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Equibles

CX Institutional

Location
AUBURN, IN
Portfolio Value
Micro $63,880,545
Diversification
Diversified
Filing Date
Global Rank
#1,378 / 8,586 ▲ 91
Top Industry
Semiconductors 8.3%
3Y Alpha vs SPY
-4.8%
Period ended 3 months ago
Filed Apr 6, 2026 · 2mo
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+57.9%
SPY
+78.1%
Annualised alpha
-4.8%
Max drawdown
−15.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,065 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
4.2%
−0.3 pts
Top 5
15.5%
−2.0 pts
Top 10
24.5%
−2.1 pts
HHI
100
Jun 2023 → Mar 2026 · range 98 – 136
Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 26.6% $412,479,692
Healthcare 16.0% $247,456,020
Financial Services 14.0% $217,261,477
Consumer Cyclical 13.0% $202,040,187
Industrials 9.0% $140,217,778
Communication Services 6.3% $97,827,400
Energy 4.2% $65,226,485
Consumer Defensive 4.1% $63,880,545
Basic Materials 2.1% $31,805,271
Utilities 2.0% $30,561,316
Unclassified 1.7% $26,699,385
Real Estate 1.0% $15,075,887

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
HPQ +374,040 382,777 $7,353,146
APA +168,338 182,720 $7,754,636
FNF +108,285 128,007 $5,936,964
BBY +96,573 104,471 $6,707,038
CTSH +90,950 96,655 $5,929,784
NTAP +88,454 90,858 $9,302,950
FTNT +86,571 94,043 $7,685,193
LAZ +75,440 75,452 $3,205,200
QCOM +73,937 87,377 $11,252,410
CRUS +73,776 73,786 $10,670,931
ABNB +71,226 73,442 $9,274,255
BMY +62,551 251,290 $15,240,738
AOS +57,590 60,807 $4,009,613
DELL +56,178 59,166 $9,710,915
GILD +54,802 134,488 $18,743,592
IBKR +54,248 54,860 $3,679,460
ABT +52,723 80,232 $8,237,419
SYF +50,469 56,527 $3,844,966
DECK +44,943 46,549 $4,659,089
BAH +43,997 44,534 $3,474,988
INCY +43,852 48,106 $4,527,736
CF +42,966 45,384 $5,892,658
ACM +40,149 40,339 $3,421,553
NRG +39,915 42,104 $6,153,078
DHI +38,933 42,815 $5,875,074

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
MAT −390,214 3,503 $50,898
REYN −340,332 5,246 $111,110
GAP −293,979 1,990 $48,158
TILE −279,860 57,732 $1,438,681
SHOO −214,067 66,237 $2,246,759
CMCSA −189,098 42,998 $1,234,472
TIGO −144,718 33,517 $2,511,763
MDLZ −131,099 35,843 $2,065,990
TDW −130,592 32,631 $2,726,320
FBIN −116,440 1,260 $49,102
MO −104,230 39,363 $2,597,564
SCHW −102,838 52,019 $4,888,745
MET −102,378 7,102 $502,253
FISV −88,553 2,186 $121,978
CL −78,946 13,316 $1,134,922
COP −70,020 26,366 $3,480,312
CROX −66,451 238 $19,758
PEP −61,202 24,822 $3,854,608
AMPH −61,150 2,973 $58,241
NSIT −60,463 250 $16,752
NOV −57,705 3,253 $61,188
ENVA −57,468 14,756 $2,004,307
PG −49,403 66,274 $9,572,616
TJX −46,016 21,264 $3,395,860
WRLD −40,938 159 $21,471

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
TDC 323,182 $8,283,154
IRDM 272,787 $7,567,111
INVA 277,532 $6,466,495
SNEX 79,093 $6,378,850
SAH 87,494 $5,999,463
EVTC 209,864 $5,922,362
SBH 417,890 $5,787,776
MMI 208,291 $5,538,457
LEG 548,625 $5,420,415
WFRD 52,508 $4,966,206
FTI 71,502 $4,942,933
EXEL 95,787 $4,108,304
AU 38,845 $3,781,949
PPC 95,727 $3,614,651
EVR 11,376 $3,395,849
DDS 5,903 $3,377,165
OVV 28,087 $1,667,244
DLB 11,122 $667,987
BOKF 5,000 $640,300
HRB 9,733 $308,925
PAG 2,064 $308,609
ADT 36,049 $236,841
FOR 3,911 $95,584
JLL 255 $77,601
LCID 7,785 $74,191

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
FCFS 423 $67,417
LI 2,948 $49,909
ETHA 650 $14,579
LTC 420 $14,439
GLDI 80 $13,899
SKT 252 $8,409
MD 347 $7,422
RHI 249 $6,762
NTR 100 $6,172
KGC 200 $5,632
ETH 200 $5,612
CION 574 $5,550
EVV 513 $5,083
PBA 124 $4,719
CSR 70 $4,670
SPOT 8 $4,645
BDJ 435 $4,123
BMNR 150 $4,072
UVSP 115 $3,765
BFH 45 $3,331
GLTR 15 $3,084
EQX 200 $2,808
VOYA 36 $2,681
GIII 84 $2,432
HESM 70 $2,415

