CX Institutional
Top Portfolio Positions
1,061 positions ·
$1,542,477,187 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
254,754 | $64,654,017 | 4.19% | |
| NVDA |
Nvidia Corp
Technology
|
314,256 | $54,806,246 | 3.55% | |
| MSFT |
Microsoft Corp
Technology
|
121,562 | $44,998,605 | 2.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
134,266 | $38,609,530 | 2.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
178,645 | $37,206,394 | 2.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
33,818 | $31,104,781 | 2.02% | |
| AVGO |
Broadcom Inc.
Technology
|
92,474 | $28,621,627 | 1.86% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
71,929 | $26,739,605 | 1.73% | |
| V |
Visa Inc.
Financial Services
|
87,567 | $26,466,250 | 1.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
46,095 | $26,372,332 | 1.71% |
Portfolio Trend
Holdings in BMI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,209 | 323 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $91,042 | 522 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $221,617 | 1,241 | Shares | Sole | 2025-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||