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
$0
$10.6 Million 0.37% of portfolio
243,789
Q2 2025 Reduced 47.22%
$151B
$10.4 Million 0.36% of portfolio
37,370
Q2 2025 Added 0.93%
$0
$10 Million 0.35% of portfolio
162,215
Q2 2025 Reduced 52.41%
$637B
$9.86 Million 0.34% of portfolio
20,297
Q2 2025 New
$467B
$9.79 Million 0.34% of portfolio
64,092
Q2 2025 Added 3.15%
$145B
$9.76 Million 0.34% of portfolio
41,893
Q2 2025 Reduced 2.37%
$0
$9.66 Million 0.34% of portfolio
34,872
Q2 2025 Added 36.95%
$0
$9.61 Million 0.33% of portfolio
154,888
Q2 2025 Reduced 7.78%
$0
$9.44 Million 0.33% of portfolio
69,530
Q2 2025 Added 3.59%
$0
$9.38 Million 0.33% of portfolio
48,111
Q2 2025 Added 33.95%
$232B
$9.22 Million 0.32% of portfolio
63,173
Q2 2025 Added 0.45%
$278B
$9.02 Million 0.31% of portfolio
130,002
Q2 2025 Added 5.15%
$199B
$9.02 Million 0.31% of portfolio
68,307
Q2 2025 Reduced 3.58%
$433B
$8.75 Million 0.31% of portfolio
23,869
Q2 2025 Added 8.76%
$0
$8.64 Million 0.3% of portfolio
105,127
Q2 2025 Added 2.36%
$85B
$8.56 Million 0.3% of portfolio
126,924
Q2 2025 Added 145.95%
$216B
$8.5 Million 0.3% of portfolio
107,334
Q2 2025 Reduced 14.38%
$0
$8.49 Million 0.3% of portfolio
384,200
Q2 2025 Added 0.03%
$124B
$8.31 Million 0.29% of portfolio
26,932
Q2 2025 Added 3.74%
$0
$8.2 Million 0.29% of portfolio
163,539
Q2 2025 Added 6.56%
$79.5B
$7.95 Million 0.28% of portfolio
46,097
Q2 2025 Reduced 2.31%
$148B
$7.82 Million 0.27% of portfolio
70,493
Q2 2025 Added 2.69%
$101B
$7.77 Million 0.27% of portfolio
35,538
Q2 2025 Added 1.97%
$2.72B
$7.76 Million 0.27% of portfolio
168,129
Q2 2025 Added 214.48%
$116B
$7.61 Million 0.27% of portfolio
19,857
Q2 2025 Reduced 4.19%
$3.76B
$7.53 Million 0.26% of portfolio
67,538
Q2 2025 Added 151.47%
$310B
$7.52 Million 0.26% of portfolio
52,528
Q2 2025 Added 5.74%
$98B
$7.51 Million 0.26% of portfolio
108,847
Q2 2025 Added 249.29%
$186B
$7.49 Million 0.26% of portfolio
9,510
Q2 2025 Added 0.48%
$896B
$7.49 Million 0.26% of portfolio
25,830
Q2 2025 Added 4.96%
$0
$7.44 Million 0.26% of portfolio
45,237
Q2 2025 Added 12.27%
$300B
$7.43 Million 0.26% of portfolio
31,165
Q2 2025 Added 0.07%
$0
$7.39 Million 0.26% of portfolio
214,017
Q2 2025 Reduced 5.67%
$0
$7.33 Million 0.26% of portfolio
67,570
Q2 2025 Reduced 2.22%
$123B
$7.19 Million 0.25% of portfolio
15,521
Q2 2025 Added 4.51%
$279B
$7.18 Million 0.25% of portfolio
73,444
Q2 2025 Reduced 1.62%
$0
$7.05 Million 0.25% of portfolio
64,525
Q2 2025 Added 16.45%
$101B
$7.03 Million 0.25% of portfolio
151,783
Q2 2025 Added 19.66%
$146B
$7.01 Million 0.24% of portfolio
38,308
Q2 2025 Added 553.94%
$120B
$7 Million 0.24% of portfolio
77,993
Q2 2025 Added 32.54%
$427B
$6.99 Million 0.24% of portfolio
7,064
Q2 2025 Reduced 2.07%
$119B
$6.83 Million 0.24% of portfolio
116,568
Q2 2025 Reduced 4.4%
$181B
$6.74 Million 0.24% of portfolio
42,345
Q2 2025 Added 23.02%
$86.1B
$6.7 Million 0.23% of portfolio
31,470
Q2 2025 Added 16.76%
$2.55B
$6.67 Million 0.23% of portfolio
59,592
Q2 2025 Added 183.83%
$0
$6.65 Million 0.23% of portfolio
21,891
Q2 2025 Reduced 41.35%
$246B
$6.62 Million 0.23% of portfolio
24,259
Q2 2025 Added 319.34%
$0
$6.6 Million 0.23% of portfolio
177,420
Q4 2023 Added 2.39%
$1.98B
$6.57 Million 0.23% of portfolio
207,783
Q2 2025 Added 166.84%

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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