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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 9 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WFRD WEATHERFORD INTE Energy 52,508.0 $5.0M 0.15% NEW $94.58 +15.3%
162 VDE Vanguard ETF/USA 28,619.0 $5.0M 0.15% +3K +9.9% $173.03 -3.5%
163 TECHNIPFMC PLC 71,502.0 $4.9M 0.15% NEW $69.13
164 SCHW SCHWAB (CHARLES) Financial Services 52,019.0 $4.9M 0.15% -103K -66.4% $93.98 -2.7%
165 VYM Vanguard ETF/USA 32,802.0 $4.9M 0.15% -196.0 -0.6% $148.10 +5.1%
166 SCHM Schwab Strategic Trust 155,464.0 $4.8M 0.15% +82K +112.8% $30.96 +9.5%
167 HYMB State Street ETF/USA 193,555.0 $4.8M 0.15% +1K +0.8% $24.80 +0.1%
168 GD GENERAL DYNAMICS Industrials 13,910.0 $4.8M 0.15% -345.0 -2.4% $343.21 -2.1%
169 CVX CHEVRON CORP Energy 22,719.0 $4.7M 0.14% -38K -62.7% $206.92 -8.5%
170 DECK DECKERS OUTDOOR Consumer Cyclical 46,549.0 $4.7M 0.14% +45K +2798.4% $100.09 -6.5%
171 VUG Vanguard ETF/USA 10,613.0 $4.6M 0.14% -2K -18.6% $436.82 -80.0%
172 INCY INCYTE CORP Healthcare 48,106.0 $4.5M 0.14% +44K +1030.8% $94.13 +0.9%
173 VOE Vanguard ETF/USA 24,403.0 $4.5M 0.14% -23K -49.0% $184.28 +3.5%
174 AMP AMERIPRISE FINAN Financial Services 10,116.0 $4.5M 0.14% +9K +1155.1% $444.44 +5.7%
175 FXL First Trust ETFs/USA 27,019.0 $4.3M 0.13% +21K +379.6% $158.85 +20.4%
176 VOT Vanguard ETF/USA 16,223.0 $4.2M 0.13% -14K -46.0% $257.35 +10.7%
177 SYK STRYKER CORP Healthcare 12,560.0 $4.1M 0.13% -498.0 -3.8% $328.58 -6.6%
178 EXEL EXELIXIS INC Healthcare 95,787.0 $4.1M 0.12% NEW $42.89 +16.5%
179 ALSN ALLISON TRANSMIS Consumer Cyclical 34,991.0 $4.1M 0.12% +35K +10000.0% $117.06 -0.3%
180 BOTZ Global X ETFs/USA 122,834.0 $4.1M 0.12% +123K +10000.0% $33.22 +19.8%
Page 9 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%