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 HCA
Shares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,888,866 | 18,783 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $9,822,267 | 21,039 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,912,268 | 20,911 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,607,216 | 19,857 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,161,869 | 20,726 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,714,456 | 15,707 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,495,746 | 13,522 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $671,475 | 2,090 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $616,363 | 1,848 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $509,419 | 1,882 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $479,661 | 1,950 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $569,328 | 1,876 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $479,106 | 1,817 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $393,294 | 1,639 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $94,617 | 563 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $219,543 | 876 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $168,690 | 695 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $127,145 | 615 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $92,851 | 493 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $62,330 | 379 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $21,195 | 170 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,202 | 33 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $12,489 | 139 | Shares | Sole | 2020-04-29 | |
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