CIK 1737089
CX Institutional
Institutional 13F holdings & portfolio
Holdings
1,517
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 851–900 of 1,517
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ZION | ZIONS BANCORP NA | 2K | $100K–$500K | SH |
| IYC | iShares ETFs/USA | 960 | $50K–$100K | SH |
| EFAV | iShares ETFs/USA | 1K | $50K–$100K | SH |
| SPHY | State Street ETF/USA | 4K | $50K–$100K | SH |
| GDX | VanEck ETFs/USA | 1K | $50K–$100K | SH |
| BNDC | FlexShares ETFs/USA | 4K | $50K–$100K | SH |
| EXI | iShares ETFs/USA | 555 | $50K–$100K | SH |
| EXE | EXPAND ENERGY CO | 877 | $50K–$100K | SH |
| SFEB | First Trust Exchange-Traded Fu | 4K | $50K–$100K | SH |
| HTGC | HERCULES CAPITAL | 5K | $50K–$100K | SH |
| GFEB | First Trust Exchange-Traded Fu | 2K | $50K–$100K | SH |
| MARA | MARA HOLDINGS IN | 10K | $50K–$100K | SH |
| MLI | MUELLER INDS | 822 | $50K–$100K | SH |
| FXD | First Trust ETFs/USA | 1K | $50K–$100K | SH |
| EWX | State Street ETF/USA | 1K | $50K–$100K | SH |
| FRI | First Trust ETFs/USA | 3K | $50K–$100K | SH |
| BP | BP PLC-ADR | 3K | $50K–$100K | SH |
| BMI | BADGER METER INC | 522 | $50K–$100K | SH |
| LYB | LYONDELLBASELL-A | 2K | $50K–$100K | SH |
| MGC | Vanguard ETF/USA | 357 | $50K–$100K | SH |
| IYR | iShares ETFs/USA | 945 | $50K–$100K | SH |
| DT | DYNATRACE INC | 2K | $50K–$100K | SH |
| HSIC | HENRY SCHEIN INC | 1K | $50K–$100K | SH |
| CSQ | Calamos Funds/USA | 5K | $50K–$100K | SH |
| HYD | VanEck ETFs/USA | 2K | $50K–$100K | SH |
| CUBI | CUSTOMERS BANCOR | 1K | $50K–$100K | SH |
| DEO | DIAGEO PLC-ADR | 1K | $50K–$100K | SH |
| MUA | BlackRock Funds/Closed-End/USA | 8K | $50K–$100K | SH |
| FDRR | Fidelity Covington Trust | 1K | $50K–$100K | SH |
| RXI | iShares ETFs/USA | 414 | $50K–$100K | SH |
| JEPI | JP Morgan ETFs/USA | 1K | $50K–$100K | SH |
| IWR | iShares ETFs/USA | 868 | $50K–$100K | SH |
| IBIT | iShares ETFs/USA | 2K | $50K–$100K | SH |
| PLUG | PLUG POWER INC | 42K | $50K–$100K | SH |
| FDS | FACTSET RESEARCH | 282 | $50K–$100K | SH |
| LEA | LEAR CORP | 719 | $50K–$100K | SH |
| VIGI | Vanguard ETF/USA | 897 | $50K–$100K | SH |
| MSTR | MICROSTRATEGY | 540 | $50K–$100K | SH |
| VEGI | iShares ETFs/USA | 2K | $50K–$100K | SH |
| NEA | Nuveen Closed-End Funds/USA | 7K | $50K–$100K | SH |
| FNCL | Fidelity Covington Trust | 1K | $50K–$100K | SH |
| RDVY | First Trust ETFs/USA | 1K | $50K–$100K | SH |
| BIBL | Northern Lights Fund Trust IV/ | 2K | $50K–$100K | SH |
| XME | State Street ETF/USA | 744 | $50K–$100K | SH |
| IMTM | iShares ETFs/USA | 2K | $50K–$100K | SH |
| TTE | TOTALENER-SP ADR | 1K | $50K–$100K | SH |
| MEAR | iShares ETFs/USA | 2K | $50K–$100K | SH |
| FXZ | First Trust ETFs/USA | 1K | $50K–$100K | SH |
| FUTY | Fidelity Covington Trust | 1K | $50K–$100K | SH |
| LNC | LINCOLN NATL CRP | 2K | $50K–$100K | SH |