Institutional Investor · CIK 0001737089
CX INSTITUTIONAL
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
1,488
Total Value
$3.61B
Total Shares
34.52M
Latest Filing
Jul 2, 2026
CIK
0001737089
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 1,847,279 | $185.97M | 0.1935% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 894,736 | $73.47M | 0.2893% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-02 | 243,940 | $70.59M | 0.0017% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-02 | 243,940 | $70.59M | 0.0017% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 312,073 | $62.44M | 0.0013% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 312,073 | $62.44M | 0.0013% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 2,735,565 | $61.03M | 0.8726% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 2,095,671 | $60.86M | 3.0288% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 1,121,562 | $53.80M | 1.5474% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 168,070 | $50.95M | 0.0273% | SH | — | View | |
Invesco S&P 500 Equal…(RSPA) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-02 | 927,556 | $49.48M | 5.8052% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 130,128 | $46.50M | 0.0011% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 200,775 | $45.59M | 0.0952% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-02 | 118,731 | $44.29M | 0.0016% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 35,493 | $42.57M | 0.0038% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-02 | 175,196 | $41.76M | 0.0016% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-02 | 175,196 | $41.76M | 0.0016% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 264,980 | $39.30M | 0.0346% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 90,468 | $34.17M | 0.0019% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 90,468 | $34.17M | 0.0019% | SH | — | View |
Janus Henderson AAA CLO…(JAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 668,819 | $33.77M | 0.1236% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 283,258 | $33.70M | 0.0641% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-02 | 79,450 | $33.42M | 0.0021% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-02 | 79,450 | $33.42M | 0.0021% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-02 | 93,869 | $32.20M | 0.0049% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 344,313 | $30.27M | 0.0912% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 236,020 | $29.31M | 0.0223% | SH | — | View | |
iShares Core S&P U.S.…(IUSG) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 154,478 | $29.06M | 0.0902% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 118,254 | $28.67M | 0.0366% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 50,292 | $28.33M | 0.0020% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 50,292 | $28.33M | 0.0020% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 792,816 | $27.60M | 0.1718% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 35,282 | $26.42M | 0.0030% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 237,041 | $25.51M | 0.0555% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 64,827 | $23.99M | 0.0038% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 120,212 | $22.90M | 0.0221% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 30,467 | $22.75M | 0.0029% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 428,304 | $21.77M | 3.1981% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 428,558 | $21.68M | 0.0442% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 109,235 | $21.17M | 1.4296% | SH | — | View | |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 94,196 | $20.53M | 0.0084% | SH | — | View |
Vanguard Energy ETF(VDE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 94,196 | $20.53M | 0.1262% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 78,286 | $19.70M | 0.0044% | SH | — | View |
iShares Asia 50 ETF(AIA) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 78,286 | $19.70M | 0.8100% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 307,901 | $18.72M | 0.0530% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 134,747 | $18.53M | 0.0247% | SH | — | View | |
| Industrials | Railroads | 2026-06-30 | 2026-07-02 | 61,801 | $16.81M | 0.0104% | SH | — | View | |
Union Pacific Corporation(UNP.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-02 | 61,801 | $16.81M | 0.0104% | SH | — | View |
Cisco Systems, Inc.(CSCO) | Technology | Communication Equipment | 2026-06-30 | 2026-07-02 | 132,552 | $15.57M | 0.0034% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-02 | 132,552 | $15.57M | 0.0034% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 263,596 | $15.19M | 0.0129% | SH | — | View | |
QUALCOMM Incorporated(QCOM) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 76,204 | $14.08M | 0.0072% | SH | — | View |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 76,204 | $14.08M | 0.0072% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-02 | 26,565 | $13.64M | 0.0030% | SH | — | View | |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-02 | 39,810 | $13.47M | 0.0058% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-02 | 12,491 | $13.30M | 0.0027% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 46,147 | $13.18M | 0.0765% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 168,876 | $13.02M | 0.0104% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 120,284 | $12.81M | 0.1123% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 78,961 | $12.60M | 0.6837% | SH | — | View | |
| Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-02 | 29,729 | $12.36M | 0.0033% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-02 | 29,729 | $12.36M | 0.0033% | SH | — | View |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 95,317 | $12.25M | 0.0039% | SH | — | View |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 95,317 | $12.25M | 0.0039% | SH | — | View |
Teradata Corporation(TDC) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-02 | 350,870 | $12.16M | 0.3729% | SH | — | View |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-02 | 131,640 | $12.15M | 0.0076% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 34,192 | $12.08M | 0.0003% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 34,192 | $12.08M | 0.0003% | SH | — | View |
Nucor Corporation(NUE) | Basic Materials | Steel | 2026-06-30 | 2026-07-02 | 53,298 | $11.87M | 0.0234% | SH | — | View |
McKesson Corporation(MCK) | Healthcare | Medical - Distribution | 2026-06-30 | 2026-07-02 | 15,463 | $11.68M | 0.0132% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 91,198 | $11.65M | 0.1282% | SH | — | View | |
Chubb Limited(CB) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-02 | 34,100 | $11.62M | 0.0088% | SH | — | View |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-07-02 | 31,783 | $11.53M | 0.0785% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-02 | 11,361 | $11.49M | 0.0039% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-02 | 74,031 | $11.27M | 0.0538% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 93,227 | $11.14M | 0.0080% | SH | — | View | |
Lam Research Corporation(LRCX) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 25,495 | $11.05M | 0.0020% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 25,495 | $11.05M | 0.0020% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-02 | 39,602 | $10.71M | 0.0056% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-02 | 39,602 | $10.71M | 0.0056% | SH | — | View |
Adobe Inc.(ADBE.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-02 | 51,997 | $10.66M | 0.0070% | SH | — | View |
CVS Health Corp.(CVS) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-02 | 100,656 | $10.41M | 0.0079% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 17,830 | $10.36M | 0.0011% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 17,830 | $10.36M | 0.0011% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-02 | 105,870 | $10.20M | 0.1678% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-02 | 28,690 | $10.12M | 0.0029% | SH | — | View | |
NXP Semiconductors N.V.(NXPI) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 35,825 | $10.07M | 0.0142% | SH | — | View |
Thermo Fisher Scientific Inc.(TN8.DE) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-02 | 19,587 | $9.82M | 0.0053% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-02 | 19,587 | $9.82M | 0.0053% | SH | — | View | |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-02 | 29,458 | $9.64M | 0.0011% | SH | — | View |
| Healthcare | Biotechnology | 2026-06-30 | 2026-07-02 | 259,496 | $9.45M | 0.4482% | SH | — | View | |
| Financial Services | Insurance - Brokers | 2026-06-30 | 2026-07-02 | 56,534 | $9.42M | 0.0117% | SH | — | View | |
| Financial Services | Insurance - Brokers | 2026-06-30 | 2026-07-02 | 56,534 | $9.42M | 0.0115% | SH | — | View | |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-02 | 25,985 | $9.41M | 0.0048% | SH | — | View |
| Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-02 | 171,098 | $9.38M | 0.1615% | SH | — | View | |
| Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-02 | 33,831 | $9.33M | 0.0128% | SH | — | View | |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-02 | 27,665 | $9.13M | 0.0130% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-02 | 66,197 | $9.05M | 0.0016% | SH | — | View |
HP Inc.(HPQ) | Technology | Computer Hardware | 2026-06-30 | 2026-07-02 | 410,288 | $9.00M | 0.0449% | SH | — | View |
Airbnb, Inc.(ABNB) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-02 | 61,163 | $8.75M | 0.0103% | SH | — | View |
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