CX Institutional
CX Institutional reported 1,668 stocks worth $3.7M in its 13F filing for Q3 2026, filed Oct 2, 2026. Its largest holdings are SGOV (5.3%), SPTS (3.8%) and NVDA (3.0%). Compared with Q2 2026, the fund added to SGOV, SPTS and NVDA, trimmed VO, VB and RSPA and sold out of IRDM, XOM and SBH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOV Ishares TR | $195K | 5.3% | 1.9M | +86K (+5%) | 8 of 8 | |
| 2 |  SPTS Spdr Series Trust | $140K | 3.8% | 4.9M | +4.9M (+243469%) | 7 of 8 | |
| 3 |  NVDA Nvidia Corporation | $112K | 3.0% | 493K | +180K (+58%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $92K | 2.5% | 276K | +32K (+13%) | 8 of 8 | |
| 5 |  IEFA Ishares TR | $88K | 2.4% | 906K | +44K (+5%) | 8 of 8 | |
| 6 |  SPTI Spdr Series Trust | $63K | 1.7% | 2.3M | +459K (+25%) | 8 of 8 | |
| 7 |  SUB Ishares Short Term Ntnl | $63K | 1.7% | 599K | +479K (+398%) | 7 of 8 | |
| 8 |  MSFT Microsoft Corp | $62K | 1.7% | 121K | +2,374 (+2%) | 8 of 8 | |
| 9 |  VO Vanguard Index Fds | $60K | 1.6% | 764K | −3,462 (−0%) | 8 of 8 | |
| 10 |  IVE Ishares TR | $49K | 1.3% | 216K | +15K (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IRDM Iridium Communications Inc | $9K | 171K |
 XOM Exxon Mobil Corp | $9K | 66K |
LEGGETT & PLATT INC | $7K | 585K |
 SBH Sally Beauty Hldgs Inc | $6K | 451K |
 INVA Innoviva Inc | $6K | 280K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →CX Institutional 13F FAQ
What does CX Institutional own?
CX Institutional reported 1,668 stocks worth $3.7M in its 13F filing for Q3 2026, filed Oct 2, 2026. Its largest holdings are SGOV (5.3%), SPTS (3.8%) and NVDA (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did CX Institutional buy and sell in Q3 2026?
Compared with Q2 2026: 187 new positions, 747 added to, 451 trimmed and 87 sold out. It sold all of IRDM, XOM and SBH.
When will CX Institutional file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is CX Institutional's portfolio worth?
The Q3 2026 filing reports $3.7M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.