CX Institutional
•CIK: 1737089•Filing: Q4 2025
CX Institutional, managed by the seasoned team of Christopher C. Taylor and his co-managers, is known for its concentrated, high-conviction investment strategy, currently holding 1,517 positions with a focus on value and growth opportunities. Recently, the fund has made notable moves by adding positions in ADI and MDLZ, while significantly cutting stakes in NKE and ELV, reflecting a strategic pivot towards sectors with higher growth potential.
Total AUM
$3.4B
QoQ Performance
+1.8%
Positions
1,040
Top 10 Concentration
25.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV3.8%
IEFA2.7%
SPTI2.4%
VO2.2%
IVE2.0%
BNDX1.9%
AAPL1.9%
IVV1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.8%
Technology11.4%
Healthcare5.2%
Consumer3.7%
Financial3.3%
ETF2.8%
Industrial2.1%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
+1170 more exited positions
Changes from Q3 2025
↑137 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023