1y return+15.5%S&P 500 +20.9%
3y return+41.3%S&P 500 +68.5%
5y return+35.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2018: $173 against $275 in the S&P 500.2
CX InstitutionalS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOViShares ETFs/USA | $186K | 5.4% | +60.9% |
| IEFAiShares ETFs/USA | $83K | 2.4% | −12.6% |
| SHYiShares ETFs/USA | $73K | 2.1% | +118.8% |
| AAPLApple Inc | $71K | 2.0% | −4.2% |
| NVDANvidia Corp | $62K | 1.8% | |
| VOVanguard ETF/USA | $62K | 1.8% | +8.7% |
| SPMBState Street ETF/USA | $61K | 1.8% | +2.4% |
| SPBOState Street ETF/USA | $61K | 1.8% | +2.1% |
| BNDXVanguard ETF/USA | $56K | 1.6% | −16.4% |
| SHMState Street ETF/USA | $54K | 1.6% | |
| SPTIState Street ETF/USA | $53K | 1.5% | −34.3% |
| VBVanguard ETF/USA | $51K | 1.5% | −5.1% |
| RSPAInvesco ETFs/USA | $49K | 1.4% | |
| GOOGLAlphabet Inc-a | $47K | 1.3% | −3.1% |
| IVEiShares ETFs/USA | $46K | 1.3% | −3.9% |
| MSFTMicrosoft Corp | $44K | 1.3% | −2.3% |
| LLYEli Lilly & Co | $43K | 1.2% | +5.0% |
| AMZNAmazon.com Inc | $42K | 1.2% | −1.9% |
| IJRiShares ETFs/USA | $39K | 1.1% | +218.0% |
| AVGOBroadcom Inc | $34K | 1.0% | −2.2% |
| JAAAJanus Detroit Street Trust | $34K | 1.0% | +1.4% |
| SPYGState Street ETF/USA | $34K | 1.0% | |
| TSLATesla Inc | $33K | 1.0% | +10.5% |
| VVisa Inc-class A | $32K | 0.9% | +7.2% |
| MGKVanguard ETF/USA | $30K | 0.9% | −7.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $62K |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $34K |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $43K |
| GOOGLAlphabet Inc-a | June 30, 2020 | +404.0% | $47K |
| XLKState Street ETF/USA | June 30, 2020 | +264.7% | $23K |
| AAPLApple Inc | June 30, 2020 | +217.3% | $71K |
| SPYGState Street ETF/USA | June 30, 2020 | +164.9% | $34K |
| IUSGiShares ETFs/USA | June 30, 2020 | +161.7% | $29K |
| IWFiShares ETFs/USA | June 30, 2020 | +158.7% | $29K |
| METAMeta Platforms-a | June 30, 2020 | +148.1% | $28K |
Sold off last quarter
- GWXState Street ETF/USA was $7,615
- XBIState Street ETF/USA was $516
- CTRACoterra Energy I was $447
- Grab Holdings LtCUSIP G4124C109 was $312
- Hologic IncCUSIP 436440101 was $279
- VGLTVanguard ETF/USA was $203
- MKTXMarketaxess was $157
- FORForestar Group was $96
- DOCNDigitalocean Hol was $89
- FAPRFirst Trust Exchange-Traded Fu was $55
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +0.1% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −12.0% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +5.5% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: CX Institutional Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1737089&type=13F-HR&dateb=&owner=include&count=40CIK 1737089
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1737089/000173708926000004/Filed July 2, 2026 · accession 0001737089-26-000004