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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.51 Million 0.23% of portfolio
33,008
Q2 2025 Added 21.14%
$0
$6.35 Million 0.22% of portfolio
148,645
Q2 2025 Added 2.94%
$0
$6.27 Million 0.22% of portfolio
14,312
Q2 2025 Reduced 3.66%
$0
$6.07 Million 0.21% of portfolio
359,532
Q2 2025 Reduced 23.88%
$0
$5.85 Million 0.2% of portfolio
98,891
Q2 2025 Reduced 61.4%
$0
$5.54 Million 0.19% of portfolio
189,617
Q2 2025 Added 2,712.89%
$0
$5.25 Million 0.18% of portfolio
174,090
Q4 2024 Reduced 0.04%
$0
$5.12 Million 0.18% of portfolio
51,567
Q2 2025 Reduced 29.53%
$0
$4.69 Million 0.16% of portfolio
189,223
Q1 2025 Reduced 0.03%
$0
$4.55 Million 0.16% of portfolio
67,511
Q2 2025 Reduced 25.26%
$0
$4.54 Million 0.16% of portfolio
128,748
Q2 2025 Added 19.05%
$0
$4.47 Million 0.16% of portfolio
33,493
Q2 2025 Added 49.01%
$0
$4.21 Million 0.15% of portfolio
62,130
Q2 2025 Added 26.26%
$0
$3.48 Million 0.12% of portfolio
39,591
Q2 2025 Added 11.77%
$0
$3.45 Million 0.12% of portfolio
24,208
Q2 2025 Added 22.36%
$0
$3.41 Million 0.12% of portfolio
121,596
Q2 2025 Added 3,966.76%
$0
$3.25 Million 0.11% of portfolio
34,586
Q2 2025 Added 25.53%
$0
$3.11 Million 0.11% of portfolio
59,399
Q2 2025 Reduced 22.23%
$0
$2.82 Million 0.1% of portfolio
19,140
Q2 2025 Reduced 10.11%
$0
$2.82 Million 0.1% of portfolio
34,501
Q2 2025 Reduced 10.29%
$0
$2.65 Million 0.09% of portfolio
21,915
Q2 2025 Reduced 53.46%
$0
$2.47 Million 0.09% of portfolio
58,957
Q2 2025 Reduced 7.66%
$0
$2.33 Million 0.08% of portfolio
56,349
Q2 2025 Reduced 1.04%
$0
$2.26 Million 0.08% of portfolio
18,972
Q2 2025 Added 16.87%
$0
$2.14 Million 0.07% of portfolio
16,655
Q2 2025 Added 0.01%
$0
$2.14 Million 0.07% of portfolio
89,795
Q2 2025 Reduced 50.26%
$0
$2.12 Million 0.07% of portfolio
23,351
Q2 2025 Added 40.14%
$0
$2.07 Million 0.07% of portfolio
26,091
Q2 2025 Added 38.35%
$0
$2.05 Million 0.07% of portfolio
22,982
Q2 2025 Added 6.02%
$0
$1.89 Million 0.07% of portfolio
29,559
Q2 2025 Added 1,675.32%
$0
$1.87 Million 0.07% of portfolio
39,424
Q2 2025 Added 0.35%
$0
$1.85 Million 0.06% of portfolio
32,383
Q2 2025 Reduced 75.32%
$0
$1.78 Million 0.06% of portfolio
18,910
Q2 2025 Reduced 5.84%
$0
$1.68 Million 0.06% of portfolio
14,443
Q2 2025 Reduced 5.99%
$0
$1.63 Million 0.06% of portfolio
9,424
Q2 2025 Added 30.56%
$0
$1.56 Million 0.05% of portfolio
30,759
Q2 2025 Reduced 17.13%
$0
$1.52 Million 0.05% of portfolio
62,036
Q2 2025 Added 27,108.77%
$0
$1.51 Million 0.05% of portfolio
33,237
Q2 2025 Added 1.31%
$0
$1.45 Million 0.05% of portfolio
38,154
Q2 2025 Reduced 95.48%
$0
$1.36 Million 0.05% of portfolio
30,492
Q2 2025 Reduced 49.3%
$0
$1.35 Million 0.05% of portfolio
23,679
Q2 2025 Added 2.49%
$0
$1.35 Million 0.05% of portfolio
6,247
Q2 2025 Reduced 15.81%
$0
$1.32 Million 0.05% of portfolio
9,777
Q2 2025 Reduced 47.85%
$0
$1.31 Million 0.05% of portfolio
6,023
Q2 2025 Reduced 34.51%
$0
$1.28 Million 0.04% of portfolio
19,815
Q2 2025 Added 12.19%
$0
$1.28 Million 0.04% of portfolio
7,460
Q2 2025 Added 26.81%
$0
$1.23 Million 0.04% of portfolio
19,273
Q2 2025 Reduced 78.56%
$0
$1.22 Million 0.04% of portfolio
15,098
Q2 2025 Reduced 50.71%
$0
$1.15 Million 0.04% of portfolio
2,088
Q2 2025 Reduced 39.65%

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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