SMF
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Scott Marsh Financial’s Calix CALX Stock Holding History

Scott Marsh Financial’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$863K Buy
+16,228
New +$694K 0.32% 101

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Scott Marsh Financial's CALX Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Calix (CALX) in Q2 2025: 16,228 shares worth $863K. The stake represents 0.32% of the portfolio and ranks #101 among its holdings.

295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • Scott Marsh Financial held 16,228 shares of Calix worth $863K as of Q2 2025.
  • Calix was a new Scott Marsh Financial position in Q2 2025.
  • Calix made up 0.32% of Scott Marsh Financial's portfolio in Q2 2025, its #101 holding.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.