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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 16 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PFE PFIZER INC Healthcare 37,291.0 $929K 0.03% NEW $24.91 +1.7%
302 BSX BOSTON SCIENTIFC Healthcare 9,674.0 $922K 0.03% NEW $95.31 -41.3%
303 SPSM State Street ETF/USA 19,412.0 $910K 0.03% NEW $46.88 +11.5%
304 FXH First Trust ETFs/USA 7,941.0 $904K 0.03% NEW $113.84 -0.7%
305 SLV iShares ETFs/USA Financial Services 13,880.0 $894K 0.03% NEW $64.41 +8.6%
306 INTC INTEL CORP Technology 24,200.0 $893K 0.03% NEW $36.90 +194.8%
307 NOC NORTHROP GRUMMAN Industrials 1,553.0 $886K 0.03% NEW $570.51 -5.2%
308 VRTX VERTEX PHARM Healthcare 1,938.0 $879K 0.03% NEW $453.56 -3.7%
309 ETN EATON CORP PLC Industrials 2,674.0 $852K 0.03% NEW $318.62 +25.4%
310 BITO ProShares ETFs/USA 67,518.0 $821K 0.02% NEW $12.16 -13.7%
311 SCI SERVICE CORP INT Consumer Cyclical 10,528.0 $821K 0.02% NEW $77.98 -0.3%
312 PLTR PALANTIR TECHN-A Technology 4,543.0 $808K 0.02% NEW $177.86 -24.7%
313 TLN TALEN ENERGY COR Utilities 2,137.0 $801K 0.02% NEW $374.82 -10.8%
314 URTH iShares ETFs/USA 4,314.0 $801K 0.02% NEW $185.67 +7.8%
315 MCHP MICROCHIP TECH Technology 12,557.0 $800K 0.02% NEW $63.71 +47.3%
316 AZO AUTOZONE INC Consumer Cyclical 236.0 $800K 0.02% NEW $3389.83 -0.7%
317 CSX CSX CORP Industrials 22,064.0 $800K 0.02% NEW $36.26 +25.9%
318 DOX AMDOCS LTD Technology 9,937.0 $800K 0.02% NEW $80.51 -24.8%
319 TEL TE CONNECTIVITY Technology 3,453.0 $786K 0.02% NEW $227.63 -9.9%
320 DIVI Franklin LibertyShares ETFs/US 20,110.0 $782K 0.02% NEW $38.89 +9.4%
Page 16 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%