CX Institutional
Top Portfolio Positions
1,037 positions ·
$1,641,423,834 total
· as of Jun 30, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
243,940 | $70,586,478 | 4.30% | |
| NVDA |
Nvidia Corp
Technology
|
312,073 | $62,442,686 | 3.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
130,128 | $46,503,843 | 2.83% | |
| MSFT |
Microsoft Corp
Technology
|
118,731 | $44,289,037 | 2.70% | |
| LLY |
ELI LILLY & Co
Healthcare
|
35,493 | $42,571,372 | 2.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
175,196 | $41,756,214 | 2.54% | |
| AVGO |
Broadcom Inc.
Technology
|
90,468 | $34,174,287 | 2.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
79,450 | $33,416,670 | 2.04% | |
| V |
Visa Inc.
Financial Services
|
93,869 | $32,205,515 | 1.96% | |
| META |
Meta Platforms, Inc.
Communication Services
|
50,292 | $28,328,980 | 1.73% |
Portfolio Trend
26 quarters · across all stocks
Holdings in SBH
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,371,908 | 450,630 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $5,787,776 | 417,890 | Shares | Sole | 2026-04-06 | |
| No 13F history on record for this holder in this stock. | ||||||