CX INSTITUTIONAL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLVM | 32K | $1.40M |
 | LLY | 31K | $23.58M |
 | SYY | 30K | $2.45M |
 | ABT | 29K | $3.92M |
 | KMI | 29K | $822.00K |
 | ADBE | 28K | $9.85M |
 | GLW | 27K | $2.20M |
 | LOW | 27K | $6.70M |
 | PYPL | 27K | $1.78M |
 | ATEC | 26K | $379.00K |
 | CAT | 26K | $12.43M |
 | NEE | 26K | $1.94M |
 | SO | 25K | $2.40M |
 | USB | 24K | $1.17M |
 | TRV | 24K | $6.72M |
 | CSX | 24K | $853.00K |
 | ACN | 22K | $5.53M |
 | INTC | 22K | $752.00K |
 | HTGC | 22K | $413.00K |
 | MA | 21K | $12.11M |
Sylvamo Corporation
SLVM
Shares Held
32K
Value
$1.40M
Eli Lilly and Company
LLY
Shares Held
31K
Value
$23.58M
Sysco Corporation
SYY
Shares Held
30K
Value
$2.45M
Abbott Laboratories
ABT
Shares Held
29K
Value
$3.92M
Kinder Morgan, Inc.
KMI
Shares Held
29K
Value
$822.00K
Adobe Inc.
ADBE
Shares Held
28K
Value
$9.85M
Corning Incorporated
GLW
Shares Held
27K
Value
$2.20M
Lowe's Companies, Inc.
LOW
Shares Held
27K
Value
$6.70M
PayPal Holdings, Inc.
PYPL
Shares Held
27K
Value
$1.78M
Alphatec Holdings, Inc.
ATEC
Shares Held
26K
Value
$379.00K
Caterpillar Inc.
CAT
Shares Held
26K
Value
$12.43M
NextEra Energy, Inc.
NEE
Shares Held
26K
Value
$1.94M
The Southern Company
SO
Shares Held
25K
Value
$2.40M
U.S. Bancorp
USB
Shares Held
24K
Value
$1.17M
The Travelers Companies, Inc.
TRV
Shares Held
24K
Value
$6.72M
CSX Corporation
CSX
Shares Held
24K
Value
$853.00K
Accenture plc
ACN
Shares Held
22K
Value
$5.53M
Intel Corporation
INTC
Shares Held
22K
Value
$752.00K
Hercules Capital, Inc.
HTGC
Shares Held
22K
Value
$413.00K
Mastercard Incorporated
MA
Shares Held
21K
Value
$12.11M