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 Market Cap. of $10 Billions to $200 Billions
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