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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 16 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SYY SYSCO CORP Consumer Defensive 18,133.0 $1.3M 0.04% -13K -41.3% $71.31 +1.8%
302 USB US BANCORP Financial Services 24,684.0 $1.3M 0.04% -802.0 -3.1% $52.02 +2.1%
303 FXH First Trust ETFs/USA 11,679.0 $1.3M 0.04% +4K +47.1% $109.77 +3.0%
304 GWW WW GRAINGER INC Industrials 1,155.0 $1.3M 0.04% -16.0 -1.4% $1090.91 +16.6%
305 VHT Vanguard ETF/USA 4,565.0 $1.2M 0.04% +80.0 +1.8% $272.29 -0.3%
306 HIG HARTFORD INSURAN Financial Services 9,187.0 $1.2M 0.04% +6K +151.0% $135.19 -0.9%
307 NKE NIKE INC -CL B Consumer Cyclical 23,492.0 $1.2M 0.04% +15K +173.4% $52.83 -20.7%
308 CMCSA COMCAST CORP-A Communication Services 42,998.0 $1.2M 0.04% -189K -81.5% $28.70 -13.1%
309 STT STATE ST CORP Financial Services 9,690.0 $1.2M 0.04% -73.0 -0.8% $126.52 +20.8%
310 REZ iShares ETFs/USA 14,703.0 $1.2M 0.04% -552.0 -3.6% $83.18 +8.7%
311 RXI iShares ETFs/USA 6,520.0 $1.2M 0.04% +6K +1474.9% $186.50 +4.9%
312 JP Morgan ETFs/USA 23,972.0 $1.2M 0.04% -14K -36.9% $50.60
313 IGM iShares ETFs/USA 9,960.0 $1.2M 0.04% +7K +289.8% $118.47 +29.0%
314 VMC VULCAN MATERIALS Basic Materials 4,330.0 $1.2M 0.04% -244.0 -5.3% $272.29 -1.6%
315 VOX Vanguard ETF/USA 6,523.0 $1.2M 0.04% +881.0 +15.6% $179.83 +9.6%
316 IEMG iShares ETFs/USA 16,690.0 $1.2M 0.04% -1K -6.1% $69.74 +13.9%
317 BK BANK NY MELLON Financial Services 9,798.0 $1.2M 0.04% +232.0 +2.4% $118.60 +15.2%
318 DUK DUKE ENERGY CORP Utilities 8,772.0 $1.1M 0.04% -734.0 -7.7% $130.98 -7.7%
319 FXR First Trust ETFs/USA 13,949.0 $1.1M 0.04% +13K +1520.1% $81.65 +3.2%
320 CL COLGATE-PALMOLIV Consumer Defensive 13,316.0 $1.1M 0.04% -79K -85.6% $85.24 +5.5%
Page 16 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%