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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 6 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TMUS T-MOBILE US INC Communication Services 6,728.0 $1.4M 0.04% -33K -83.0% $210.02 -10.4%
102 FDX FEDEX CORP Industrials 3,964.0 $1.4M 0.04% -1K -24.2% $356.21 +6.7%
103 Bluerock Real Estate Funds/USA 84,625.0 $1.4M 0.04% -6K -6.6% $16.61
104 AON AON PLC-CLASS A Financial Services 4,135.0 $1.3M 0.04% -202.0 -4.7% $322.85 -1.7%
105 CBOE CBOE GLOBAL MARK Financial Services 4,696.0 $1.3M 0.04% -47.0 -1.0% $281.09 +29.1%
106 MS MORGAN STANLEY Financial Services 7,915.0 $1.3M 0.04% -392.0 -4.7% $164.62 +18.2%
107 SYY SYSCO CORP Consumer Defensive 18,133.0 $1.3M 0.04% -13K -41.3% $71.31 +2.4%
108 USB US BANCORP Financial Services 24,684.0 $1.3M 0.04% -802.0 -3.1% $52.02 +2.7%
109 GWW WW GRAINGER INC Industrials 1,155.0 $1.3M 0.04% -16.0 -1.4% $1090.91 +17.7%
110 CMCSA COMCAST CORP-A Communication Services 42,998.0 $1.2M 0.04% -189K -81.5% $28.70 -13.7%
111 STT STATE ST CORP Financial Services 9,690.0 $1.2M 0.04% -73.0 -0.8% $126.52 +21.5%
112 REZ iShares ETFs/USA 14,703.0 $1.2M 0.04% -552.0 -3.6% $83.18 +7.4%
113 JP Morgan ETFs/USA 23,972.0 $1.2M 0.04% -14K -36.9% $50.60
114 VMC VULCAN MATERIALS Basic Materials 4,330.0 $1.2M 0.04% -244.0 -5.3% $272.29 +1.0%
115 IEMG iShares ETFs/USA 16,690.0 $1.2M 0.04% -1K -6.1% $69.74 +14.0%
116 DUK DUKE ENERGY CORP Utilities 8,772.0 $1.1M 0.04% -734.0 -7.7% $130.98 -5.1%
117 CL COLGATE-PALMOLIV Consumer Defensive 13,316.0 $1.1M 0.04% -79K -85.6% $85.24 +3.4%
118 MAR MARRIOTT INTL-A Consumer Cyclical 3,384.0 $1.1M 0.03% -177.0 -5.0% $327.13 +8.1%
119 LVHD Legg Mason ETF Investment Trus 25,999.0 $1.1M 0.03% -259.0 -1.0% $42.58 -1.4%
120 TPR TAPESTRY INC Consumer Cyclical 7,801.0 $1.1M 0.03% -180.0 -2.3% $141.14 -7.7%
Page 6 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%