Fund HoldingsCX Institutional

Total Portfolio Value
$3.46M
Total Bought
$441.2K
Total Sold
$508.2K
Net Transaction
-$67.0K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
iShares ETFs/USA01,865,126+1,865,12601875.39%+187
iShares ETFs/USA0894,736+894,7360732.12%+73
iShares ETFs/USA83,334264,980+181,64610391.13%+29
iShares ETFs/USA0120,284+120,2840130.37%+13
Invesco Exchange-Traded Fund T
S&P 500 REVENUE
091,198+91,1980120.34%+12
ELI LILLY & CO(LLY)035,493+35,4930431.23%+43
Vanguard ETF/USA0767,143+767,1430621.78%+62
Vanguard ETF/USA
INF TECH ETF
093,227+93,2270110.32%+11
Vanguard ETF/USA064,827+64,8270240.69%+24
ALPHABET INC-A(GOOG)0130,128+130,1280471.34%+47
NVIDIA CORP(NVDA)0312,073+312,0730621.80%+62
SCHWAB (CHARLES)(SCHW)0131,640+131,6400120.35%+12
TESLA INC(TSLA)079,450+79,4500330.96%+33
ADV MICRO DEVICE(AMD)017,830+17,8300100.30%+10
UBER TECHNOLOGIE(UBER)099,789+99,789070.21%+7
State Street ETF/USA
ST STR P500GRW
0283,258+283,2580340.97%+34
State Street ETF/USA
ST STR TECHN ETF
0120,212+120,2120230.66%+23
APPLE INC(AAPL)0243,940+243,9400712.04%+71
CINCINNATI FIN(CINF)033,792+33,792060.18%+6
MICRON TECH(MU)07,270+7,270080.24%+8
VISA INC-CLASS A(V)87,56793,869+6,30226320.93%+6
iShares ETFs/USA082,700+82,700080.23%+8
BROADCOM INC(AVGO)92,47490,468-2,00629340.99%+6
Fidelity Covington Trust046,147+46,1470130.38%+13
LAM RESEARCH(LRCX)025,495+25,4950110.32%+11
State Street ETF/USA(SPY)030,467+30,4670230.66%+23
AMAZON.COM INC(AMZN)0175,196+175,1960421.21%+42
Vanguard ETF/USA0168,070+168,0700511.47%+51
UNITEDHEALTH GRP(UNH)29,19429,729+5358120.36%+4
NUCOR CORP(NUE)053,298+53,2980120.34%+12
CISCO SYSTEMS(CSCO)0132,552+132,5520160.45%+16
iShares ETFs/USA0134,747+134,7470190.53%+19
TERADATA CORP(TDC)323,182350,870+27,6888120.35%+4
KLA CORP(KLAC)025,728+25,728080.22%+8
First Trust ETFs/USA
COM SHS
0109,235+109,2350210.61%+21
iShares ETFs/USA0236,020+236,0200290.85%+29
CATERPILLAR INC(CAT)012,491+12,4910130.38%+13
iShares ETFs/USA
FUTU AI TECH ETF
115,340112,651-2,689590.25%+3
iShares ETFs/USA0154,478+154,4780290.84%+29
CVS HEALTH CORP(CVS)0100,656+100,6560100.30%+10
Invesco ETFs/USA
S&P 500 EQUA ETF
0927,556+927,5560491.43%+49
Vanguard ETF/USA0344,313+344,3130300.87%+30
NXP SEMICONDUCTO
COM
36,14135,825-3167100.29%+3
First Trust ETFs/USA078,961+78,9610130.36%+13
QUALCOMM INC(QCOM)87,37776,204-11,17311140.41%+3
iShares ETFs/USA0118,254+118,2540290.83%+29
HARMONY BIOSCIE(HRMY)0259,496+259,496090.27%+9
CORNING INC(GLW)021,375+21,375050.16%+5
DR HORTON INC(DHI)42,81551,677+8,862680.24%+3
