CX Institutional
Top Portfolio Positions
1,065 positions ·
$1,550,531,443 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 SRCE
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,524 | 1,019 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $63,364 | 1,014 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $61,990 | 1,007 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $62,504 | 1,007 | Shares | Sole | 2025-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||