Portfolio Positions

Export CSV View 13F filing
56 positions · $63,880,545 total · Consumer Defensive only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 56 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
PG
PROCTER & GAMBLE Co
Consumer Defensive 		66,274 $9,572,616 14.99%
COST
Costco Wholesale Corp /New
Consumer Defensive 		8,922 $8,890,148 13.92%
WMT
Walmart Inc.
Consumer Defensive 		67,948 $8,444,577 13.22%
CALM
Cal-Maine Foods Inc
Consumer Defensive 		73,946 $5,852,825 9.16%
PEP
Pepsico Inc
Consumer Defensive 		24,822 $3,854,608 6.03%
PPC
Pilgrims Pride Corp
Consumer Defensive 		95,727 $3,614,651 5.66%
KR
Kroger Co
Consumer Defensive 		42,088 $3,045,487 4.77%
KO
Coca Cola Co
Consumer Defensive 		38,389 $2,919,483 4.57%
MO
Altria Group, Inc.
Consumer Defensive 		39,363 $2,597,564 4.07%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		35,843 $2,065,990 3.23%
PFGC
Performance Food Group Co
Consumer Defensive 		21,332 $1,827,299 2.86%
PM
Philip Morris International Inc.
Consumer Defensive 		9,384 $1,551,550 2.43%
SYY
Sysco Corp
Consumer Defensive 		18,133 $1,293,426 2.02%
CL
Colgate Palmolive Co
Consumer Defensive 		13,316 $1,134,922 1.78%
HSY
Hershey Co
Consumer Defensive 		5,312 $1,104,311 1.73%
KMB
Kimberly Clark Corp
Consumer Defensive 		8,281 $798,868 1.25%
BG
Bunge Global SA
Consumer Defensive 		3,827 $486,794 0.76%
MNST
Monster Beverage Corp
Consumer Defensive 		6,236 $451,860 0.71%
DG
Dollar General Corp
Consumer Defensive 		3,208 $380,885 0.60%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive 		13,795 $363,222 0.57%
TSN
Tyson Foods, Inc.
Consumer Defensive 		5,344 $342,390 0.54%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		4,612 $335,246 0.52%
STZ
Constellation Brands, Inc.
Consumer Defensive 		2,160 $324,000 0.51%
LW
Lamb Weston Holdings, Inc.
Consumer Defensive 		7,040 $297,510 0.47%
DLTR
Dollar Tree, Inc.
Consumer Defensive 		2,617 $286,587 0.45%
KVUE
Kenvue Inc.
Consumer Defensive 		16,040 $276,529 0.43%
CHD
Church & Dwight Co Inc /De/
Consumer Defensive 		2,958 $276,040 0.43%
HRL
Hormel Foods Corp /De/
Consumer Defensive 		11,836 $268,085 0.42%
TGT
Target Corp
Consumer Defensive 		2,034 $246,520 0.39%
EL
Estee Lauder Companies Inc
Consumer Defensive 		3,065 $219,975 0.34%
CLX
Clorox Co /De/
Consumer Defensive 		1,866 $193,373 0.30%
GIS
General Mills Inc
Consumer Defensive 		3,026 $112,627 0.18%
KHC
Kraft Heinz Co
Consumer Defensive 		3,547 $79,772 0.12%
SJM
J M SMUCKER Co
Consumer Defensive 		785 $75,705 0.12%
DEO
Diageo PLC
Consumer Defensive 		690 $51,370 0.08%
CPB
CAMPBELL'S Co
Consumer Defensive 		2,038 $45,386 0.07%
BTI
British American Tobacco p.l.c.
Consumer Defensive 		553 $32,333 0.05%
MKC
Mccormick & Co Inc
Consumer Defensive 		396 $19,974 0.03%
POST
Post Holdings, Inc.
Consumer Defensive 		166 $16,410 0.03%
BJ
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive 		160 $15,747 0.02%
USFD
US Foods Holding Corp.
Consumer Defensive 		144 $13,278 0.02%
COTY
Coty Inc.
Consumer Defensive 		6,186 $12,433 0.02%
ACI
Albertsons Companies, Inc.
Consumer Defensive 		725 $12,354 0.02%
ELF
e.l.f. Beauty, Inc.
Consumer Defensive 		197 $11,940 0.02%
SFM
Sprouts Farmers Market, Inc.
Consumer Defensive 		142 $10,952 0.02%
SFD
Smithfield Foods Inc
Consumer Defensive 		385 $10,768 0.02%
TAP
Molson Coors Beverage Co
Consumer Defensive 		222 $9,559 0.01%
CAG
Conagra Brands Inc.
Consumer Defensive 		448 $7,042 0.01%
MICC
Magnum Ice Cream Co N.V.
Consumer Defensive 		394 $5,890 0.01%
BRBR
Bellring Brands, Inc.
Consumer Defensive 		293 $4,714 0.01%

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