Cx Institutional Portfolio Holdings

Cx Institutional

  • $2.87 Billion
  • Q2 2025

Cx Institutional has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.87 Billion distributed in 1213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $156M, Spdr Nuveen Bloomberg Short Te with a value of $80.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $73.5M, Vanguard Mega Cap Growth ETF with a value of $71.5M, and Ishares Core S&P U.S Growth Et with a value of $69.3M.

Examining the 13F form we can see an decrease of $12.3M in the current position value, from $2.88B to 2.87B.

Below you can find more details about Cx Institutional portfolio as well as his latest detailed transactions.

Portfolio value $2.87 Billion
ETFs: $1.72 Billion
Technology: $278 Million
Financial Services: $169 Million
Healthcare: $166 Million
Industrials: $126 Million
Consumer Cyclical: $112 Million
Communication Services: $95.7 Million
Consumer Defensive: $77.9 Million
Other: $95.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$46 Million 1.6% of portfolio
92,380
Q2 2025 Reduced 0.48%
$416B
$43.2 Million 1.51% of portfolio
273,745
Q2 2025 Reduced 0.51%
$3.45T
$42.7 Million 1.49% of portfolio
208,224
Q2 2025 Reduced 0.21%
$1.58T
$30.2 Million 1.05% of portfolio
40,979
Q2 2025 Reduced 0.7%
$2.32T
$29.9 Million 1.04% of portfolio
136,372
Q2 2025 Reduced 0.62%
$113B
$27.7 Million 0.97% of portfolio
100,410
Q2 2025 Reduced 0.42%
$1.14T
$27.2 Million 0.95% of portfolio
154,395
Q2 2025 Reduced 0.63%
$1.05T
$23.1 Million 0.8% of portfolio
72,605
Q2 2025 Reduced 0.33%
$738B
$22.4 Million 0.78% of portfolio
28,717
Q2 2025 Reduced 0.86%
$575B
$21.9 Million 0.76% of portfolio
61,760
Q2 2025 Reduced 0.96%
$220B
$12.8 Million 0.45% of portfolio
32,920
Q2 2025 Reduced 1.78%
$452B
$12.2 Million 0.42% of portfolio
112,712
Q2 2025 Added 4.3%
$331B
$12.1 Million 0.42% of portfolio
65,305
Q2 2025 Reduced 1.97%
$173B
$11.8 Million 0.41% of portfolio
129,566
Q2 2025 Reduced 2.27%
$141B
$10.8 Million 0.38% of portfolio
47,084
Q2 2025 Reduced 2.02%
$375B
$10.8 Million 0.38% of portfolio
67,910
Q2 2025 Reduced 30.1%
$622B
$9.86 Million 0.34% of portfolio
20,297
Q2 2025 New
$439B
$9.79 Million 0.34% of portfolio
64,092
Q2 2025 Added 3.15%
$159B
$9.76 Million 0.34% of portfolio
41,893
Q2 2025 Reduced 2.37%
$219B
$9.22 Million 0.32% of portfolio
63,173
Q2 2025 Added 0.45%
$280B
$9.02 Million 0.31% of portfolio
130,002
Q2 2025 Added 5.15%
$201B
$9.02 Million 0.31% of portfolio
68,307
Q2 2025 Reduced 3.58%
$380B
$8.75 Million 0.31% of portfolio
23,869
Q2 2025 Added 8.76%
$97B
$8.56 Million 0.3% of portfolio
126,924
Q2 2025 Added 145.95%
$207B
$8.5 Million 0.3% of portfolio
107,334
Q2 2025 Reduced 14.38%
$126B
$8.31 Million 0.29% of portfolio
26,932
Q2 2025 Added 3.74%
$79.5B
$7.95 Million 0.28% of portfolio
46,097
Q2 2025 Reduced 2.31%
$138B
$7.82 Million 0.27% of portfolio
70,493
Q2 2025 Added 2.69%
$104B
$7.77 Million 0.27% of portfolio
35,538
Q2 2025 Added 1.97%
$2.2B
$7.76 Million 0.27% of portfolio
168,129
Q2 2025 Added 214.48%
$101B
$7.61 Million 0.27% of portfolio
19,857
Q2 2025 Reduced 4.19%
$3.62B
$7.53 Million 0.26% of portfolio
67,538
Q2 2025 Added 151.47%
$294B
$7.52 Million 0.26% of portfolio
52,528
Q2 2025 Added 5.74%
$80.2B
$7.51 Million 0.26% of portfolio
108,847
Q2 2025 Added 249.29%
$216B
$7.49 Million 0.26% of portfolio
9,510
Q2 2025 Added 0.48%
$855B
$7.49 Million 0.26% of portfolio
25,830
Q2 2025 Added 4.96%
$290B
$7.43 Million 0.26% of portfolio
31,165
Q2 2025 Added 0.07%
$108B
$7.19 Million 0.25% of portfolio
15,521
Q2 2025 Added 4.51%
$260B
$7.18 Million 0.25% of portfolio
73,444
Q2 2025 Reduced 1.62%
$102B
$7.03 Million 0.25% of portfolio
151,783
Q2 2025 Added 19.66%
$161B
$7.01 Million 0.24% of portfolio
38,308
Q2 2025 Added 553.94%
$118B
$7 Million 0.24% of portfolio
77,993
Q2 2025 Added 32.54%
$417B
$6.99 Million 0.24% of portfolio
7,064
Q2 2025 Reduced 2.07%
$107B
$6.83 Million 0.24% of portfolio
116,568
Q2 2025 Reduced 4.4%
$177B
$6.74 Million 0.24% of portfolio
42,345
Q2 2025 Added 23.02%
$83.4B
$6.7 Million 0.23% of portfolio
31,470
Q2 2025 Added 16.76%
$2.18B
$6.67 Million 0.23% of portfolio
59,592
Q2 2025 Added 183.83%
$264B
$6.62 Million 0.23% of portfolio
24,259
Q2 2025 Added 319.34%
$2.17B
$6.57 Million 0.23% of portfolio
207,783
Q2 2025 Added 166.84%

Summary

  • Portfolio
  • No. of Stocks 1,213
  • Current Value $2.87 Billion
  • Prior Value $2.88 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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