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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 34 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DVA DAVITA INC Healthcare 2,039.0 $232K 0.01% NEW $113.78 +73.3%
662 VTRS VIATRIS INC Healthcare 18,659.0 $232K 0.01% NEW $12.43 +31.1%
663 AEE AMEREN CORP Utilities 2,299.0 $230K 0.01% NEW $100.04 +9.4%
664 AMTM AMENTUM HOLDINGS Industrials 7,940.0 $230K 0.01% NEW $28.97 -22.5%
665 JBHT HUNT (JB) TRANS Industrials 1,179.0 $229K 0.01% NEW $194.23 +33.5%
666 WEC WEC ENERGY GROUP Utilities 2,168.0 $229K 0.01% NEW $105.63 +5.8%
667 QUAL iShares ETFs/USA 1,155.0 $229K 0.01% NEW $198.27 +5.8%
668 EEM iShares ETFs/USA 4,193.0 $229K 0.01% NEW $54.61 +18.0%
669 IYK iShares ETFs/USA 3,418.0 $229K 0.01% NEW $67.00 +8.2%
670 AVB AVALONBAY COMMUNITIES INC Real Estate 1,259.0 $228K 0.01% NEW $181.10 +2.4%
671 FXG First Trust ETFs/USA 3,737.0 $227K 0.01% NEW $60.74 -0.2%
672 SPYM SPDR Series Trust 2,828.0 $227K 0.01% NEW $80.27 +7.8%
673 ES EVERSOURCE ENERG Utilities 3,361.0 $226K 0.01% NEW $67.24 +2.9%
674 BND Vanguard ETF/USA 3,054.0 $226K 0.01% NEW $74.00 -2.0%
675 EIX EDISON INTL Utilities 3,751.0 $225K 0.01% NEW $59.98 +18.3%
676 CCI CROWN CASTLE INC Real Estate 2,515.0 $224K 0.01% NEW $89.07 +3.2%
677 MOH MOLINA HEALTHCAR Healthcare 1,286.0 $223K 0.01% NEW $173.41 +7.2%
678 FELE FRANKLIN ELEC CO Industrials 2,337.0 $223K 0.01% NEW $95.42 +0.4%
679 CAG CONAGRA BRANDS I Consumer Defensive 12,867.0 $223K 0.01% NEW $17.33 -20.8%
680 PID Invesco ETFs/USA 10,105.0 $222K 0.01% NEW $21.97 +4.3%
Page 34 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%