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 |
|---|---|---|---|---|---|---|---|
| FSKFS KKR Capital Corp | COM | 14,113 | $280.0K | <0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 3,809 | $288.0K | <0.1% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 2,311 | $290.0K | <0.1% | – | – | History |
| RTXRTX Corp | Stock | 3,752 | $290.0K | <0.1% | – | – | History |
| ENTGEntegris Inc | COM | 2,634 | $294.0K | <0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,303 | $308.0K | <0.1% | – | – | History |
| FITBFifth Third Bancorp | COM | 8,233 | $308.0K | <0.1% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 2,398 | $308.0K | <0.1% | – | – | History |
| MSMorgan Stanley | Stock | 3,975 | $309.0K | <0.1% | – | – | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 6,411 | $321.0K | <0.1% | – | – | – |
| CHTRCharter Communications, Inc. | CL A | 528 | $326.0K | <0.1% | – | – | History |
| CCitigroup Inc | Stock | 4,542 | $330.0K | <0.1% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,359 | $331.0K | <0.1% | – | – | – |
| ADIAnalog Devices Inc | Stock | 2,132 | $331.0K | <0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 924 | $332.0K | <0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,188 | $334.0K | <0.1% | – | – | History |
| USBUS Bancorp DE | COM NEW | 6,035 | $334.0K | <0.1% | – | – | History |
| TALTAL Education Group | SPONSORED ADS | 6,359 | $342.0K | <0.1% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,423 | $344.0K | <0.1% | – | – | – |
| VFCV F Corp | Stock | 4,374 | $350.0K | <0.1% | – | – | History |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 7,322 | $353.0K | <0.1% | – | – | – |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 9,464 | $369.0K | <0.1% | – | – | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 11,658 | $371.0K | <0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 3,416 | $374.0K | <0.1% | – | – | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 9,556 | $378.0K | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 8,638 | $378.0K | <0.1% | – | – | – |
| TTTrane Technologies plc | SHS | 2,310 | $382.0K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 1,409 | $390.0K | <0.1% | – | – | History |
| WFCWells Fargo & Company | Stock | 10,149 | $396.0K | <0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 6,509 | $411.0K | <0.1% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 4,834 | $423.0K | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 19,680 | $426.0K | <0.1% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 9,932 | $427.0K | <0.1% | – | – | – |
| HONHoneywell International Inc | COM | 2,033 | $442.0K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 2,406 | $444.0K | <0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 7,729 | $449.0K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 12,410 | $480.0K | <0.1% | – | – | History |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 10,759 | $489.0K | <0.1% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 11,584 | $490.0K | <0.1% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 14,110 | $511.0K | <0.1% | – | – | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 15,174 | $522.0K | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 8,946 | $524.0K | <0.1% | – | – | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 12,093 | $553.0K | <0.1% | – | – | – |
| DOVDOVER Corp | COM | 4,128 | $566.0K | 0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 4,089 | $579.0K | 0.1% | – | – | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 8,742 | $580.0K | 0.1% | – | – | – |
| STTState Street Corp | COM | 7,223 | $607.0K | 0.1% | – | – | History |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 20,340 | $615.0K | 0.1% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 10,650 | $617.0K | 0.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 12,178 | $642.0K | 0.1% | – | – | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 14,842 | $647.0K | 0.1% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,648 | $700.0K | 0.1% | – | – | – |
| CPRTCopart Inc | COM | 6,636 | $720.0K | 0.1% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,932 | $723.0K | 0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 5,239 | $729.0K | 0.1% | – | – | History |
| EFXEquifax Inc | COM | 4,181 | $757.0K | 0.1% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $771.0K | 0.1% | – | – | History |
| RVTYRevvity, Inc. | COM | 6,161 | $790.0K | 0.1% | – | – | History |
| Vanguard World FD921910733 | ESG US STK ETF | 10,814 | $797.0K | 0.1% | – | – | – |
| BROBrown & Brown, Inc. | Stock | 17,997 | $823.0K | 0.1% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 2,136 | $856.0K | 0.1% | – | – | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 32,967 | $856.0K | 0.1% | – | – | – |
| NVSNovartis AG | ADR | 10,202 | $872.0K | 0.1% | – | – | History |
| iShares Tr464288174 | GL TIMB FORE ETF | 10,309 | $878.0K | 0.1% | – | – | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 10,160 | $891.0K | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 17,879 | $899.0K | 0.1% | – | – | – |
| CRLCharles River Laboratories International, Inc. | COM | 3,108 | $901.0K | 0.1% | – | – | History |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 23,810 | $917.0K | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33738R886 | DORSEY WRIGHT | 40,632 | $933.0K | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 17,934 | $971.0K | 0.1% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,797 | $973.0K | 0.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 14,694 | $1.01M | 0.1% | – | – | – |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 18,784 | $1.05M | 0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 11,867 | $1.07M | 0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 19,110 | $1.08M | 0.1% | – | – | – |
| HASHasbro, Inc. | COM | 11,300 | $1.09M | 0.1% | – | – | History |
| iShares Tr464288372 | GLB INFRASTR ETF | 24,252 | $1.09M | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 5,030 | $1.13M | 0.1% | – | – | History |
| FNFFidelity National Financial, Inc. | COM SHS | 28,105 | $1.14M | 0.1% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 9,452 | $1.15M | 0.1% | – | – | History |
| FAFFirst American Financial Corp | Stock | 20,717 | $1.17M | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 9,917 | $1.19M | 0.1% | – | – | History |
| ZIONZions Bancorporation, National Association | COM | 22,245 | $1.22M | 0.1% | – | – | History |
| EVRGEvergy, Inc. | Stock | 20,629 | $1.23M | 0.1% | – | – | History |
| NTAPNetApp, Inc. | Stock | 17,034 | $1.24M | 0.1% | – | – | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 50,097 | $1.26M | 0.1% | – | – | – |
| iShares Tr46435U135 | CYBERSECURITY | 34,406 | $1.31M | 0.1% | – | – | – |
| iShares Tr464288869 | MICRO-CAP ETF | 9,088 | $1.33M | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 12,768 | $1.38M | 0.1% | – | – | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 14,274 | $1.43M | 0.1% | – | – | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 36,699 | $1.46M | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 48,755 | $1.48M | 0.1% | – | – | History |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 50,592 | $1.55M | 0.1% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 23,236 | $1.55M | 0.1% | – | – | – |
| PGRProgressive Corp | Stock | 16,427 | $1.57M | 0.1% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 8,820 | $1.60M | 0.1% | – | – | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 64,217 | $1.62M | 0.1% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 22,062 | $1.66M | 0.1% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 12,350 | $1.68M | 0.1% | – | – | – |
| MMM3M Co | Stock | 9,005 | $1.74M | 0.2% | – | – | History |