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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001737089

CX Institutional

AUBURN, IN · File #028-18844

Latest AUM
$3.4M
Positions
1,517
Top-10 Concentration
37.7%
Filings
13

Sector Allocation

Technology
10.5%$352,702
Financials
6.0%$200,846
Healthcare
5.6%$186,500
Industrials
3.0%$99,213
Consumer Staples
1.6%$53,891
Energy
1.2%$39,072
Materials
0.5%$16,778
Utilities
0.3%$9,324
Real Estate
0.1%$4,123

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1iShares ETFs/USA46436E7181,281,899$128,6776.45%
2iShares ETFs/USA46432F8421,022,536$91,4764.59%
3State Street ETF/USA78464A6722,752,121$79,3713.98%
4Vanguard ETF/USA922908629253,045$73,4393.68%
5iShares ETFs/USA464287408312,076$66,1823.32%
6Vanguard ETF/USA92203J4071,349,746$65,2203.27%
7APPLE INCAAPL236,446$64,2803.22%
8iShares ETFs/USA46428720091,842$62,9073.15%
9Vanguard ETF/USA922908751233,647$60,2693.02%
10State Street ETF/USA78464A3832,650,742$59,4162.98%
11Vanguard ETF/USA921910816143,715$59,3212.97%
12State Street ETF/USA78464A1442,011,300$59,0122.96%
13iShares ETFs/USA464287614122,289$57,8792.90%
14iShares ETFs/USA464287671343,577$57,7002.89%
15NVIDIA CORPNVDA300,575$56,0572.81%
16Schwab Strategic Trust8085244091,848,372$54,7302.74%
17MICROSOFT CORPMSFT109,200$52,8112.65%
18State Street ETF/USA78468R7391,058,055$50,7762.55%
19iShares ETFs/USA464287598236,247$49,6922.49%
20Invesco ETFs/USAIVZ969,357$49,3982.48%