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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 8 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLE State Street ETF/USA 36,222.0 $2.2M 0.07% +27K +313.8% $61.26 -2.9%
142 XLRE State Street ETF/USA 51,572.0 $2.1M 0.06% +7K +16.8% $40.84 +5.9%
143 TXN TEXAS INSTRUMENT Technology 10,759.0 $2.1M 0.06% +6K +145.4% $194.16 +57.8%
144 BLOK Amplify Investments LLC/ETF 39,311.0 $2.0M 0.06% +6K +19.0% $49.81 +26.0%
145 DSI iShares ETFs/USA 15,991.0 $1.9M 0.06% +657.0 +4.3% $121.19 +16.1%
146 EMR EMERSON ELEC CO Industrials 14,454.0 $1.9M 0.06% +3K +27.0% $131.04 +5.2%
147 BA BOEING CO/THE Industrials 9,395.0 $1.9M 0.06% +2K +29.5% $199.04 +10.8%
148 NULG Nushares ETF Trust 20,522.0 $1.9M 0.06% +2K +8.1% $90.93 +20.3%
149 PFGC PERFORMANCE FOOD Consumer Defensive 21,332.0 $1.8M 0.06% +987.0 +4.8% $85.65 +13.0%
150 FCOM Fidelity Covington Trust 26,415.0 $1.8M 0.06% +6K +32.4% $68.11 +8.6%
151 DIS WALT DISNEY CO/T Communication Services 18,607.0 $1.8M 0.06% +7K +55.5% $96.36 +9.4%
152 SBUX STARBUCKS CORP Consumer Cyclical 19,150.0 $1.7M 0.05% +6K +44.0% $89.61 +18.7%
153 VZ VERIZON COMMUNIC Communication Services 33,810.0 $1.7M 0.05% +423.0 +1.3% $50.19 -6.2%
154 ELV ELEVANCE HEALTH Healthcare 5,680.0 $1.7M 0.05% +4K +245.1% $292.78 +35.5%
155 NSC NORFOLK SOUTHERN Industrials 5,468.0 $1.6M 0.05% +187.0 +3.5% $286.94 +10.7%
156 DGX QUEST DIAGNOSTIC Healthcare 7,366.0 $1.4M 0.04% +666.0 +9.9% $196.04 -4.1%
157 IHE iShares ETFs/USA 16,252.0 $1.4M 0.04% +14K +670.2% $86.70 +1.3%
158 HWM HOWMET AEROSPACE Industrials 5,990.0 $1.4M 0.04% +197.0 +3.4% $230.38 +18.2%
159 IBIT iShares ETFs/USA Financial Services 35,678.0 $1.4M 0.04% +34K +2014.9% $38.43 +16.6%
160 FXH First Trust ETFs/USA 11,679.0 $1.3M 0.04% +4K +47.1% $109.77 +2.6%
Page 8 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%