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
$15.3B
$344,000 0.01% of portfolio
2,868
Q2 2025 Reduced 3.24%
$16.4B
$343,000 0.01% of portfolio
1,113
Q2 2025 Added 0.18%
$17B
$341,000 0.01% of portfolio
5,303
Q2 2025 Added 9.52%
$48.2B
$337,000 0.01% of portfolio
4,314
Q2 2025 Added 10.67%
$47B
$335,000 0.01% of portfolio
8,742
Q2 2025 Added 4.12%
$6.77B
$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%
$11B
$334,000 0.01% of portfolio
4,519
Q2 2025 Reduced 3.81%
$50B
$332,000 0.01% of portfolio
5,879
Q2 2025 Reduced 1.09%
$36.5B
$331,000 0.01% of portfolio
4,236
Q2 2025 Added 8.42%
$39.1B
$329,000 0.01% of portfolio
4,790
Q2 2025 Added 0.63%
$10.9B
$328,000 0.01% of portfolio
7,994
Q2 2025 Added 14.63%
$44.1B
$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
$25.6B
$324,000 0.01% of portfolio
19,344
Q2 2025 Reduced 4.88%
$70.1B
$319,000 0.01% of portfolio
210
Q2 2025 Reduced 1.41%
$40.6B
$319,000 0.01% of portfolio
2,210
Q2 2025 Added 66.17%
$118B
$319,000 0.01% of portfolio
122
Q2 2025 Added 6.09%
$19.6B
$318,000 0.01% of portfolio
4,323
Q2 2025 Reduced 1.55%
$23.5B
$312,000 0.01% of portfolio
993
Q2 2025 Added 11.95%
$18.1B
$310,000 0.01% of portfolio
3,447
Q2 2025 Added 209.7%
$35B
$309,000 0.01% of portfolio
1,478
Q2 2025 Added 6.25%
$125B
$308,000 0.01% of portfolio
2,317
Q2 2025 Added 68.88%
$55.7B
$307,000 0.01% of portfolio
811
Q2 2025 Added 10.34%
$34.2B
$307,000 0.01% of portfolio
1,580
Q2 2025 Added 16.52%
$72.6B
$306,000 0.01% of portfolio
385
Q2 2025 Added 6.35%
$25.3B
$301,000 0.01% of portfolio
12,791
Q2 2025 Reduced 0.54%
$1.64B
$301,000 0.01% of portfolio
27,080
Q1 2025 New
$47.1B
$299,000 0.01% of portfolio
3,349
Q2 2025 Added 19.44%
$32.5B
$298,000 0.01% of portfolio
2,433
Q2 2025 Added 27.58%
$25.7B
$297,000 0.01% of portfolio
6,642
Q2 2025 Added 11.74%
$36.8B
$297,000 0.01% of portfolio
1,934
Q2 2025 Reduced 12.73%
$26.5B
$294,000 0.01% of portfolio
574
Q2 2025 Added 23.97%
$19.2B
$291,000 0.01% of portfolio
4,271
Q2 2025 Added 10.65%
$53.3B
$290,000 0.01% of portfolio
2,071
Q2 2025 Added 17.01%
$35.8B
$290,000 0.01% of portfolio
3,638
Q2 2025 Added 8.76%
$54.3B
$288,000 0.01% of portfolio
1,671
Q2 2025 Added 13.44%
$14.1B
$286,000 0.01% of portfolio
3,058
Q2 2025 Added 6.7%
$34.6B
$285,000 0.01% of portfolio
2,844
Q1 2025 New
$46.8B
$284,000 0.01% of portfolio
492
Q2 2025 Added 10.07%
$10.4B
$282,000 0.01% of portfolio
1,215
Q2 2025 Reduced 7.95%
$18.7B
$282,000 0.01% of portfolio
4,830
Q2 2025 Added 8.39%
$41.4B
$282,000 0.01% of portfolio
2,742
Q2 2025 Added 10.74%
$20.3B
$282,000 0.01% of portfolio
13,819
Q2 2025 Added 38.74%
$18.5B
$281,000 0.01% of portfolio
2,739
Q2 2025 Reduced 0.44%
$3.45B
$281,000 0.01% of portfolio
1,333
Q1 2025 New
$40.9B
$278,000 0.01% of portfolio
3,297
Q2 2025 Added 18.73%
$25.5B
$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
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