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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 4 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH iShares ETFs/USA 167,141.0 $11.3M 0.34% +3K +1.8% $67.53 +6.9%
62 QCOM QUALCOMM INC Technology 87,377.0 $11.3M 0.34% +74K +550.1% $128.78 +55.4%
63 MRK MERCK & CO Healthcare 92,994.0 $11.2M 0.34% -14K -12.7% $120.29 -5.7%
64 CB CHUBB LTD Financial Services 32,829.0 $10.7M 0.33% -1K -3.3% $325.93 -0.5%
65 CRUS CIRRUS LOGIC INC Technology 73,786.0 $10.7M 0.33% +74K +10000.0% $144.62 +12.6%
66 SDY State Street ETF/USA 71,880.0 $10.5M 0.32% -913.0 -1.2% $145.94 +0.1%
67 IJR iShares ETFs/USA 83,334.0 $10.4M 0.32% +15K +21.2% $124.31 +7.7%
68 CSL CARLISLE COS INC Industrials 31,036.0 $10.4M 0.32% +30K +3314.3% $333.61 +4.3%
69 MRSH MARSH & MCLENNAN Financial Services 59,634.0 $10.3M 0.32% +19K +45.2% $173.46 -7.7%
70 CRM SALESFORCE INC Technology 54,143.0 $10.1M 0.31% +8K +16.6% $186.67 -10.2%
71 CAT CATERPILLAR INC Industrials 14,044.0 $9.9M 0.30% -12K -46.4% $708.49 +25.4%
72 GOOG ALPHABET INC-C Communication Services 34,666.0 $9.9M 0.30% -830.0 -2.3% $286.85 +38.5%
73 SCHF Schwab Strategic Trust 394,700.0 $9.8M 0.30% $24.75 +7.9%
74 QQEW First Trust ETFs/USA 76,582.0 $9.7M 0.30% +6K +8.1% $126.98 +13.7%
75 DELL DELL TECHN-C Technology 59,166.0 $9.7M 0.30% +56K +1880.1% $164.13 +51.0%
76 PG PROCTER & GAMBLE Consumer Defensive 66,274.0 $9.6M 0.29% -49K -42.7% $144.45 -1.2%
77 DON WisdomTree ETFs/USA 178,692.0 $9.4M 0.29% +1K +0.6% $52.54 +2.8%
78 GS GOLDMAN SACHS GP Financial Services 11,056.0 $9.4M 0.28% +7K +208.4% $846.06 +14.5%
79 NTAP NETAPP INC Technology 90,858.0 $9.3M 0.28% +88K +3679.4% $102.39 +17.1%
80 ABNB AIRBNB INC-A Consumer Cyclical 73,442.0 $9.3M 0.28% +71K +3214.2% $126.28 +5.2%
Page 4 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%