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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 2 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITM VanEck ETFs/USA 934,668.0 $44.1M 1.31% NEW $47.16 -1.6%
22 GOOGL ALPHABET INC-A Communication Services 131,168.0 $41.1M 1.22% NEW $313.00 +28.1%
23 AMZN AMAZON.COM INC Consumer Cyclical 161,506.0 $37.3M 1.11% NEW $230.82 +14.4%
24 SHY iShares ETFs/USA 402,166.0 $33.3M 0.99% NEW $82.82 -0.9%
25 JAAA Janus Detroit Street Trust 649,847.0 $32.9M 0.98% NEW $50.58 +0.1%
26 LLY ELI LILLY & CO Healthcare 29,275.0 $31.5M 0.94% NEW $1074.67 -6.3%
27 SPYG State Street ETF/USA 275,295.0 $29.4M 0.88% NEW $106.70 +10.9%
28 VTEB Vanguard ETF/USA 564,405.0 $28.4M 0.85% NEW $50.29 -0.9%
29 TSLA TESLA INC Consumer Cyclical 58,401.0 $26.3M 0.78% NEW $449.72 -1.4%
30 AVGO BROADCOM INC Technology 75,050.0 $26.0M 0.78% NEW $346.10 +22.9%
31 MUB iShares ETFs/USA 240,338.0 $25.7M 0.77% NEW $107.11 -0.9%
32 META META PLATFORMS-A Communication Services 36,690.0 $24.2M 0.72% NEW $660.07 -6.3%
33 V VISA INC-CLASS A Financial Services 68,284.0 $23.9M 0.71% NEW $350.71 -8.0%
34 VTI Vanguard ETF/USA 61,923.0 $20.8M 0.62% NEW $335.27 +8.2%
35 TAXF American Century ETF Trust 400,348.0 $20.2M 0.60% NEW $50.38 -0.6%
36 SPY State Street ETF/USA Financial Services 29,123.0 $19.9M 0.59% NEW $681.90 +8.4%
37 ABBV ABBVIE INC Healthcare 85,883.0 $19.6M 0.58% NEW $228.49 -7.9%
38 SPYV State Street ETF/USA 327,291.0 $18.6M 0.56% NEW $56.81 +5.4%
39 XLK State Street ETF/USA 122,433.0 $17.6M 0.53% NEW $143.97 +22.5%
40 QEFA State Street ETF/USA 192,048.0 $17.4M 0.52% NEW $90.67 +5.7%
Page 2 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%