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
$301B
$2.67 Million 0.09% of portfolio
37,687
Q2 2025 Reduced 6.93%
$11.9B
$2.38 Million 0.08% of portfolio
15,916
Q2 2025 Reduced 1.09%
$146B
$2.37 Million 0.08% of portfolio
19,200
Q2 2025 Reduced 67.19%
$250B
$2.37 Million 0.08% of portfolio
16,705
Q2 2025 Added 6.54%
$85.3B
$2.24 Million 0.08% of portfolio
16,823
Q2 2025 Added 1.97%
$29.2B
$2.23 Million 0.08% of portfolio
20,144
Q2 2025 Reduced 0.68%
$92.6B
$2.22 Million 0.08% of portfolio
3,183
Q2 2025 Added 12.47%
$40.6B
$2.2 Million 0.08% of portfolio
29,024
Q2 2025 Added 7.1%
$283B
$2.14 Million 0.07% of portfolio
8,312
Q2 2025 Reduced 75.42%
$13.7B
$2.09 Million 0.07% of portfolio
15,434
Q2 2025 Added 28.86%
$253B
$2.05 Million 0.07% of portfolio
6,945
Q2 2025 Reduced 2.95%
$87.4B
$1.98 Million 0.07% of portfolio
11,892
Q2 2025 Added 8.64%
$20.1B
$1.96 Million 0.07% of portfolio
6,243
Q2 2025 Added 15.25%
$15.5B
$1.94 Million 0.07% of portfolio
22,203
Q2 2025 Added 16.02%
$126B
$1.93 Million 0.07% of portfolio
2,154
Q1 2025 Reduced 11.87%
$74.6B
$1.93 Million 0.07% of portfolio
18,224
Q2 2025 Reduced 2.4%
$25.6B
$1.73 Million 0.06% of portfolio
7,912
Q2 2025 Reduced 2.59%
$10.1B
$1.72 Million 0.06% of portfolio
7,105
Q2 2025 Reduced 2.55%
$313B
$1.65 Million 0.06% of portfolio
20,526
Q2 2025 Added 1.9%
$14.3B
$1.63 Million 0.06% of portfolio
55,493
Q2 2025 Added 9.48%
$383B
$1.62 Million 0.06% of portfolio
34,150
Q2 2025 Added 7.69%
$149B
$1.61 Million 0.06% of portfolio
4,081
Q2 2025 Added 1.64%
$256B
$1.56 Million 0.05% of portfolio
8,556
Q2 2025 Reduced 3.79%
$17.2B
$1.52 Million 0.05% of portfolio
11,874
Q2 2025 Reduced 6.2%
$7.15B
$1.48 Million 0.05% of portfolio
8,531
Q2 2025 Added 0.31%
$2.16B
$1.47 Million 0.05% of portfolio
29,278
Q2 2025 Added 38.54%
$69.1B
$1.46 Million 0.05% of portfolio
12,194
Q2 2025 Reduced 74.43%
$429B
$1.46 Million 0.05% of portfolio
2
Q2 2025 New
$1.81B
$1.45 Million 0.05% of portfolio
95,343
Q2 2025 Added 99.35%
$15.6B
$1.41 Million 0.05% of portfolio
7,863
Q2 2025 Reduced 11.48%
$14.9B
$1.39 Million 0.05% of portfolio
4,443
Q2 2025 New
$145B
$1.39 Million 0.05% of portfolio
5,217
Q2 2025 Reduced 2.7%
$22.2B
$1.33 Million 0.05% of portfolio
8,633
Q2 2025 Reduced 5.59%
$182B
$1.31 Million 0.05% of portfolio
15,331
Q2 2025 Added 12.07%
$29.2B
$1.3 Million 0.05% of portfolio
5,005
Q2 2025 Added 0.87%
$182B
$1.26 Million 0.04% of portfolio
13,495
Q2 2025 Reduced 11.68%
$251B
$1.25 Million 0.04% of portfolio
10,365
Q1 2025 Reduced 1.65%
$121B
$1.22 Million 0.04% of portfolio
5,133
Q2 2025 Added 1.58%
$136B
$1.22 Million 0.04% of portfolio
5,798
Q2 2025 Added 21.37%
$24.8B
$1.21 Million 0.04% of portfolio
10,548
Q2 2025 Reduced 18.71%
$194B
$1.2 Million 0.04% of portfolio
1,171
Q2 2025 Added 1.91%
$221B
$1.19 Million 0.04% of portfolio
9,619
Q2 2025 Added 4.33%
$88.1B
$1.15 Million 0.04% of portfolio
3,348
Q2 2025 Reduced 9.98%
$141B
$1.14 Million 0.04% of portfolio
47,032
Q2 2025 Added 50.57%
$237B
$1.1 Million 0.04% of portfolio
7,835
Q2 2025 Added 3.62%
$59.8B
$1.1 Million 0.04% of portfolio
1,941
Q2 2025 Reduced 10.76%
$180B
$1.1 Million 0.04% of portfolio
25,314
Q2 2025 Added 1.83%
$15.4B
$1.09 Million 0.04% of portfolio
19,441
Q2 2025 Reduced 1.2%
$68.6B
$1.09 Million 0.04% of portfolio
24,014
Q2 2025 Added 17.06%

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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