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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 3 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTC First Trust ETFs/USA 107,778.0 $17.2M 0.51% NEW $159.87 +10.0%
42 VTV Vanguard ETF/USA 89,672.0 $17.1M 0.51% NEW $190.98 +8.2%
43 RSP Invesco ETFs/USA 88,123.0 $16.9M 0.50% NEW $191.56 +5.2%
44 VV Vanguard ETF/USA 53,207.0 $16.7M 0.50% NEW $314.79 +8.0%
45 PG PROCTER & GAMBLE Consumer Defensive 115,677.0 $16.6M 0.49% NEW $143.31 -0.4%
46 UNP UNION PAC CORP Industrials 68,064.0 $15.7M 0.47% NEW $231.33 +16.4%
47 SCHW SCHWAB (CHARLES) Financial Services 154,857.0 $15.5M 0.46% NEW $99.91 -10.5%
48 CAT CATERPILLAR INC Industrials 26,202.0 $15.0M 0.45% NEW $572.86 +55.1%
49 IVW iShares ETFs/USA 112,863.0 $13.9M 0.41% NEW $123.26 +10.9%
50 JNJ JOHNSON&JOHNSON Healthcare 65,435.0 $13.5M 0.40% NEW $206.95 +11.5%
51 AXP AMERICAN EXPRESS Financial Services 35,565.0 $13.2M 0.39% NEW $369.94 -15.3%
52 MA MASTERCARD INC-A Financial Services 22,796.0 $13.0M 0.39% NEW $570.89 -14.2%
53 AMGN AMGEN INC Healthcare 39,195.0 $12.8M 0.38% NEW $327.31 -0.3%
54 JPM JPMORGAN CHASE Financial Services 39,606.0 $12.8M 0.38% NEW $322.22 -6.9%
55 PEP PEPSICO INC Consumer Defensive 86,024.0 $12.3M 0.37% NEW $143.52 +3.6%
56 HD HOME DEPOT INC Consumer Cyclical 35,753.0 $12.3M 0.37% NEW $344.11 -11.6%
57 CRM SALESFORCE INC Technology 46,434.0 $12.3M 0.37% NEW $264.91 -36.7%
58 PAVE Global X ETFs/USA 251,534.0 $12.0M 0.36% NEW $47.79 +15.9%
59 MCK MCKESSON CORP Healthcare 14,278.0 $11.7M 0.35% NEW $820.28 -8.9%
60 SHOO STEVEN MADDEN Consumer Cyclical 280,304.0 $11.7M 0.35% NEW $41.64 -5.2%
Page 3 of 76  ·  1,517 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 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%