Cx Institutional Incresed Positions in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
11.5K
+ 21.82%
$145.57 - $161.83 $1.67M - $1.86M
64K $9.94M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
62.8K
+ 23.82%
$21.49 - $24.47 $1.35M - $1.54M
327K $7.99M
SCHW
Schwab Charles Corp

Financial Services
17.8K
+ 13.74%
$91.03 - $98.69 $1.62M - $1.76M
147K $14.1M
MET
Metlife Inc

Financial Services
22.3K
+ 30.24%
$73.82 - $82.37 $1.65M - $1.84M
96K $7.91M
LMT
Lockheed Martin Corp

Industrials
2.73K
+ 17.6%
$410.74 - $499.21 $1.12M - $1.36M
18.3K $9.11M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
37.1K
+ 6.13%
$50.53 - $50.82 $1.88M - $1.89M
643K $32.7M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
40.8K
+ 133.92%
$44.22 - $45.74 $1.81M - $1.87M
71.3K $3.25M
XOM
Exxon Mobil Corp

Energy
11.6K
+ 10.28%
$105.83 - $117.22 $1.23M - $1.36M
124K $14M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16K
+ 5.26%
$52.12 - $55.33 $835K - $886K
321K $17.7M
MO
Altria Group, Inc.

Consumer Defensive
12.3K
+ 10.57%
$57.75 - $67.68 $712K - $834K
129K $8.52M
CMI
Cummins Inc

Industrials
3.44K
+ 173.96%
$327.85 - $426.39 $1.13M - $1.47M
5.42K $2.29M
LHX
L3 Harris Technologies, Inc.

Industrials
5.2K
+ 671.71%
$252.18 - $305.41 $1.31M - $1.59M
5.97K $1.82M
SO
Southern CO

Utilities
16.9K
+ 201.66%
$90.83 - $96.0 $1.53M - $1.62M
25.3K $2.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
693
+ 4.3%
$404.94 - $499.99 $281K - $346K
16.8K $8.16M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
19.4K
+ 11.85%
$50.02 - $53.28 $970K - $1.03M
183K $9.57M
KLAC
Kla Corp

Technology
904
+ 41.97%
$843.9 - $1078.6 $763K - $975K
3.06K $3.3M
IBM
International Business Machines Corp

Technology
5.14K
+ 74.0%
$234.77 - $292.47 $1.21M - $1.5M
12.1K $3.41M
CVS
Cvs Health Corp

Healthcare
8.11K
+ 7.45%
$58.75 - $76.5 $477K - $621K
117K $8.82M
GLW
Corning Inc

Technology
9.81K
+ 57.68%
$51.6 - $82.03 $506K - $805K
26.8K $2.2M
HCA
Hca Healthcare, Inc.

Healthcare
1.05K
+ 5.31%
$334.32 - $426.2 $352K - $449K
20.9K $8.91M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
25.5K
+ 82.92%
$50.47 - $50.74 $1.29M - $1.29M
56.3K $2.85M
OEF
Ishares S&P 100 ETF

ETFs
3.77K
+ 4058.06%
N/A
3.87K $1.29M
PAVE
Global X Fds Us Infrastructure

ETFs
5.47K
+ 2.24%
$44.02 - $47.63 $241K - $261K
249K $11.9M
NSC
Norfolk Southern Corp

Industrials
3.89K
+ 225.58%
$259.49 - $300.41 $1.01M - $1.17M
5.61K $1.69M
LLY
Eli Lilly & CO

Healthcare
2.19K
+ 7.63%
$625.65 - $812.69 $1.37M - $1.78M
30.9K $23.6M
AMT
American Tower Corp

Real Estate
6.45K
+ 279.02%
$192.32 - $232.35 $1.24M - $1.5M
8.76K $1.69M
TRV
Travelers Companies, Inc.

Financial Services
3.33K
+ 16.04%
$250.62 - $279.43 $834K - $930K
24.1K $6.72M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.48K
+ 6.94%
$108.46 - $120.63 $486K - $540K
69K $8.2M
PH
Parker Hannifin Corp

Industrials
1.26K
+ 39.55%
$697.13 - $769.67 $878K - $969K
4.44K $3.37M
AMGN
Amgen Inc

Healthcare
3.59K
+ 9.61%
$271.18 - $309.22 $974K - $1.11M
41K $11.6M
FXL
First Tr Exchange Traded Fd Fi

ETFs
6.5K
+ 575.55%
$155.79 - $172.55 $1.01M - $1.12M
7.63K $1.28M
AEP
American Electric Power CO Inc

Utilities
9.3K
+ 150.62%
$103.26 - $115.0 $960K - $1.07M
15.5K $1.74M
NEE
Nextera Energy Inc

Utilities
13K
+ 102.36%
$69.77 - $77.54 $906K - $1.01M
25.7K $1.94M
LOW
Lowes Companies Inc

Consumer Cyclical
911
+ 3.54%
$215.01 - $273.02 $196K - $249K
26.7K $6.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20.7K
+ 368.79%
$42.26 - $47.16 $873K - $975K
26.3K $1.22M
IRM
Iron Mountain Inc

Real Estate
9.5K
+ 544.47%
$89.46 - $104.46 $850K - $992K
11.2K $1.15M
APH
Amphenol Corp

Technology
6.17K
+ 76.07%
$97.39 - $125.4 $601K - $774K
14.3K $1.77M
DD
Du Pont De Nemours, Inc.

Basic Materials
11.6K
+ 242.99%
$69.9 - $78.26 $814K - $911K
16.4K $1.28M
COP
Conocophillips

Energy
5.64K
+ 7.23%
$91.0 - $98.99 $513K - $558K
83.6K $7.91M
Linde PLC
1.88K
+ 66.86%
N/A
4.69K $2.23M
FVD
First Tr Value Line Divid Inde

ETFs
19.5K
+ 4811.33%
$44.73 - $46.86 $874K - $915K
19.9K $922K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.01K
+ 5.77%
$136.48 - $142.97 $547K - $573K
73.5K $10.3M
CSCO
Cisco Systems, Inc.

Technology
14.3K
+ 11.03%
$66.2 - $71.79 $949K - $1.03M
144K $9.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.28K
+ 3.41%
$62.09 - $66.51 $328K - $351K
160K $10.5M
TMUS
T Mobile Us, Inc.

Communication Services
3.34K
+ 10.72%
$226.02 - $259.01 $755K - $865K
34.5K $8.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
506
+ 0.58%
$181.56 - $190.33 $91.9K - $96.3K
87.4K $16.6M
VBR
Vanguard Small Cap Value ETF

ETFs
509
+ 1.06%
$195.41 - $212.37 $99.5K - $108K
48.6K $10.1M
SPGI
S&P Global Inc.

Financial Services
2.56K
+ 21.5%
$484.94 - $564.15 $1.24M - $1.44M
14.5K $7.04M
MDT
Medtronic PLC

Healthcare
2.16K
+ 3.15%
$87.67 - $95.74 $189K - $207K
70.8K $6.75M
Activity Summary
Buys All Purchases 803 New Holdings 190 Increased Positions 613 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cx Institutional Portfolio

Follow Cx Institutional and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email