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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 3 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VBK Vanguard ETF/USA 20,773.0 $6.3M 0.19% -14K -40.8% $302.27 +11.7%
42 AGG iShares ETFs/USA 62,528.0 $6.2M 0.19% -41K -39.7% $99.27 -1.3%
43 LRCX LAM RESEARCH Technology 28,214.0 $6.0M 0.18% -2K -5.6% $213.65 +40.0%
44 HCI HCI GROUP INC Financial Services 37,041.0 $5.7M 0.17% -1K -3.6% $154.61 +1.2%
45 NFRA FlexShares ETFs/USA 79,723.0 $5.1M 0.16% -103K -56.3% $63.95 +1.1%
46 ADP AUTOMATIC DATA Industrials 25,054.0 $5.1M 0.15% -20K -44.4% $203.20 +5.6%
47 SDVY First Trust ETFs/USA 127,812.0 $5.0M 0.15% -5K -3.8% $39.43 +3.5%
48 SCHW SCHWAB (CHARLES) Financial Services 52,019.0 $4.9M 0.15% -103K -66.4% $93.98 -4.8%
49 VYM Vanguard ETF/USA 32,802.0 $4.9M 0.15% -196.0 -0.6% $148.10 +5.2%
50 GD GENERAL DYNAMICS Industrials 13,910.0 $4.8M 0.15% -345.0 -2.4% $343.21 -0.8%
51 CVX CHEVRON CORP Energy 22,719.0 $4.7M 0.14% -38K -62.7% $206.92 -9.8%
52 VUG Vanguard ETF/USA 10,613.0 $4.6M 0.14% -2K -18.6% $436.82 -80.0%
53 VOE Vanguard ETF/USA 24,403.0 $4.5M 0.14% -23K -49.0% $184.28 +3.5%
54 VOT Vanguard ETF/USA 16,223.0 $4.2M 0.13% -14K -46.0% $257.35 +10.9%
55 SYK STRYKER CORP Healthcare 12,560.0 $4.1M 0.13% -498.0 -3.8% $328.58 -7.0%
56 PEP PEPSICO INC Consumer Defensive 24,822.0 $3.9M 0.12% -61K -71.2% $155.31 -4.3%
57 XLP State Street ETF/USA 45,246.0 $3.7M 0.11% -10K -17.4% $81.97 +3.3%
58 COP CONOCOPHILLIPS Energy 26,366.0 $3.5M 0.11% -70K -72.7% $131.99 -9.9%
59 TJX TJX COS INC Consumer Cyclical 21,264.0 $3.4M 0.10% -46K -68.4% $159.71 -7.7%
60 USMV iShares ETFs/USA 33,734.0 $3.1M 0.10% -2K -4.7% $92.76 +2.1%
Page 3 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%