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
$23.1B
$184,000 0.01% of portfolio
2,890
Q2 2025 Added 10.52%
$34.7B
$184,000 0.01% of portfolio
1,763
Q2 2025 Reduced 0.28%
$1.25T
$181,000 0.01% of portfolio
800
Q2 2025 Added 5.54%
$28.9B
$179,000 0.01% of portfolio
1,745
Q2 2025 Reduced 3.11%
$27.3B
$179,000 0.01% of portfolio
3,168
Q2 2025 Reduced 1.09%
$18.1B
$177,000 0.01% of portfolio
3,397
Q2 2025 Added 31.21%
$57.3B
$177,000 0.01% of portfolio
505
Q2 2025 Added 2.23%
$26.4B
$176,000 0.01% of portfolio
1,389
Q2 2025 Added 43.34%
$16.8B
$175,000 0.01% of portfolio
505
Q2 2025 Reduced 24.85%
$0
$174,000 0.01% of portfolio
30,200
Q1 2025 New
$26.1B
$173,000 0.01% of portfolio
1,802
Q2 2025 Reduced 8.9%
$17B
$172,000 0.01% of portfolio
382
Q2 2025 Added 6.7%
$18.4B
$172,000 0.01% of portfolio
1,370
Q2 2025 Added 4.18%
$22B
$170,000 0.01% of portfolio
1,860
Q2 2025 Reduced 0.91%
$15.2B
$170,000 0.01% of portfolio
896
Q2 2025 Added 4.31%
$29B
$168,000 0.01% of portfolio
688
Q2 2025 Reduced 14.53%
$85.1B
$167,000 0.01% of portfolio
1,782
Q2 2025 Reduced 12.52%
$7.98B
$166,000 0.01% of portfolio
12,845
Q2 2025 Added 11.66%
$6.55B
$164,000 0.01% of portfolio
4,786
Q2 2025 Reduced 1.54%
$20.3B
$162,000 0.01% of portfolio
1,098
Q2 2025 Added 28.12%
$16B
$161,000 0.01% of portfolio
2,336
Q2 2025 Reduced 10.12%
$88.7B
$161,000 0.01% of portfolio
1,006
Q1 2025 New
$7.93B
$160,000 0.01% of portfolio
717
Q2 2025 Added 13.81%
$60.5B
$159,000 0.01% of portfolio
302
Q2 2025 Added 7.86%
$2.08B
$158,000 0.01% of portfolio
3,071
Q2 2025 Added 569.06%
$29.5B
$156,000 0.01% of portfolio
954
Q2 2025 Reduced 51.35%
$694M
$156,000 0.01% of portfolio
10,154
Q1 2025 New
$19.4B
$156,000 0.01% of portfolio
6,072
Q2 2025 Added 49.41%
$9.98B
$156,000 0.01% of portfolio
6,353
Q2 2025 Reduced 3.6%
$15.7B
$152,000 0.01% of portfolio
1,060
Q2 2025 Added 75.79%
$23.8B
$150,000 0.01% of portfolio
1,564
Q2 2025 Reduced 16.32%
$16.5B
$149,000 0.01% of portfolio
2,467
Q2 2025 Reduced 2.37%
$18.7B
$148,000 0.01% of portfolio
1,299
Q2 2025 Reduced 7.41%
$10.8B
$148,000 0.01% of portfolio
2,187
Q2 2025 Added 294.05%
$0
$147,000 0.01% of portfolio
14,000
Q1 2025 New
$12.4B
$146,000 0.01% of portfolio
2,835
Q2 2025 Added 16.86%
$17.6B
$145,000 0.01% of portfolio
5,484
Q2 2025 Added 173.11%
$20B
$143,000 0.0% of portfolio
3,341
Q2 2025 Added 13.02%
$17.7B
$140,000 0.0% of portfolio
495
Q2 2025 Reduced 0.2%
$155B
$139,000 0.0% of portfolio
2,276
Q1 2025 New
$26.6B
$138,000 0.0% of portfolio
258
Q1 2025 New
$23.7B
$137,000 0.0% of portfolio
795
Q2 2025 Added 2.45%
$10.7B
$137,000 0.0% of portfolio
756
Q2 2025 Added 91.39%
$7.31B
$137,000 0.0% of portfolio
1,303
Q2 2025 Reduced 12.78%
$11.8B
$137,000 0.0% of portfolio
8,889
Q2 2025 Added 561.38%
$10B
$132,000 0.0% of portfolio
666
Q2 2025 Added 6.73%
$17.7B
$130,000 0.0% of portfolio
881
Q2 2025 Reduced 3.4%
$6.36B
$130,000 0.0% of portfolio
2,347
Q2 2025 Added 39.37%
$26.3B
$130,000 0.0% of portfolio
5,301
Q2 2025 Reduced 25.68%

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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