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.

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%

Name	Shares	Market Value	Weight	Change	Activity
Ishares 0-3 Month Treasury Bond Etf ETF-SGOV	1.93 M	$194.62 M	5.27%	▲ 85,768	Add 4.6%
Spdr Portfolio Short Term Treasury Etf ETF-SPTS	4.88 M	$139.87 M	3.79%	▲ 4,876,683	Add 243469.0%
Nvidia Corporation NVDA	492,568	$112.49 M	3.05%	▲ 180,495	Add 57.8%
Apple AAPL	276,065	$91.94 M	2.49%	▲ 32,125	Add 13.2%
Ishares Core Msci Eafe Etf ETF-IEFA	906,032	$87.78 M	2.38%	▲ 44,362	Add 5.2%
Spdr Portfolio Intermediate Term Treasury Etf ETF-SPTI	2.31 M	$62.97 M	1.71%	▲ 458,825	Add 24.8%
Ishares Short-Term National Muni Bond Etf ETF-SUB	599,280	$62.65 M	1.70%	▲ 478,996	Add 398.2%
Microsoft Corporation MSFT	121,105	$62.12 M	1.68%	▲ 2,374	Add 2.0%
Vanguard Mid-Cap Etf ETF-VO	763,681	$59.89 M	1.62%	▼ 3,462	Reduce -0.5%
Ishares S&P 500 Value Etf ETF-IVE	215,726	$49.25 M	1.33%	▲ 14,951	Add 7.5%

View Full List

Cx Institutional's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Cx Institutional each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 34 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Cx Institutional Quarterly 13F Statistics

Discover detailed insights into Cx Institutional’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Cx Institutional's All 13F Filings

This section lists all SEC Form 13F filings submitted by Cx Institutional.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Cx Institutional 13F Filings, Portfolio & Analysis

Cx Institutional — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Cx Institutional's Portfolio

Cx Institutional Quarterly 13F Statistics

Cx Institutional's All 13F Filings

Insider Trading Activity (SEC Form 4)