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 |
|---|---|---|---|---|
| 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 ESS
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,548 | 494 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $203,063 | 776 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $154,707 | 578 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $140,283 | 495 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $152,058 | 496 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $49,163 | 188 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $67,784 | 212 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $61,202 | 204 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $47,028 | 173 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $31,102 | 131 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $17,669 | 88 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $16,500 | 72 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $15,416 | 70 | Shares | Sole | 2020-04-29 | |
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