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Edison Byzyka

Cx Institutional

Assets Managed
$3.465B
Holdings
1568
Last Quarter
2026 - Q2
Filed Date
11d ago
Growth Rate
5.7%(2Q avg: 1.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cx Institutional's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1568 positions.

Assets under management

The assets under management (AUM) of Cx Institutional over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.465B in assets, with a quarterly growth rate of 5.7% and a 2-quarter average growth rate of 1.74%. The portfolio is managed by Edison Byzyka, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 60.94%
5.37%
$185.966M
1.847M shares@ $100.68 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -12.58%
2.41%
$83.22M
861,670 shares@ $96.58 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 118.84%
2.13%
$73.467M
894,736 shares@ $82.12 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.24%
2.04%
$70.586M
243,940 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.69%
1.81%
$62.443M
312,073 shares@ $200.1 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 334.88%
1.79%
$61.809M
767,143 shares@ $80.58 avg price
SPMB
Spdr Portfolio Mortgage Back
Recent Activity
Increased 2.36%
1.77%
$61.03M
2.736M shares@ $22.31 avg price
SPBO
Spdr Portfolio Corporate Bon
Recent Activity
Increased 2.08%
1.76%
$60.858M
2.096M shares@ $29.04 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Decreased -16.44%
1.63%
$56.149M
1.159M shares@ $48.44 avg price
SHM
Spdr Nuveen Bloomberg Short
Recent Activity
Increased 0.79%
1.56%
$53.796M
1.122M shares@ $47.97 avg price

1-10 of 1568