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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 18 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FVD First Trust ETFs/USA 15,195.0 $700K 0.02% NEW $46.07 +2.7%
342 DOV DOVER CORP Industrials 3,572.0 $697K 0.02% NEW $195.13 +8.0%
343 FAST FASTENAL CO Industrials 17,331.0 $695K 0.02% NEW $40.10 +7.9%
344 FICO FAIR ISAAC CORP Technology 407.0 $688K 0.02% NEW $1690.42 -35.0%
345 NEM NEWMONT CORP Basic Materials 6,864.0 $685K 0.02% NEW $99.80 +9.3%
346 OEF iShares ETFs/USA 1,994.0 $684K 0.02% NEW $343.03 +7.5%
347 TT TRANE TECHNOLOGI Industrials 1,752.0 $682K 0.02% NEW $389.27 +19.9%
348 RCL ROYAL CARIBBEAN Consumer Cyclical 2,424.0 $676K 0.02% NEW $278.88 -6.7%
349 CARR CARRIER GLOB Industrials 12,757.0 $674K 0.02% NEW $52.83 +22.1%
350 XYL XYLEM INC Industrials 4,941.0 $673K 0.02% NEW $136.21 -20.6%
351 TER TERADYNE INC Technology 3,462.0 $670K 0.02% NEW $193.53 +74.6%
352 ITOT iShares ETFs/USA 4,484.0 $667K 0.02% NEW $148.75 +8.2%
353 TFC TRUIST FINANCIAL Financial Services 13,502.0 $664K 0.02% NEW $49.18 -4.5%
354 NVS NOVARTIS AG-ADR Healthcare 4,812.0 $663K 0.02% NEW $137.78 +7.5%
355 FSLR FIRST SOLAR INC Energy 2,533.0 $662K 0.02% NEW $261.35 -10.7%
356 PZA Invesco ETFs/USA 28,485.0 $661K 0.02% NEW $23.21 -1.1%
357 PPL PPL CORP Utilities 18,654.0 $653K 0.02% NEW $35.01 -0.4%
358 WELL WELLTOWER INC Real Estate 3,499.0 $650K 0.02% NEW $185.77 +15.1%
359 SPLV Invesco ETFs/USA 8,991.0 $642K 0.02% NEW $71.40 +2.7%
360 XT iShares ETFs/USA 9,152.0 $638K 0.02% NEW $69.71 +13.5%
Page 18 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%