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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 14 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WM WASTE MANAGEMENT Industrials 8,108.0 $1.9M 0.06% -34K -80.5% $229.77 -3.1%
262 VEA Vanguard ETF/USA 28,761.0 $1.8M 0.06% $64.08 +8.5%
263 DE DEERE & CO Industrials 3,252.0 $1.8M 0.06% -13K -79.6% $563.35 +0.2%
264 PFGC PERFORMANCE FOOD Consumer Defensive 21,332.0 $1.8M 0.06% +987.0 +4.8% $85.65 +12.3%
265 JAZZ JAZZ PHARMACEUTI Healthcare 9,606.0 $1.8M 0.06% -1K -11.3% $189.05 +21.4%
266 FCOM Fidelity Covington Trust 26,415.0 $1.8M 0.06% +6K +32.4% $68.11 +9.4%
267 CACI CACI INTL-A Technology 3,305.0 $1.8M 0.06% -105.0 -3.1% $543.72 -9.0%
268 DIS WALT DISNEY CO/T Communication Services 18,607.0 $1.8M 0.06% +7K +55.5% $96.36 +7.9%
269 RKT ROCKET COS INC-A Financial Services 123,095.0 $1.8M 0.05% -33K -21.0% $14.25 -8.5%
270 DEM WisdomTree ETFs/USA 35,190.0 $1.7M 0.05% -2K -5.6% $49.70 +7.3%
271 GLD State Street ETF/USA Financial Services 4,017.0 $1.7M 0.05% -48.0 -1.2% $430.17 -2.7%
272 SBUX STARBUCKS CORP Consumer Cyclical 19,150.0 $1.7M 0.05% +6K +44.0% $89.61 +19.0%
273 VZ VERIZON COMMUNIC Communication Services 33,810.0 $1.7M 0.05% +423.0 +1.3% $50.19 -6.8%
274 APH AMPHENOL CORP-A Technology 13,383.0 $1.7M 0.05% -408.0 -3.0% $126.35 -3.7%
275 OVV OVINTIV INC Energy 28,087.0 $1.7M 0.05% NEW $59.35 +1.1%
276 SCHX Schwab Strategic Trust 64,988.0 $1.7M 0.05% $25.64 +13.2%
277 ELV ELEVANCE HEALTH Healthcare 5,680.0 $1.7M 0.05% +4K +245.1% $292.78 +34.6%
278 ITW ILLINOIS TOOL WO Industrials 6,378.0 $1.7M 0.05% $260.27 -4.2%
279 IWM iShares ETFs/USA 6,605.0 $1.6M 0.05% -571.0 -8.0% $247.99 +11.3%
280 QQQ Invesco ETFs/USA Financial Services 2,833.0 $1.6M 0.05% -438.0 -13.4% $577.13 +22.3%
Page 14 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%