Cx Institutional Portfolio Holdings

Cx Institutional

  • $2.65 Billion
  • Q1 2025

Cx Institutional has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.65 Billion distributed in 1202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $113M, Spdr Ser Tr Spdr Portfolio Int with a value of $58.4M, Janus Detroit Str Tr Janus Hen with a value of $58.3M, Vanguard Mid Cap ETF with a value of $58.1M, and Ishares S&P 500 Value ETF with a value of $53.7M.

Examining the 13F form we can see an increase of $145M in the current position value, from $2.5B to 2.65B.

Below you can find more details about Cx Institutional portfolio as well as his latest detailed transactions.

Portfolio value $2.65 Billion
ETFs: $1.65 Billion
Technology: $202 Million
Healthcare: $161 Million
Financial Services: $146 Million
Industrials: $121 Million
Consumer Cyclical: $107 Million
Consumer Defensive: $78.4 Million
Communication Services: $75.6 Million
Other: $86.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.62 Million 0.06% of portfolio
3,460
Q1 2025 Reduced 1.06%
$0
$1.62 Million 0.06% of portfolio
55,347
Q1 2025 Reduced 67.34%
$0
$1.57 Million 0.06% of portfolio
15,364
Q1 2025 Added 21.2%
$0
$1.57 Million 0.06% of portfolio
20,082
Q1 2025 Added 23.08%
$0
$1.5 Million 0.06% of portfolio
52,437
Q1 2025 Reduced 81.15%
$0
$1.48 Million 0.06% of portfolio
7,420
Q1 2025 Reduced 0.54%
$0
$1.45 Million 0.05% of portfolio
18,859
Q1 2025 Added 29.78%
$0
$1.45 Million 0.05% of portfolio
8,469
Q1 2025 Reduced 18.77%
$0
$1.39 Million 0.05% of portfolio
16,663
Q1 2025 Added 37.56%
$0
$1.38 Million 0.05% of portfolio
32,806
Q1 2025 Reduced 6.06%
$0
$1.28 Million 0.05% of portfolio
14,810
Q1 2025 Added 12.37%
$9.82B
$1.22 Million 0.05% of portfolio
19,744
Q1 2025 New
$0
$1.17 Million 0.04% of portfolio
23,104
Q1 2025 Reduced 44.68%
$0
$1.14 Million 0.04% of portfolio
18,856
Q1 2025 Reduced 35.4%
$0
$1.12 Million 0.04% of portfolio
15,391
Q1 2025 New
$0
$1.09 Million 0.04% of portfolio
26,631
Q1 2024 Reduced 1.11%
$0
$1.02 Million 0.04% of portfolio
19,263
Q1 2025 New
$0
$1.01 Million 0.04% of portfolio
7,218
Q1 2025 Reduced 14.87%
$0
$1.01 Million 0.04% of portfolio
16,144
Q1 2025 Reduced 12.14%
$0
$994,000 0.04% of portfolio
17,662
Q1 2025 Reduced 36.03%
$0
$989,000 0.04% of portfolio
12,196
Q4 2024 Added 1.63%
$0
$989,000 0.04% of portfolio
15,134
Q1 2025 Added 12,407.44%
$0
$928,000 0.04% of portfolio
8,788
Q1 2025 New
$0
$919,000 0.03% of portfolio
20,763
Q1 2025 Added 1,836.85%
$0
$873,000 0.03% of portfolio
5,883
Q1 2025 Reduced 4.28%
$0
$864,000 0.03% of portfolio
16,012
Q1 2025 Reduced 1.12%
$0
$845,000 0.03% of portfolio
33,816
Q1 2025 Added 65.5%
$0
$830,000 0.03% of portfolio
10,142
Q1 2025 New
$0
$822,000 0.03% of portfolio
5,365
Q1 2025 Reduced 14.19%
$0
$816,000 0.03% of portfolio
18,641
Q1 2025 Added 83.06%
$0
$807,000 0.03% of portfolio
24,775
Q1 2025 New
$0
$797,000 0.03% of portfolio
28,964
Q1 2025 New
$0
$793,000 0.03% of portfolio
17,513
Q1 2025 Reduced 2.95%
$0
$734,000 0.03% of portfolio
46,612
Q1 2025 New
$0
$716,000 0.03% of portfolio
7,809
Q1 2025 Reduced 47.78%
$0
$690,000 0.03% of portfolio
10,068
Q1 2025 Reduced 88.0%
$0
$641,000 0.02% of portfolio
2,929
Q1 2025 Reduced 62.74%
$0
$637,000 0.02% of portfolio
19,990
Q1 2025 Reduced 43.95%
$0
$629,000 0.02% of portfolio
6,731
Q1 2025 Reduced 2.48%
$53.5B
$563,000 0.02% of portfolio
9,548
Q1 2025 Reduced 27.29%
$106B
$555,000 0.02% of portfolio
1,925
Q1 2025 Added 49.22%
$0
$521,000 0.02% of portfolio
28,422
Q1 2025 Added 43.95%
$0
$515,000 0.02% of portfolio
13,882
Q1 2025 Reduced 88.25%
$0
$496,000 0.02% of portfolio
17,294
Q1 2025 Reduced 88.62%
$0
$490,000 0.02% of portfolio
4,019
Q1 2025 New
$0
$484,000 0.02% of portfolio
9,354
Q1 2025 Reduced 88.93%
$0
$479,000 0.02% of portfolio
1,473
Q1 2025 Reduced 3.66%
$0
$479,000 0.02% of portfolio
9,080
Q1 2025 Added 1,413.33%
$0
$467,000 0.02% of portfolio
7,708
Q1 2025 Added 1,605.31%

Summary

  • Portfolio
  • No. of Stocks 1,202
  • Current Value $2.65 Billion
  • Prior Value $2.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 672 stocks
  • Additional Purchases 282 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 237 stocks
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