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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CX Institutional INSTITUTION : CX Institutional
CX Institutional Portfolio (reported on 2020-01-21)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
Invesco ETFs/USA    (ETP) 32,439,000 556,026 5.66%
iShares ETFs/USA    (ETP) ISI 21,246,000 292,285 3.70%
State Street ETF/USA    (ETP) SDY 21,018,000 195,389 3.66%
iShares ETFs/USA    (ETP) URTH 18,880,000 191,131 3.29%
Legg Mason ETF Investment Trus    (ETP) 17,001,000 499,141 2.96%
iShares ETFs/USA    (ETP) IVV 15,446,000 47,785 2.69%
Vanguard ETF/USA    (ETP) VV 13,957,000 94,407 2.43%
Invesco ETFs/USA    (ETP) 13,341,000 247,921 2.32%
iShares ETFs/USA    (ETP) IWR 13,162,000 220,769 2.29%
Vanguard ETF/USA    (ETP) VO 12,164,000 68,267 2.12%
State Street ETF/USA    (ETP) TOTL 11,784,000 240,531 2.05%
Vanguard ETF/USA    (ETP) VYM 11,208,000 119,602 1.95%
Goldman Sachs ETF Trust    (ETP) 10,867,000 168,030 1.89%
iShares ETFs/USA    (ETP) EFAV 10,304,000 138,241 1.79%
Invesco ETFs/USA    (ETP) 9,823,000 193,068 1.71%
State Street ETF/USA    (ETP) TMW 9,314,000 233,659 1.62%
State Street ETF/USA    (ETP) ELV 8,703,000 249,295 1.51%
WisdomTree ETFs/USA    (ETP) DON 8,222,000 216,129 1.43%
iShares ETFs/USA    (ETP) IDV 7,547,000 224,806 1.31%
WisdomTree ETFs/USA    (ETP) DLN 7,424,000 70,087 1.29%
iShares ETFs/USA    (ETP) SHY 7,418,000 87,651 1.29%
State Street ETF/USA    (ETP) 7,241,000 143,152 1.26%
Vanguard ETF/USA    (ETP) VB 7,004,000 42,283 1.22%
iShares ETFs/USA    (ETP) IUSB 6,821,000 130,891 1.19%
PHILLIPS 66    (COM) PSX 6,693,000 60,074 1.16%
iShares ETFs/USA    (ETP) IWM 6,133,000 37,018 1.07%
State Street ETF/USA    (ETP) LGLV 6,132,000 53,698 1.07%
State Street ETF/USA    (ETP) 5,924,000 120,629 1.03%
US BANCORP    (COM) USB 5,719,000 96,464 0.99%
WisdomTree ETFs/USA    (ETP) DEM 5,626,000 122,911 0.98%
iShares ETFs/USA    (ETP) 5,588,000 157,540 0.97%
VALERO ENERGY CORP    (COM) VLO 4,605,000 49,174 0.80%
iShares ETFs/USA    (ETP) EEMV 4,463,000 76,077 0.77%
iShares ETFs/USA    (ETP) USMV 4,374,000 66,684 0.76%
CVS HEALTH CORP    (COM) CVS 4,266,000 57,428 0.74%
AMGEN INC    (COM) AMGN 3,945,000 16,364 0.68%
TRUIST FINANCIAL CORP    (COM) 3,848,000 68,329 0.67%
MICROSOFT CORP    (COM) MSFT 3,778,000 23,959 0.65%
ALTRIA GROUP INC    (COM) MO 3,653,000 73,201 0.63%
Vanguard ETF/USA    (ETP) VUG 3,217,000 17,657 0.56%
STATE STREET CORP    (COM) STT 3,175,000 40,135 0.55%
PNC FINANCIAL SERVICES GROUP    (COM) PNC 3,134,000 19,633 0.54%
WisdomTree ETFs/USA    (ETP) IHDG 3,073,000 84,588 0.53%
JOHNSON & JOHNSON    (COM) JNJ 2,976,000 20,404 0.51%
State Street ETF/USA    (ETP) XLK 2,971,000 32,410 0.51%
Vanguard ETF/USA    (ETP) VOE 2,959,000 24,824 0.51%