Vanguard ETF/USA094,196+94,1960210.59%+21
iShares ETFs/USA086,726+86,726090.25%+9
INTEL CORP(INTC)023,203+23,203030.09%+3
APPLIED MATERIAL05,967+5,967040.12%+4
AMERICAN EXPRESS(AXP)039,810+39,8100130.39%+13
ALPHABET INC-C(GOOG)034,192+34,1920120.35%+12
GOLDMAN SACHS GP(GS)11,05611,361+3059110.33%+2
State Street ETF/USA
ST STR NUVEE ETF
087,482+87,482040.12%+4
HANOVER INSURANC(THG)33,73036,544+2,814680.23%+2
META PLATFORMS-A(META)46,09550,292+4,19726280.82%+2
WESTERN DIGITAL(WDC)05,418+5,418030.10%+3
IRIDIUM COMMUNIC(IRDM)272,787171,098-101,689890.27%+2
First Trust ETFs/USA
NASDAQ CYB ETF
85,74479,988-5,756570.21%+2
MASTERCARD INC-A(MA)026,565+26,5650140.39%+14
VISTRA CORP(VST)37,04946,181+9,132670.21%+2
Vanguard ETF/USA051,008+51,0080180.51%+18
iShares ETFs/USA0168,876+168,8760130.38%+13
QNITY ELECTRONIC(Q)015,091+15,091020.07%+2
HP INC(HPQ)382,777410,288+27,511790.26%+2
EXPEDIA GROUP IN(EXPE)26,40730,084+3,677680.22%+2
iShares ETFs/USA012,463+12,463020.05%+2
Schwab Strategic Trust155,464172,713+17,249560.18%+2
iShares ETFs/USA0200,775+200,7750461.32%+46
BEST BUY CO INC(BBY)104,471107,367+2,896780.24%+1
LEGGETT & PLATT(LEG)548,625584,742+36,117570.20%+1
Invesco ETFs/USA04,156+4,156030.09%+3
DANAHER CORP(DHR)041,221+41,221080.23%+8
iShares Inc113,129115,931+2,802790.25%+1
American Century ETF Trust0428,304+428,3040220.63%+22
ENOVA INTERNATIO(ENVA)014,040+14,040030.10%+3
State Street ETF/USA
ST STR P500VAL
0307,901+307,9010190.54%+19
THERMO FISHER(TMO)019,587+19,5870100.28%+10
Vanguard ETF/USA020,779+20,779080.22%+8
State Street ETF/USA
ST STR CORPO ETF
02,095,671+2,095,6710611.76%+61
iShares ETFs/USA
HDG MSCI EAFE
273,350274,278+92812130.37%+1
SANDISK CORP(SNDK)0776+776020.05%+2
INTERACTIVE BROK(IBKR)54,86056,042+1,182450.14%+1
State Street ETF/USA
ST STR BACKE ETF
02,735,565+2,735,5650611.76%+61
PALO ALTO NETWOR(PANW)06,717+6,717020.07%+2
NRG ENERGY(NRG)42,10450,196+8,092670.21%+1
SEAGATE TECHNOLO
ORD SHS
02,116+2,116020.06%+2
CARLISLE COS INC(CSL)31,03631,783+74710120.33%+1
EURONET WORLDWID(EEFT)086,453+86,453060.18%+6
HILTON WORLDWIDE(HLT)23,08724,632+1,545780.23%+1
HOME DEPOT INC(HD)028,690+28,6900100.29%+10
Global X ETFs/USA
US INFR DEV ETF
0158,718+158,718090.27%+9
MERCK & CO(MRK)095,317+95,3170120.35%+12
CENCORA INC21,03927,069+6,030780.22%+1
PENSKE AUTOMOTIV(PAG)07,436+7,436010.04%+1
iShares ETFs/USA
RUSEL 2500 ETF
069,157+69,157060.18%+6
State Street ETF/USA
ST STR SP500DIV
026,004+26,004010.04%+1
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