CX Institutional - Portfolio overview

CX Institutional has 1601 reported holdings in this dataset, with the latest filing dated 2026-04-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SGOV - iShares ETFs/USA, 3.52%
2. IEFA - iShares ETFs/USA, 2.72%
3. SPTI - State Street ETF/USA, 2.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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