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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.3B AUM 1,548 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New 516 Added 595 Reduced 140 Exited
Page 12 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IYZ iShares ETFs/USA 14,130.0 $556K 0.02% +4K +43.1% $39.35 +8.7%
222 ON ON SEMICONDUCTOR Technology 8,790.0 $544K 0.02% +679.0 +8.4% $61.89 +91.3%
223 ZTS ZOETIS INC Healthcare 4,413.0 $522K 0.02% +258.0 +6.2% $118.29 -36.2%
224 DVN DEVON ENERGY CO Energy 10,339.0 $520K 0.02% +949.0 +10.1% $50.29 -6.1%
225 SANDISK CORP 804.0 $511K 0.02% +44.0 +5.8% $635.57
226 DLR DIGITAL REALTY TRUST INC Real Estate 2,736.0 $493K 0.01% +277.0 +11.3% $180.19 +7.0%
227 HAS HASBRO INC Consumer Cyclical 5,271.0 $493K 0.01% +491.0 +10.3% $93.53 +2.3%
228 VGT Vanguard ETF/USA 697.0 $487K 0.01% +215.0 +44.6% $698.71 -83.8%
229 RSPD Invesco ETFs/USA 9,032.0 $483K 0.01% +9K +7243.1% $53.48 -3.2%
230 ENTERGY CORP 4,204.0 $472K 0.01% +236.0 +6.0% $112.27
231 FXG First Trust ETFs/USA 7,327.0 $467K 0.01% +4K +96.1% $63.74 -5.0%
232 HBAN HUNTINGTON BANC Financial Services 29,470.0 $461K 0.01% +11K +57.8% $15.64 -0.9%
233 ACGL ARCH CAPITAL GRP Financial Services 4,721.0 $453K 0.01% +673.0 +16.6% $95.95 -2.1%
234 GRMN GARMIN LTD Technology 1,954.0 $453K 0.01% +12.0 +0.6% $231.83 +1.1%
235 VEGI iShares ETFs/USA 9,960.0 $451K 0.01% +8K +375.6% $45.28 -0.6%
236 CTRA COTERRA ENERGY I Energy 12,718.0 $447K 0.01% +1K +12.0% $35.15 -7.4%
237 PSA PUBLIC STORAGE Real Estate 1,640.0 $444K 0.01% +48.0 +3.0% $270.73 +11.9%
238 ADSK AUTODESK INC Technology 1,850.0 $443K 0.01% +189.0 +11.4% $239.46 -1.2%
239 EQIX EQUINIX INC Real Estate 450.0 $441K 0.01% +39.0 +9.5% $980.00 +10.2%
240 A AGILENT TECH INC Healthcare 3,845.0 $438K 0.01% +250.0 +7.0% $113.91 -1.9%
Page 12 of 26  ·  516 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Healthcare 15.9%
Financial Services 15.4%
Consumer Cyclical 13.3%
Industrials 9.3%
Communication Services 6.6%
Consumer Defensive 4.2%
Energy 4.0%
Utilities 2.2%
Basic Materials 1.8%