CX Institutional
- SEC CIK
- 0001737089
- Latest filing
- Oct 2, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 15, 2021. Long positions only.
- Positions
- 867
- No 13F data for Q4 2020
- Portfolio value
- $1.12B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 1,252 | $112.0K | <0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 559 | $113.0K | <0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 1,509 | $114.0K | <0.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 151 | $114.0K | <0.1% | – | – | History |
| CMECME Group Inc. | COM | 568 | $116.0K | <0.1% | – | – | History |
| RSGRepublic Services, Inc. | COM | 1,167 | $116.0K | <0.1% | – | – | History |
| iShares Tr464289883 | CORE 30 70 ETF | 3,008 | $116.0K | <0.1% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 484 | $118.0K | <0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 561 | $120.0K | <0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 692 | $121.0K | <0.1% | – | – | History |
| LRCXLam Research Corp | COM | 204 | $121.0K | <0.1% | – | – | History |
| FISVFiserv Inc | Stock | 1,028 | $122.0K | <0.1% | – | – | History |
| iShares Tr46435G342 | MORTGE REL ETF | 3,476 | $122.0K | <0.1% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 740 | $122.0K | <0.1% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 1,608 | $124.0K | <0.1% | – | – | History |
| CMICummins Inc | Stock | 482 | $125.0K | <0.1% | – | – | History |
| EQIXEquinix Inc | COM | 184 | $125.0K | <0.1% | – | – | History |
| COPConocoPhillips | Stock | 2,393 | $127.0K | <0.1% | – | – | History |
| LUVSouthwest Airlines Co | COM | 2,086 | $127.0K | <0.1% | – | – | History |
| BAXBaxter International Inc | Stock | 1,549 | $131.0K | <0.1% | – | – | History |
| HBIHanesbrands Inc. | COM | 6,768 | $133.0K | <0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 2,312 | $135.0K | <0.1% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 1,262 | $136.0K | <0.1% | – | – | History |
| CBChubb Ltd | Stock | 883 | $139.0K | <0.1% | – | – | History |
| IPInternational Paper Co | COM | 2,600 | $140.0K | <0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 1,444 | $142.0K | <0.1% | – | – | History |
| CSXCSX Corp | Stock | 1,468 | $142.0K | <0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 1,489 | $144.0K | <0.1% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,256 | $145.0K | <0.1% | – | – | – |
| OTISOtis Worldwide Corp | Stock | 2,159 | $148.0K | <0.1% | – | – | History |
| KHCKraft Heinz Co | Stock | 3,708 | $148.0K | <0.1% | – | – | History |
| PCARPaccar Inc | COM | 1,599 | $149.0K | <0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 2,298 | $150.0K | <0.1% | – | – | History |
| Schwab U.S. REIT ETF808524847 | ETF | 3,672 | $151.0K | <0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,761 | $151.0K | <0.1% | – | – | – |
| TJXTJX Companies Inc | Stock | 2,352 | $156.0K | <0.1% | – | – | History |
| TGTTarget Corp | Stock | 787 | $156.0K | <0.1% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,036 | $159.0K | <0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 3,161 | $162.0K | <0.1% | – | – | History |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 3,161 | $162.0K | <0.1% | – | – | – |
| CVSCVS Health Corp | Stock | 2,192 | $165.0K | <0.1% | – | – | History |
| DEDeere & Co | Stock | 442 | $165.0K | <0.1% | – | – | History |
| iShares Tr464287580 | US CONSUM DISCRE | 2,202 | $165.0K | <0.1% | – | – | – |
| First Tr Exchange Traded FD33738R100 | MULTI ASSET DI | 10,546 | $170.0K | <0.1% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 3,616 | $171.0K | <0.1% | – | – | History |
| CICigna Group | Stock | 713 | $172.0K | <0.1% | – | – | History |
| iShares Tr46434V274 | INTL EQTY FACTOR | 5,986 | $172.0K | <0.1% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 1,228 | $173.0K | <0.1% | – | – | History |
