CX INSTITUTIONAL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GBCI | 16K | $795.00K |
 | MCHP | 16K | $1.05M |
 | WM | 16K | $3.59M |
 | JCI | 16K | $1.78M |
 | ORCL | 16K | $4.52M |
 | AAL | 16K | $177.00K |
 | CCL | 16K | $452.00K |
 | AEP | 15K | $1.74M |
 | RF | 15K | $408.00K |
 | VNOM | 15K | $577.00K |
 | FEMY | 15K | $5.00K |
 | BE | 15K | $1.27M |
 | UBER | 15K | $1.46M |
 | C | 15K | $1.50M |
 | SPGI | 14K | $7.04M |
 | WTRG | 14K | $577.00K |
 | HAL | 14K | $354.00K |
 | APH | 14K | $1.77M |
 | FCX | 14K | $558.00K |
 | GD | 14K | $4.83M |
Glacier Bancorp, Inc.
GBCI
Shares Held
16K
Value
$795.00K
Microchip Technology Incorporated
MCHP
Shares Held
16K
Value
$1.05M
Waste Management, Inc.
WM
Shares Held
16K
Value
$3.59M
Johnson Controls International plc
JCI
Shares Held
16K
Value
$1.78M
Oracle Corporation
ORCL
Shares Held
16K
Value
$4.52M
American Airlines Group Inc.
AAL
Shares Held
16K
Value
$177.00K
Carnival Corporation & plc
CCL
Shares Held
16K
Value
$452.00K
American Electric Power Company, Inc.
AEP
Shares Held
15K
Value
$1.74M
Regions Financial Corporation
RF
Shares Held
15K
Value
$408.00K
Viper Energy, Inc.
VNOM
Shares Held
15K
Value
$577.00K
Femasys Inc.
FEMY
Shares Held
15K
Value
$5.00K
Bloom Energy Corporation
BE
Shares Held
15K
Value
$1.27M
Uber Technologies, Inc.
UBER
Shares Held
15K
Value
$1.46M
Citigroup Inc.
C
Shares Held
15K
Value
$1.50M
S&P Global Inc.
SPGI
Shares Held
14K
Value
$7.04M
Essential Utilities, Inc.
WTRG
Shares Held
14K
Value
$577.00K
Halliburton Company
HAL
Shares Held
14K
Value
$354.00K
Amphenol Corporation
APH
Shares Held
14K
Value
$1.77M
Freeport-McMoRan Inc.
FCX
Shares Held
14K
Value
$558.00K
General Dynamics Corporation
GD
Shares Held
14K
Value
$4.83M