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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 15 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LVHD Legg Mason ETF Investment Trus 26,258.0 $1.0M 0.03% NEW $39.87 +6.7%
282 ANET ARISTA NETWORKS Technology 7,914.0 $1.0M 0.03% NEW $131.03 +8.1%
283 ARTY iShares ETFs/USA 21,494.0 $1.0M 0.03% NEW $48.20 +33.8%
284 COF CAPITAL ONE FINA Financial Services 4,256.0 $1.0M 0.03% NEW $242.48 -22.8%
285 AMT AMERICAN TOWER CORP Real Estate 5,826.0 $1.0M 0.03% NEW $175.59 +1.0%
286 TPR TAPESTRY INC Consumer Cyclical 7,981.0 $1.0M 0.03% NEW $127.80 +1.2%
287 J JACOBS SOLUTIONS Industrials 7,582.0 $1.0M 0.03% NEW $132.42 -16.5%
288 FS Specialty Lending Fund/Fund 70,109.0 $991K 0.03% NEW $14.14
289 ROP ROPER TECHNOLOGI Industrials 2,219.0 $988K 0.03% NEW $445.25 -27.9%
290 SUSB iShares ETFs/USA 38,918.0 $982K 0.03% NEW $25.23 -1.3%
291 WBD WARNER BROS DISC Communication Services 33,907.0 $977K 0.03% NEW $28.81 -6.4%
292 WDC WESTERN DIGITAL Technology 5,673.0 $977K 0.03% NEW $172.22 +179.9%
293 UPS UNITED PARCEL-B Industrials 9,799.0 $972K 0.03% NEW $99.19 -0.3%
294 NOV NOV INC Energy 60,958.0 $953K 0.03% NEW $15.63 +30.3%
295 FXL First Trust ETFs/USA 5,634.0 $948K 0.03% NEW $168.26 +14.1%
296 NOW SERVICENOW INC Technology 6,186.0 $948K 0.03% NEW $153.25 -38.0%
297 VMI VALMONT INDS Industrials 2,333.0 $939K 0.03% NEW $402.49 +25.9%
298 VWO Vanguard ETF/USA 17,454.0 $938K 0.03% NEW $53.74 +8.8%
299 BYD BOYD GAMING CORP Consumer Cyclical 10,962.0 $934K 0.03% NEW $85.20 -7.2%
300 SNPS SYNOPSYS INC Technology 1,984.0 $932K 0.03% NEW $469.76 +7.0%
Page 15 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%