CX Institutional Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$76.7M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$76.2M |
| 3 |
RSPA
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
|
+$52.3M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$12.6M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$10.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$72M |
| 2 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
+$32.6M |
| 3 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$31.4M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$17.1M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
+$16.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.72% |
| 2 | Healthcare | 6.07% |
| 3 | Financials | 5.98% |
| 4 | Consumer Discretionary | 5.54% |
| 5 | Industrials | 4.14% |
Similar funds
CX Institutional's Q3 2025 Portfolio in Review
As of Q3 2025, CX Institutional held 1,403 positions worth $3.29B, up 15% from $2.87B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
CX Institutional deployed $263M of net new capital in Q3 2025, opening 190 new positions and adding to 612 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight Income Advantage ETF: 1,037,980 shares worth $53M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $72M trimmed.
- CX Institutional's largest Q3 2025 buy was Invesco S&P 500 Equal Weight Income Advantage ETF: 1,037,980 shares worth $53M.
- CX Institutional added most to State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025, an estimated $76.7M increase.
- CX Institutional's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $72M.
- CX Institutional fully exited Juniper Networks in Q3 2025, selling an estimated $532K.
- CX Institutional's ten largest holdings make up 23% of its $3.29B portfolio in Q3 2025.
- CX Institutional opened 190 new positions and closed 28 in Q3 2025.
- CX Institutional's portfolio value rose 15% quarter-over-quarter to $3.29B.
Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.