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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 7 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IAI iShares ETFs/USA 20,638.0 $3.4M 0.10% +19K +1689.9% $164.16 +8.2%
122 NULV Nushares ETF Trust 73,922.0 $3.4M 0.10% +5K +7.0% $45.49 +9.0%
123 KNSL KINSALE CAPITAL Financial Services 9,753.0 $3.3M 0.10% +10K +10000.0% $341.64 -11.1%
124 BLD TOPBUILD COR Industrials 9,129.0 $3.2M 0.10% +8K +815.6% $351.30 +17.6%
125 LAZ LAZARD INC Financial Services 75,452.0 $3.2M 0.10% +75K +10000.0% $42.48 +8.2%
126 KR KROGER CO Consumer Defensive 42,088.0 $3.0M 0.09% +1K +3.4% $72.37 -7.7%
127 GEV GE VERNOVA INC Utilities 3,075.0 $2.7M 0.08% +1K +48.7% $872.85 +24.9%
128 LIN LINDE PLC Basic Materials 5,412.0 $2.7M 0.08% +1K +34.8% $495.75 +3.2%
129 LIT Global X ETFs/USA 36,073.0 $2.7M 0.08% +30K +469.6% $74.35 +13.1%
130 EFA iShares ETFs/USA 27,256.0 $2.6M 0.08% +345.0 +1.3% $97.12 +4.7%
131 DRIV Global X ETFs/USA 86,188.0 $2.6M 0.08% +66K +329.4% $30.51 +28.8%
132 VOO Vanguard ETF/USA 4,398.0 $2.6M 0.08% +2K +67.0% $597.54 +13.7%
133 IJK iShares ETFs/USA 25,221.0 $2.5M 0.08% +296.0 +1.2% $100.63 +9.6%
134 ALL ALLSTATE CORP Financial Services 12,231.0 $2.5M 0.08% +7K +123.6% $207.34 +4.8%
135 NFLX NETFLIX INC Communication Services 25,791.0 $2.5M 0.08% +657.0 +2.6% $96.16 -9.6%
136 MDYV State Street ETF/USA 28,816.0 $2.5M 0.07% +1K +3.7% $85.16 +4.2%
137 ORCL ORACLE CORP Technology 16,644.0 $2.4M 0.07% +931.0 +5.9% $147.08 +33.0%
138 AEP AMERICAN ELECTRI Utilities 18,294.0 $2.4M 0.07% +6K +48.4% $131.08 -4.5%
139 IYF iShares ETFs/USA 20,140.0 $2.4M 0.07% +163.0 +0.8% $117.68 +3.5%
140 SNX TD SYNNEX CORP Technology 13,635.0 $2.3M 0.07% +216.0 +1.6% $168.68 +38.9%
Page 7 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%