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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 2 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHV Schwab Strategic Trust 1,055,086.0 $32.2M 0.98% -793K -42.9% $30.50 +6.8%
22 LLY ELI LILLY & CO Healthcare 33,818.0 $31.1M 0.95% +5K +15.5% $919.75 +9.5%
23 QEFA State Street ETF/USA 321,415.0 $30.0M 0.91% +129K +67.4% $93.27 +2.8%
24 VTEB Vanguard ETF/USA 589,649.0 $29.4M 0.90% +25K +4.5% $49.89 -0.1%
25 AVGO BROADCOM INC Technology 92,474.0 $28.6M 0.87% +17K +23.2% $309.51 +37.4%
26 SPYG State Street ETF/USA 282,635.0 $27.7M 0.84% +7K +2.7% $97.91 +20.9%
27 MGK Vanguard ETF/USA 74,199.0 $27.3M 0.83% -70K -48.4% $367.44 -75.9%
28 TSLA TESLA INC Consumer Cyclical 71,929.0 $26.7M 0.82% +14K +23.2% $371.76 +19.2%
29 V VISA INC-CLASS A Financial Services 87,567.0 $26.5M 0.81% +19K +28.2% $302.24 +6.7%
30 MUB iShares ETFs/USA 249,006.0 $26.4M 0.81% +9K +3.6% $106.15 -0.0%
31 META META PLATFORMS-A Communication Services 46,095.0 $26.4M 0.81% +9K +25.6% $572.14 +8.1%
32 IWF iShares ETFs/USA 60,751.0 $25.9M 0.79% -62K -50.3% $426.40 -70.8%
33 IUSG iShares ETFs/USA 166,724.0 $25.9M 0.79% -177K -51.5% $155.11 +20.4%
34 IWD iShares ETFs/USA 120,940.0 $25.8M 0.79% -115K -48.8% $213.67 +8.7%
35 TAXF American Century ETF Trust 407,485.0 $20.4M 0.62% +7K +1.8% $50.05 +0.0%
36 ABBV ABBVIE INC Healthcare 89,953.0 $19.6M 0.60% +4K +4.7% $217.49 -3.3%
37 GILD GILEAD SCIENCES Healthcare 134,488.0 $18.7M 0.57% +55K +68.8% $139.37 -5.2%
38 VTV Vanguard ETF/USA 92,389.0 $18.1M 0.55% +3K +3.0% $196.20 +5.3%
39 SPY State Street ETF/USA Financial Services 27,728.0 $18.0M 0.55% -1K -4.8% $650.32 +13.7%
40 UNP UNION PAC CORP Industrials 73,965.0 $17.9M 0.55% +6K +8.7% $242.61 +11.0%
Page 2 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%