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
$1.86 Million 0.07% of portfolio
3,621
Q1 2025 Added 99.94%
$0
$1.82 Million 0.07% of portfolio
9,197
Q1 2025 Added 11.6%
$62.3B
$1.81 Million 0.07% of portfolio
16,498
Q1 2025 Added 0.04%
$208B
$1.78 Million 0.07% of portfolio
7,156
Q1 2025 Added 0.44%
$0
$1.77 Million 0.07% of portfolio
21,678
Q1 2025 Added 2.95%
$0
$1.76 Million 0.07% of portfolio
30,349
Q1 2025 New
$76.8B
$1.72 Million 0.06% of portfolio
2,830
Q1 2025 Added 19.61%
$0
$1.7 Million 0.06% of portfolio
36,530
Q1 2025 Reduced 32.2%
$24.4B
$1.69 Million 0.06% of portfolio
8,122
Q1 2025 Added 4.57%
$0
$1.62 Million 0.06% of portfolio
3,460
Q1 2025 Reduced 1.06%
$0
$1.62 Million 0.06% of portfolio
55,347
Q1 2025 Reduced 67.34%
$156B
$1.61 Million 0.06% of portfolio
15,680
Q1 2025 Added 6.78%
$15.6B
$1.61 Million 0.06% of portfolio
9,499
Q1 2025 Added 4.01%
$68.5B
$1.6 Million 0.06% of portfolio
10,946
Q1 2025 Reduced 74.88%
$17.2B
$1.58 Million 0.06% of portfolio
12,659
Q1 2025 Added 2.81%
$0
$1.57 Million 0.06% of portfolio
15,364
Q1 2025 Added 21.2%
$16.8B
$1.56 Million 0.06% of portfolio
5,417
Q1 2025 Added 14.94%
$268B
$1.55 Million 0.06% of portfolio
5,785
Q1 2025 Reduced 1.25%
$5.9B
$1.52 Million 0.06% of portfolio
8,505
Q1 2025 Added 438.63%
$155B
$1.52 Million 0.06% of portfolio
5,362
Q1 2025 Added 5.97%
$12.4B
$1.51 Million 0.06% of portfolio
19,137
Q1 2025 Reduced 2.27%
$0
$1.5 Million 0.06% of portfolio
52,437
Q1 2025 Reduced 81.15%
$55.8B
$1.5 Million 0.06% of portfolio
18,672
Q1 2025 Reduced 21.01%
$138B
$1.5 Million 0.06% of portfolio
4,015
Q1 2025 Reduced 2.31%
$9.03B
$1.49 Million 0.06% of portfolio
7,291
Q1 2025 New
$27.4B
$1.48 Million 0.06% of portfolio
12,914
Q1 2025 Added 20.04%
$0
$1.48 Million 0.06% of portfolio
7,420
Q1 2025 Reduced 0.54%
$98.4B
$1.47 Million 0.06% of portfolio
2,154
Q1 2025 Reduced 11.87%
$0
$1.45 Million 0.05% of portfolio
18,859
Q1 2025 Added 29.78%
$0
$1.45 Million 0.05% of portfolio
8,469
Q1 2025 Reduced 18.77%
$265B
$1.45 Million 0.05% of portfolio
20,144
Q1 2025 Reduced 1.41%
$2.63B
$1.42 Million 0.05% of portfolio
21,133
Q1 2025 Added 9.02%
$22.1B
$1.41 Million 0.05% of portfolio
9,144
Q1 2025 Reduced 19.75%
$264B
$1.41 Million 0.05% of portfolio
8,893
Q1 2025 Added 4.38%
$0
$1.39 Million 0.05% of portfolio
16,663
Q1 2025 Added 37.56%
$0
$1.38 Million 0.05% of portfolio
32,806
Q1 2025 Reduced 6.06%
$14.3B
$1.35 Million 0.05% of portfolio
50,686
Q1 2025 Added 4.08%
$59.1B
$1.34 Million 0.05% of portfolio
2,265
Q1 2025 Added 14.22%
Linde PLC
-
$1.33 Million 0.05% of portfolio
-
Q1 2025 Added 5.55%
$318B
$1.32 Million 0.05% of portfolio
31,711
Q1 2025 Reduced 4.39%
$15.2B
$1.3 Million 0.05% of portfolio
17,693
Q1 2025 Reduced 13.79%
$85.9B
$1.3 Million 0.05% of portfolio
3,719
Q1 2025 Reduced 0.21%
$22.7B
$1.28 Million 0.05% of portfolio
5,664
Q1 2025 Added 15.43%
$17.3B
$1.28 Million 0.05% of portfolio
19,678
Q1 2025 Reduced 19.77%
$0
$1.28 Million 0.05% of portfolio
14,810
Q1 2025 Added 12.37%
$10.6B
$1.25 Million 0.05% of portfolio
11,977
Q1 2025 Added 1.0%
$9.61B
$1.22 Million 0.05% of portfolio
19,744
Q1 2025 New
$31.4B
$1.21 Million 0.05% of portfolio
4,962
Q1 2025 Added 3.72%
Rb Global Inc
-
$1.18 Million 0.04% of portfolio
-
Q1 2025 Reduced 31.23%

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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