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
VDC Vanguard Consumer Staples ETF ETFs	$0	$556,000 0.02% of portfolio	2,539	Q2 2025 Reduced 13.32%
ECL Ecolab Inc. Basic Materials	$78.3B	$556,000 0.02% of portfolio	2,063	Q2 2025 Added 4.51%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$553,000 0.02% of portfolio	19,207	Q2 2025 Reduced 99.06%
MMM 3 M CO Industrials	$88.1B	$552,000 0.02% of portfolio	3,626	Q2 2025 Reduced 1.06%
AIG American International Group, Inc. Financial Services	$59.9B	$545,000 0.02% of portfolio	6,372	Q2 2025 Reduced 0.06%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$543,000 0.02% of portfolio	4,020	Q2 2025 Added 0.02%
MSI Motorola Solutions, Inc. Technology	$81.8B	$541,000 0.02% of portfolio	1,287	Q2 2025 Reduced 1.3%
CDNS Cadence Design Systems Inc Technology	$97.3B	$536,000 0.02% of portfolio	1,740	Q2 2025 Reduced 5.07%
TRMB Trimble Inc. Technology	$20.5B	$536,000 0.02% of portfolio	7,054	Q2 2025 Added 11.7%
PNC Pnc Financial Services Group, Inc. Financial Services	$81.9B	$534,000 0.02% of portfolio	2,865	Q2 2025 Added 9.52%
JNPR Juniper Networks Inc Technology	$13B	$532,000 0.02% of portfolio	13,319	Q2 2025 Reduced 0.45%
HLT Hilton Worldwide Holdings Inc. Consumer Cyclical	$75.2B	$526,000 0.02% of portfolio	1,975	Q2 2025 Added 8.58%
DHI Horton D R Inc Consumer Cyclical	$62.9B	$520,000 0.02% of portfolio	4,037	Q2 2025 Reduced 6.03%
FIS Fidelity National Information Services, Inc. Technology	$41.2B	$514,000 0.02% of portfolio	6,317	Q2 2025 Added 2.27%
AMT American Tower Corp Real Estate	$91.5B	$511,000 0.02% of portfolio	2,312	Q2 2025 Reduced 0.13%
FLGB Franklin Templeton ETF Tr ETFs	$0	$509,000 0.02% of portfolio	16,619	Q2 2025 Reduced 3.9%
GM General Motors CO Consumer Cyclical	$83.4B	$508,000 0.02% of portfolio	10,320	Q2 2025 Added 2.86%
WELL Welltower Inc. Real Estate	$78.1B	$507,000 0.02% of portfolio	3,296	Q2 2025 Reduced 1.14%
ON On Semiconductor Corp Technology	$21.2B	$503,000 0.02% of portfolio	9,601	Q2 2025 Added 205.38%
NKE Nike, Inc. Consumer Cyclical	$93.6B	$503,000 0.02% of portfolio	7,083	Q2 2025 Reduced 89.5%
NOC Northrop Grumman Corp Industrials	$89.7B	$503,000 0.02% of portfolio	1,006	Q2 2025 Added 1.93%
MAR Marriott International Inc Consumer Cyclical	$87B	$500,000 0.02% of portfolio	1,831	Q2 2025 Added 7.96%
KMI Kinder Morgan, Inc. Energy	$62B	$497,000 0.02% of portfolio	16,895	Q2 2025 Reduced 0.78%
EWL Ishares Inc Msci Switzerlnd ETFs	$0	$492,000 0.02% of portfolio	8,980	Q2 2025 Reduced 4.0%
CMG Chipotle Mexican Grill Inc Consumer Cyclical	$1.08B	$490,000 0.02% of portfolio	8,734	Q2 2025 Added 8.67%
HSY Hershey CO Consumer Defensive	$27.3B	$489,000 0.02% of portfolio	2,947	Q2 2025 Added 6.85%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$487,000 0.02% of portfolio	7,911	Q2 2025 Reduced 1.57%
CTAS Cintas Corp Industrials	$20.8B	$487,000 0.02% of portfolio	2,185	Q2 2025 Added 7.21%
LYV Live Nation Entertainment, Inc. Communication Services	$40B	$481,000 0.02% of portfolio	3,180	Q2 2025 Added 10.34%
APD Air Products & Chemicals, Inc. Basic Materials	$65.3B	$478,000 0.02% of portfolio	1,696	Q2 2025 Added 8.3%
PCAR Paccar Inc Industrials	$35.4B	$478,000 0.02% of portfolio	5,031	Q2 2025 Reduced 4.01%
HPE Hewlett Packard Enterprise CO Technology	$32B	$478,000 0.02% of portfolio	23,376	Q2 2025 Reduced 20.91%
MCHP Microchip Technology Inc Technology	$35.9B	$475,000 0.02% of portfolio	6,756	Q2 2025 Added 110.86%
INTC Intel Corp Technology	$101B	$465,000 0.02% of portfolio	20,761	Q2 2025 Added 9.01%
IYT Ishares Tr U.S. Transportation ETFs	$0	$465,000 0.02% of portfolio	6,778	Q2 2025 Added 11,196.67%
K Kellogg CO Consumer Defensive	$27.1B	$462,000 0.02% of portfolio	5,810	Q2 2025 Reduced 4.17%
ZTS Zoetis Inc. Healthcare	$70.5B	$461,000 0.02% of portfolio	2,958	Q2 2025 Reduced 18.58%
XEL Xcel Energy Inc Utilities	$39.8B	$460,000 0.02% of portfolio	6,761	Q2 2025 Reduced 0.95%
ELV Elevance Health, Inc. Healthcare	$75.6B	$460,000 0.02% of portfolio	1,183	Q2 2025 Reduced 20.39%
CTVA Corteva, Inc. Basic Materials	$52.5B	$460,000 0.02% of portfolio	6,169	Q2 2025 Added 0.75%
IXJ Ishares Global Healthcare ETF ETFs	$0	$458,000 0.02% of portfolio	5,318	Q2 2025 Added 1,436.99%
SOXX Ishares Semiconductor ETF ETFs	$0	$456,000 0.02% of portfolio	1,910	Q2 2025 Added 5,205.56%
BBY Best Buy CO Inc Consumer Cyclical	$17.7B	$455,000 0.02% of portfolio	6,782	Q2 2025 Reduced 61.67%
VST Vistra Corp. Utilities	$85B	$455,000 0.02% of portfolio	2,348	Q2 2025 Added 24.83%
VLO Valero Energy Corp Energy	$60.8B	$454,000 0.02% of portfolio	3,378	Q2 2025 Reduced 7.93%
GRAB Grab Holdings LTD Technology	$20.6B	$453,000 0.02% of portfolio	89,995	Q3 2024 New
CCL Carnival Corp Consumer Cyclical	$36.1B	$450,000 0.02% of portfolio	16,011	Q2 2025 Reduced 16.67%
AFL Aflac Inc Financial Services	$68.7B	$449,000 0.02% of portfolio	4,255	Q2 2025 Reduced 3.65%
NUSC Nuveen Esg Small Cap ETF ETFs	$0	$444,000 0.02% of portfolio	10,909	Q2 2025 Reduced 5.06%
PLD Prologis, Inc. Real Estate	$106B	$442,000 0.02% of portfolio	4,208	Q2 2025 Added 45.66%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.

Account

Cx Institutional Portfolio Holdings