Cx Institutional Portfolio Holdings

Cx Institutional

  • $2.65 Billion
  • Q1 2025

Cx Institutional has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.65 Billion distributed in 1202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $113M, Spdr Ser Tr Spdr Portfolio Int with a value of $58.4M, Janus Detroit Str Tr Janus Hen with a value of $58.3M, Vanguard Mid Cap ETF with a value of $58.1M, and Ishares S&P 500 Value ETF with a value of $53.7M.

Examining the 13F form we can see an increase of $145M in the current position value, from $2.5B to 2.65B.

Below you can find more details about Cx Institutional portfolio as well as his latest detailed transactions.

Portfolio value $2.65 Billion
ETFs: $1.65 Billion
Technology: $202 Million
Healthcare: $161 Million
Financial Services: $146 Million
Industrials: $121 Million
Consumer Cyclical: $107 Million
Consumer Defensive: $78.4 Million
Communication Services: $75.6 Million
Other: $86.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.03 Million 0.11% of portfolio
38,458
Q1 2025 Added 20.73%
$0
$3.02 Million 0.11% of portfolio
96,643
Q1 2025 Reduced 50.57%
$311B
$2.9 Million 0.11% of portfolio
40,493
Q1 2025 Reduced 67.69%
$0
$2.9 Million 0.11% of portfolio
22,477
Q1 2025 Reduced 30.52%
$4.87B
$2.85 Million 0.11% of portfolio
119,406
Q1 2025 New
$50.1B
$2.82 Million 0.11% of portfolio
41,599
Q1 2025 Reduced 12.42%
$0
$2.79 Million 0.11% of portfolio
21,293
Q1 2025 Added 296.81%
$0
$2.74 Million 0.1% of portfolio
18,747
Q1 2025 Reduced 16.76%
$5.6B
$2.73 Million 0.1% of portfolio
16,660
Q1 2025 New
$191B
$2.73 Million 0.1% of portfolio
96,478
Q1 2025 Reduced 71.02%
$0
$2.71 Million 0.1% of portfolio
60,145
Q1 2025 Added 1,296.77%
$2.49B
$2.69 Million 0.1% of portfolio
72,614
Q1 2025 New
$10.1B
$2.68 Million 0.1% of portfolio
7,301
Q1 2025 New
$1.88B
$2.6 Million 0.1% of portfolio
20,996
Q1 2025 New
$3.13B
$2.59 Million 0.1% of portfolio
26,857
Q1 2025 Reduced 31.7%
$0
$2.59 Million 0.1% of portfolio
63,845
Q1 2025 Reduced 0.94%
$0
$2.58 Million 0.1% of portfolio
19,784
Q1 2025 Added 6.76%
$1.23B
$2.57 Million 0.1% of portfolio
94,021
Q1 2025 New
$0
$2.56 Million 0.1% of portfolio
36,811
Q1 2025 New
-
$2.56 Million 0.1% of portfolio
-
Q1 2025 New
$32.3B
$2.52 Million 0.1% of portfolio
20,282
Q1 2025 Added 3.21%
$1.29B
$2.52 Million 0.1% of portfolio
61,646
Q1 2025 New
$0
$2.5 Million 0.09% of portfolio
30,634
Q1 2025 Added 10.07%
$875M
$2.5 Million 0.09% of portfolio
53,926
Q1 2025 New
$0
$2.49 Million 0.09% of portfolio
64,159
Q1 2025 Reduced 50.6%
$3.52B
$2.46 Million 0.09% of portfolio
144,426
Q1 2025 Added 277,642.31%
$0
$2.41 Million 0.09% of portfolio
211,077
Q1 2025 Reduced 51.14%
$0
$2.38 Million 0.09% of portfolio
56,942
Q1 2025 Added 21.47%
$1.19B
$2.38 Million 0.09% of portfolio
82,147
Q1 2025 New
$490B
$2.38 Million 0.09% of portfolio
2,552
Q1 2025 Reduced 1.69%
$0
$2.37 Million 0.09% of portfolio
8,952
Q1 2025 Added 26.16%
$2.44B
$2.37 Million 0.09% of portfolio
47,296
Q1 2025 Added 14,819.87%
$0
$2.33 Million 0.09% of portfolio
27,552
Q1 2025 Added 38.45%
Lam Research
-
$2.27 Million 0.09% of portfolio
-
Q1 2025 Added 8.53%
$1.66B
$2.26 Million 0.09% of portfolio
53,462
Q1 2025 New
$192B
$2.26 Million 0.09% of portfolio
490
Q1 2025 Reduced 0.2%
$373B
$2.25 Million 0.09% of portfolio
16,114
Q1 2025 Added 4.79%
$29.7B
$2.21 Million 0.08% of portfolio
18,334
Q1 2025 Added 41.29%
$0
$2.19 Million 0.08% of portfolio
42,703
Q1 2025 New
$186B
$2.18 Million 0.08% of portfolio
3,985
Q1 2025 Reduced 13.05%
$85.8B
$2.11 Million 0.08% of portfolio
31,162
Q1 2025 Reduced 69.08%
$0
$2.11 Million 0.08% of portfolio
16,234
Q1 2025 Reduced 40.05%
$35.9B
$2.03 Million 0.08% of portfolio
27,101
Q1 2025 Added 82.08%
$0
$1.94 Million 0.07% of portfolio
18,740
Q1 2025 New
$0
$1.93 Million 0.07% of portfolio
16,654
Q1 2025 Added 0.01%
$0
$1.93 Million 0.07% of portfolio
91,241
Q1 2025 Reduced 62.65%
$8.24B
$1.92 Million 0.07% of portfolio
16,091
Q1 2025 Reduced 0.74%
$0
$1.88 Million 0.07% of portfolio
37,119
Q1 2025 New
$0
$1.87 Million 0.07% of portfolio
39,287
Q1 2025 Added 117.89%

Summary

  • Portfolio
  • No. of Stocks 1,202
  • Current Value $2.65 Billion
  • Prior Value $2.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 672 stocks
  • Additional Purchases 282 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 237 stocks
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