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
$168B
$6.54 Million 0.23% of portfolio
16,123
Q2 2025 Added 58.75%
$1.17T
$6.47 Million 0.23% of portfolio
36,475
Q2 2025 Added 0.76%
$10.1B
$6.45 Million 0.22% of portfolio
13,519
Q2 2025 Added 85.17%
$5.15B
$6.39 Million 0.22% of portfolio
62,988
Q2 2025 Added 97.6%
$267B
$6.37 Million 0.22% of portfolio
20,405
Q2 2025 Added 23.18%
$153B
$6.36 Million 0.22% of portfolio
12,510
Q2 2025 Added 4.11%
$91.6B
$6.35 Million 0.22% of portfolio
19,208
Q2 2025 Reduced 1.99%
$3.36B
$6.31 Million 0.22% of portfolio
412,484
Q2 2025 Added 185.6%
$169B
$6.28 Million 0.22% of portfolio
11,905
Q2 2025 Added 6.37%
$173B
$6.25 Million 0.22% of portfolio
16,153
Q2 2025 Added 19.56%
$53.4B
$6.08 Million 0.21% of portfolio
30,186
Q2 2025 Added 504.81%
$73.8B
$6.07 Million 0.21% of portfolio
60,165
Q2 2025 Added 39.88%
$1.05B
$6.05 Million 0.21% of portfolio
263,283
Q2 2025 Added 220.5%
$155B
$6.03 Million 0.21% of portfolio
168,899
Q2 2025 Reduced 1.65%
$116B
$6.03 Million 0.21% of portfolio
20,802
Q2 2025 Added 517.82%
$5.69B
$6 Million 0.21% of portfolio
37,136
Q2 2025 Added 122.91%
$181B
$5.96 Million 0.21% of portfolio
19,932
Q2 2025 Added 17.28%
$61.8B
$5.93 Million 0.21% of portfolio
73,687
Q2 2025 Added 0.86%
$533B
$5.84 Million 0.2% of portfolio
10,396
Q2 2025 Reduced 45.55%
$3.13B
$5.83 Million 0.2% of portfolio
102,047
Q2 2025 Added 115.76%
$141B
$5.72 Million 0.2% of portfolio
25,758
Q2 2025 Added 15.26%
$4.64B
$5.65 Million 0.2% of portfolio
263,857
Q2 2025 Added 120.97%
$74B
$5.65 Million 0.2% of portfolio
62,142
Q2 2025 Added 4.82%
$62.5B
$5.55 Million 0.19% of portfolio
20,749
Q2 2025 Added 1,057.87%
$7.08B
$5.41 Million 0.19% of portfolio
76,191
Q2 2025 Added 20.67%
$227B
$5.02 Million 0.18% of portfolio
15,750
Q2 2025 Reduced 4.38%
$942M
$4.83 Million 0.17% of portfolio
119,022
Q2 2025 Added 120.71%
$9.37B
$4.82 Million 0.17% of portfolio
113,363
Q2 2025 Added 48.38%
$2.47B
$4.74 Million 0.17% of portfolio
138,318
Q2 2025 Added 90.48%
$8.78B
$4.65 Million 0.16% of portfolio
34,289
Q2 2025 Added 45.89%
$36.1B
$4.59 Million 0.16% of portfolio
56,274
Q2 2025 Added 0.01%
$7.29B
$4.55 Million 0.16% of portfolio
42,892
Q2 2025 Added 23.37%
$1.12B
$4.35 Million 0.15% of portfolio
194,065
Q2 2025 Added 106.41%
$81.7B
$4.19 Million 0.15% of portfolio
14,349
Q2 2025 Added 3.47%
$1.28B
$4.04 Million 0.14% of portfolio
134,219
Q2 2025 Added 117.73%
$36.9B
$3.87 Million 0.13% of portfolio
29,881
Q2 2025 Added 62.98%
$93.2B
$3.82 Million 0.13% of portfolio
16,711
Q2 2025 Reduced 3.96%
$220B
$3.7 Million 0.13% of portfolio
12,668
Q2 2025 Reduced 56.52%
$642B
$3.69 Million 0.13% of portfolio
16,862
Q2 2025 Added 4.64%
$530B
$3.42 Million 0.12% of portfolio
2,556
Q2 2025 Added 0.16%
$220B
$3.4 Million 0.12% of portfolio
24,965
Q2 2025 Reduced 61.46%
$73.3B
$3.36 Million 0.12% of portfolio
9,427
Q2 2025 Reduced 1.24%
$102B
$3.17 Million 0.11% of portfolio
4,320
Q2 2025 Reduced 8.12%
$239B
$3.16 Million 0.11% of portfolio
4,458
Q2 2025 Added 11.87%
$229B
$2.98 Million 0.1% of portfolio
515
Q2 2025 Added 5.1%
$38.4B
$2.94 Million 0.1% of portfolio
9,799
Q2 2025 Reduced 8.79%
$52B
$2.86 Million 0.1% of portfolio
39,915
Q2 2025 Reduced 4.05%
$195B
$2.8 Million 0.1% of portfolio
96,846
Q2 2025 Added 0.38%
-
$2.67 Million 0.09% of portfolio
-
Q2 2025 Added 4.66%

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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