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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 20 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DAL DELTA AIR LI Industrials 8,473.0 $588K 0.02% NEW $69.40 +1.2%
382 WSM WILLIAMS-SONOMA Consumer Cyclical 3,279.0 $586K 0.02% NEW $178.71 -5.6%
383 VLO VALERO ENERGY Energy 3,551.0 $578K 0.02% NEW $162.77 +54.0%
384 CDNS CADENCE DESIGN Technology 1,845.0 $577K 0.02% NEW $312.74 +10.6%
385 ELV ELEVANCE HEALTH Healthcare 1,646.0 $577K 0.02% NEW $350.55 +12.0%
386 PLD PROLOGIS INC Real Estate 4,522.0 $577K 0.02% NEW $127.60 +10.1%
387 PRU PRUDENTL FINL Financial Services 5,100.0 $576K 0.02% NEW $112.94 -9.7%
388 EA ELECTRONIC ARTS Communication Services 2,791.0 $570K 0.02% NEW $204.23 -1.8%
389 PAYX PAYCHEX INC Industrials 5,040.0 $565K 0.02% NEW $112.10 -18.3%
390 EFX EQUIFAX INC Industrials 2,605.0 $565K 0.02% NEW $216.89 -27.0%
391 ECL ECOLAB INC Basic Materials 2,134.0 $560K 0.02% NEW $262.42 -5.6%
392 DHI DR HORTON INC Consumer Cyclical 3,882.0 $559K 0.02% NEW $144.00 -6.0%
393 OMC OMNICOM GROUP Communication Services 6,847.0 $553K 0.02% NEW $80.77 -12.3%
394 ORLY O'REILLY AUTOMOT Consumer Cyclical 6,066.0 $553K 0.02% NEW $91.16 -2.9%
395 ATEC ALPHATEC HOLDING Healthcare 26,080.0 $549K 0.02% NEW $21.05 -61.6%
396 CAH CARDINAL HEALTH Healthcare 2,661.0 $547K 0.02% NEW $205.56 -2.8%
397 NKE NIKE INC -CL B Consumer Cyclical 8,591.0 $547K 0.02% NEW $63.67 -34.2%
398 QTEC First Trust ETFs/USA 2,367.0 $545K 0.02% NEW $230.25 +25.6%
399 IRM IRON MOUNTAIN INC Real Estate 6,546.0 $543K 0.02% NEW $82.95 +50.8%
400 CCL CARNIVAL CORP Consumer Cyclical 17,724.0 $541K 0.02% NEW $30.52 -18.4%
Page 20 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%