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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 9 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VHT Vanguard ETF/USA 4,565.0 $1.2M 0.04% +80.0 +1.8% $272.29 -0.6%
162 HIG HARTFORD INSURAN Financial Services 9,187.0 $1.2M 0.04% +6K +151.0% $135.19 -0.7%
163 NKE NIKE INC -CL B Consumer Cyclical 23,492.0 $1.2M 0.04% +15K +173.4% $52.83 -20.5%
164 RXI iShares ETFs/USA 6,520.0 $1.2M 0.04% +6K +1474.9% $186.50 +4.7%
165 IGM iShares ETFs/USA 9,960.0 $1.2M 0.04% +7K +289.8% $118.47 +30.2%
166 VOX Vanguard ETF/USA 6,523.0 $1.2M 0.04% +881.0 +15.6% $179.83 +8.8%
167 BK BANK NY MELLON Financial Services 9,798.0 $1.2M 0.04% +232.0 +2.4% $118.60 +13.8%
168 FXR First Trust ETFs/USA 13,949.0 $1.1M 0.04% +13K +1520.1% $81.65 +2.9%
169 F FORD MOTOR CO Consumer Cyclical 97,433.0 $1.1M 0.03% +6K +6.9% $11.54 +25.5%
170 PSX PHILLIPS 66 Energy 6,107.0 $1.1M 0.03% +2K +48.7% $182.25 -5.9%
171 PANW PALO ALTO NETWOR Technology 6,930.0 $1.1M 0.03% +1K +16.9% $160.32 +48.6%
172 PFE PFIZER INC Healthcare 39,532.0 $1.1M 0.03% +2K +6.0% $28.08 -8.3%
173 HSY HERSHEY CO/THE Consumer Defensive 5,312.0 $1.1M 0.03% +2K +60.4% $207.83 -8.4%
174 RB GLOBAL INC 10,965.0 $1.1M 0.03% +290.0 +2.7% $95.85
175 J JACOBS SOLUTIONS Industrials 8,152.0 $1.0M 0.03% +570.0 +7.5% $127.33 -11.4%
176 EXI iShares ETFs/USA 5,656.0 $1.0M 0.03% +5K +919.1% $181.05 +6.4%
177 ETN EATON CORP PLC Industrials 2,816.0 $1.0M 0.03% +142.0 +5.3% $357.60 +14.1%
178 SUSB iShares ETFs/USA 39,750.0 $996K 0.03% +832.0 +2.1% $25.06 -0.6%
179 CTVA CORTEVA INC Basic Materials 11,765.0 $985K 0.03% +695.0 +6.3% $83.72 -0.5%
180 WBD WARNER BROS DISC Communication Services 34,958.0 $960K 0.03% +1K +3.1% $27.46 -1.2%
Page 9 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%