IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

CX Institutional

Q4 2022 Holdings

Filed 2023-02-03 | 500 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr Series Trust Portfoli S&P 1500 Comp STK ETF(SPTM)PORTFOLI S&P 1500 COMP STK ETF78464A805$1.9M39,7540.1%
Nuveen ESG Nuveen ESG US AGG BD ETF(NUBD)NUVEEN ESG US AGG BD ETF67092P870$1.9M86,5390.1%
First Trust Exch Traded Fund 2 Nasdq CLN Edge ETF(GRID)NASDQ CLN EDGE ETF33737A108$1.9M21,9670.1%
JP Morgan Chase & Co COM(JPM)COM46625H100$2.0M14,6780.1%
Cummins Inc COM(CMI)COM231021106$2.0M8,1520.1%
Schwab Strategic TR US Dividend EQ ETF(SCHD)US DIVIDEND EQ ETF808524797$2.0M26,2940.1%
Invesco Exchange Traded Fund T Solar ETF(TAN)SOLAR ETF46138G706$2.0M27,8830.1%
Spdr Series Trust S&P Homebuild ETF(XHB)S&P HOMEBUILD ETF78464A888$2.0M33,8080.1%
Maximus Inc COM(MMS)COM577933104$2.1M29,0940.1%
First Trust Exch Traded Fund 2 Nasdaq CYB ETF(CIBR)NASDAQ CYB ETF33734X846$2.1M55,4040.1%
First Trust Exch Traded Fund 2 Tech Alphadex ETF(FXL)TECH ALPHADEX ETF33734X176$2.2M23,6820.1%
Vanguard S&P 500 ETF SHS(VOO)S&P 500 ETF SHS922908363$2.2M6,3040.1%
Pepsico Inc COM(PEP)COM713448108$2.2M12,3920.1%
Huntington Ingalls Industries COM(HII)COM446413106$2.2M9,7090.1%
Newell Brands Inc COM(NWL)COM651229106$2.3M173,8920.1%
Vanguard Materials ETF(VAW)MATERIALS ETF92204A801$2.3M13,5310.1%
Invesco Exchange Traded FD TR Dynmc Food BEV ETF(PBJ)DYNMC FOOD BEV ETF46137V753$2.3M51,1760.1%
Fidelity National Financial COM(FNF)COM31620R303$2.4M62,7810.1%
Amazon COM Inc COM(AMZN)COM023135106$2.4M28,4380.1%
Dish Network Corporation COM CL A(DISH)COM CL A25470M109$2.4M170,1860.1%
Republic Services Inc COM(RSG)COM760759100$2.5M19,1790.2%
FOX Corp COM CL B(FOX)COM CL B35137L204$2.5M89,0430.2%
Marsh & Mclennan Companies Inc COM(MRSH)COM571748102$2.6M15,4140.2%
FOX Corp COM CL A(FOXA)COM CL A35137L105$2.6M84,4070.2%
Ishares Trust Msci USA Value Factor ETF(VLUE)MSCI USA VALUE FACTOR ETF46432F388$2.6M28,5040.2%
General Dynamics Corp COM(GD)COM369550108$2.6M10,5680.2%
Wisdomtree Trust Futre Strat FD ETF(WTMF)FUTRE STRAT FD ETF97717W125$2.7M84,2630.2%
Weyerhaeuser Company COM Usd1.25(WY)COM USD1.25962166104$2.7M86,1610.2%
Kimberly Clark Corp COM(KMB)COM494368103$2.7M19,8780.2%
Sealed AIR Corp COM(SEE)COM81211K100$2.7M54,4400.2%
Spdr Series Trust S&P 600 Smcp GRW ETF(SLYG)S&P 600 SMCP GRW ETF78464A201$2.7M37,5900.2%
Ishares Trust US Hlthcare ETF(IYH)US HLTHCARE ETF464287762$2.7M9,5940.2%
Chevron Corporation COM(CVX)COM166764100$2.7M15,2770.2%
Lockheed Martin Corp COM(LMT)COM539830109$2.8M5,7290.2%
Pentair PLC COM(PNR)COMG7S00T104$2.8M62,0190.2%
Pfizer Inc COM(PFE)COM717081103$2.8M54,7100.2%
Ishares Trust Russell 2000 ETF(IWM)RUSSELL 2000 ETF464287655$2.8M16,2570.2%
Coterra Energy Inc COM(CTRA)COM127097103$2.8M115,8720.2%
Laboratory Corp Amer Hldgs COMCOM50540R409$2.9M12,1430.2%
Advance Auto Parts Inc COM(AAP)COM00751Y106$2.9M19,4830.2%
Intel Corp COM(INTC)COM458140100$2.9M109,2490.2%
Ishares Trust Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$3.0M44,9480.2%
Select Sector Spdr Trust Communication ETF(XLC)COMMUNICATION ETF81369Y852$3.0M62,1130.2%
Applied Materials Inc COM(AMAT)COM038222105$3.1M31,5300.2%
Waste Management Inc COM(WM)COM94106L109$3.1M19,5840.2%
Select Sector Spdr Trust RL EST SEL SEC ETF(XLRE)RL EST SEL SEC ETF81369Y860$3.1M83,3030.2%
Vanguard Real Estate ETF(VNQ)REAL ESTATE ETF922908553$3.1M37,6610.2%
Netapp Inc COM(NTAP)COM64110D104$3.1M51,7730.2%
CVS Health Corporation COM(CVS)COM126650100$3.1M33,5270.2%
Walmart Inc COM(WMT)COM931142103$3.2M22,4320.2%
PreviousPage 7 of 10Next