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 Trade History
$34.2B
$307,000 0.01% of portfolio
1,580
Q2 2025 Added 16.52%
$72.6B
$306,000 0.01% of portfolio
385
Q2 2025 Added 6.35%
$0
$304,000 0.01% of portfolio
6,129
Q2 2025 Reduced 83.22%
$25.3B
$301,000 0.01% of portfolio
12,791
Q2 2025 Reduced 0.54%
$1.64B
$301,000 0.01% of portfolio
27,080
Q1 2025 New
$47.1B
$299,000 0.01% of portfolio
3,349
Q2 2025 Added 19.44%
$0
$299,000 0.01% of portfolio
3,078
Q1 2025 Reduced 7.9%
$0
$299,000 0.01% of portfolio
4,673
Q2 2025 Added 0.04%
$32.5B
$298,000 0.01% of portfolio
2,433
Q2 2025 Added 27.58%
Aptiv PLC
-
$298,000 0.01% of portfolio
-
Q2 2025 Reduced 6.22%
$25.7B
$297,000 0.01% of portfolio
6,642
Q2 2025 Added 11.74%
$36.8B
$297,000 0.01% of portfolio
1,934
Q2 2025 Reduced 12.73%
$26.5B
$294,000 0.01% of portfolio
574
Q2 2025 Added 23.97%
$19.2B
$291,000 0.01% of portfolio
4,271
Q2 2025 Added 10.65%
$53.3B
$290,000 0.01% of portfolio
2,071
Q2 2025 Added 17.01%
$35.8B
$290,000 0.01% of portfolio
3,638
Q2 2025 Added 8.76%
$14.1B
$286,000 0.01% of portfolio
3,058
Q2 2025 Added 6.7%
$34.6B
$285,000 0.01% of portfolio
2,844
Q1 2025 New
$46.8B
$284,000 0.01% of portfolio
492
Q2 2025 Added 10.07%
$0
$283,000 0.01% of portfolio
6,388
Q2 2025 Added 638.5%
$10.4B
$282,000 0.01% of portfolio
1,215
Q2 2025 Reduced 7.95%
Healthcare Realty Trust Inc
-
$282,000 0.01% of portfolio
-
Q4 2024 Added 0.59%
$18.7B
$282,000 0.01% of portfolio
4,830
Q2 2025 Added 8.39%
$41.4B
$282,000 0.01% of portfolio
2,742
Q2 2025 Added 10.74%
$20.3B
$282,000 0.01% of portfolio
13,819
Q2 2025 Added 38.74%
$18.5B
$281,000 0.01% of portfolio
2,739
Q2 2025 Reduced 0.44%
$3.45B
$281,000 0.01% of portfolio
1,333
Q1 2025 New
$40.9B
$278,000 0.01% of portfolio
3,297
Q2 2025 Added 18.73%
$25.5B
$275,000 0.01% of portfolio
2,122
Q2 2025 Added 3.26%
$1.36B
$272,000 0.01% of portfolio
11,892
Q1 2025 New
$49.1B
$271,000 0.01% of portfolio
2,048
Q2 2025 Added 21.83%
$40.5B
$268,000 0.01% of portfolio
808
Q2 2025 Added 29.28%
$20.1B
$267,000 0.01% of portfolio
3,308
Q2 2025 Added 1,301.69%
$37.2B
$267,000 0.01% of portfolio
4,634
Q2 2025 Added 1.49%
$34.1B
$267,000 0.01% of portfolio
2,931
Q2 2025 Reduced 7.33%
$60.2B
$266,000 0.01% of portfolio
1,654
Q2 2025 Added 23.34%
$37.4B
$266,000 0.01% of portfolio
1,527
Q2 2025 Added 14.3%
$10.3B
$265,000 0.01% of portfolio
16,829
Q2 2025 Added 50.47%
$17.5B
$265,000 0.01% of portfolio
808
Q1 2025 New
$22.3B
$265,000 0.01% of portfolio
2,673
Q2 2025 Added 364.87%
$39.4B
$265,000 0.01% of portfolio
482
Q2 2025 Added 2.55%
$43.2B
$264,000 0.01% of portfolio
6,083
Q2 2025 Added 1.59%
$12B
$263,000 0.01% of portfolio
3,531
Q2 2025 Reduced 3.52%
$0
$263,000 0.01% of portfolio
4,396
Q1 2025 New
$23.1B
$261,000 0.01% of portfolio
8,220
Q2 2025 Reduced 27.42%
$0
$257,000 0.01% of portfolio
4,585
Q2 2025 Reduced 76.2%
$0
$256,000 0.01% of portfolio
7,469
Q2 2025 Added 1.69%
$412B
$255,000 0.01% of portfolio
2,251
Q2 2025 Added 11.05%
$0
$255,000 0.01% of portfolio
4,548
Q2 2025 Added 2.2%

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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