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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 15 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JNK State Street ETF/USA 3,180.0 $304K 0.01% +27.0 +0.9% $95.60 +0.2%
282 IQVIA HOLDINGS I 1,780.0 $304K 0.01% +17.0 +1.0% $170.79
283 AEE AMEREN CORP Utilities 2,738.0 $301K 0.01% +439.0 +19.1% $109.93 -2.3%
284 WEC WEC ENERGY GROUP Utilities 2,603.0 $301K 0.01% +435.0 +20.1% $115.64 -5.1%
285 COIN COINBASE GLOBA-A Financial Services 1,718.0 $300K 0.01% +939.0 +120.5% $174.62 +8.5%
286 ROK ROCKWELL AUTOMAT Industrials 835.0 $300K 0.01% +5.0 +0.6% $359.28 +23.0%
287 REGN REGENERON PHARM Healthcare 386.0 $298K 0.01% +12.0 +3.2% $772.02 -20.7%
288 LW LAMB WESTON Consumer Defensive 7,040.0 $297K 0.01% +6K +627.3% $42.19 +3.6%
289 NUMG Nushares ETF Trust 7,073.0 $291K 0.01% +202.0 +2.9% $41.14 +10.2%
290 ORI OLD REPUB INTL Financial Services 7,286.0 $291K 0.01% +7K +8678.3% $39.94 -0.9%
291 DXCM DEXCOM Healthcare 4,623.0 $290K 0.01% +926.0 +25.1% $62.73 -0.3%
292 EVRG EVERGY INC Utilities 3,508.0 $287K 0.01% +581.0 +19.9% $81.81 -0.2%
293 RSPM Invesco ETFs/USA 7,279.0 $281K 0.01% +7K +2278.8% $38.60 -1.1%
294 HOLOGIC INC 3,693.0 $279K 0.01% +77.0 +2.1% $75.55
295 KVUE KENVUE INC Consumer Defensive 16,040.0 $277K 0.01% +1K +6.8% $17.27 -0.3%
296 CHD CHURCH & DWIGHT Consumer Defensive 2,958.0 $276K 0.01% +842.0 +39.8% $93.31 +2.4%
297 APOS APOLLO GLOBAL MA Financial Services 2,461.0 $274K 0.01% +1K +81.0% $111.34 -76.6%
298 PCG PG&E CORP Utilities 15,423.0 $271K 0.01% +698.0 +4.7% $17.57 -7.4%
299 HRL HORMEL FOODS CRP Consumer Defensive 11,836.0 $268K 0.01% +128.0 +1.1% $22.64 -12.1%
300 BLOCK INC 4,435.0 $267K 0.01% +2K +56.1% $60.20
Page 15 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%