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
$18.3B
$217,000 0.01% of portfolio
2,608
Q2 2025 Added 4.61%
$0
$216,000 0.01% of portfolio
2,154
Q2 2025 Reduced 45.48%
$22.4B
$216,000 0.01% of portfolio
1,208
Q2 2025 Added 32.75%
$12.4B
$212,000 0.01% of portfolio
2,634
Q1 2025 Reduced 0.04%
$13.9B
$212,000 0.01% of portfolio
1,709
Q2 2025 Added 3.95%
$39.4B
$212,000 0.01% of portfolio
290
Q2 2025 Added 10.69%
$0
$211,000 0.01% of portfolio
4,122
Q2 2025 Added 108.08%
$10.4B
$210,000 0.01% of portfolio
18,292
Q2 2025 Added 11.84%
$0
$210,000 0.01% of portfolio
2,008
Q2 2025 Added 23.57%
$24.1B
$209,000 0.01% of portfolio
5,696
Q2 2025 Reduced 1.45%
$4.48B
$209,000 0.01% of portfolio
2,330
Q1 2025 New
$25.4B
$209,000 0.01% of portfolio
1,501
Q2 2025 Added 1.35%
$20.5B
$208,000 0.01% of portfolio
2,623
Q2 2025 Added 17.73%
$25.3B
$208,000 0.01% of portfolio
3,085
Q2 2025 Added 3.42%
$23.1B
$207,000 0.01% of portfolio
350
Q2 2025 Added 15.51%
$0
$207,000 0.01% of portfolio
2,817
Q2 2025 Added 1.88%
$32.6B
$206,000 0.01% of portfolio
586
Q2 2025 Added 16.27%
$28.9B
$206,000 0.01% of portfolio
175
Q2 2025 Added 18.24%
$16.7B
$205,000 0.01% of portfolio
5,088
Q2 2025 Reduced 1.07%
$27.8B
$205,000 0.01% of portfolio
3,248
Q2 2025 Reduced 0.28%
$6.66B
$203,000 0.01% of portfolio
3,845
Q2 2025 Reduced 8.08%
$11.3B
$202,000 0.01% of portfolio
6,782
Q2 2025 Added 143.69%
$0
$199,000 0.01% of portfolio
4,133
Q2 2025 Added 1.52%
$12B
$198,000 0.01% of portfolio
1,386
Q2 2025 Reduced 4.87%
$26.7B
$198,000 0.01% of portfolio
424
Q2 2025 Added 8.16%
$27.5B
$198,000 0.01% of portfolio
973
Q2 2025 Added 6.34%
$9.09B
$198,000 0.01% of portfolio
3,311
Q2 2025 Reduced 1.84%
$10.4B
$197,000 0.01% of portfolio
5,879
Q2 2025 Added 71.85%
$9.88B
$196,000 0.01% of portfolio
3,538
Q2 2025 Added 8.46%
$0
$195,000 0.01% of portfolio
3,079
Q2 2025 Reduced 89.85%
$19.5B
$195,000 0.01% of portfolio
891
Q2 2025 Reduced 11.34%
$51.7B
$195,000 0.01% of portfolio
6,500
Q1 2025 New
$53.7B
$194,000 0.01% of portfolio
774
Q1 2025 New
$13.6B
$194,000 0.01% of portfolio
708
Q2 2025 Added 63.13%
Amentum Holdings
-
$194,000 0.01% of portfolio
-
Q2 2025 Added 1,240.29%
$0
$194,000 0.01% of portfolio
5,926
Q2 2025 Reduced 88.7%
$0
$194,000 0.01% of portfolio
2,660
Q2 2025 Reduced 8.34%
American Healthcare Reit Inc
-
$193,000 0.01% of portfolio
-
Q2 2025 Added 3.01%
$11.6B
$193,000 0.01% of portfolio
5,288
Q2 2025 Reduced 44.37%
$18.7B
$193,000 0.01% of portfolio
5,875
Q2 2025 Added 2.89%
$33.7B
$192,000 0.01% of portfolio
1,140
Q2 2025 Added 20.0%
$13.6B
$192,000 0.01% of portfolio
829
Q2 2025 Added 5.34%
$18.1B
$192,000 0.01% of portfolio
3,314
Q2 2025 Added 63.82%
$16.1B
$191,000 0.01% of portfolio
3,410
Q2 2025 Added 5.18%
$13B
$191,000 0.01% of portfolio
890
Q2 2025 Added 168.07%
$17.4B
$190,000 0.01% of portfolio
2,367
Q2 2025 Added 12.55%
$7.17B
$189,000 0.01% of portfolio
16,836
Q2 2025 Added 2.4%
$15.6B
$189,000 0.01% of portfolio
1,308
Q2 2025 Added 31.06%
$27.2B
$187,000 0.01% of portfolio
1,756
Q2 2025 Reduced 10.64%

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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