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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 78  ·  1,547 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 SPTI State Street ETF/USA 2,815,704.0 $80.7M 2.46% +64K +2.3% $28.66 -1.5%
4 BNDX Vanguard ETF/USA 1,387,555.0 $66.7M 2.03% +38K +2.8% $48.05 -1.0%
5 AAPL APPLE INC Technology 254,754.0 $64.7M 1.97% +18K +7.7% $253.79 +18.3%
6 IVV iShares ETFs/USA 93,355.0 $61.0M 1.86% +2K +1.6% $653.21 +13.7%
7 SPMB State Street ETF/USA 2,672,691.0 $59.8M 1.82% +22K +0.8% $22.39 -1.5%
8 SPBO State Street ETF/USA 2,053,033.0 $59.6M 1.82% +42K +2.1% $29.03 -0.9%
9 NVDA NVIDIA CORP Technology 314,256.0 $54.8M 1.67% +14K +4.5% $174.40 +35.2%
10 SHM State Street ETF/USA 1,112,845.0 $53.2M 1.62% +55K +5.2% $47.83 -0.3%
11 VO Vanguard ETF/USA 176,404.0 $50.7M 1.54% -77K -30.3% $287.18 -73.4%
12 RSPA Invesco ETFs/USA 929,563.0 $46.5M 1.42% -40K -4.1% $50.00 +3.6%
13 VB Vanguard ETF/USA 177,164.0 $46.4M 1.42% -56K -24.2% $261.92 +7.6%
14 MSFT MICROSOFT CORP Technology 121,562.0 $45.0M 1.37% +12K +11.3% $370.17 +10.6%
15 ITM VanEck ETFs/USA 957,521.0 $44.5M 1.36% +23K +2.5% $46.43 -0.1%
16 IVE iShares ETFs/USA 208,906.0 $44.1M 1.35% -103K -33.1% $211.15 +5.8%
17 GOOGL ALPHABET INC-A Communication Services 134,266.0 $38.6M 1.18% +3K +2.4% $287.56 +39.5%
18 AMZN AMAZON.COM INC Consumer Cyclical 178,645.0 $37.2M 1.14% +17K +10.6% $208.27 +26.8%
19 SHY iShares ETFs/USA 408,854.0 $33.8M 1.03% +7K +1.7% $82.57 -0.6%
20 JAAA Janus Detroit Street Trust 659,851.0 $33.2M 1.01% +10K +1.5% $50.37 +0.5%
Page 1 of 78  ·  1,547 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%