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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 26 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PNR PENTAIR PLC Industrials 3,670.0 $382K 0.01% NEW $104.09 -30.7%
502 DLR DIGITAL REALTY TRUST INC Real Estate 2,459.0 $380K 0.01% NEW $154.53 +21.1%
503 DGRO iShares ETFs/USA 5,448.0 $378K 0.01% NEW $69.38 +6.4%
504 DELL DELL TECHN-C Technology 2,988.0 $376K 0.01% NEW $125.84 +88.7%
505 MAS MASCO CORP Industrials 5,808.0 $369K 0.01% NEW $63.53 +1.6%
506 ENTERGY CORP 3,968.0 $367K 0.01% NEW $92.49
507 SWKS SKYWORKS SOLUTIO Technology 5,792.0 $367K 0.01% NEW $63.36 +12.7%
508 SPG SIMON PROPERTY GROUP INC Real Estate 1,982.0 $367K 0.01% NEW $185.17 +8.9%
509 IYG iShares ETFs/USA 3,973.0 $366K 0.01% NEW $92.12 -6.1%
510 ALB ALBEMARLE CORP Basic Materials 2,574.0 $364K 0.01% NEW $141.41 +20.1%
511 EL ESTEE LAUDER Consumer Defensive 3,463.0 $363K 0.01% NEW $104.82 -27.4%
512 VGT Vanguard ETF/USA 482.0 $363K 0.01% NEW $753.11 -85.1%
513 CINF CINCINNATI FIN Financial Services 2,216.0 $362K 0.01% NEW $163.36 +2.6%
514 FORMULA SYS-ADR 2,159.0 $361K 0.01% NEW $167.21
515 BR BROADRIDGE FINL Technology 1,618.0 $361K 0.01% NEW $223.11 -33.0%
516 OAIM Unified Series Trust/Oneascent 8,686.0 $360K 0.01% NEW $41.45 +10.0%
517 EWS iShares ETFs/USA 13,052.0 $359K 0.01% NEW $27.51 +6.6%
518 GPC GENUINE PARTS CO Consumer Cyclical 2,909.0 $358K 0.01% NEW $123.07 -25.2%
519 VAW Vanguard ETF/USA 1,721.0 $357K 0.01% NEW $207.44 +6.7%
520 APTIV PLC 4,648.0 $354K 0.01% NEW $76.16
Page 26 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%