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
$26.1B
$1.09 Million 0.04% of portfolio
4,652
Q2 2025 Reduced 13.16%
$26.2B
$1.07 Million 0.04% of portfolio
5,847
Q2 2025 Added 0.57%
$53.2B
$1.06 Million 0.04% of portfolio
1,022
Q2 2025 Added 0.79%
$173B
$1.05 Million 0.04% of portfolio
1,931
Q2 2025 Added 3.1%
$36.1B
$997,000 0.03% of portfolio
3,822
Q2 2025 Reduced 12.68%
$121B
$957,000 0.03% of portfolio
7,761
Q2 2025 Reduced 1.18%
$152B
$952,000 0.03% of portfolio
8,860
Q2 2025 Added 1.9%
$153B
$947,000 0.03% of portfolio
2,652
Q2 2025 Added 4.86%
$93.2B
$942,000 0.03% of portfolio
1,837
Q2 2025 Reduced 12.02%
$47.1B
$895,000 0.03% of portfolio
17,015
Q2 2025 Added 8.97%
$72.9B
$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%
$141B
$881,000 0.03% of portfolio
12,686
Q2 2025 Added 0.59%
$8.8B
$849,000 0.03% of portfolio
10,849
Q2 2025 Reduced 15.57%
$10.8B
$845,000 0.03% of portfolio
9,264
Q2 2025 Added 0.38%
$61.5B
$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%
$92.2B
$821,000 0.03% of portfolio
6,953
Q2 2025 Added 5.56%
$43.1B
$818,000 0.03% of portfolio
6,341
Q2 2025 Reduced 2.39%
$40.7B
$816,000 0.03% of portfolio
7,677
Q2 2025 Added 6.33%
$12B
$816,000 0.03% of portfolio
10,019
Q2 2025 Reduced 15.87%
$62.1B
$801,000 0.03% of portfolio
8,111
Q2 2025 Added 3.54%
$82.6B
$791,000 0.03% of portfolio
7,481
Q2 2025 Added 2.96%
$99.6B
$789,000 0.03% of portfolio
2,864
Q2 2025 Reduced 0.42%
$7.63B
$781,000 0.03% of portfolio
2,393
Q2 2025 Reduced 19.07%
$121B
$781,000 0.03% of portfolio
1,754
Q2 2025 Reduced 1.85%
$103B
$769,000 0.03% of portfolio
8,377
Q2 2025 Added 3.3%
$2.14B
$768,000 0.03% of portfolio
32,014
Q2 2025 Added 2,597.05%
$111B
$759,000 0.03% of portfolio
8,287
Q2 2025 Added 5.34%
$89.1B
$759,000 0.03% of portfolio
2,423
Q2 2025 Added 1.42%
$103B
$756,000 0.03% of portfolio
4,119
Q2 2025 Reduced 1.13%
$5.39B
$728,000 0.03% of portfolio
58,556
Q2 2025 Added 2,046.48%
$4.94B
$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%
$7.84B
$669,000 0.02% of portfolio
8,241
Q2 2025 Reduced 16.45%
$9.01B
$660,000 0.02% of portfolio
4,351
Q2 2025 Added 39.5%
$107B
$660,000 0.02% of portfolio
1,508
Q2 2025 Added 5.68%
$51.5B
$648,000 0.02% of portfolio
1,978
Q2 2025 Added 10.63%
$38.8B
$647,000 0.02% of portfolio
354
Q2 2025 Reduced 6.84%
$56B
$641,000 0.02% of portfolio
6,173
Q2 2025 Added 3.09%
$26.2B
$639,000 0.02% of portfolio
7,273
Q2 2025 Added 8.28%
$73.6B
$631,000 0.02% of portfolio
19,330
Q2 2025 Added 23.77%
$94B
$620,000 0.02% of portfolio
1,235
Q2 2025 Added 14.78%
$71.6B
$601,000 0.02% of portfolio
9,561
Q2 2025 Added 6.2%
$58.9B
$593,000 0.02% of portfolio
2,714
Q2 2025 Reduced 0.48%
$66.4B
$591,000 0.02% of portfolio
8,074
Q2 2025 Reduced 18.24%
$25.8B
$586,000 0.02% of portfolio
4,267
Q2 2025 Added 35.94%
$335B
$585,000 0.02% of portfolio
1,923
Q4 2024 Added 0.58%
$44.5B
$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
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