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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 5 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES Healthcare 79,686.0 $9.8M 0.29% NEW $122.74 +7.6%
82 TMO THERMO FISHER Healthcare 16,643.0 $9.6M 0.29% NEW $579.46 -22.7%
83 GM GENERAL MOTORS C Consumer Cyclical 118,161.0 $9.6M 0.29% NEW $81.32 -4.4%
84 SCHF Schwab Strategic Trust 395,264.0 $9.5M 0.28% NEW $24.04 +11.1%
85 HEFA iShares ETFs/USA 228,028.0 $9.4M 0.28% NEW $41.36 +7.2%
86 TILE INTERFACE INC Consumer Cyclical 337,592.0 $9.4M 0.28% NEW $27.92 +2.2%
87 LMT LOCKHEED MARTIN Industrials 19,460.0 $9.4M 0.28% NEW $483.66 +7.6%
88 CVS CVS HEALTH CORP Healthcare 118,322.0 $9.4M 0.28% NEW $79.36 +22.4%
89 ADI ANALOG DEVICES Technology 34,368.0 $9.3M 0.28% NEW $271.21 +53.9%
90 CVX CHEVRON CORP Energy 60,901.0 $9.3M 0.28% NEW $152.41 +22.5%
91 AMAT APPLIED MATERIAL Technology 36,095.0 $9.3M 0.28% NEW $256.99 +69.9%
92 DON WisdomTree ETFs/USA 177,638.0 $9.2M 0.27% NEW $51.60 +4.7%
93 WM WASTE MANAGEMENT Industrials 41,692.0 $9.2M 0.27% NEW $219.71 -0.4%
94 DLN WisdomTree ETFs/USA 103,879.0 $9.2M 0.27% NEW $88.08 +7.5%
95 COP CONOCOPHILLIPS Energy 96,386.0 $9.0M 0.27% NEW $93.61 +27.1%
96 MDLZ MONDELEZ INTER-A Consumer Defensive 166,942.0 $9.0M 0.27% NEW $53.83 +13.3%
97 MET METLIFE INC Financial Services 109,480.0 $8.6M 0.26% NEW $78.94 +0.3%
98 VOE Vanguard ETF/USA 47,867.0 $8.5M 0.25% NEW $177.37 +7.5%
99 BERKSHIRE HATH-B 16,846.0 $8.5M 0.25% NEW $502.67
100 AOA iShares ETFs/USA 94,420.0 $8.5M 0.25% NEW $89.56 +6.9%
Page 5 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%