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
$140B
$1.14 Million 0.04% of portfolio
47,032
Q2 2025 Added 50.57%
$265B
$1.1 Million 0.04% of portfolio
7,835
Q2 2025 Added 3.62%
$54.8B
$1.1 Million 0.04% of portfolio
1,941
Q2 2025 Reduced 10.76%
$185B
$1.1 Million 0.04% of portfolio
25,314
Q2 2025 Added 1.83%
$16.8B
$1.09 Million 0.04% of portfolio
19,441
Q2 2025 Reduced 1.2%
$73.3B
$1.09 Million 0.04% of portfolio
24,014
Q2 2025 Added 17.06%
$25.1B
$1.09 Million 0.04% of portfolio
4,652
Q2 2025 Reduced 13.16%
$25B
$1.07 Million 0.04% of portfolio
5,847
Q2 2025 Added 0.57%
$0
$1.06 Million 0.04% of portfolio
15,415
Q2 2025 Reduced 4.52%
$51.3B
$1.06 Million 0.04% of portfolio
1,022
Q2 2025 Added 0.79%
$0
$1.06 Million 0.04% of portfolio
26,631
Q1 2024 Reduced 1.11%
$0
$1.05 Million 0.04% of portfolio
10,123
Q2 2025 Reduced 45.98%
$161B
$1.05 Million 0.04% of portfolio
1,931
Q2 2025 Added 3.1%
$0
$1.03 Million 0.04% of portfolio
1,819
Q2 2025 Reduced 49.77%
$0
$1.02 Million 0.04% of portfolio
17,060
Q2 2025 Added 6.55%
Ge Vernova Inc
-
$1.02 Million 0.04% of portfolio
-
Q2 2025 Added 6.36%
$0
$1.01 Million 0.04% of portfolio
11,888
Q2 2025 Added 76.62%
$40.1B
$997,000 0.03% of portfolio
3,822
Q2 2025 Reduced 12.68%
$164B
$957,000 0.03% of portfolio
7,761
Q2 2025 Reduced 1.18%
$149B
$952,000 0.03% of portfolio
8,860
Q2 2025 Added 1.9%
$143B
$947,000 0.03% of portfolio
2,652
Q2 2025 Added 4.86%
$0
$943,000 0.03% of portfolio
3,799
Q2 2025 Reduced 57.56%
$67B
$942,000 0.03% of portfolio
1,837
Q2 2025 Reduced 12.02%
$0
$935,000 0.03% of portfolio
8,788
Q1 2025 New
$0
$920,000 0.03% of portfolio
30,078
Q2 2025 Reduced 45.66%
$0
$917,000 0.03% of portfolio
40,974
Q2 2025 Reduced 94.8%
Jacobs Solutions
-
$910,000 0.03% of portfolio
-
Q2 2025 Reduced 11.81%
$63.8B
$895,000 0.03% of portfolio
17,015
Q2 2025 Added 8.97%
$82.7B
$895,000 0.03% of portfolio
241
Q1 2025 Added 18.14%
$177B
$892,000 0.03% of portfolio
4,298
Q2 2025 Added 4.98%
$140B
$881,000 0.03% of portfolio
12,686
Q2 2025 Added 0.59%
$0
$870,000 0.03% of portfolio
17,595
Q2 2025 Added 0.47%
$0
$855,000 0.03% of portfolio
11,312
Q2 2025 Reduced 85.96%
$0
$855,000 0.03% of portfolio
33,961
Q2 2025 Added 0.43%
$0
$854,000 0.03% of portfolio
5,041
Q2 2025 Reduced 6.04%
$9.19B
$849,000 0.03% of portfolio
10,849
Q2 2025 Reduced 15.57%
$10.4B
$845,000 0.03% of portfolio
9,264
Q2 2025 Added 0.38%
$59.5B
$838,000 0.03% of portfolio
3,689
Q2 2025 Added 4.74%
$0
$838,000 0.03% of portfolio
4,746
Q2 2025 Reduced 43.96%
$85.4B
$836,000 0.03% of portfolio
9,177
Q2 2025 Added 6.76%
$0
$829,000 0.03% of portfolio
23,254
Q2 2025 Reduced 6.14%
$15.3B
$824,000 0.03% of portfolio
8,518
Q2 2025 Added 5.56%
$94B
$821,000 0.03% of portfolio
6,953
Q2 2025 Added 5.56%
$43.7B
$818,000 0.03% of portfolio
6,341
Q2 2025 Reduced 2.39%
$41.4B
$816,000 0.03% of portfolio
7,677
Q2 2025 Added 6.33%
$12.8B
$816,000 0.03% of portfolio
10,019
Q2 2025 Reduced 15.87%
$71.1B
$801,000 0.03% of portfolio
8,111
Q2 2025 Added 3.54%
$116B
$793,000 0.03% of portfolio
2,601
Q2 2025 Added 35.12%
$63.8B
$791,000 0.03% of portfolio
7,481
Q2 2025 Added 2.96%

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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