BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 36 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ALLE ALLEGION PLC Industrials 1,468.0 $213K 0.01% +87.0 +6.3% $145.10 -9.9%
702 WAT WATERS CORP Healthcare 707.0 $211K 0.01% +318.0 +81.8% $298.44 +14.4%
703 GPC GENUINE PARTS CO Consumer Cyclical 1,991.0 $211K 0.01% -918.0 -31.6% $105.98 -7.9%
704 ULTA ULTA BEAUTY INC Consumer Cyclical 404.0 $211K 0.01% -31.0 -7.1% $522.28 -5.6%
705 NTRS NORTHERN TRUST Financial Services 1,505.0 $210K 0.01% +16.0 +1.1% $139.53 +19.8%
706 TD TORONTO-DOM BANK Financial Services 2,238.0 $209K 0.01% -245.0 -9.9% $93.39 +17.3%
707 EXPD EXPEDITORS INTL Industrials 1,454.0 $208K 0.01% +43.0 +3.0% $143.05 +9.9%
708 MTD METTLER-TOLEDO Healthcare 165.0 $208K 0.01% -32.0 -16.2% $1260.61 -13.5%
709 AMTM AMENTUM HOLDINGS Industrials 7,896.0 $206K 0.01% -44.0 -0.6% $26.09 -11.2%
710 TECH BIO-TECHNE CORP Healthcare 3,950.0 $206K 0.01% -45.0 -1.1% $52.15 -10.5%
711 UHS UNIVERSAL HLTH-B Healthcare 1,132.0 $203K 0.01% $179.33 -8.4%
712 VGLT Vanguard ETF/USA 3,675.0 $203K 0.01% +95.0 +2.6% $55.24 -2.4%
713 NUEM Nushares ETF Trust 5,489.0 $202K 0.01% $36.80 +10.4%
714 SRLN State Street ETF/USA 5,001.0 $201K 0.01% -3K -35.0% $40.19 +0.8%
715 AES AES CORP Utilities 14,224.0 $200K 0.01% $14.06 +4.5%
716 MTCH MATCH GROUP INC Communication Services 6,497.0 $200K 0.01% +3K +70.9% $30.78 +15.8%
717 USRT iShares ETFs/USA 3,365.0 $199K 0.01% +3K +304.9% $59.14 +10.6%
718 MRVL MARVELL TECHNOLO Technology 2,007.0 $199K 0.01% +607.0 +43.4% $99.15 +92.3%
719 MELI MERCADOLIBRE INC Consumer Cyclical 115.0 $199K 0.01% -8.0 -6.5% $1730.43 -3.0%
720 SPDW State Street ETF/USA 4,367.0 $199K 0.01% -1K -24.1% $45.57 +10.5%
Page 36 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%