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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 31 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 VRSK VERISK ANALYTI Industrials 1,265.0 $283K 0.01% NEW $223.72 -23.7%
602 TDG TRANSDIGM GROUP Industrials 213.0 $283K 0.01% NEW $1328.64 -11.3%
603 KEY KEYCORP Financial Services 13,624.0 $281K 0.01% NEW $20.63 +1.4%
604 GPN GLOBAL PAYMENTS Industrials 3,635.0 $281K 0.01% NEW $77.30 -12.1%
605 MPWR MONOLITHIC POWER Technology 309.0 $280K 0.01% NEW $906.15 +62.0%
606 HRL HORMEL FOODS CRP Consumer Defensive 11,708.0 $277K 0.01% NEW $23.66 -13.8%
607 MTD METTLER-TOLEDO Healthcare 197.0 $275K 0.01% NEW $1395.94 -24.7%
608 EQT EQT CORP Energy 5,110.0 $274K 0.01% NEW $53.62 +7.1%
609 VGIT Vanguard ETF/USA 4,550.0 $273K 0.01% NEW $60.00 -2.1%
610 RS RELIANCE INC Basic Materials 937.0 $271K 0.01% NEW $289.22 +23.6%
611 VEEV VEEVA SYSTEMS-A Healthcare 1,210.0 $270K 0.01% NEW $223.14 -26.8%
612 HOLOGIC INC 3,616.0 $269K 0.01% NEW $74.39
613 PBW Invesco ETFs/USA 8,785.0 $268K 0.01% NEW $30.51 +29.6%
614 TXT TEXTRON INC Industrials 3,063.0 $267K 0.01% NEW $87.17 +1.2%
615 PFG PRINCIPAL FINL Financial Services 3,023.0 $267K 0.01% NEW $88.32 +14.5%
616 DES WisdomTree ETFs/USA 7,904.0 $264K 0.01% NEW $33.40 +14.4%
617 TROW T ROWE PRICE GRP Financial Services 2,582.0 $264K 0.01% NEW $102.25 -0.5%
618 ULTA ULTA BEAUTY INC Consumer Cyclical 435.0 $263K 0.01% NEW $604.60 -20.4%
619 DFAC Dimensional ETF Trust 6,636.0 $263K 0.01% NEW $39.63 +9.0%
620 COOPER COS INC 3,206.0 $263K 0.01% NEW $82.03
Page 31 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%