CX Institutional
Top Portfolio Positions
1,063 positions ·
$1,550,486,657 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
254,754 | $64,654,017 | 4.17% | |
| NVDA |
Nvidia Corp
Technology
|
314,256 | $54,806,246 | 3.53% | |
| MSFT |
Microsoft Corp
Technology
|
121,562 | $44,998,605 | 2.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
134,266 | $38,609,530 | 2.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
178,645 | $37,206,394 | 2.40% | |
| LLY |
ELI LILLY & Co
Healthcare
|
33,818 | $31,104,781 | 2.01% | |
| AVGO |
Broadcom Inc.
Technology
|
92,474 | $28,621,627 | 1.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
71,929 | $26,739,605 | 1.72% | |
| V |
Visa Inc.
Financial Services
|
87,567 | $26,466,250 | 1.71% | |
| META |
Meta Platforms, Inc.
Communication Services
|
46,095 | $26,372,332 | 1.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVNS
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,439 | 531 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $5,963 | 531 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,138 | 531 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,499 | 531 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,609 | 531 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $14,353 | 525 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $16,380 | 525 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $19,094 | 525 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $22,963 | 525 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $24,087 | 525 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $17,639 | 531 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $15,429 | 525 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $14,138 | 525 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||