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
$42.4B
$437,000 0.02% of portfolio
1,068
Q2 2025 Reduced 5.49%
$53.1B
$436,000 0.02% of portfolio
1,409
Q2 2025 Added 12.72%
$51.8B
$431,000 0.02% of portfolio
1,469
Q2 2025 Added 1.03%
$37.2B
$428,000 0.01% of portfolio
4,323
Q2 2025 Reduced 2.24%
$33.6B
$424,000 0.01% of portfolio
6,776
Q2 2025 Reduced 1.58%
$53.5B
$423,000 0.01% of portfolio
792
Q2 2025 Reduced 91.68%
$28.9B
$423,000 0.01% of portfolio
1,937
Q2 2025 Added 38.85%
$20.2B
$422,000 0.01% of portfolio
3,478
Q2 2025 Reduced 6.35%
$47.2B
$421,000 0.01% of portfolio
2,633
Q2 2025 Added 0.04%
$93.1B
$417,000 0.01% of portfolio
819
Q2 2025 Added 65.45%
$65.6B
$412,000 0.01% of portfolio
9,507
Q2 2025 Reduced 10.8%
$59.3B
$412,000 0.01% of portfolio
2,014
Q2 2025 Added 22.06%
$42.4B
$412,000 0.01% of portfolio
2,780
Q2 2025 Reduced 5.51%
$48.8B
$411,000 0.01% of portfolio
2,827
Q2 2025 Reduced 10.88%
$42.4B
$408,000 0.01% of portfolio
3,218
Q2 2025 Reduced 25.32%
$60.1B
$407,000 0.01% of portfolio
9,464
Q2 2025 Added 15.78%
$27.1B
$403,000 0.01% of portfolio
9,591
Q2 2025 Added 97.71%
$34.2B
$403,000 0.01% of portfolio
6,033
Q2 2025 Reduced 0.89%
$30.7B
$397,000 0.01% of portfolio
1,376
Q2 2025 Reduced 1.64%
$39.8B
$397,000 0.01% of portfolio
3,691
Q2 2025 Added 1.85%
$46.2B
$396,000 0.01% of portfolio
1,898
Q2 2025 Reduced 1.61%
$40.2B
$396,000 0.01% of portfolio
1,535
Q2 2025 Added 0.33%
$41.8B
$394,000 0.01% of portfolio
1,265
Q2 2025 Reduced 1.4%
$31.1B
$388,000 0.01% of portfolio
9,437
Q2 2025 Added 29.1%
$63.2B
$388,000 0.01% of portfolio
6,657
Q1 2025 Added 28.66%
$18.8B
$387,000 0.01% of portfolio
11,938
Q2 2025 Added 8.72%
$46.1B
$387,000 0.01% of portfolio
2,793
Q2 2025 Reduced 3.36%
$39.4B
$386,000 0.01% of portfolio
1,589
Q2 2025 Added 7.8%
$39.3B
$384,000 0.01% of portfolio
33,517
Q2 2025 Added 22.67%
$38.8B
$380,000 0.01% of portfolio
7,719
Q2 2025 Added 26.71%
$42.1B
$376,000 0.01% of portfolio
3,812
Q2 2025 Added 99.48%
$41B
$375,000 0.01% of portfolio
1,545
Q2 2025 Reduced 1.15%
$39.3B
$371,000 0.01% of portfolio
1,287
Q2 2025 Reduced 3.31%
$35.7B
$370,000 0.01% of portfolio
3,346
Q2 2025 Reduced 74.09%
$42.9B
$369,000 0.01% of portfolio
8,792
Q2 2025 Added 28.0%
$1.67B
$369,000 0.01% of portfolio
6,000
Q3 2024 New
$63.7B
$363,000 0.01% of portfolio
3,047
Q2 2025 Reduced 16.34%
$30.5B
$363,000 0.01% of portfolio
5,676
Q2 2025 Added 77.99%
$12.1B
$359,000 0.01% of portfolio
15,000
Q2 2025 New
$11.9B
$358,000 0.01% of portfolio
2,839
Q2 2025 Added 4.49%
$51.1B
$358,000 0.01% of portfolio
10,591
Q2 2025 Reduced 8.54%
$21.7B
$357,000 0.01% of portfolio
2,156
Q2 2025 Added 1,366.67%
$39.1B
$354,000 0.01% of portfolio
10,716
Q2 2025 Reduced 0.77%
$59.2B
$351,000 0.01% of portfolio
1,443
Q2 2025 Reduced 8.84%
$50.2B
$350,000 0.01% of portfolio
2,007
Q2 2025 Added 33.18%
$52.4B
$349,000 0.01% of portfolio
2,734
Q2 2025 Reduced 1.37%
$37.5B
$348,000 0.01% of portfolio
2,946
Q2 2025 Reduced 1.34%
$53.7B
$348,000 0.01% of portfolio
648
Q2 2025 Added 26.32%
$323B
$347,000 0.01% of portfolio
2,548
Q2 2025 Added 245.73%

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