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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 17 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KMI KINDER MORGAN IN Energy 28,221.0 $776K 0.02% NEW $27.50 +22.3%
322 BRO BROWN & BROWN Financial Services 9,676.0 $771K 0.02% NEW $79.68 -26.3%
323 HLT HILTON WORLDWIDE Consumer Cyclical 2,675.0 $768K 0.02% NEW $287.10 +10.1%
324 EWJ iShares ETFs/USA 9,481.0 $766K 0.02% NEW $80.79 +12.5%
325 NUDM Nushares ETF Trust 21,127.0 $765K 0.02% NEW $36.21 +5.4%
326 TXN TEXAS INSTRUMENT Technology 4,384.0 $761K 0.02% NEW $173.59 +74.4%
327 FANG DIAMONDBACK ENER Energy 5,031.0 $756K 0.02% NEW $150.27 +35.5%
328 CEG CONSTELLATION EN Utilities 2,131.0 $753K 0.02% NEW $353.36 -25.9%
329 CTVA CORTEVA INC Basic Materials 11,070.0 $742K 0.02% NEW $67.03 +22.7%
330 MMM 3M CO Industrials 4,591.0 $735K 0.02% NEW $160.10 -8.7%
331 CIBR First Trust ETFs/USA 10,244.0 $732K 0.02% NEW $71.46 +13.2%
332 TRGP TARGA RESOURCES Energy 3,956.0 $730K 0.02% NEW $184.53 +47.4%
333 GBCI GLACIER BANCORP Financial Services 16,561.0 $730K 0.02% NEW $44.08 +3.4%
334 KMB KIMBERLY-CLARK Consumer Defensive 7,218.0 $728K 0.02% NEW $100.86 -4.9%
335 NUSC Nushares ETF Trust 16,030.0 $716K 0.02% NEW $44.67 +7.6%
336 BLK BLACKROCK INC Financial Services 668.0 $715K 0.02% NEW $1070.36 +1.1%
337 MDY State Street ETF/USA Financial Services 1,176.0 $709K 0.02% NEW $602.89 +9.2%
338 TBIL RBB ETFs/F/m Investments 14,127.0 $705K 0.02% NEW $49.90 +0.1%
339 ICE INTERCONT EXCH I Financial Services 4,330.0 $701K 0.02% NEW $161.89 -4.7%
340 CME CME GROUP INC Financial Services 2,566.0 $701K 0.02% NEW $273.19 +11.7%
Page 17 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%