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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 6 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GWX State Street ETF/USA 180,319.0 $7.6M 0.23% $42.23 +8.4%
102 IRIDIUM COMMUNIC 272,787.0 $7.6M 0.23% NEW $27.74
103 ROST ROSS STORES INC Consumer Cyclical 34,430.0 $7.5M 0.23% +31K +941.1% $216.64 -1.6%
104 NUE NUCOR CORP Basic Materials 44,097.0 $7.5M 0.23% +4K +10.9% $169.10 +37.7%
105 GM GENERAL MOTORS C Consumer Cyclical 99,599.0 $7.4M 0.23% -19K -15.7% $74.50 +4.4%
106 LOW LOWE'S COS INC Consumer Cyclical 31,134.0 $7.4M 0.22% -246.0 -0.8% $236.27 -5.4%
107 HPQ HP INC Technology 382,777.0 $7.4M 0.22% +374K +4281.1% $19.21 +8.1%
108 EEMV iShares Inc 113,129.0 $7.3M 0.22% +113K +10000.0% $64.73 +10.3%
109 CVS CVS HEALTH CORP Healthcare 101,448.0 $7.3M 0.22% -17K -14.3% $71.82 +35.3%
110 MDT MEDTRONIC PLC Healthcare 82,114.0 $7.1M 0.22% +2K +2.9% $86.65 -11.2%
111 NXPI NXP SEMICONDUCTO Technology 36,141.0 $7.1M 0.22% +34K +1384.2% $196.87 +49.4%
112 SCHG Schwab Strategic Trust 243,353.0 $7.1M 0.22% +40K +19.7% $29.13 +17.6%
113 HLT HILTON WORLDWIDE Consumer Cyclical 23,087.0 $7.0M 0.21% +20K +763.1% $304.07 +4.1%
114 HRMY HARMONY BIOSCIE Healthcare 244,687.0 $6.9M 0.21% -31K -11.3% $28.01 +9.8%
115 BBY BEST BUY CO INC Consumer Cyclical 104,471.0 $6.7M 0.20% +97K +1222.8% $64.20 -12.3%
116 CENCORA INC 21,039.0 $6.6M 0.20% +17K +421.5% $314.13
117 RTX RTX CORP Industrials 33,865.0 $6.5M 0.20% +9K +38.6% $192.88 -8.9%
118 TEL TE CONNECTIVITY Technology 31,119.0 $6.5M 0.20% +28K +801.2% $209.04 -1.1%
119 INVA INNOVIVA INC Healthcare 277,532.0 $6.5M 0.20% NEW $23.30 -1.9%
120 DHR DANAHER CORP Healthcare 33,942.0 $6.4M 0.20% -2K -4.6% $189.59 -13.2%
Page 6 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%