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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 17 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 F FORD MOTOR CO Consumer Cyclical 97,433.0 $1.1M 0.03% +6K +6.9% $11.54 +16.2%
322 PSX PHILLIPS 66 Energy 6,107.0 $1.1M 0.03% +2K +48.7% $182.25 -3.3%
323 PANW PALO ALTO NETWOR Technology 6,930.0 $1.1M 0.03% +1K +16.9% $160.32 +51.5%
324 PFE PFIZER INC Healthcare 39,532.0 $1.1M 0.03% +2K +6.0% $28.08 -9.8%
325 MAR MARRIOTT INTL-A Consumer Cyclical 3,384.0 $1.1M 0.03% -177.0 -5.0% $327.13 +8.0%
326 LVHD Legg Mason ETF Investment Trus 25,999.0 $1.1M 0.03% -259.0 -1.0% $42.58 -0.0%
327 HSY HERSHEY CO/THE Consumer Defensive 5,312.0 $1.1M 0.03% +2K +60.4% $207.83 -10.0%
328 TPR TAPESTRY INC Consumer Cyclical 7,801.0 $1.1M 0.03% -180.0 -2.3% $141.14 -8.4%
329 DFAS Dimensional ETF Trust 15,439.0 $1.1M 0.03% -88.0 -0.6% $71.12 +6.6%
330 VPU Vanguard ETF/USA 5,456.0 $1.1M 0.03% -367.0 -6.3% $198.13 -3.9%
331 SPGM State Street ETF/USA 14,076.0 $1.1M 0.03% -129.0 -0.9% $75.73 +11.1%
332 RB GLOBAL INC 10,965.0 $1.1M 0.03% +290.0 +2.7% $95.85
333 J JACOBS SOLUTIONS Industrials 8,152.0 $1.0M 0.03% +570.0 +7.5% $127.33 -13.2%
334 SHW SHERWIN-WILLIAMS Basic Materials 3,231.0 $1.0M 0.03% -200.0 -5.8% $320.64 -6.4%
335 IDRV iShares ETFs/USA 26,715.0 $1.0M 0.03% -918.0 -3.3% $38.52 +9.7%
336 EXI iShares ETFs/USA 5,656.0 $1.0M 0.03% +5K +919.1% $181.05 +6.3%
337 GLDM State Street ETF/USA Financial Services 11,012.0 $1.0M 0.03% -4K -26.6% $92.72 -2.7%
338 UBER UBER TECHNOLOGIE Technology 14,142.0 $1.0M 0.03% -885.0 -5.9% $71.91 +4.4%
339 INTC INTEL CORP Technology 22,925.0 $1.0M 0.03% -1K -5.3% $44.14 +146.4%
340 ETN EATON CORP PLC Industrials 2,816.0 $1.0M 0.03% +142.0 +5.3% $357.60 +11.7%
Page 17 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%