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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001737089
Total reported value
$3.7B
$3.7B
1213 檔
12.2%
At the close of Q2 2025, CX Institutional disclosed equity holdings valued at approximately $3.7B, spread across 1213 reported holdings.
In Q2 2025, CX Institutional displayed an active expansion posture, initiating 3 new positions and adding to 111 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, SHM, BIL) accounted for 12.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.43% | -0.10% | +249.48% | |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 2.82% | -1.42% | +629.43% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.56% | -0.01% | +10163.32% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.49% | +0.03% | +14.43% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.42% | — | +13.09% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.33% | -0.02% | +10.35% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.24% | +0.01% | +16.66% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.03% | -0.02% | +10.28% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.01% | -0.57% | +88.99% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | -0.04% | -1.52% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.94% | -0.16% | -11.60% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.77% | — | +16.36% | |
| 13 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.72% | -0.73% | +22.67% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.71% | -0.22% | -8.41% | |
| 15 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.71% | -0.73% | +0.32% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | +0.40% | +9.75% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +1.25% | +11.41% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.45% | +9.60% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.39% | -0.18% | +58402.82% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.01% | +22.26% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.14% | -0.04% | -3.80% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.07% | -0.17% | -47.32% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | +0.06% | +14.44% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.15% | +17.62% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.02% | -2.10% | +35.13% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | -0.11% | +5.05% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | -0.25% | +16.73% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.25% | -3.62% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | -0.33% | +5.49% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.61% | +3.30% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.03% | +28.09% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.04% | -9.61% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.61% | -0.05% | +11.01% | |
| 34 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.61% | -0.05% | +22.36% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | +0.27% | +17.81% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | — | — | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | -0.02% | -87.87% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.52% | -0.03% | -15.77% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.05% | -49.83% | |
| 40 | TAXF | American Century Diver Muni | ETF-Other | 0.50% | -0.17% | -54.21% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.49% | — | -50.53% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.04% | -0.18% | |
| 43 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.45% | — | +17.67% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.14% | +6.48% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.26% | EXIT | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.27% | -5.98% | |
| 47 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.42% | +0.03% | -21.56% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.41% | -0.18% | -28.38% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | -0.01% | -18.54% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | +0.25% | -30.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +3.8% | +249.48% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.5% | +10163.32% | Add |
| 3 | SHM | Ss Spdr N Ice St Muni ETF | +2.4% | +629.43% | Add |
| 4 | AOA | Ishares Core 80/20 Aggressiv | +1.4% | +58402.82% | Add |
| 5 | BNDX | Vanguard Total Intl Bond ETF | +0.9% | +88.99% | Add |
| 6 | MGK | Vanguard Mega Cap Growth ETF | +0.5% | +14.43% | Add |
| 7 | NVDA | Nvidia CORP | +0.5% | +11.41% | Add |
| 8 | IUSG | Ishares Core S&p U.s. Growth | +0.5% | +13.09% | Add |
| 9 | MSFT | Microsoft CORP | +0.4% | +9.75% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.4% | +10.35% | Add |
| 11 | AVGO | Broadcom Inc | +0.4% | +5.05% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | NEW | New buy |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +22.26% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.3% | +14.44% | Add |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.2% | +16.66% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +17.62% | Add |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +35.13% | Add |
| 18 | AMAT | Applied Materials Inc | +0.2% | +553.94% | Add |
| 19 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.2% | +22.67% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +16.73% | Add |
| 21 | TDW | Tidewater Inc | +0.2% | +214.48% | Add |
| 22 | BLK | Blackrock Inc | +0.2% | +1085.14% | Add |
| 23 | CVS | Cvs Health CORP | +0.2% | +249.29% | Add |
| 24 | SCHG | Schwab US Large-cap Growth | +0.2% | +2712.89% | Add |
| 25 | MDT | Medtronic plc | +0.2% | +791.55% | Add |
| 26 | IWD | Ishares Russell 1000 Value E | +0.2% | +16.36% | Add |
| 27 | TRV | Travelers Cos Inc/the | +0.2% | +1057.87% | Add |
| 28 | CRM | Salesforce Inc | +0.2% | +319.34% | Add |
| 29 | MDLZ | Mondelez International Inc-a | +0.2% | +145.95% | Add |
| 30 | ALL | Allstate CORP | +0.2% | +504.81% | Add |
| 31 | CB | Chubb Limited | +0.2% | +517.82% | Add |
| 32 | ENVA | Enova International Inc | +0.2% | +151.47% | Add |
| 33 | FTC | First Trust Large Cap Growth | +0.1% | +22.36% | Add |
| 34 | XLK | Ss Technology Select Sector | +0.1% | +11.01% | Add |
| 35 | KWR | Quaker Chemical Corporation | +0.1% | +183.83% | Add |
| 36 | HRMY | Harmony Biosciences Holdings | +0.1% | +166.84% | Add |
| 37 | DXC | Dxc Technology Co | +0.1% | +185.60% | Add |
| 38 | VTV | Vanguard Value ETF | +0.1% | +28.09% | Add |
| 39 | CACI | Caci International Inc -cl A | +0.1% | +85.17% | Add |
| 40 | AMPH | Amphastar Pharmaceuticals In | +0.1% | +220.50% | Add |
| 41 | SCHM | Schwab US Mid Cap ETF | +0.1% | +3966.76% | Add |
| 42 | SCHV | Schwab US Large-cap Value | +0.1% | +10.28% | Add |
| 43 | BFH | Bread Financial Holdings Inc | +0.1% | +115.76% | Add |
| 44 | FCN | Fti Consulting Inc | +0.1% | +122.91% | Add |
| 45 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +36.95% | Add |
| 46 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.1% | +17.67% | Add |
| 47 | EEFT | Euronet Worldwide Inc | +0.1% | +97.60% | Add |
| 48 | REYN | Reynolds Consumer Products I | +0.1% | +120.97% | Add |
| 49 | VBR | Vanguard Small-cap Value ETF | +0.1% | +33.95% | Add |
| 50 | APOG | Apogee Enterprises Inc | +0.1% | +120.71% | Add |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.7B across 1213 disclosed positions in Q2 2025.
During Q2 2025, CX Institutional's top holdings by market value included SGOV (5.4%)、SHM (2.8%)、BIL (2.6%). The largest single position, SGOV, represented 5.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BRK-B
市值: $9.9M
Top Position Liquidated / Trimmed
IEFA
前期市值: $112.9M
In Q2 2025, CX Institutional made 198 total portfolio adjustments, initiating 3 new buys, adding to 111 positions, trimming 84 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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