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
$1.17 Million 0.04% of portfolio
23,104
Q1 2025 Reduced 44.68%
$241B
$1.16 Million 0.04% of portfolio
10,365
Q1 2025 Reduced 1.65%
$0
$1.14 Million 0.04% of portfolio
18,856
Q1 2025 Reduced 35.4%
$21.1B
$1.14 Million 0.04% of portfolio
12,976
Q1 2025 New
$176B
$1.13 Million 0.04% of portfolio
24,860
Q1 2025 Reduced 37.48%
$0
$1.12 Million 0.04% of portfolio
15,391
Q1 2025 New
$154B
$1.11 Million 0.04% of portfolio
15,279
Q1 2025 Added 56.8%
$0
$1.09 Million 0.04% of portfolio
26,631
Q1 2024 Reduced 1.11%
$32.8B
$1.05 Million 0.04% of portfolio
4,484
Q1 2025 Added 12.66%
$52.1B
$1.03 Million 0.04% of portfolio
4,991
Q1 2025 Reduced 83.81%
$0
$1.03 Million 0.04% of portfolio
1,935
Q1 2025 Reduced 3.68%
$23.7B
$1.02 Million 0.04% of portfolio
5,814
Q1 2025 Reduced 2.17%
$0
$1.02 Million 0.04% of portfolio
19,263
Q1 2025 New
$100B
$1.02 Million 0.04% of portfolio
5,053
Q1 2025 Added 3.93%
$116B
$1.02 Million 0.04% of portfolio
3,367
Q1 2025 Added 16.95%
$0
$1.01 Million 0.04% of portfolio
7,218
Q1 2025 Reduced 14.87%
$12.4B
$1 Million 0.04% of portfolio
12,494
Q1 2025 Added 13.29%
$51.2B
$1 Million 0.04% of portfolio
1,014
Q1 2025 Reduced 2.41%
$0
$994,000 0.04% of portfolio
17,662
Q1 2025 Reduced 36.03%
$0
$989,000 0.04% of portfolio
12,196
Q4 2024 Added 1.63%
$0
$989,000 0.04% of portfolio
15,134
Q1 2025 Added 12,407.44%
$133B
$971,000 0.04% of portfolio
13,680
Q1 2025 Reduced 1.3%
Jacobs Solutions
-
$950,000 0.04% of portfolio
-
Q1 2025 Added 11.31%
$0
$928,000 0.04% of portfolio
8,788
Q1 2025 New
$182B
$928,000 0.04% of portfolio
1,873
Q1 2025 Added 2.63%
$44.4B
$924,000 0.03% of portfolio
6,496
Q1 2025 Added 8.36%
$0
$919,000 0.03% of portfolio
20,763
Q1 2025 Added 1,836.85%
$68.5B
$919,000 0.03% of portfolio
241
Q1 2025 Added 18.14%
$191B
$915,000 0.03% of portfolio
1,149
Q1 2025 Added 5.8%
$165B
$910,000 0.03% of portfolio
9,220
Q1 2025 Reduced 0.56%
$68.3B
$895,000 0.03% of portfolio
2,088
Q1 2025 Reduced 15.94%
$130B
$894,000 0.03% of portfolio
12,611
Q1 2025 Added 24.71%
$197B
$882,000 0.03% of portfolio
7,561
Q1 2025 Reduced 0.57%
$146B
$877,000 0.03% of portfolio
8,695
Q1 2025 Reduced 15.13%
$7.36B
$875,000 0.03% of portfolio
13,294
Q1 2025 Reduced 1.85%
$0
$873,000 0.03% of portfolio
5,883
Q1 2025 Reduced 4.28%
$7.52B
$872,000 0.03% of portfolio
9,639
Q1 2025 Reduced 6.45%
$6.25B
$872,000 0.03% of portfolio
3,054
Q1 2025 Reduced 0.39%
$127B
$866,000 0.03% of portfolio
1,787
Q1 2025 Added 9.03%
$59.3B
$866,000 0.03% of portfolio
20,514
Q1 2025 Reduced 15.97%
$0
$864,000 0.03% of portfolio
16,012
Q1 2025 Reduced 1.12%
$55.1B
$859,000 0.03% of portfolio
3,522
Q1 2025 Added 29.39%
$15.3B
$854,000 0.03% of portfolio
8,069
Q1 2025 Added 0.59%
$130B
$850,000 0.03% of portfolio
5,858
Q1 2025 Reduced 81.35%
$0
$845,000 0.03% of portfolio
33,816
Q1 2025 Added 65.5%
$10.5B
$844,000 0.03% of portfolio
9,229
Q1 2025 New
$0
$830,000 0.03% of portfolio
10,142
Q1 2025 New
$0
$822,000 0.03% of portfolio
5,365
Q1 2025 Reduced 14.19%
$0
$816,000 0.03% of portfolio
18,641
Q1 2025 Added 83.06%

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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