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
ODFL Old Dominion Freight Line, Inc. Industrials	$16.7B	$186,000 0.01% of portfolio	1,146	Q2 2025 Added 21.27%
IT Gartner Inc Technology	$19.1B	$186,000 0.01% of portfolio	460	Q2 2025 Reduced 41.18%
FE Firstenergy Corp Utilities	$24.9B	$186,000 0.01% of portfolio	4,609	Q2 2025 Added 7.19%
PPG Ppg Industries Inc Basic Materials	$26.3B	$185,000 0.01% of portfolio	1,628	Q2 2025 Added 301.98%
CRC California Resources Corp Energy	$3.95B	$184,000 0.01% of portfolio	4,035	Q2 2025 Reduced 21.11%
ES Eversource Energy Utilities	$22.5B	$184,000 0.01% of portfolio	2,890	Q2 2025 Added 10.52%
WEC Wec Energy Group, Inc. Utilities	$34.6B	$184,000 0.01% of portfolio	1,763	Q2 2025 Reduced 0.28%
Corpay Inc	-	$183,000 0.01% of portfolio	-	Q2 2025 Added 22.94%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.34T	$181,000 0.01% of portfolio	800	Q2 2025 Added 5.54%
HYD Vaneck High Yield Muni ETF ETFs	$0	$181,000 0.01% of portfolio	3,605	Q2 2025 Reduced 28.42%
Solventum	-	$180,000 0.01% of portfolio	-	Q2 2025 Added 11.71%
IRM Iron Mountain Inc Real Estate	$28.7B	$179,000 0.01% of portfolio	1,745	Q2 2025 Reduced 3.11%
ROL Rollins Inc Consumer Cyclical	$28.7B	$179,000 0.01% of portfolio	3,168	Q2 2025 Reduced 1.09%
PBW Invesco Exchange Traded Fd Tr ETFs	$0	$178,000 0.01% of portfolio	8,935	Q2 2025 Reduced 80.83%
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$178,000 0.01% of portfolio	1,129	Q2 2025 Reduced 97.49%
FTV Fortive Corp Technology	$17.5B	$177,000 0.01% of portfolio	3,397	Q2 2025 Added 31.21%
COIN Coinbase Global, Inc. Technology	$45.9B	$177,000 0.01% of portfolio	505	Q2 2025 Added 2.23%
NTRS Northern Trust Corp Financial Services	$27B	$176,000 0.01% of portfolio	1,389	Q2 2025 Added 43.34%
IAI Ishares Tr Us Broker Dealers & ETFs	$0	$176,000 0.01% of portfolio	1,039	Q2 2025 Reduced 24.87%
ERIE Erie Indemnity CO Financial Services	$15.6B	$175,000 0.01% of portfolio	505	Q2 2025 Reduced 24.85%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$175,000 0.01% of portfolio	2,335	Q1 2025 New
OIA Invesco Municipal Income Opportunities Trust Financial Services	$0	$174,000 0.01% of portfolio	30,200	Q1 2025 New
AEE Ameren Corp Utilities	$25.9B	$173,000 0.01% of portfolio	1,802	Q2 2025 Reduced 8.9%
DPZ Dominos Pizza Inc Consumer Cyclical	$16.2B	$172,000 0.01% of portfolio	382	Q2 2025 Added 6.7%
BIIB Biogen Inc. Healthcare	$21.4B	$172,000 0.01% of portfolio	1,370	Q2 2025 Added 4.18%
L Loews Corp Financial Services	$23.4B	$170,000 0.01% of portfolio	1,860	Q2 2025 Reduced 0.91%
ALGN Align Technology Inc Healthcare	$10.6B	$170,000 0.01% of portfolio	896	Q2 2025 Added 4.31%
HUM Humana Inc Healthcare	$35.3B	$168,000 0.01% of portfolio	688	Q2 2025 Reduced 14.53%
FFIV F5, Inc. Technology	$20B	$167,000 0.01% of portfolio	568	Q2 2025 Added 21.37%
HOOD Robinhood Markets, Inc. Technology	$98.4B	$167,000 0.01% of portfolio	1,782	Q2 2025 Reduced 12.52%
PARA Paramount Global Communication Services	$8.8B	$166,000 0.01% of portfolio	12,845	Q2 2025 Added 11.66%
NWS News Corp New Cl B Com Stk (De Communication Services	$6.16B	$164,000 0.01% of portfolio	4,786	Q2 2025 Reduced 1.54%
NUEM Nuveen Esg Emerging Markets Eq ETFs	$0	$163,000 0.01% of portfolio	4,908	Q2 2025 Reduced 6.39%
EXR Extra Space Storage Inc. Real Estate	$19.9B	$162,000 0.01% of portfolio	1,098	Q2 2025 Added 28.12%
EVRG Evergy, Inc. Utilities	$16.6B	$161,000 0.01% of portfolio	2,336	Q2 2025 Reduced 10.12%
SE Sea LTD Consumer Cyclical	$110B	$161,000 0.01% of portfolio	1,006	Q1 2025 New
MKTX Marketaxess Holdings Inc Financial Services	$7.09B	$160,000 0.01% of portfolio	717	Q2 2025 Added 13.81%
REGN Regeneron Pharmaceuticals, Inc. Healthcare	$60.9B	$159,000 0.01% of portfolio	302	Q2 2025 Added 7.86%
TECH Bio Techne Corp Healthcare	$2.09B	$158,000 0.01% of portfolio	3,071	Q2 2025 Added 569.06%
KEYS Keysight Technologies, Inc. Technology	$30.8B	$156,000 0.01% of portfolio	954	Q2 2025 Reduced 51.35%
HBNC Horizon Bancorp Inc Financial Services	$716M	$156,000 0.01% of portfolio	10,154	Q1 2025 New
WY Weyerhaeuser CO Real Estate	$19.1B	$156,000 0.01% of portfolio	6,072	Q2 2025 Added 49.41%
IPG Interpublic Group Of Companies, Inc. Communication Services	$10.4B	$156,000 0.01% of portfolio	6,353	Q2 2025 Reduced 3.6%
JBHT Hunt J B Transport Services Inc Industrials	$14.6B	$152,000 0.01% of portfolio	1,060	Q2 2025 Added 75.79%
CHD Church & Dwight CO Inc Consumer Defensive	$22.9B	$150,000 0.01% of portfolio	1,564	Q2 2025 Reduced 16.32%
FRI First Tr S&P Reit Index Fd ETFs	$0	$150,000 0.01% of portfolio	5,550	Q2 2025 Reduced 80.84%
FLCA Franklin Templeton ETF Tr ETFs	$0	$149,000 0.01% of portfolio	3,575	Q2 2025 Reduced 8.24%
LNT Alliant Energy Corp Utilities	$16.2B	$149,000 0.01% of portfolio	2,467	Q2 2025 Reduced 2.37%
EXPD Expeditors International Of Washington Inc Industrials	$20.2B	$148,000 0.01% of portfolio	1,299	Q2 2025 Reduced 7.41%
SWK Stanley Black & Decker, Inc. Industrials	$11.8B	$148,000 0.01% of portfolio	2,187	Q2 2025 Added 294.05%

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