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
$61B
$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%
$50.4B
$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%
$31.7B
$424,000 0.01% of portfolio
6,776
Q2 2025 Reduced 1.58%
$55.2B
$423,000 0.01% of portfolio
792
Q2 2025 Reduced 91.68%
$29.4B
$423,000 0.01% of portfolio
1,937
Q2 2025 Added 38.85%
$18.8B
$422,000 0.01% of portfolio
3,478
Q2 2025 Reduced 6.35%
$42.4B
$421,000 0.01% of portfolio
2,633
Q2 2025 Added 0.04%
$99.3B
$417,000 0.01% of portfolio
819
Q2 2025 Added 65.45%
$63.7B
$412,000 0.01% of portfolio
9,507
Q2 2025 Reduced 10.8%
$60.2B
$412,000 0.01% of portfolio
2,014
Q2 2025 Added 22.06%
$41.5B
$412,000 0.01% of portfolio
2,780
Q2 2025 Reduced 5.51%
$52.8B
$411,000 0.01% of portfolio
2,827
Q2 2025 Reduced 10.88%
$39.1B
$408,000 0.01% of portfolio
3,218
Q2 2025 Reduced 25.32%
$60.3B
$407,000 0.01% of portfolio
9,464
Q2 2025 Added 15.78%
$27.5B
$403,000 0.01% of portfolio
9,591
Q2 2025 Added 97.71%
$32.4B
$403,000 0.01% of portfolio
6,033
Q2 2025 Reduced 0.89%
$30.4B
$397,000 0.01% of portfolio
1,376
Q2 2025 Reduced 1.64%
$38.8B
$397,000 0.01% of portfolio
3,691
Q2 2025 Added 1.85%
$44.4B
$396,000 0.01% of portfolio
1,898
Q2 2025 Reduced 1.61%
$39.2B
$396,000 0.01% of portfolio
1,535
Q2 2025 Added 0.33%
$46.5B
$394,000 0.01% of portfolio
1,265
Q2 2025 Reduced 1.4%
$29.3B
$388,000 0.01% of portfolio
9,437
Q2 2025 Added 29.1%
$48.8B
$388,000 0.01% of portfolio
6,657
Q1 2025 Added 28.66%
$19.7B
$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%
$39.1B
$386,000 0.01% of portfolio
1,589
Q2 2025 Added 7.8%
$31.2B
$384,000 0.01% of portfolio
33,517
Q2 2025 Added 22.67%
$35.1B
$380,000 0.01% of portfolio
7,719
Q2 2025 Added 26.71%
$48.7B
$376,000 0.01% of portfolio
3,812
Q2 2025 Added 99.48%
$37.6B
$375,000 0.01% of portfolio
1,545
Q2 2025 Reduced 1.15%
$40.9B
$371,000 0.01% of portfolio
1,287
Q2 2025 Reduced 3.31%
$28.9B
$370,000 0.01% of portfolio
3,346
Q2 2025 Reduced 74.09%
$41.6B
$369,000 0.01% of portfolio
8,792
Q2 2025 Added 28.0%
$1.63B
$369,000 0.01% of portfolio
6,000
Q3 2024 New
$59.8B
$363,000 0.01% of portfolio
3,047
Q2 2025 Reduced 16.34%
$21.9B
$363,000 0.01% of portfolio
5,676
Q2 2025 Added 77.99%
$5.92B
$359,000 0.01% of portfolio
15,000
Q2 2025 New
$10.7B
$358,000 0.01% of portfolio
2,839
Q2 2025 Added 4.49%
$50B
$358,000 0.01% of portfolio
10,591
Q2 2025 Reduced 8.54%
$19.3B
$357,000 0.01% of portfolio
2,156
Q2 2025 Added 1,366.67%
$47.5B
$354,000 0.01% of portfolio
10,716
Q2 2025 Reduced 0.77%
$56.4B
$351,000 0.01% of portfolio
1,443
Q2 2025 Reduced 8.84%
$51.8B
$350,000 0.01% of portfolio
2,007
Q2 2025 Added 33.18%
$47.4B
$349,000 0.01% of portfolio
2,734
Q2 2025 Reduced 1.37%
$35.6B
$348,000 0.01% of portfolio
2,946
Q2 2025 Reduced 1.34%
$45.8B
$348,000 0.01% of portfolio
648
Q2 2025 Added 26.32%
$304B
$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
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