iShares ETFs/USA    (ETP) EWC 2,939,000 98,329 0.51%
UNITEDHEALTH GROUP INC    (COM) UNH 2,886,000 9,817 0.50%
iShares ETFs/USA    (ETP) EWH 2,878,000 118,295 0.50%
Global X ETFs/USA    (ETP) PGAL 2,872,000 258,306 0.50%
AON PLC    (COM) AON 2,846,000 13,662 0.49%
iShares ETFs/USA    (ETP) HEFA 2,842,000 93,136 0.49%
iShares ETFs/USA    (ETP) EWA 2,793,000 123,350 0.48%
HOME DEPOT INC    (COM) HD 2,717,000 12,444 0.47%
State Street ETF/USA    (ETP) XLI 2,582,000 31,687 0.45%
CHEVRON CORP    (COM) CVX 2,560,000 21,246 0.44%
KROGER CO    (COM) KR 2,488,000 85,818 0.43%
VISA INC-CLASS A SHARES    (COM) V 2,463,000 13,110 0.42%
MORGAN STANLEY    (COM) MS 2,376,000 46,470 0.41%
COMCAST CORP-CLASS A    (COM) CMCSA 2,369,000 52,688 0.41%
3M CO    (COM) MMM 2,296,000 13,013 0.40%
APPLE INC    (COM) AAPL 2,277,000 7,754 0.39%
State Street ETF/USA    (ETP) 2,263,000 58,509 0.39%
iShares ETFs/USA    (ETP) IWW 2,189,000 34,739 0.38%
SEAGATE TECHNOLOGY    (COM) STX 2,168,000 36,444 0.37%
iShares ETFs/USA    (ETP) INDA 2,158,000 61,397 0.37%
INTERPUBLIC GROUP OF COS INC    (COM) IPG 2,113,000 91,493 0.36%
COSTCO WHOLESALE CORP    (COM) COST 2,111,000 7,182 0.36%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 2,102,000 35,658 0.36%
Goldman Sachs ETF Trust    (ETP) 2,087,000 39,681 0.36%
HOLLYFRONTIER CORP    (COM) HFC 2,057,000 40,568 0.35%
TAPESTRY INC    (COM) 2,040,000 75,625 0.35%
DELTA AIR LINES INC    (COM) DAL 2,011,000 34,392 0.35%
WASTE MANAGEMENT INC    (COM) WMI 1,999,000 17,542 0.34%
SOUTHWEST AIRLINES CO    (COM) LUV 1,963,000 36,374 0.34%
MARATHON PETROLEUM CORP    (COM) MPC 1,940,000 32,191 0.33%
iShares ETFs/USA    (ETP) 1,911,000 15,223 0.33%
WALMART INC    (COM) WMT 1,841,000 15,490 0.32%
iShares ETFs/USA    (ETP) EWK 1,828,000 91,525 0.31%
BERKSHIRE HATHAWAY INC-CL B    (COM) BRK/B 1,755,000 7,750 0.30%
Vanguard ETF/USA    (ETP) MGC 1,745,000 15,618 0.30%
iShares ETFs/USA    (ETP) IWZ 1,718,000 25,402 0.29%
iShares ETFs/USA    (ETP) AGG 1,495,000 13,304 0.26%
State Street ETF/USA    (ETP) RWR 1,486,000 14,567 0.25%
iShares ETFs/USA    (ETP) EFA 1,410,000 20,300 0.24%
NASDAQ INC    (COM) NDAQ 1,383,000 12,916 0.24%
ORACLE CORP    (COM) ORCL 1,372,000 25,894 0.23%
JPMORGAN CHASE & CO    (COM) JPM 1,345,000 9,645 0.23%
State Street ETF/USA    (ETP) EMM 1,333,000 36,782 0.23%
ZIONS BANCORP NA    (COM) ZION 1,329,000 25,596 0.23%
PROCTER & GAMBLE CO/THE    (COM) PG 1,304,000 10,438 0.22%
PEPSICO INC    (COM) PEP 1,275,000 9,326 0.22%
Vanguard ETF/USA    (ETP) VBR 1,259,000 9,188 0.21%
BEST BUY CO INC    (COM) BBY 1,259,000 14,335 0.21%
COCA-COLA CO/THE    (COM) KO 1,258,000 22,737 0.21%
ALASKA AIR GROUP INC    (COM) ALK 1,251,000 18,460 0.21%
LOCKHEED MARTIN CORP    (COM) LMT 1,237,000 3,176 0.21%
