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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 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NLR VanEck ETFs/USA 30,388.0 $4.0M 0.12% +30K +10000.0% $133.18 -2.6%
182 PH PARKER HANNIFIN Industrials 4,508.0 $4.0M 0.12% +102.0 +2.3% $895.30 -1.7%
183 MPC MARATHON PETROLE Energy 16,474.0 $4.0M 0.12% +6K +51.1% $244.20 +1.9%
184 AOS SMITH (A.O.)CORP Industrials 60,807.0 $4.0M 0.12% +58K +1790.2% $65.95 -15.1%
185 IYJ iShares ETFs/USA 27,016.0 $4.0M 0.12% +3K +12.4% $147.54 +5.0%
186 KLAC KLA CORP Technology 2,650.0 $3.9M 0.12% $1472.08 +28.6%
187 PEP PEPSICO INC Consumer Defensive 24,822.0 $3.9M 0.12% -61K -71.2% $155.31 -4.3%
188 SYF SYNCHRONY FINANC Financial Services 56,527.0 $3.8M 0.12% +50K +833.1% $68.02 +4.8%
189 ANGLOGOLD ASHANT 38,845.0 $3.8M 0.12% NEW $97.36
190 FDIS Fidelity Covington Trust 40,526.0 $3.8M 0.12% +6K +19.0% $93.25 +7.1%
191 AMD ADV MICRO DEVICE Technology 18,517.0 $3.8M 0.12% $203.43 +108.5%
192 T AT&T INC Communication Services 128,269.0 $3.7M 0.11% +14K +12.2% $28.99 -14.9%
193 GE GENERAL ELECTRIC Industrials 13,104.0 $3.7M 0.11% +4K +40.9% $283.73 +2.8%
194 XLP State Street ETF/USA 45,246.0 $3.7M 0.11% -10K -17.4% $81.97 +3.3%
195 IBKR INTERACTIVE BROK Financial Services 54,860.0 $3.7M 0.11% +54K +8864.0% $67.06 +31.6%
196 IBM IBM Technology 15,049.0 $3.6M 0.11% +4K +33.6% $242.41 -9.9%
197 PPC PILGRIM'S PRIDE Consumer Defensive 95,727.0 $3.6M 0.11% NEW $37.76 -26.3%
198 COP CONOCOPHILLIPS Energy 26,366.0 $3.5M 0.11% -70K -72.7% $131.99 -9.9%
199 BAH BOOZ ALLEN HAMIL Industrials 44,534.0 $3.5M 0.11% +44K +8193.1% $78.03 -6.9%
200 ACM AECOM Industrials 40,339.0 $3.4M 0.10% +40K +10000.0% $84.83 -15.9%
Page 10 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%