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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 1 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV iShares ETFs/USA 1,147,807.0 $115.5M 3.52% -134K -10.5% $100.66 -0.1%
2 IEFA iShares ETFs/USA 985,753.0 $89.2M 2.72% -37K -3.6% $90.53 +5.2%
3 VO Vanguard ETF/USA 176,404.0 $50.7M 1.54% -77K -30.3% $287.18 -73.4%
4 RSPA Invesco ETFs/USA 929,563.0 $46.5M 1.42% -40K -4.1% $50.00 +3.6%
5 VB Vanguard ETF/USA 177,164.0 $46.4M 1.42% -56K -24.2% $261.92 +7.6%
6 IVE iShares ETFs/USA 208,906.0 $44.1M 1.35% -103K -33.1% $211.15 +5.8%
7 SCHV Schwab Strategic Trust 1,055,086.0 $32.2M 0.98% -793K -42.9% $30.50 +6.8%
8 MGK Vanguard ETF/USA 74,199.0 $27.3M 0.83% -70K -48.4% $367.44 -75.9%
9 IWF iShares ETFs/USA 60,751.0 $25.9M 0.79% -62K -50.3% $426.40 -70.8%
10 IUSG iShares ETFs/USA 166,724.0 $25.9M 0.79% -177K -51.5% $155.11 +20.4%
11 IWD iShares ETFs/USA 120,940.0 $25.8M 0.79% -115K -48.8% $213.67 +8.7%
12 SPY State Street ETF/USA Financial Services 27,728.0 $18.0M 0.55% -1K -4.8% $650.32 +13.7%
13 SPYV State Street ETF/USA 307,056.0 $17.4M 0.53% -20K -6.2% $56.58 +5.8%
14 VV Vanguard ETF/USA 52,865.0 $15.8M 0.48% -342.0 -0.6% $298.86 +13.7%
15 VTI Vanguard ETF/USA 43,007.0 $13.8M 0.42% -19K -30.6% $320.81 +13.1%
16 AMGN AMGEN INC Healthcare 38,237.0 $13.5M 0.41% -958.0 -2.4% $351.86 -7.3%
17 MCK MCKESSON CORP Healthcare 13,791.0 $11.9M 0.36% -487.0 -3.4% $865.35 -13.6%
18 CSCO CISCO SYSTEMS Technology 147,204.0 $11.4M 0.35% -3K -2.0% $77.59 +48.9%
19 JPM JPMORGAN CHASE Financial Services 38,713.0 $11.4M 0.35% -893.0 -2.2% $294.16 +2.0%
20 MRK MERCK & CO Healthcare 92,994.0 $11.2M 0.34% -14K -12.7% $120.29 -5.7%
Page 1 of 30  ·  595 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%