EXXON MOBIL CORP    (COM) XOM 1,221,000 17,505 0.21%
iShares ETFs/USA    (ETP) IYT 1,212,000 6,195 0.21%
HORIZON BANCORP INC/IN    (COM) HBNC 1,203,000 63,306 0.20%
Vanguard ETF/USA    (ETP) VWO 1,199,000 26,955 0.20%
State Street ETF/USA    (ETP) XLU 1,185,000 18,343 0.20%
State Street ETF/USA    (ETP) KIE 1,154,000 32,570 0.20%
State Street ETF/USA    (ETP) XBI 1,141,000 12,000 0.19%
COPART INC    (COM) CPRT 1,141,000 12,550 0.19%
MCDONALD'S CORP    (COM) MCD 1,134,000 5,737 0.19%
PACKAGING CORP OF AMERICA    (COM) PKG 1,127,000 10,061 0.19%
FS KKR CAPITAL CORP    (COM) 1,044,000 170,281 0.18%
State Street ETF/USA    (ETP) ITR 1,044,000 29,567 0.18%
PFIZER INC    (COM) PFE 1,020,000 26,026 0.17%
State Street ETF/USA    (ETP) TWOK 1,008,000 30,889 0.17%
HANESBRANDS INC    (COM) HBI 1,004,000 67,601 0.17%
MARSH & MCLENNAN COS    (COM) MMC 992,000 8,907 0.17%
Vanguard ETF/USA    (ETP) VGT 974,000 3,978 0.16%
NOVARTIS AG-SPONSORED ADR    (COM) NVS 954,000 10,080 0.16%
LEAR CORP    (COM) LEA 946,000 6,896 0.16%
State Street ETF/USA    (ETP) GMM 908,000 24,148 0.15%
Schwab ETFs/USA    (ETP) SCHB 889,000 11,558 0.15%
iShares ETFs/USA    (ETP) EFG 875,000 10,116 0.15%
SNAP-ON INC    (COM) SNA 842,000 4,968 0.14%
EMERSON ELECTRIC CO    (COM) EMR 841,000 11,034 0.14%
UNITED TECHNOLOGIES CORP    (COM) UTX 836,000 5,585 0.14%
ALPHABET INC-CL A    (COM) GOOGL 800,000 597 0.13%
iShares ETFs/USA    (ETP) 800,000 13,786 0.13%
ABBVIE INC    (COM) ABBV 793,000 8,956 0.13%
ANTHEM INC    (COM) ANTM 789,000 2,611 0.13%
ABBOTT LABORATORIES    (COM) ABT 751,000 8,648 0.13%
WW GRAINGER INC    (COM) GWW 747,000 2,208 0.13%
First Trust ETFs/USA    (ETP) FTLS 726,000 16,996 0.12%
iShares ETFs/USA    (ETP) FM 688,000 22,678 0.12%
BROWN & BROWN INC    (COM) BRO 685,000 17,348 0.11%
BERKSHIRE HATHAWAY INC-CL A    (COM) BRK.A 679,000 2 0.11%
UNITED PARCEL SERVICE-CL B    (COM) UPS 673,000 5,750 0.11%
WisdomTree ETFs/USA    (ETP) 670,000 23,890 0.11%
KIMBERLY-CLARK CORP    (COM) KMB 658,000 4,781 0.11%
AMAZON.COM INC    (COM) AMZN 643,000 348 0.11%
CELANESE CORP    (COM) CE 642,000 5,214 0.11%
State Street ETF/USA    (ETP) XRT 619,000 13,461 0.10%
VanEck Vectors ETFs/USA    (ETP) 610,000 12,146 0.10%
IndexIQ ETF Trust    (ETP) QAI 595,000 19,332 0.10%
WisdomTree ETFs/USA    (ETP) WDTI 594,000 16,015 0.10%
PERKINELMER INC    (COM) PKI 585,000 6,021 0.10%
EQUIFAX INC    (COM) EFX 566,000 4,042 0.09%
MERCK & CO. INC.    (COM) MRK 560,000 6,158 0.09%
JP Morgan ETFs/USA    (ETP) 559,000 23,663 0.09%
JP Morgan ETFs/USA    (ETP) 559,000 24,130 0.09%
iShares ETFs/USA    (ETP) MUB 548,000 4,810 0.09%
SHERWIN-WILLIAMS CO/THE    (COM) SHW 547,000 938 0.09%
WisdomTree ETFs/USA    (ETP) 533,000 10,206 0.09%
State Street ETF/USA    (ETP) KBE 529,000 11,178 0.09%
