Cx Institutional 13F Filing for Q3 2026

Top Buys

Q3 2026

1. SPTS Spdr Portfolio Short Term Treasury Etf

+$139.81 M

2. SUB Ishares Short-Term National Muni Bond Etf

+$50.07 M

3. NVDA Nvidia Corporation

+$41.22 M

4. MU Micron Technology

+$23.82 M

5. INTU Intuit

+$13.16 M

Top Sells

Q3 2026

1. SHY Ishares 1-3 Year Treasury Bond Etf

−$71.89 M

2. SHM Spdr Nuveen Ice Short Term Municipal Bond Etf

−$47.39 M

3. IJR Ishares Core S&P Small Cap Etf

−$25.26 M

4. V Visa

−$21.75 M

5. SPMB Spdr Portfolio Mortgage Backed Bond Etf

−$19.96 M

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%

Cx Institutional filed its 13F report for Q3 2026 on October 02, 2026. The portfolio totaled 3.69 B reflecting a +6.55% change from the prior quarter, spanning 1,668 assets. The top 10 holdings comprised 25.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 182 new positions and 85 complete exits.

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Issuer Name	Class	Value	Shares	Option Type

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FAQs for Cx Institutional’s Q3 2026 Filing

Cx Institutional submitted their Form 13F-HR for the Q3 2026 period on 10/02/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Cx Institutional reported a managed portfolio value of 369,178, consisting of 1,669 individual positions.

This page displays the raw filing documents. To see which stocks Cx Institutional bought or sold during Q3 2026, please visit Cx Institutional's Portfolio Analysis page.

Cx Institutional - Q3 2026 13F Filings