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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PSX Phillips 66 Energy	$63.7B	$363,000 0.01% of portfolio	3,047	Q2 2025 Reduced 16.34%
WDC Western Digital Corp Technology	$30.5B	$363,000 0.01% of portfolio	5,676	Q2 2025 Added 77.99%
Ge Healthcare Te	-	$360,000 0.01% of portfolio	-	Q2 2025 Added 24.79%
BE Bloom Energy Corp Industrials	$12.1B	$359,000 0.01% of portfolio	15,000	Q2 2025 New
AFG American Financial Group Inc Financial Services	$11.9B	$358,000 0.01% of portfolio	2,839	Q2 2025 Added 4.49%
SLB Schlumberger Limited Energy	$51.1B	$358,000 0.01% of portfolio	10,591	Q2 2025 Reduced 8.54%
FSLR First Solar, Inc. Technology	$21.7B	$357,000 0.01% of portfolio	2,156	Q2 2025 Added 1,366.67%
KDP Keurig Dr Pepper Inc. Consumer Defensive	$39.1B	$354,000 0.01% of portfolio	10,716	Q2 2025 Reduced 0.77%
LNG Cheniere Energy, Inc. Energy	$59.2B	$351,000 0.01% of portfolio	1,443	Q2 2025 Reduced 8.84%
DLR Digital Realty Trust, Inc. Real Estate	$50.2B	$350,000 0.01% of portfolio	2,007	Q2 2025 Added 33.18%
ROST Ross Stores, Inc. Consumer Cyclical	$52.4B	$349,000 0.01% of portfolio	2,734	Q2 2025 Reduced 1.37%
A Agilent Technologies, Inc. Healthcare	$37.5B	$348,000 0.01% of portfolio	2,946	Q2 2025 Reduced 1.34%
IDXX Idexx Laboratories Inc Healthcare	$53.7B	$348,000 0.01% of portfolio	648	Q2 2025 Added 26.32%
PLTR Palantir Technologies Inc. Technology	$323B	$347,000 0.01% of portfolio	2,548	Q2 2025 Added 245.73%
IBB Ishares Biotechnology ETF ETFs	$0	$347,000 0.01% of portfolio	2,743	Q2 2025 Added 984.19%
LIT Global X Fds Global X Lithium ETFs	$0	$346,000 0.01% of portfolio	9,004	Q2 2025 Reduced 85.97%
CLX Clorox CO Consumer Defensive	$15.3B	$344,000 0.01% of portfolio	2,868	Q2 2025 Reduced 3.24%
ZBRA Zebra Technologies Corp Technology	$16.4B	$343,000 0.01% of portfolio	1,113	Q2 2025 Added 0.18%
MAS Masco Corp Industrials	$17B	$341,000 0.01% of portfolio	5,303	Q2 2025 Added 9.52%
EW Edwards Lifesciences Corp Healthcare	$48.2B	$337,000 0.01% of portfolio	4,314	Q2 2025 Added 10.67%
BKR Baker Hughes CO Energy	$47B	$335,000 0.01% of portfolio	8,742	Q2 2025 Added 4.12%
ORLY O Reilly Automotive Inc Consumer Cyclical	$6.77B	$335,000 0.01% of portfolio	3,714	Q2 2025 Added 1,379.68%
NRG Nrg Energy, Inc. Utilities	$37.1B	$335,000 0.01% of portfolio	2,083	Q2 2025 Added 20.82%
AKAM Akamai Technologies Inc Technology	$14.4B	$334,000 0.01% of portfolio	4,189	Q2 2025 Added 80.87%
Super Micro Comp	-	$334,000 0.01% of portfolio	-	Q2 2025 Added 125.09%
HAS Hasbro, Inc. Consumer Cyclical	$11B	$334,000 0.01% of portfolio	4,519	Q2 2025 Reduced 3.81%
D Dominion Energy, Inc Utilities	$50B	$332,000 0.01% of portfolio	5,879	Q2 2025 Reduced 1.09%
FXR First Trust Industrials/Produc ETFs	$0	$331,000 0.01% of portfolio	4,461	Q2 2025 Reduced 87.88%
CTSH Cognizant Technology Solutions Corp Technology	$36.5B	$331,000 0.01% of portfolio	4,236	Q2 2025 Added 8.42%
DD Du Pont De Nemours, Inc. Basic Materials	$39.1B	$329,000 0.01% of portfolio	4,790	Q2 2025 Added 0.63%
DINO Hf Sinclair Corp Energy	$10.9B	$328,000 0.01% of portfolio	7,994	Q2 2025 Added 14.63%
AME Ametek Inc Industrials	$44.1B	$326,000 0.01% of portfolio	1,803	Q2 2025 Added 10.75%
IHF Ishares Tr ETFs	$0	$326,000 0.01% of portfolio	6,702	Q2 2025 Reduced 26.19%
NZF Nuveen Municipal Credit Income Fund Financial Services	$0	$324,000 0.01% of portfolio	27,200	Q1 2025 New
HBAN Huntington Bancshares Inc Financial Services	$25.6B	$324,000 0.01% of portfolio	19,344	Q2 2025 Reduced 4.88%
FLTW Franklin Templeton ETF Tr ETFs	$0	$324,000 0.01% of portfolio	6,202	Q2 2025 Reduced 6.06%
LVS Las Vegas Sands Corp Consumer Cyclical	$41.8B	$323,000 0.01% of portfolio	7,432	Q2 2025 Added 13.02%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$320,000 0.01% of portfolio	3,380	Q2 2025 Added 2.95%
TDG Trans Digm Group Inc Industrials	$70.1B	$319,000 0.01% of portfolio	210	Q2 2025 Reduced 1.41%
STX Seagate Technology Holdings PLC Technology	$40.6B	$319,000 0.01% of portfolio	2,210	Q2 2025 Added 66.17%
MELI Mercadolibre Inc Consumer Cyclical	$118B	$319,000 0.01% of portfolio	122	Q2 2025 Added 6.09%
WRB Berkley W R Corp Financial Services	$19.6B	$318,000 0.01% of portfolio	4,323	Q2 2025 Reduced 1.55%
KXI Ishares Tr Global Consumer Sta ETFs	$0	$317,000 0.01% of portfolio	4,846	Q2 2025 Added 53,744.44%
PODD Insulet Corp Healthcare	$23.5B	$312,000 0.01% of portfolio	993	Q2 2025 Added 11.95%
TER Teradyne, Inc Technology	$18.1B	$310,000 0.01% of portfolio	3,447	Q2 2025 Added 209.7%
WAB Westinghouse Air Brake Technologies Corp Industrials	$35B	$309,000 0.01% of portfolio	1,478	Q2 2025 Added 6.25%
VIS Vanguard Industrial ETF ETFs	$0	$309,000 0.01% of portfolio	1,104	Q2 2025 Reduced 40.71%
KKR Kkr & Co. Inc. Financial Services	$125B	$308,000 0.01% of portfolio	2,317	Q2 2025 Added 68.88%
RTH Vaneck ETF Tr Vaneck Retail Et ETFs	$0	$308,000 0.01% of portfolio	1,290	Q2 2025 Reduced 19.32%
PWR Quanta Services, Inc. Industrials	$55.7B	$307,000 0.01% of portfolio	811	Q2 2025 Added 10.34%

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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Cx Institutional Portfolio Holdings