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Cx Institutional 13F Filings, Portfolio & Analysis

CIK: 0001737089
Auburn 200 East 7Th Street
Zip Code: 46706
Latest Portfolio Value
$3.69 B
+6.55%
Total Holdings
1,668
100
Latest Report Date
Q3 2026
Top 10 Concentration
25.03%

Cx Institutional — Portfolio Overview & Company Profile

Cx Institutional (CIK: 0001737089) is a financial institution headquartered at 200 East 7Th Street, , Auburn, Indiana 46706. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $3.69 B, comprising 1,668 distinct securities. Over its filing history, it has submitted 36 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 25.0%. Quarterly turnover: 19.7%. ▲ 182 new, +743 added, −447 reduced, ×85 exited.

Portfolio Summary (Q3 2026)

Asset Allocation

Stocks/ETFs
+6.55%
$3.69 B 99.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
+11.37%
$2.21 M 0.06%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
1.93 M $194.62 M 5.27% ▲ 85,768 Add 4.6%
4.88 M $139.87 M 3.79% ▲ 4,876,683 Add 243469.0%
492,568 $112.49 M 3.05% ▲ 180,495 Add 57.8%
276,065 $91.94 M 2.49% ▲ 32,125 Add 13.2%
906,032 $87.78 M 2.38% ▲ 44,362 Add 5.2%
2.31 M $62.97 M 1.71% ▲ 458,825 Add 24.8%
599,280 $62.65 M 1.70% ▲ 478,996 Add 398.2%
121,105 $62.12 M 1.68% ▲ 2,374 Add 2.0%
763,681 $59.89 M 1.62% ▼ 3,462 Reduce -0.5%
215,726 $49.25 M 1.33% ▲ 14,951 Add 7.5%

Historical Portfolio Charts