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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 8 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPSM State Street ETF/USA 16,917.0 $817K 0.03% -2K -12.8% $48.29 +8.2%
142 VWO Vanguard ETF/USA 14,982.0 $810K 0.03% -2K -14.2% $54.06 +8.5%
143 SNPS SYNOPSYS INC Technology 1,949.0 $773K 0.02% -35.0 -1.8% $396.61 +25.1%
144 PYPL PAYPAL HOLDINGS Financial Services 16,907.0 $765K 0.02% -12K -42.0% $45.25 -1.5%
145 AZO AUTOZONE INC Consumer Cyclical 226.0 $763K 0.02% -10.0 -4.2% $3376.11 -2.2%
146 MCHP MICROCHIP TECH Technology 11,654.0 $753K 0.02% -903.0 -7.2% $64.61 +46.4%
147 DOV DOVER CORP Industrials 3,553.0 $741K 0.02% -19.0 -0.5% $208.56 +1.0%
148 NEM NEWMONT CORP Basic Materials 6,758.0 $732K 0.02% -106.0 -1.5% $108.32 +2.0%
149 INTU INTUIT INC Technology 1,681.0 $727K 0.02% -10K -85.3% $432.48 -9.4%
150 NUSC Nushares ETF Trust 15,658.0 $706K 0.02% -372.0 -2.3% $45.09 +6.8%
151 MDY State Street ETF/USA Financial Services 1,142.0 $705K 0.02% -34.0 -2.9% $617.34 +6.9%
152 JBL JABIL INC Technology 2,652.0 $705K 0.02% -85.0 -3.1% $265.84 +27.9%
153 FCX FREEPORT-MCMORAN Basic Materials 11,496.0 $676K 0.02% -475.0 -4.0% $58.80 +6.3%
154 FS Specialty Lending Fund/Fund 51,858.0 $649K 0.02% -18K -26.0% $12.51
155 NVS NOVARTIS AG-ADR Healthcare 4,203.0 $642K 0.02% -609.0 -12.7% $152.75 -2.3%
156 FANG DIAMONDBACK ENER Energy 3,205.0 $634K 0.02% -2K -36.3% $197.82 +1.1%
157 DTE DTE ENERGY CO Utilities 4,316.0 $631K 0.02% -279.0 -6.1% $146.20 -3.1%
158 AWK AMERICAN WATER W Utilities 4,607.0 $627K 0.02% -55.0 -1.2% $136.10 -7.6%
159 OEF iShares ETFs/USA 1,966.0 $625K 0.02% -28.0 -1.4% $317.90 +16.1%
160 MMM 3M CO Industrials 4,294.0 $624K 0.02% -297.0 -6.5% $145.32 +1.9%
Page 8 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%