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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 10 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BUNGE GLOBAL SA 3,827.0 $487K 0.01% -3K -44.3% $127.25
182 QTEC First Trust ETFs/USA 2,253.0 $487K 0.01% -114.0 -4.8% $216.16 +33.8%
183 MCO MOODY'S CORP Financial Services 1,107.0 $483K 0.01% -140.0 -11.2% $436.31 -1.7%
184 IAU iShares ETFs/USA Financial Services 5,406.0 $477K 0.01% -917.0 -14.5% $88.24 -2.8%
185 DIVI Franklin LibertyShares ETFs/US 11,943.0 $475K 0.01% -8K -40.6% $39.77 +6.9%
186 TBIL RBB ETFs/F/m Investments 9,459.0 $472K 0.01% -5K -33.0% $49.90 +0.1%
187 AIG AMERICAN INTERNA Financial Services 6,252.0 $470K 0.01% -827.0 -11.7% $75.18 +4.2%
188 AKAM AKAMAI TECHNOLOG Technology 3,978.0 $457K 0.01% -59.0 -1.5% $114.88 +31.2%
189 DTM DT MIDSTREAM Energy 3,372.0 $454K 0.01% -212.0 -5.9% $134.64 +10.0%
190 MNST MONSTER BEVERAGE Consumer Defensive 6,236.0 $452K 0.01% -725.0 -10.4% $72.48 +20.2%
191 EWL iShares ETFs/USA 7,640.0 $449K 0.01% -440.0 -5.5% $58.77 +5.3%
192 PPG PPG INDS INC Basic Materials 4,194.0 $448K 0.01% -66.0 -1.6% $106.82 -3.9%
193 AME AMETEK INC Industrials 2,077.0 $445K 0.01% -22.0 -1.1% $214.25 +5.3%
194 DRI DARDEN RESTAURAN Consumer Cyclical 2,258.0 $443K 0.01% -6K -73.3% $196.19 -0.2%
195 FSLR FIRST SOLAR INC Energy 2,238.0 $441K 0.01% -295.0 -11.7% $197.05 +18.4%
196 PAYX PAYCHEX INC Industrials 4,778.0 $440K 0.01% -262.0 -5.2% $92.09 -0.6%
197 AOR iShares ETFs/USA 6,760.0 $435K 0.01% -418.0 -5.8% $64.35 +6.0%
198 XLY State Street ETF/USA 3,990.0 $435K 0.01% -34K -89.6% $109.02 +6.7%
199 CCL CARNIVAL CORP Consumer Cyclical 16,393.0 $424K 0.01% -1K -7.5% $25.86 -3.7%
200 VDC Vanguard ETF/USA 1,880.0 $422K 0.01% -65.0 -3.3% $224.47 +4.4%
Page 10 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%