CX Institutional Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$16M |
| 2 |
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
|
+$15.8M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$15.6M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
+$13.6M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$13.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$32.1M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$28.2M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$15.2M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$14.2M |
| 5 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$12.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.12% |
| 2 | Healthcare | 6.11% |
| 3 | Financials | 5.49% |
| 4 | Industrials | 4.32% |
| 5 | Consumer Discretionary | 4.03% |
Similar funds
CX Institutional's Q1 2025 Portfolio in Review
As of Q1 2025, CX Institutional held 1,207 positions worth $2.65B, up 5.2% from $2.52B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
CX Institutional deployed $173M of net new capital in Q1 2025, opening 672 new positions and adding to 282 existing holdings. Its largest new stake was First Trust Technology AlphaDEX Fund: 45,023 shares worth $5.95M.
By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 8.4% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was iShares Core MSCI EAFE ETF, an estimated $32.1M trimmed.
- CX Institutional's largest Q1 2025 buy was First Trust Technology AlphaDEX Fund: 45,023 shares worth $5.95M.
- CX Institutional added most to iShares Russell 1000 Growth ETF in Q1 2025, an estimated $16M increase.
- CX Institutional's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $32.1M.
- CX Institutional fully exited Berkshire Hathaway Class B in Q1 2025, selling an estimated $15.2M.
- CX Institutional's ten largest holdings make up 23% of its $2.65B portfolio in Q1 2025.
- CX Institutional opened 672 new positions and closed 5 in Q1 2025.
- CX Institutional's portfolio value rose 5.2% quarter-over-quarter to $2.65B.
Based on CX Institutional's 13F filing for Q1 2025, filed 15 Apr 2025.