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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 13 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FCOM Fidelity Covington Trust 19,955.0 $1.5M 0.04% NEW $73.26 +1.4%
242 DG DOLLAR GENERAL C Consumer Defensive 10,769.0 $1.4M 0.04% NEW $132.79 -23.7%
243 AEP AMERICAN ELECTRI Utilities 12,324.0 $1.4M 0.04% NEW $115.30 +9.2%
244 ATO ATMOS ENERGY Utilities 8,438.0 $1.4M 0.04% NEW $167.58 +6.4%
245 CENCORA INC 4,034.0 $1.4M 0.04% NEW $337.63
246 DIS WALT DISNEY CO/T Communication Services 11,965.0 $1.4M 0.04% NEW $113.75 -9.7%
247 USB US BANCORP Financial Services 25,486.0 $1.4M 0.04% NEW $53.36 -0.2%
248 VZ VERIZON COMMUNIC Communication Services 33,387.0 $1.4M 0.04% NEW $40.73 +13.7%
249 Bluerock Real Estate Funds/USA 90,621.0 $1.4M 0.04% NEW $15.00
250 GEV GE VERNOVA INC Utilities 2,068.0 $1.4M 0.04% NEW $653.77 +57.9%
251 VMC VULCAN MATERIALS Basic Materials 4,574.0 $1.3M 0.04% NEW $285.31 -5.9%
252 BE BLOOM ENERGY C-A Industrials 15,000.0 $1.3M 0.04% NEW $86.87 +215.2%
253 VHT Vanguard ETF/USA 4,485.0 $1.3M 0.04% NEW $287.85 -6.2%
254 GLDM State Street ETF/USA Financial Services 14,996.0 $1.3M 0.04% NEW $85.36 +6.0%
255 REZ iShares ETFs/USA 15,255.0 $1.3M 0.04% NEW $82.66 +8.1%
256 STT STATE ST CORP Financial Services 9,763.0 $1.3M 0.04% NEW $129.06 +18.2%
257 UBER UBER TECHNOLOGIE Technology 15,027.0 $1.2M 0.04% NEW $81.72 -8.7%
258 ISRG INTUITIVE SURGIC Healthcare 2,165.0 $1.2M 0.04% NEW $566.28 -25.1%
259 F FORD MOTOR CO Consumer Cyclical 91,146.0 $1.2M 0.04% NEW $13.12 +2.0%
260 IEMG iShares ETFs/USA 17,775.0 $1.2M 0.04% NEW $67.23 +19.1%
Page 13 of 76  ·  1,517 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 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%