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
$1.15B
$4.04 Million 0.14% of portfolio
134,219
Q2 2025 Added 117.73%
$36.9B
$3.87 Million 0.13% of portfolio
29,881
Q2 2025 Added 62.98%
$90.5B
$3.82 Million 0.13% of portfolio
16,711
Q2 2025 Reduced 3.96%
$227B
$3.7 Million 0.13% of portfolio
12,668
Q2 2025 Reduced 56.52%
$830B
$3.69 Million 0.13% of portfolio
16,862
Q2 2025 Added 4.64%
$0
$3.48 Million 0.12% of portfolio
39,591
Q2 2025 Added 11.77%
$0
$3.45 Million 0.12% of portfolio
24,208
Q2 2025 Added 22.36%
$536B
$3.42 Million 0.12% of portfolio
2,556
Q2 2025 Added 0.16%
$0
$3.41 Million 0.12% of portfolio
121,596
Q2 2025 Added 3,966.76%
$232B
$3.4 Million 0.12% of portfolio
24,965
Q2 2025 Reduced 61.46%
$77B
$3.36 Million 0.12% of portfolio
9,427
Q2 2025 Reduced 1.24%
$0
$3.33 Million 0.12% of portfolio
35,522
Q2 2025 Reduced 3.36%
Lam Research
-
$3.31 Million 0.12% of portfolio
-
Q2 2025 Added 8.89%
$0
$3.25 Million 0.11% of portfolio
34,586
Q2 2025 Added 25.53%
$103B
$3.17 Million 0.11% of portfolio
4,320
Q2 2025 Reduced 8.12%
$268B
$3.16 Million 0.11% of portfolio
4,458
Q2 2025 Added 11.87%
$218B
$2.98 Million 0.1% of portfolio
515
Q2 2025 Added 5.1%
$38.4B
$2.94 Million 0.1% of portfolio
9,799
Q2 2025 Reduced 8.79%
$48.1B
$2.86 Million 0.1% of portfolio
39,915
Q2 2025 Reduced 4.05%
$0
$2.82 Million 0.1% of portfolio
19,140
Q2 2025 Reduced 10.11%
$0
$2.82 Million 0.1% of portfolio
34,501
Q2 2025 Reduced 10.29%
$210B
$2.8 Million 0.1% of portfolio
96,846
Q2 2025 Added 0.38%
-
$2.67 Million 0.09% of portfolio
-
Q2 2025 Added 4.66%
$292B
$2.67 Million 0.09% of portfolio
37,687
Q2 2025 Reduced 6.93%
$0
$2.65 Million 0.09% of portfolio
21,915
Q2 2025 Reduced 53.46%
$0
$2.47 Million 0.09% of portfolio
58,957
Q2 2025 Reduced 7.66%
$15.5B
$2.38 Million 0.08% of portfolio
15,916
Q2 2025 Reduced 1.09%
$164B
$2.37 Million 0.08% of portfolio
19,200
Q2 2025 Reduced 67.19%
$251B
$2.37 Million 0.08% of portfolio
16,705
Q2 2025 Added 6.54%
$0
$2.33 Million 0.08% of portfolio
56,349
Q2 2025 Reduced 1.04%
$0
$2.26 Million 0.08% of portfolio
18,972
Q2 2025 Added 16.87%
$81.3B
$2.24 Million 0.08% of portfolio
16,823
Q2 2025 Added 1.97%
$26.6B
$2.23 Million 0.08% of portfolio
20,144
Q2 2025 Reduced 0.68%
$98.9B
$2.22 Million 0.08% of portfolio
3,183
Q2 2025 Added 12.47%
$41.1B
$2.2 Million 0.08% of portfolio
29,024
Q2 2025 Added 7.1%
$0
$2.14 Million 0.07% of portfolio
16,655
Q2 2025 Added 0.01%
$0
$2.14 Million 0.07% of portfolio
89,795
Q2 2025 Reduced 50.26%
$308B
$2.14 Million 0.07% of portfolio
8,312
Q2 2025 Reduced 75.42%
$0
$2.12 Million 0.07% of portfolio
23,351
Q2 2025 Added 40.14%
$14.6B
$2.09 Million 0.07% of portfolio
15,434
Q2 2025 Added 28.86%
$0
$2.07 Million 0.07% of portfolio
26,091
Q2 2025 Added 38.35%
$0
$2.05 Million 0.07% of portfolio
22,982
Q2 2025 Added 6.02%
$230B
$2.05 Million 0.07% of portfolio
6,945
Q2 2025 Reduced 2.95%
$90.9B
$1.98 Million 0.07% of portfolio
11,892
Q2 2025 Added 8.64%
$17.5B
$1.96 Million 0.07% of portfolio
6,243
Q2 2025 Added 15.25%
$15.3B
$1.94 Million 0.07% of portfolio
22,203
Q2 2025 Added 16.02%
$136B
$1.93 Million 0.07% of portfolio
2,154
Q1 2025 Reduced 11.87%
$74.3B
$1.93 Million 0.07% of portfolio
18,224
Q2 2025 Reduced 2.4%
$0
$1.89 Million 0.07% of portfolio
29,559
Q2 2025 Added 1,675.32%

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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