | 1.82% | -6,930 | -19.5% | Reduced | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 44.7K | $32.39M | 1.78% | -5,624 | -11.2% | Reduced | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 92.0K | $32.31M | 1.78% | +1,538 | +1.7% | Added | 0% |
| 9 | MU Micron Technology Inc | Technology | 29.6K | $31.56M | 1.74% | +22.4K | +307.6% | Added | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 73.7K | $26.14M | 1.44% | -5,782 | -7.3% | Reduced | 0% |
| 11 | CAT Caterpillar Inc | Industrials | 23.5K | $19.08M | 1.05% | +11.0K | +88.4% | Added | 0.01% |
| 12 | PG PROCTER & GAMBLE Co | Consumer Staples | 127.4K | $18.50M | 1.02% | +67.8K | +113.7% | Added | 0.01% |
| 13 | LRCX Lam Research Corp | Technology | 56.1K | $18.43M | 1.01% | +30.6K | +120.1% | Added | 0% |
| 14 | UNP Union Pacific Corp | Industrials | 65.3K | $17.77M | 0.977% | +3,490 | +5.6% | Added | 0.01% |
| 15 | JNJ Johnson & Johnson | Healthcare | 64.8K | $17.15M | 0.943% | +34.4K | +113.4% | Added | 0% |
Tip. Select a row to see that position’s full history at CX Institutional.
As of its Q3 2026 13F filing, CX Institutional’s five largest positions were Nvidia Corp (NVDA) at 6.2%, Apple Inc. (AAPL) at 5.1%, Microsoft Corp (MSFT) at 3.4%, Alphabet Inc. (GOOGL) at 2.2%, Amazon Com Inc (AMZN) at 2.2% of the reported portfolio.
CX Institutional reported a 13F portfolio worth $1.82B across 1,064 positions for Q3 2026. That is up 13.4% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($41.22M), Micron Technology Inc ($23.82M), Intuit Inc. ($13.16M). It opened 99 new positions.
Its largest sales by value were Visa Inc. ($21.75M), Bristol Myers Squibb Co ($13.07M), Hp Inc ($12.51M). It exited 33 positions entirely.
From the Form 13F-HR reports CX Institutional files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.