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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

DCI holding history

Donaldson Co Inc in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DCI overviewAll 13F holders of DCIFull Q2 2026 holdings

Shares (Q2 2026)
4,127
Value
$370.0K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of DCI by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,127$370.0K<0.1%−1,221−22.8%ReducedHolders
Q1 20265,348$454.0K<0.1%+18+0.3%AddedHolders
Q4 20255,330$473.0K<0.1%−63−1.2%ReducedHolders
Q3 20255,393$441.0K<0.1%+4,609+587.9%AddedHolders
Q2 2025784$54.0K<0.1%00.0%UnchangedHolders
Q1 2025784$53.0K<0.1%+784NewHolders
Q3 20220$00.0%−480−100.0%Sold outHolders
Q2 2022480$23.0K<0.1%+480NewHolders
Q4 20210$00.0%−320−100.0%Sold outHolders
Q3 2021320$18.0K<0.1%00.0%UnchangedHolders
Q2 2021320$20.0K<0.1%00.0%UnchangedHolders
Q1 2021320$19.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.