CX INSTITUTIONAL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UL | 3K | $179.00K |
 | AOS | 3K | $221.00K |
 | CMS | 3K | $219.00K |
 | CRC | 3K | $159.00K |
 | YUM | 3K | $449.00K |
 | MTCH | 3K | $104.00K |
 | LI | 3K | $74.00K |
 | ES | 3K | $208.00K |
 | LEN | 3K | $366.00K |
 | RCD | 3K | $167.00K |
 | PNC | 3K | $580.00K |
 | GPN | 3K | $239.00K |
 | SW | 3K | $122.00K |
 | MLR | 3K | $115.00K |
 | FORTY | 3K | $398.00K |
 | PFG | 3K | $234.00K |
 | FATE | 3K | $4.00K |
 | ET | 3K | $48.00K |
 | TROW | 3K | $285.00K |
 | HLT | 3K | $719.00K |
Unilever PLC
UL
Shares Held
3K
Value
$179.00K
A. O. Smith Corporation
AOS
Shares Held
3K
Value
$221.00K
CMS Energy Corporation
CMS
Shares Held
3K
Value
$219.00K
California Resources Corporation
CRC
Shares Held
3K
Value
$159.00K
Yum! Brands, Inc.
YUM
Shares Held
3K
Value
$449.00K
Match Group, Inc.
MTCH
Shares Held
3K
Value
$104.00K
Li Auto Inc.
LI
Shares Held
3K
Value
$74.00K
Eversource Energy
ES
Shares Held
3K
Value
$208.00K
Lennar Corporation
LEN
Shares Held
3K
Value
$366.00K
Ready Capital Corporation 9.00% Senior Notes due 2029
RCD
Shares Held
3K
Value
$167.00K
The PNC Financial Services Group, Inc.
PNC
Shares Held
3K
Value
$580.00K
Global Payments Inc.
GPN
Shares Held
3K
Value
$239.00K
Smurfit Westrock Plc
SW
Shares Held
3K
Value
$122.00K
Miller Industries, Inc.
MLR
Shares Held
3K
Value
$115.00K
Formula Systems (1985) Ltd.
FORTY
Shares Held
3K
Value
$398.00K
Principal Financial Group, Inc.
PFG
Shares Held
3K
Value
$234.00K
Fate Therapeutics, Inc.
FATE
Shares Held
3K
Value
$4.00K
Energy Transfer LP
ET
Shares Held
3K
Value
$48.00K
T. Rowe Price Group, Inc.
TROW
Shares Held
3K
Value
$285.00K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
3K
Value
$719.00K