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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 13 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DOW DOW INC Basic Materials 10,470.0 $436K 0.01% +2K +18.0% $41.64 -6.9%
242 IGE iShares ETFs/USA 6,896.0 $434K 0.01% +524.0 +8.2% $62.94 -2.0%
243 KXI iShares ETFs/USA 6,384.0 $428K 0.01% +3K +118.6% $67.04 +2.4%
244 XPH State Street ETF/USA 7,857.0 $425K 0.01% +211.0 +2.8% $54.09 +5.1%
245 EW EDWARDS LIFE Healthcare 5,266.0 $422K 0.01% +728.0 +16.0% $80.14 +1.5%
246 VGSH Vanguard ETF/USA 7,109.0 $416K 0.01% +307.0 +4.5% $58.52 -0.6%
247 RSPF Invesco ETFs/USA 5,658.0 $404K 0.01% +6K +10000.0% $71.40 +4.8%
248 TLT iShares ETFs/USA 4,624.0 $401K 0.01% +87.0 +1.9% $86.72 -3.5%
249 NVT NVENT ELECTRIC Industrials 3,350.0 $396K 0.01% +254.0 +8.2% $118.21 +47.2%
250 SRE SEMPRA Utilities 4,046.0 $393K 0.01% +441.0 +12.2% $97.13 -4.4%
251 MGM MGM RESORTS INTE Consumer Cyclical 10,473.0 $388K 0.01% +2K +22.8% $37.05 -0.6%
252 GL GLOBE LIFE INC Financial Services 2,767.0 $385K 0.01% +545.0 +24.5% $139.14 +11.0%
253 ALGN ALIGN TECHNOLOGY Healthcare 2,215.0 $380K 0.01% +296.0 +15.4% $171.56 -8.3%
254 FE FIRSTENERGY CORP Utilities 7,510.0 $380K 0.01% +792.0 +11.8% $50.60 -12.1%
255 RJF RAYMOND JAMES Financial Services 2,543.0 $368K 0.01% +493.0 +24.1% $144.71 +7.5%
256 EQT EQT CORP Energy 5,742.0 $365K 0.01% +632.0 +12.4% $63.57 -11.0%
257 EXC EXELON CORP Utilities 7,437.0 $365K 0.01% +857.0 +13.0% $49.08 -9.5%
258 PHM PULTEGROUP INC Consumer Cyclical 3,093.0 $364K 0.01% +196.0 +6.8% $117.69 -3.2%
259 RSPN Invesco ETFs/USA 6,242.0 $359K 0.01% +6K +2816.8% $57.51 +3.7%
260 GEHC GE HEALTHCARE TE Healthcare 5,013.0 $357K 0.01% +197.0 +4.1% $71.21 -12.0%
Page 13 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%