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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 11 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WELL WELLTOWER INC Real Estate 3,637.0 $719K 0.02% +138.0 +3.9% $197.69 +10.1%
202 IYH iShares ETFs/USA 11,607.0 $715K 0.02% +10K +494.6% $61.60 -1.1%
203 DD DUPONT DE NEMOUR Basic Materials 15,569.0 $713K 0.02% +253.0 +1.6% $45.80 +10.5%
204 EOG EOG RESOURCES Energy 4,901.0 $708K 0.02% +364.0 +8.0% $144.46 -5.9%
205 HAL HALLIBURTON CO Energy 17,982.0 $701K 0.02% +2K +15.0% $38.98 +5.9%
206 MSI MOTOROLA SOLUTIO Technology 1,579.0 $685K 0.02% +169.0 +12.0% $433.82 -8.0%
207 BKR BAKER HUGHES CO Energy 10,392.0 $634K 0.02% +974.0 +10.3% $61.01 +5.1%
208 XYL XYLEM INC Industrials 5,097.0 $609K 0.02% +156.0 +3.2% $119.48 -8.4%
209 PWR QUANTA SERVICES Industrials 1,107.0 $608K 0.02% +187.0 +20.3% $549.23 +42.0%
210 ORLY O'REILLY AUTOMOT Consumer Cyclical 6,527.0 $603K 0.02% +461.0 +7.6% $92.39 -2.9%
211 CEG CONSTELLATION EN Utilities 2,154.0 $601K 0.02% +23.0 +1.1% $279.02 -4.2%
212 KRE State Street ETF/USA 9,166.0 $597K 0.02% +51.0 +0.6% $65.13 +2.8%
213 D DOMINION ENERGY Utilities 9,619.0 $595K 0.02% +631.0 +7.0% $61.86 +1.8%
214 IYT iShares ETFs/USA 7,831.0 $584K 0.02% +1K +20.3% $74.58 +7.4%
215 CDNS CADENCE DESIGN Technology 2,082.0 $579K 0.02% +237.0 +12.8% $278.10 +24.9%
216 LYV LIVE NATION ENTE Communication Services 3,776.0 $576K 0.02% +290.0 +8.3% $152.54 +11.4%
217 FXD First Trust ETFs/USA 8,963.0 $574K 0.02% +8K +550.9% $64.04 -1.2%
218 RSPC Invesco ETFs/USA 15,218.0 $569K 0.02% +14K +1751.3% $37.39 +0.3%
219 TRMB TRIMBLE INC Technology 8,712.0 $568K 0.02% +871.0 +11.1% $65.20 -14.5%
220 HPE HEWLETT PACKA Technology 23,400.0 $557K 0.02% +5K +28.8% $23.80 +43.4%
Page 11 of 26  ·  516 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%