| AZOAutoZone Inc | COM | 124 | $174.0K | <0.1% | – | – | History |
| GLGlobe Life Inc. | COM | 1,801 | $174.0K | <0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,066 | $175.0K | <0.1% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 3,126 | $175.0K | <0.1% | – | – | History |
| CARRCarrier Global Corp | Stock | 4,181 | $177.0K | <0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 164 | $181.0K | <0.1% | – | – | History |
| MASMasco Corp | COM | 3,029 | $181.0K | <0.1% | – | – | History |
| GMGeneral Motors Co | COM | 3,184 | $183.0K | <0.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 632 | $184.0K | <0.1% | – | – | History |
| iShares Tr464287762 | US HLTHCARE ETF | 733 | $185.0K | <0.1% | – | – | – |
| iShares Tr464287754 | US INDUSTRIALS | 1,788 | $189.0K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137Y500 | ZACKS MULT AST | 8,183 | $190.0K | <0.1% | – | – | – |
| AJGArthur J. Gallagher & Co. | COM | 1,585 | $198.0K | <0.1% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 762 | $199.0K | <0.1% | – | – | History |
| GEGeneral Electric Co | COM | 15,231 | $200.0K | <0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 775 | $202.0K | <0.1% | – | – | – |
| FDXFedEx Corp | Stock | 713 | $203.0K | <0.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 1,111 | $204.0K | <0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 1,221 | $208.0K | <0.1% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,382 | $219.0K | <0.1% | – | – | – |
| DHRDanaher Corp | Stock | 984 | $221.0K | <0.1% | – | – | History |
| BABoeing Co | Stock | 874 | $223.0K | <0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 581 | $223.0K | <0.1% | – | – | History |
| iShares Tr46432F875 | MRNGSTR INC ETF | 9,495 | $223.0K | <0.1% | – | – | – |
| HUMHumana Inc | Stock | 539 | $226.0K | <0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 1,700 | $227.0K | <0.1% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,726 | $229.0K | <0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 2,589 | $230.0K | <0.1% | – | – | History |
| SAPSAP SE | ADR | 1,900 | $233.0K | <0.1% | – | – | History |
| LINLinde PLC | SHS | 832 | $233.0K | <0.1% | – | – | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 6,653 | $234.0K | <0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 517 | $236.0K | <0.1% | – | – | History |
| iShares Global Clean Energy ETF464288224 | ETF | 9,926 | $241.0K | <0.1% | – | – | – |
| Ssga Active ETF Tr78467V202 | ST STR INCOM ETF | 6,993 | $242.0K | <0.1% | – | – | – |
| QCOMQualcomm Inc | Stock | 1,837 | $244.0K | <0.1% | – | – | History |
| MDTMedtronic plc | Stock | 2,104 | $249.0K | <0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 537 | $249.0K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 2,541 | $250.0K | <0.1% | – | – | – |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 9,165 | $253.0K | <0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 1,101 | $255.0K | <0.1% | – | – | History |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 3,750 | $257.0K | <0.1% | – | – | – |
| GPCGenuine Parts Co | Stock | 2,233 | $258.0K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 2,817 | $259.0K | <0.1% | – | – | – |
| ARMKAramark | COM | 6,872 | $260.0K | <0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 16,643 | $261.0K | <0.1% | – | – | History |
| SYKStryker Corp | Stock | 1,078 | $263.0K | <0.1% | – | – | History |
| INTCIntel Corp | Stock | 4,130 | $264.0K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 812 | $265.0K | <0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,392 | $265.0K | <0.1% | – | – | History |
| FLFoot Locker, Inc. | COM | 4,765 | $268.0K | <0.1% | – | – | History |
| DRIDarden Restaurants Inc | COM | 1,904 | $270.0K | <0.1% | – | – | History |
| CFGCitizens Financial Group Inc | COM | 6,218 | $274.0K | <0.1% | – | – | History |