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
$25.1B
$1.09 Million 0.04% of portfolio
4,652
Q2 2025 Reduced 13.16%
$25B
$1.07 Million 0.04% of portfolio
5,847
Q2 2025 Added 0.57%
$51.3B
$1.06 Million 0.04% of portfolio
1,022
Q2 2025 Added 0.79%
$161B
$1.05 Million 0.04% of portfolio
1,931
Q2 2025 Added 3.1%
$40.1B
$997,000 0.03% of portfolio
3,822
Q2 2025 Reduced 12.68%
$164B
$957,000 0.03% of portfolio
7,761
Q2 2025 Reduced 1.18%
$149B
$952,000 0.03% of portfolio
8,860
Q2 2025 Added 1.9%
$143B
$947,000 0.03% of portfolio
2,652
Q2 2025 Added 4.86%
$67B
$942,000 0.03% of portfolio
1,837
Q2 2025 Reduced 12.02%
$63.8B
$895,000 0.03% of portfolio
17,015
Q2 2025 Added 8.97%
$82.7B
$895,000 0.03% of portfolio
241
Q1 2025 Added 18.14%
$177B
$892,000 0.03% of portfolio
4,298
Q2 2025 Added 4.98%
$140B
$881,000 0.03% of portfolio
12,686
Q2 2025 Added 0.59%
$9.19B
$849,000 0.03% of portfolio
10,849
Q2 2025 Reduced 15.57%
$10.4B
$845,000 0.03% of portfolio
9,264
Q2 2025 Added 0.38%
$59.5B
$838,000 0.03% of portfolio
3,689
Q2 2025 Added 4.74%
$15.3B
$824,000 0.03% of portfolio
8,518
Q2 2025 Added 5.56%
$94B
$821,000 0.03% of portfolio
6,953
Q2 2025 Added 5.56%
$43.7B
$818,000 0.03% of portfolio
6,341
Q2 2025 Reduced 2.39%
$41.4B
$816,000 0.03% of portfolio
7,677
Q2 2025 Added 6.33%
$12.8B
$816,000 0.03% of portfolio
10,019
Q2 2025 Reduced 15.87%
$71.1B
$801,000 0.03% of portfolio
8,111
Q2 2025 Added 3.54%
$63.8B
$791,000 0.03% of portfolio
7,481
Q2 2025 Added 2.96%
$94.3B
$789,000 0.03% of portfolio
2,864
Q2 2025 Reduced 0.42%
$8.26B
$781,000 0.03% of portfolio
2,393
Q2 2025 Reduced 19.07%
$102B
$781,000 0.03% of portfolio
1,754
Q2 2025 Reduced 1.85%
$100B
$769,000 0.03% of portfolio
8,377
Q2 2025 Added 3.3%
$2.51B
$768,000 0.03% of portfolio
32,014
Q2 2025 Added 2,597.05%
$94.5B
$759,000 0.03% of portfolio
8,287
Q2 2025 Added 5.34%
$89.3B
$759,000 0.03% of portfolio
2,423
Q2 2025 Added 1.42%
$98.4B
$756,000 0.03% of portfolio
4,119
Q2 2025 Reduced 1.13%
$5.23B
$728,000 0.03% of portfolio
58,556
Q2 2025 Added 2,046.48%
$5.42B
$703,000 0.02% of portfolio
16,325
Q4 2024 Reduced 1.24%
$104B
$699,000 0.02% of portfolio
2,166
Q2 2025 Added 12.52%
$7.81B
$669,000 0.02% of portfolio
8,241
Q2 2025 Reduced 16.45%
$8.12B
$660,000 0.02% of portfolio
4,351
Q2 2025 Added 39.5%
$96.1B
$660,000 0.02% of portfolio
1,508
Q2 2025 Added 5.68%
$58B
$648,000 0.02% of portfolio
1,978
Q2 2025 Added 10.63%
$40.3B
$647,000 0.02% of portfolio
354
Q2 2025 Reduced 6.84%
$55.9B
$641,000 0.02% of portfolio
6,173
Q2 2025 Added 3.09%
$25.9B
$639,000 0.02% of portfolio
7,273
Q2 2025 Added 8.28%
$69.1B
$631,000 0.02% of portfolio
19,330
Q2 2025 Added 23.77%
$95B
$620,000 0.02% of portfolio
1,235
Q2 2025 Added 14.78%
$72.3B
$601,000 0.02% of portfolio
9,561
Q2 2025 Added 6.2%
$58.6B
$593,000 0.02% of portfolio
2,714
Q2 2025 Reduced 0.48%
$52.1B
$591,000 0.02% of portfolio
8,074
Q2 2025 Reduced 18.24%
$24.6B
$586,000 0.02% of portfolio
4,267
Q2 2025 Added 35.94%
$302B
$585,000 0.02% of portfolio
1,923
Q4 2024 Added 0.58%
$46.4B
$573,000 0.02% of portfolio
52,795
Q2 2025 Added 11.78%

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
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