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
$1.33B
$272,000 0.01% of portfolio
11,892
Q1 2025 New
$55.7B
$271,000 0.01% of portfolio
2,048
Q2 2025 Added 21.83%
$40.8B
$268,000 0.01% of portfolio
808
Q2 2025 Added 29.28%
$20.6B
$267,000 0.01% of portfolio
3,308
Q2 2025 Added 1,301.69%
$35.7B
$267,000 0.01% of portfolio
4,634
Q2 2025 Added 1.49%
$32.9B
$267,000 0.01% of portfolio
2,931
Q2 2025 Reduced 7.33%
$54.2B
$266,000 0.01% of portfolio
1,654
Q2 2025 Added 23.34%
$36.8B
$266,000 0.01% of portfolio
1,527
Q2 2025 Added 14.3%
$9.66B
$265,000 0.01% of portfolio
16,829
Q2 2025 Added 50.47%
$17.2B
$265,000 0.01% of portfolio
808
Q1 2025 New
$25.7B
$265,000 0.01% of portfolio
2,673
Q2 2025 Added 364.87%
$35.6B
$265,000 0.01% of portfolio
482
Q2 2025 Added 2.55%
$44.2B
$264,000 0.01% of portfolio
6,083
Q2 2025 Added 1.59%
$11.8B
$263,000 0.01% of portfolio
3,531
Q2 2025 Reduced 3.52%
$21.5B
$261,000 0.01% of portfolio
8,220
Q2 2025 Reduced 27.42%
$320B
$255,000 0.01% of portfolio
2,251
Q2 2025 Added 11.05%
$34.6B
$252,000 0.01% of portfolio
3,134
Q2 2025 Reduced 2.61%
$25.1B
$252,000 0.01% of portfolio
3,322
Q2 2025 Added 69.14%
$32.9B
$250,000 0.01% of portfolio
2,869
Q2 2025 Reduced 23.76%
$18.8B
$249,000 0.01% of portfolio
9,824
Q2 2025 Added 2.48%
$10B
$247,000 0.01% of portfolio
3,676
Q2 2025 Added 16.92%
$27.6B
$246,000 0.01% of portfolio
2,331
Q2 2025 Reduced 1.6%
$18.2B
$246,000 0.01% of portfolio
3,242
Q2 2025 Reduced 2.79%
$15.8B
$245,000 0.01% of portfolio
4,381
Q2 2025 Reduced 1.79%
$34.8B
$244,000 0.01% of portfolio
1,549
Q2 2025 Added 104.35%
$32.2B
$242,000 0.01% of portfolio
7,431
Q2 2025 Added 1.18%
$365M
$241,000 0.01% of portfolio
15,184
Q2 2025 New
$25.8B
$241,000 0.01% of portfolio
1,027
Q2 2025 Added 3.01%
$16.3B
$241,000 0.01% of portfolio
3,693
Q2 2025 Added 16.13%
$51.2B
$238,000 0.01% of portfolio
288
Q2 2025 Added 32.11%
$33.5B
$237,000 0.01% of portfolio
772
Q2 2025 Reduced 16.81%
$35.3B
$236,000 0.01% of portfolio
9,143
Q2 2025 Reduced 13.61%
$15B
$236,000 0.01% of portfolio
6,856
Q2 2025 Added 463.82%
$17.1B
$234,000 0.01% of portfolio
4,172
Q2 2025 Reduced 1.11%
$6.14B
$233,000 0.01% of portfolio
12,759
Q2 2025 Added 57.5%
$16.1B
$233,000 0.01% of portfolio
7,714
Q2 2025 Added 8.05%
$9.94B
$233,000 0.01% of portfolio
11,507
Q2 2025 Added 11.81%
$0
$233,000 0.01% of portfolio
19,500
Q1 2025 New
$185B
$233,000 0.01% of portfolio
1,768
Q1 2025 New
$22.4B
$231,000 0.01% of portfolio
962
Q2 2025 Added 3.33%
$17.5B
$231,000 0.01% of portfolio
13,257
Q2 2025 Added 26.39%
$3.16B
$229,000 0.01% of portfolio
3,171
Q2 2025 Reduced 9.43%
$13.3B
$228,000 0.01% of portfolio
1,599
Q2 2025 Reduced 0.93%
$13.2B
$228,000 0.01% of portfolio
1,264
Q2 2025 Added 6.31%
$22B
$227,000 0.01% of portfolio
1,441
Q2 2025 Added 3.45%
$24B
$227,000 0.01% of portfolio
1,526
Q2 2025 Reduced 4.39%
$30.4B
$227,000 0.01% of portfolio
4,304
Q2 2025 Added 240.24%
$9.06B
$226,000 0.01% of portfolio
2,661
Q2 2025 Reduced 29.73%
$27.1B
$225,000 0.01% of portfolio
6,635
Q2 2025 Added 1.56%

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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