Long-term investor
Cx Institutional @cxinstitutional
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001737089).
Record
- Tracked since 2025-12-31 (257 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.2%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SGOV · 5.4% · long · since 2025-12-31
- IEFA · 2.4% · long · since 2025-12-31
- SHY · 2.1% · long · since 2025-12-31
- AAPL · 2.0% · long · since 2025-12-31
- NVDA · 1.8% · long · since 2025-12-31
- VO · 1.8% · long · since 2025-12-31
- SPMB · 1.8% · long · since 2025-12-31
- SPBO · 1.8% · long · since 2025-12-31
- BNDX · 1.6% · long · since 2025-12-31
- SHM · 1.6% · long · since 2025-12-31
- SPTI · 1.5% · long · since 2025-12-31
- VB · 1.5% · long · since 2025-12-31