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
BUSE First Busey Corp Financial Services	$1.36B	$272,000 0.01% of portfolio	11,892	Q1 2025 New
ABNB Airbnb, Inc. Consumer Cyclical	$49.1B	$271,000 0.01% of portfolio	2,048	Q2 2025 Added 21.83%
ROK Rockwell Automation, Inc Industrials	$40.5B	$268,000 0.01% of portfolio	808	Q2 2025 Added 29.28%
EL Estee Lauder Companies Inc Consumer Defensive	$20.1B	$267,000 0.01% of portfolio	3,308	Q2 2025 Added 1,301.69%
O Realty Income Corp Real Estate	$37.2B	$267,000 0.01% of portfolio	4,634	Q2 2025 Added 1.49%
ACGL Arch Capital Group Ltd. Financial Services	$34.1B	$267,000 0.01% of portfolio	2,931	Q2 2025 Reduced 7.33%
SPG Simon Property Group Inc Real Estate	$60.2B	$266,000 0.01% of portfolio	1,654	Q2 2025 Added 23.34%
TRGP Targa Resources Corp. Energy	$37.4B	$266,000 0.01% of portfolio	1,527	Q2 2025 Added 14.3%
IVZ Invesco Ltd. Financial Services	$10.3B	$265,000 0.01% of portfolio	16,829	Q2 2025 Added 50.47%
HEI Heico Corp Industrials	$17.5B	$265,000 0.01% of portfolio	808	Q1 2025 New
DLTR Dollar Tree, Inc. Consumer Defensive	$22.3B	$265,000 0.01% of portfolio	2,673	Q2 2025 Added 364.87%
MLM Martin Marietta Materials Inc Basic Materials	$39.4B	$265,000 0.01% of portfolio	482	Q2 2025 Added 2.55%
EXC Exelon Corp Utilities	$43.2B	$264,000 0.01% of portfolio	6,083	Q2 2025 Added 1.59%
SWKS Skyworks Solutions, Inc. Technology	$12B	$263,000 0.01% of portfolio	3,531	Q2 2025 Reduced 3.52%
DVN Devon Energy Corp Energy	$23.1B	$261,000 0.01% of portfolio	8,220	Q2 2025 Reduced 27.42%
BABA Alibaba Group Holding LTD Consumer Cyclical	$412B	$255,000 0.01% of portfolio	2,251	Q2 2025 Added 11.05%
IR Ingersoll Rand Inc. Industrials	$32.7B	$255,000 0.01% of portfolio	3,065	Q2 2025 Added 3.34%
CSGP Costar Group, Inc. Real Estate	$35.4B	$252,000 0.01% of portfolio	3,134	Q2 2025 Reduced 2.61%
SRE Sempra Energy Utilities	$26.2B	$252,000 0.01% of portfolio	3,322	Q2 2025 Added 69.14%
DXCM Dexcom Inc Healthcare	$29.4B	$250,000 0.01% of portfolio	2,869	Q2 2025 Reduced 23.76%
CTRA Coterra Energy Inc. Energy	$19.4B	$249,000 0.01% of portfolio	9,824	Q2 2025 Added 2.48%
KMX Carmax Inc Consumer Cyclical	$9.68B	$247,000 0.01% of portfolio	3,676	Q2 2025 Added 16.92%
PHM Pultegroup Inc Consumer Cyclical	$31.6B	$246,000 0.01% of portfolio	2,331	Q2 2025 Reduced 1.6%
MKC Mccormick & CO Inc Consumer Defensive	$17.5B	$246,000 0.01% of portfolio	3,242	Q2 2025 Reduced 2.79%
TSN Tyson Foods, Inc. Consumer Defensive	$16.2B	$245,000 0.01% of portfolio	4,381	Q2 2025 Reduced 1.79%
IQV Iqvia Holdings Inc. Healthcare	$35.4B	$244,000 0.01% of portfolio	1,549	Q2 2025 Added 104.35%
VICI Vici Properties Inc. Real Estate	$31.9B	$242,000 0.01% of portfolio	7,431	Q2 2025 Added 1.18%
BAND Bandwidth Inc. Technology	$383M	$241,000 0.01% of portfolio	15,184	Q2 2025 New
SBAC Sba Communications Corp Real Estate	$21.5B	$241,000 0.01% of portfolio	1,027	Q2 2025 Added 3.01%
HOLX Hologic Inc Healthcare	$16.6B	$241,000 0.01% of portfolio	3,693	Q2 2025 Added 16.13%
AXON Axon Enterprise, Inc. Industrials	$53.4B	$238,000 0.01% of portfolio	288	Q2 2025 Added 32.11%
WTW Willis Towers Watson PLC Financial Services	$36.8B	$237,000 0.01% of portfolio	772	Q2 2025 Reduced 16.81%
KHC Kraft Heinz CO Consumer Defensive	$32.5B	$236,000 0.01% of portfolio	9,143	Q2 2025 Reduced 13.61%
MGM Mgm Resorts International Consumer Cyclical	$13.9B	$236,000 0.01% of portfolio	6,856	Q2 2025 Added 463.82%
FOXA Fox Corp Communication Services	$17.9B	$234,000 0.01% of portfolio	4,172	Q2 2025 Reduced 1.11%
APA Apa Corp Energy	$7.5B	$233,000 0.01% of portfolio	12,759	Q2 2025 Added 57.5%
HRL Hormel Foods Corp Consumer Defensive	$13.9B	$233,000 0.01% of portfolio	7,714	Q2 2025 Added 8.05%
NCLH Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	$11.4B	$233,000 0.01% of portfolio	11,507	Q2 2025 Added 11.81%
NVG Nuveen Amt Free Municipal Credit Income Fund Financial Services	$0	$233,000 0.01% of portfolio	19,500	Q1 2025 New
RY Royal Bank Of Canada Financial Services	$202B	$233,000 0.01% of portfolio	1,768	Q1 2025 New
STE Steris PLC Healthcare	$25.2B	$231,000 0.01% of portfolio	962	Q2 2025 Added 3.33%
KEY Keycorp Financial Services	$17.9B	$231,000 0.01% of portfolio	13,257	Q2 2025 Added 26.39%
RLI Rli Corp Financial Services	$3.04B	$229,000 0.01% of portfolio	3,171	Q2 2025 Reduced 9.43%
DVA Davita Inc. Healthcare	$12.2B	$228,000 0.01% of portfolio	1,599	Q2 2025 Reduced 0.93%
JKHY Henry Jack & Associates Inc Technology	$11.8B	$228,000 0.01% of portfolio	1,264	Q2 2025 Added 6.31%
LDOS Leidos Holdings, Inc. Technology	$25.3B	$227,000 0.01% of portfolio	1,441	Q2 2025 Added 3.45%
CINF Cincinnati Financial Corp Financial Services	$25B	$227,000 0.01% of portfolio	1,526	Q2 2025 Reduced 4.39%
ADM Archer Daniels Midland CO Consumer Defensive	$33.7B	$227,000 0.01% of portfolio	4,304	Q2 2025 Added 240.24%
QRVO Qorvo, Inc. Technology	$9.05B	$226,000 0.01% of portfolio	2,661	Q2 2025 Reduced 29.73%
PPL Ppl Corp Utilities	$26.5B	$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

Track This Portfolio

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.

Account

Cx Institutional Portfolio Holdings