FACEBOOK INC-CLASS A    (COM) FB 500,000 2,434 0.08%
CHARLES RIVER LABORATORIES    (COM) CRL 474,000 3,100 0.08%
First Trust ETFs/USA    (ETP) 469,000 15,630 0.08%
CATERPILLAR INC    (COM) CAT 458,000 3,100 0.07%
MASTERCARD INC - A    (COM) MA 457,000 1,531 0.07%
DOVER CORP    (COM) DOV 454,000 3,938 0.07%
ALLERGAN PLC    (COM) AGN 449,000 2,350 0.07%
OCCIDENTAL PETROLEUM CORP    (COM) OXY 435,000 10,562 0.07%
AUTOMATIC DATA PROCESSING    (COM) ADP 418,000 2,450 0.07%
iShares ETFs/USA    (ETP) 402,000 12,908 0.07%
VF CORP    (COM) VFC 392,000 3,937 0.06%
Vanguard ETF/USA    (ETP) VEA 385,000 8,744 0.06%
Invesco ETFs/USA    (ETP) 381,000 16,292 0.06%
iShares ETFs/USA    (ETP) IYLD 365,000 14,284 0.06%
First Trust ETFs/USA    (ETP) MDIV 361,000 19,232 0.06%
iShares ETFs/USA    (ETP) 351,000 14,397 0.06%
State Street ETF/USA    (ETP) INKM 350,000 10,216 0.06%
iShares ETFs/USA    (ETP) 347,000 8,643 0.06%
ELI LILLY & CO    (COM) LLY 345,000 2,626 0.06%
Vanguard ETF/USA    (ETP) VNQ 342,000 3,687 0.05%
ALPHABET INC-CL C    (COM) GOOG 341,000 255 0.05%
iShares ETFs/USA    (ETP) 332,000 6,055 0.05%
MONDELEZ INTERNATIONAL INC-A    (COM) MDLZ 330,000 5,996 0.05%
Schwab ETFs/USA    (ETP) SCHH 313,000 6,808 0.05%
CLOROX COMPANY    (COM) CLX 299,000 1,948 0.05%
ARAMARK    (COM) ARMK 298,000 6,872 0.05%
AMERICAN EXPRESS CO    (COM) AXP 295,000 2,366 0.05%
CARNIVAL CORP    (COM) CCL 290,000 5,700 0.05%
HEALTHCARE TRUST OF AME-CL A    (REIT) HTA 278,000 9,165 0.04%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 273,000 4,246 0.04%
Invesco ETFs/USA    (ETP) 261,000 17,403 0.04%
ROCKWELL AUTOMATION INC    (COM) ROK 255,000 1,256 0.04%
SAP SE-SPONSORED ADR    (COM) SAP 255,000 1,900 0.04%
HUMANA INC    (COM) HUM 250,000 683 0.04%
CISCO SYSTEMS INC    (COM) CSCO 241,000 5,017 0.04%
QUEST DIAGNOSTICS INC    (COM) DGX 239,000 2,239 0.04%
Invesco ETFs/USA    (ETP) 225,000 6,563 0.03%
Gabelli Funds/Closed-end/USA    (ETP) GAB 225,000 36,912 0.03%
ANALOG DEVICES INC    (COM) ADI 223,000 1,876 0.03%
STRYKER CORP    (COM) SYK 221,000 1,054 0.03%
GENUINE PARTS CO    (COM) GPC 220,000 2,068 0.03%
WELLS FARGO & CO    (COM) WFC 215,000 3,991 0.03%
iShares ETFs/USA    (ETP) 213,000 18,154 0.03%
AIR PRODUCTS & CHEMICALS INC    (COM) APD 211,000 897 0.03%
iShares ETFs/USA    (ETP) 207,000 4,640 0.03%
Invesco ETFs/USA    (ETP) 203,000 6,594 0.03%
BOEING CO/THE    (COM) BA 200,000 614 0.03%
First Trust ETFs/USA    (ETP) QCLN 196,000 7,861 0.03%
iShares ETFs/USA    (ETP) IGF 193,000 4,018 0.03%
Global X ETFs/USA    (ETP) 183,000 10,255 0.03%
1 2 3 4 Next >Full Portfolio View
Total Value As 2019-12-31: 572,991,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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