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
$16.2B
$344,000 0.01% of portfolio
2,868
Q2 2025 Reduced 3.24%
$17.3B
$343,000 0.01% of portfolio
1,113
Q2 2025 Added 0.18%
$15.2B
$341,000 0.01% of portfolio
5,303
Q2 2025 Added 9.52%
$46.9B
$337,000 0.01% of portfolio
4,314
Q2 2025 Added 10.67%
$45.8B
$335,000 0.01% of portfolio
8,742
Q2 2025 Added 4.12%
$6.16B
$335,000 0.01% of portfolio
3,714
Q2 2025 Added 1,379.68%
$37.1B
$335,000 0.01% of portfolio
2,083
Q2 2025 Added 20.82%
$14.4B
$334,000 0.01% of portfolio
4,189
Q2 2025 Added 80.87%
$10.4B
$334,000 0.01% of portfolio
4,519
Q2 2025 Reduced 3.81%
$48.9B
$332,000 0.01% of portfolio
5,879
Q2 2025 Reduced 1.09%
$39.7B
$331,000 0.01% of portfolio
4,236
Q2 2025 Added 8.42%
$37.5B
$329,000 0.01% of portfolio
4,790
Q2 2025 Added 0.63%
$9.43B
$328,000 0.01% of portfolio
7,994
Q2 2025 Added 14.63%
$41.3B
$326,000 0.01% of portfolio
1,803
Q2 2025 Added 10.75%
$0
$324,000 0.01% of portfolio
27,200
Q1 2025 New
$24B
$324,000 0.01% of portfolio
19,344
Q2 2025 Reduced 4.88%
$86.7B
$319,000 0.01% of portfolio
210
Q2 2025 Reduced 1.41%
$31.5B
$319,000 0.01% of portfolio
2,210
Q2 2025 Added 66.17%
$120B
$319,000 0.01% of portfolio
122
Q2 2025 Added 6.09%
$18.2B
$318,000 0.01% of portfolio
4,323
Q2 2025 Reduced 1.55%
$19.9B
$312,000 0.01% of portfolio
993
Q2 2025 Added 11.95%
$14.3B
$310,000 0.01% of portfolio
3,447
Q2 2025 Added 209.7%
$36.5B
$309,000 0.01% of portfolio
1,478
Q2 2025 Added 6.25%
$129B
$308,000 0.01% of portfolio
2,317
Q2 2025 Added 68.88%
$58.2B
$307,000 0.01% of portfolio
811
Q2 2025 Added 10.34%
$33.5B
$307,000 0.01% of portfolio
1,580
Q2 2025 Added 16.52%
$71.9B
$306,000 0.01% of portfolio
385
Q2 2025 Added 6.35%
$24.6B
$301,000 0.01% of portfolio
12,791
Q2 2025 Reduced 0.54%
$1.12B
$301,000 0.01% of portfolio
27,080
Q1 2025 New
$45.9B
$299,000 0.01% of portfolio
3,349
Q2 2025 Added 19.44%
$33.3B
$298,000 0.01% of portfolio
2,433
Q2 2025 Added 27.58%
$24.4B
$297,000 0.01% of portfolio
6,642
Q2 2025 Added 11.74%
$35.9B
$297,000 0.01% of portfolio
1,934
Q2 2025 Reduced 12.73%
$25.8B
$294,000 0.01% of portfolio
574
Q2 2025 Added 23.97%
$15.7B
$291,000 0.01% of portfolio
4,271
Q2 2025 Added 10.65%
$46.4B
$290,000 0.01% of portfolio
2,071
Q2 2025 Added 17.01%
$29.3B
$290,000 0.01% of portfolio
3,638
Q2 2025 Added 8.76%
$52.4B
$288,000 0.01% of portfolio
1,671
Q2 2025 Added 13.44%
$12.3B
$286,000 0.01% of portfolio
3,058
Q2 2025 Added 6.7%
$36.2B
$285,000 0.01% of portfolio
2,844
Q1 2025 New
$43.4B
$284,000 0.01% of portfolio
492
Q2 2025 Added 10.07%
$10.3B
$282,000 0.01% of portfolio
1,215
Q2 2025 Reduced 7.95%
$19.8B
$282,000 0.01% of portfolio
4,830
Q2 2025 Added 8.39%
$49.3B
$282,000 0.01% of portfolio
2,742
Q2 2025 Added 10.74%
$20.4B
$282,000 0.01% of portfolio
13,819
Q2 2025 Added 38.74%
$16.9B
$281,000 0.01% of portfolio
2,739
Q2 2025 Reduced 0.44%
$2.6B
$281,000 0.01% of portfolio
1,333
Q1 2025 New
$43.4B
$278,000 0.01% of portfolio
3,297
Q2 2025 Added 18.73%
$23.6B
$275,000 0.01% of portfolio
2,122
Q2 2025 Added 3.26%

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