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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 14 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GNRC GENERAC HOLDINGS Industrials 1,829.0 $357K 0.01% +350.0 +23.7% $195.19 +41.7%
262 WYNN WYNN RESORTS LTD Consumer Cyclical 3,499.0 $355K 0.01% +265.0 +8.2% $101.46 -5.9%
263 DVA DAVITA INC Healthcare 2,302.0 $354K 0.01% +263.0 +12.9% $153.78 +25.2%
264 CINF CINCINNATI FIN Financial Services 2,244.0 $353K 0.01% +28.0 +1.3% $157.31 +5.8%
265 MAS MASCO CORP Industrials 5,850.0 $353K 0.01% +42.0 +0.7% $60.34 +13.1%
266 RSPS Invesco ETFs/USA 11,840.0 $349K 0.01% +8K +202.4% $29.48 +0.2%
267 WDAY WORKDAY INC-A Technology 2,666.0 $346K 0.01% +628.0 +30.8% $129.78 -8.5%
268 MPWR MONOLITHIC POWER Technology 312.0 $341K 0.01% +3.0 +1.0% $1092.95 +47.7%
269 CHTR CHARTER COMMUN-A Communication Services 1,574.0 $340K 0.01% +59.0 +3.9% $216.01 -35.0%
270 LEA LEAR CORP Consumer Cyclical 2,804.0 $340K 0.01% +2K +290.0% $121.26 +14.7%
271 ADM ARCHER-DANIELS Consumer Defensive 4,612.0 $335K 0.01% +388.0 +9.2% $72.64 +10.7%
272 LH LABCORP HOLDINGS Healthcare 1,251.0 $334K 0.01% +234.0 +23.0% $266.99 -4.9%
273 NUMV Nushares ETF Trust 8,607.0 $334K 0.01% +46.0 +0.5% $38.81 +6.2%
274 HR HEALTHCARE REALTY TRUST INC Real Estate 19,599.0 $333K 0.01% +128.0 +0.7% $16.99 +19.8%
275 STZ CONSTELLATION-A Consumer Defensive 2,160.0 $324K 0.01% +270.0 +14.3% $150.00 -6.3%
276 EIX EDISON INTL Utilities 4,409.0 $323K 0.01% +658.0 +17.5% $73.26 -3.5%
277 CNP CENTERPOINT ENER Utilities 7,368.0 $318K 0.01% +968.0 +15.1% $43.16 -1.4%
278 BIIB BIOGEN INC Healthcare 1,725.0 $316K 0.01% +19.0 +1.1% $183.19 +5.3%
279 NI NISOURCE INC Utilities 6,684.0 $312K 0.01% +910.0 +15.8% $46.68 +1.6%
280 PSR Invesco ETFs/USA 3,345.0 $310K 0.01% +3K +1211.8% $92.68 +7.4%
Page 14 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%