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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 19 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VRTX VERTEX PHARM Healthcare 1,940.0 $866K 0.03% $446.39 -2.1%
362 STX SEAGATE TECHNOLO Technology 2,210.0 $866K 0.03% $391.86 +103.0%
363 VLO VALERO ENERGY Energy 3,495.0 $864K 0.03% -56.0 -1.6% $247.21 +1.4%
364 AMT AMERICAN TOWER CORP Real Estate 4,813.0 $831K 0.03% -1K -17.4% $172.66 +2.7%
365 SPSM State Street ETF/USA 16,917.0 $817K 0.03% -2K -12.8% $48.29 +8.3%
366 FAST FASTENAL CO Industrials 17,491.0 $812K 0.03% +160.0 +0.9% $46.42 -6.8%
367 VWO Vanguard ETF/USA 14,982.0 $810K 0.03% -2K -14.2% $54.06 +8.2%
368 KMB KIMBERLY-CLARK Consumer Defensive 8,281.0 $799K 0.02% +1K +14.7% $96.49 -0.6%
369 FITB FIFTH THIRD BANC Financial Services 17,203.0 $799K 0.02% +8K +78.2% $46.45 +1.9%
370 Q QNITY ELECTRONIC Technology 6,906.0 $797K 0.02% +338.0 +5.2% $115.41 +36.2%
371 EWJ iShares ETFs/USA 9,443.0 $797K 0.02% $84.40 +7.7%
372 CARR CARRIER GLOB Industrials 14,046.0 $791K 0.02% +1K +10.1% $56.31 +14.6%
373 FRI First Trust ETFs/USA 27,759.0 $790K 0.02% +24K +726.6% $28.46 +8.0%
374 COF CAPITAL ONE FINA Financial Services 4,253.0 $776K 0.02% $182.46 +2.6%
375 URTH iShares ETFs/USA 4,299.0 $774K 0.02% $180.04 +11.2%
376 SNPS SYNOPSYS INC Technology 1,949.0 $773K 0.02% -35.0 -1.8% $396.61 +26.7%
377 TT TRANE TECHNOLOGI Industrials 1,844.0 $768K 0.02% +92.0 +5.2% $416.49 +12.0%
378 WMB WILLIAMS COS INC Energy 10,509.0 $765K 0.02% +563.0 +5.7% $72.79 +6.8%
379 PYPL PAYPAL HOLDINGS Financial Services 16,907.0 $765K 0.02% -12K -42.0% $45.25 -1.9%
380 OXY OCCIDENTAL PETE Energy 11,770.0 $765K 0.02% +357.0 +3.1% $65.00 -8.3%
Page 19 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%