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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 22 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LVS LAS VEGAS SANDS Consumer Cyclical 7,681.0 $500K 0.01% NEW $65.10 -21.4%
422 LYV LIVE NATION ENTE Communication Services 3,486.0 $497K 0.01% NEW $142.57 +18.4%
423 YUM YUM! BRANDS INC Consumer Cyclical 3,259.0 $493K 0.01% NEW $151.27 -0.9%
424 XBI State Street ETF/USA 4,040.0 $493K 0.01% NEW $122.03 +4.6%
425 ADSK AUTODESK INC Technology 1,661.0 $492K 0.01% NEW $296.21 -17.8%
426 URI UNITED RENTALS Industrials 606.0 $491K 0.01% NEW $810.23 +18.6%
427 ESGU iShares ETFs/USA 3,280.0 $489K 0.01% NEW $149.09 +7.9%
428 A AGILENT TECH INC Healthcare 3,595.0 $489K 0.01% NEW $136.02 -17.6%
429 APD AIR PRODS & CHEM Basic Materials 1,971.0 $487K 0.01% NEW $247.08 +18.7%
430 AIQ Global X ETFs/USA 9,552.0 $486K 0.01% NEW $50.88 +19.3%
431 IYT iShares ETFs/USA 6,509.0 $485K 0.01% NEW $74.51 +7.8%
432 EWL iShares ETFs/USA 8,080.0 $484K 0.01% NEW $59.90 +3.3%
433 SLB SCHLUMBERGER LTD Energy 12,518.0 $480K 0.01% NEW $38.34 +44.4%
434 EBAY EBAY INC Consumer Cyclical 5,482.0 $477K 0.01% NEW $87.01 +33.5%
435 EOG EOG RESOURCES Energy 4,537.0 $476K 0.01% NEW $104.92 +33.7%
436 CTSH COGNIZANT TECH-A Technology 5,705.0 $474K 0.01% NEW $83.09 -43.3%
437 DCI DONALDSON CO INC Industrials 5,330.0 $473K 0.01% NEW $88.74 -7.7%
438 OXY OCCIDENTAL PETE Energy 11,413.0 $469K 0.01% NEW $41.09 +45.1%
439 AOR iShares ETFs/USA 7,178.0 $467K 0.01% NEW $65.06 +4.8%
440 CRL CHARLES RIVER LA Healthcare 2,342.0 $467K 0.01% NEW $199.40 -24.3%
Page 22 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%