CX Institutional

hedge fundUpdated 70 days ago

Managed by Cx Institutional • Latest filing Q2 2026

Portfolio value

$3.5B

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

22.6%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$1.9B
Q2 2023	$1.9B
Q3 2023	$1.8B
Q4 2023	$1.9B
Q1 2024	$2.1B
Q2 2024	$2.1B
Q3 2024	$2.3B
Q4 2024	$2.5B
Q1 2025	$2.6B
Q2 2025	$2.9B
Q3 2025	$3.3B
Q4 2025	$3.4B
Q1 2026	$3.3B
Q2 2026	$3.5B

Top holdings

1,569 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A iShares ETFs/USA	$186M	1.85M	5.37%	Added(+60.9%)
2	E ETHA iShares ETFs/USA	$83.2M	861.7K	2.40%	Trimmed(-12.6%)
3	? N/A iShares ETFs/USA	$73.5M	894.7K	2.12%	Added(+118.8%)
4	A AAPL APPLE INC	$70.6M	243.9K	2.04%	Trimmed(-4.2%)
5	N NVDA NVIDIA CORP	$62.4M	312.1K	1.80%	Trimmed(-0.7%)
6	V VGES Vanguard ETF/USA	$61.8M	767.1K	1.78%	Added(+334.9%)
7	? N/A State Street ETF/USA	$61M	2.74M	1.76%	Added(+2.4%)
8	? N/A State Street ETF/USA	$60.9M	2.10M	1.76%	Added(+2.1%)
9	? N/A Vanguard ETF/USA	$56.1M	1.16M	1.62%	Trimmed(-16.4%)
10	? N/A State Street ETF/USA	$53.8M	1.12M	1.55%	Added(+0.8%)
11	? N/A State Street ETF/USA	$52.5M	1.85M	1.52%	Trimmed(-34.3%)
12	? N/A Vanguard ETF/USA	$50.9M	168.1K	1.47%	Trimmed(-5.1%)
13	? N/A Invesco ETFs/USA	$49.5M	927.6K	1.43%	Trimmed(-0.2%)
14	G GOOGN ALPHABET INC-A	$46.5M	130.1K	1.34%	Trimmed(-3.1%)
15	? N/A iShares ETFs/USA	$45.6M	200.8K	1.32%	Trimmed(-3.9%)
16	M MSFT MICROSOFT CORP	$44.3M	118.7K	1.28%	Trimmed(-2.3%)
17	L LLY ELI LILLY & CO	$42.6M	35.5K	1.23%	Added(+5.0%)
18	A AMZN AMAZON.COM INC	$41.8M	175.2K	1.21%	Trimmed(-1.9%)
19	E ETHA iShares ETFs/USA	$39.3M	265.0K	1.13%	Added(+218.0%)
20	A AVGO BROADCOM INC	$34.2M	90.5K	0.99%	Trimmed(-2.2%)

?

1.N/A

iShares ETFs/USA

+60.9%

Value

$186M

Shares

1.85M

% Port

5.37%

E

iShares ETFs/USA

-12.6%

Value

$83.2M

Shares

861.7K

% Port

2.40%

?

3.N/A

iShares ETFs/USA

+118.8%

Value

$73.5M

Shares

894.7K

% Port

2.12%

A

APPLE INC

-4.2%

Value

$70.6M

Shares

243.9K

% Port

2.04%

N

NVIDIA CORP

-0.7%

Value

$62.4M

Shares

312.1K

% Port

1.80%

V

Vanguard ETF/USA

+334.9%

Value

$61.8M

Shares

767.1K

% Port

1.78%

?

7.N/A

State Street ETF/USA

+2.4%

Value

$61M

Shares

2.74M

% Port

1.76%

?

8.N/A

State Street ETF/USA

+2.1%

Value

$60.9M

Shares

2.10M

% Port

1.76%

?

9.N/A

Vanguard ETF/USA

-16.4%

Value

$56.1M

Shares

1.16M

% Port

1.62%

?

10.N/A

State Street ETF/USA

+0.8%

Value

$53.8M

Shares

1.12M

% Port

1.55%

?

11.N/A

State Street ETF/USA

-34.3%

Value

$52.5M

Shares

1.85M

% Port

1.52%

?

12.N/A

Vanguard ETF/USA

-5.1%

Value

$50.9M

Shares

168.1K

% Port

1.47%

?

13.N/A

Invesco ETFs/USA

-0.2%

Value

$49.5M

Shares

927.6K

% Port

1.43%

G

ALPHABET INC-A

-3.1%

Value

$46.5M

Shares

130.1K

% Port

1.34%

?

15.N/A

iShares ETFs/USA

-3.9%

Value

$45.6M

Shares

200.8K

% Port

1.32%

M

MICROSOFT CORP

-2.3%

Value

$44.3M

Shares

118.7K

% Port

1.28%

L

17.LLY

ELI LILLY & CO

+5.0%

Value

$42.6M

Shares

35.5K

% Port

1.23%

A

AMAZON.COM INC

-1.9%

Value

$41.8M

Shares

175.2K

% Port

1.21%

E

iShares ETFs/USA

+218.0%

Value

$39.3M

Shares

265.0K

% Port

1.13%

A

BROADCOM INC

-2.2%

Value

$34.2M

Shares

90.5K

% Port

0.99%

View full portfolio (1,569 holdings) →

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