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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 12 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VOO Vanguard ETF/USA 4,398.0 $2.6M 0.08% +2K +67.0% $597.54 +13.7%
222 MO ALTRIA GROUP INC Consumer Defensive 39,363.0 $2.6M 0.08% -104K -72.6% $66.00 +9.7%
223 MU MICRON TECH Technology 7,540.0 $2.5M 0.08% -515.0 -6.4% $337.80 +129.7%
224 IJK iShares ETFs/USA 25,221.0 $2.5M 0.08% +296.0 +1.2% $100.63 +9.6%
225 ALL ALLSTATE CORP Financial Services 12,231.0 $2.5M 0.08% +7K +123.6% $207.34 +4.8%
226 CMI CUMMINS INC Industrials 4,681.0 $2.5M 0.08% -82.0 -1.7% $537.92 +33.2%
227 TIGO MILLICOM INTL Communication Services 33,517.0 $2.5M 0.08% -145K -81.2% $74.95 +9.0%
228 XLB State Street ETF/USA 49,828.0 $2.5M 0.08% -611.0 -1.2% $49.97 +0.7%
229 NFLX NETFLIX INC Communication Services 25,791.0 $2.5M 0.08% +657.0 +2.6% $96.16 -9.6%
230 EAGG iShares ETFs/USA 51,658.0 $2.5M 0.07% $47.54 -1.2%
231 MDYV State Street ETF/USA 28,816.0 $2.5M 0.07% +1K +3.7% $85.16 +4.2%
232 ORCL ORACLE CORP Technology 16,644.0 $2.4M 0.07% +931.0 +5.9% $147.08 +33.0%
233 AOA iShares ETFs/USA 27,477.0 $2.4M 0.07% -67K -70.9% $88.47 +8.2%
234 AEP AMERICAN ELECTRI Utilities 18,294.0 $2.4M 0.07% +6K +48.4% $131.08 -4.5%
235 IYF iShares ETFs/USA 20,140.0 $2.4M 0.07% +163.0 +0.8% $117.68 +3.5%
236 VT Vanguard ETF/USA 16,833.0 $2.3M 0.07% -196.0 -1.1% $138.30 +11.0%
237 SNX TD SYNNEX CORP Technology 13,635.0 $2.3M 0.07% +216.0 +1.6% $168.68 +38.9%
238 SHOO STEVEN MADDEN Consumer Cyclical 66,237.0 $2.2M 0.07% -214K -76.4% $33.92 +16.4%
239 SO SOUTHERN CO Utilities 23,046.0 $2.2M 0.07% -407.0 -1.7% $96.50 -2.9%
240 XLE State Street ETF/USA 36,222.0 $2.2M 0.07% +27K +313.8% $61.26 -2.9%
Page 12 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%