BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 4 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VRSN VERISIGN INC Technology 31,161.0 $7.7M 0.24% +30K +2121.0% $248.36 +18.0%
62 SPGI S&P GLOBAL INC Financial Services 18,081.0 $7.7M 0.23% +3K +21.2% $425.36 -5.0%
63 FORTINET INC 94,043.0 $7.7M 0.23% +87K +1158.6% $81.72
64 ROST ROSS STORES INC Consumer Cyclical 34,430.0 $7.5M 0.23% +31K +941.1% $216.64 -1.6%
65 NUE NUCOR CORP Basic Materials 44,097.0 $7.5M 0.23% +4K +10.9% $169.10 +37.7%
66 HPQ HP INC Technology 382,777.0 $7.4M 0.22% +374K +4281.1% $19.21 +8.1%
67 EEMV iShares Inc 113,129.0 $7.3M 0.22% +113K +10000.0% $64.73 +10.3%
68 MDT MEDTRONIC PLC Healthcare 82,114.0 $7.1M 0.22% +2K +2.9% $86.65 -11.2%
69 NXPI NXP SEMICONDUCTO Technology 36,141.0 $7.1M 0.22% +34K +1384.2% $196.87 +49.4%
70 SCHG Schwab Strategic Trust 243,353.0 $7.1M 0.22% +40K +19.7% $29.13 +17.6%
71 HLT HILTON WORLDWIDE Consumer Cyclical 23,087.0 $7.0M 0.21% +20K +763.1% $304.07 +4.1%
72 BBY BEST BUY CO INC Consumer Cyclical 104,471.0 $6.7M 0.20% +97K +1222.8% $64.20 -12.3%
73 CENCORA INC 21,039.0 $6.6M 0.20% +17K +421.5% $314.13
74 RTX RTX CORP Industrials 33,865.0 $6.5M 0.20% +9K +38.6% $192.88 -8.9%
75 TEL TE CONNECTIVITY Technology 31,119.0 $6.5M 0.20% +28K +801.2% $209.04 -1.1%
76 XLC State Street ETF/USA 57,016.0 $6.3M 0.19% +607.0 +1.1% $110.86 +4.7%
77 NXST NEXSTAR MEDIA Communication Services 34,856.0 $6.3M 0.19% +27K +323.8% $180.83 +9.1%
78 ACN ACCENTURE PLC-A Technology 31,314.0 $6.2M 0.19% +2K +8.2% $198.28 -14.9%
79 NRG NRG ENERGY Utilities 42,104.0 $6.2M 0.19% +40K +1823.4% $146.14 -7.8%
80 EXPE EXPEDIA GROUP IN Consumer Cyclical 26,407.0 $6.1M 0.19% +25K +1833.2% $230.89 -5.9%
Page 4 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%