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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 23 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EA ELECTRONIC ARTS Communication Services 2,754.0 $561K 0.02% -37.0 -1.3% $203.70 -1.2%
442 ITOT iShares ETFs/USA 3,919.0 $558K 0.02% -565.0 -12.6% $142.38 +12.3%
443 ECL ECOLAB INC Basic Materials 2,097.0 $558K 0.02% -37.0 -1.7% $266.09 -8.2%
444 HPE HEWLETT PACKA Technology 23,400.0 $557K 0.02% +5K +28.8% $23.80 +37.8%
445 IYZ iShares ETFs/USA 14,130.0 $556K 0.02% +4K +43.1% $39.35 +8.6%
446 NOW SERVICENOW INC Technology 5,298.0 $554K 0.02% -888.0 -14.3% $104.57 +3.0%
447 PCAR PACCAR INC Industrials 4,746.0 $548K 0.02% -110.0 -2.3% $115.47 -5.5%
448 ON ON SEMICONDUCTOR Technology 8,790.0 $544K 0.02% +679.0 +8.4% $61.89 +74.8%
449 FLGB Franklin LibertyShares ETFs/US 15,514.0 $539K 0.02% -130.0 -0.8% $34.74 +2.5%
450 BRO BROWN & BROWN Financial Services 8,077.0 $527K 0.02% -2K -16.5% $65.25 -11.3%
451 ZTS ZOETIS INC Healthcare 4,413.0 $522K 0.02% +258.0 +6.2% $118.29 -34.0%
452 DVN DEVON ENERGY CO Energy 10,339.0 $520K 0.02% +949.0 +10.1% $50.29 -1.2%
453 VIG Vanguard ETF/USA 2,408.0 $518K 0.02% -426.0 -15.0% $215.12 +6.5%
454 DAL DELTA AIR LI Industrials 7,774.0 $517K 0.02% -699.0 -8.2% $66.50 +2.4%
455 XBI State Street ETF/USA 4,040.0 $516K 0.02% $127.72 -0.8%
456 SANDISK CORP 804.0 $511K 0.02% +44.0 +5.8% $635.57
457 YUM YUM! BRANDS INC Consumer Cyclical 3,273.0 $509K 0.02% $155.51 -2.5%
458 MET METLIFE INC Financial Services 7,102.0 $502K 0.01% -102K -93.5% $70.68 +13.9%
459 EBAY EBAY INC Consumer Cyclical 5,465.0 $497K 0.01% $90.94 +24.4%
460 AFL AFLAC INC Financial Services 4,505.0 $494K 0.01% -57.0 -1.2% $109.66 +8.0%
Page 23 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%