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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 16 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FTV FORTIVE CORP Technology 4,772.0 $264K 0.01% +62.0 +1.3% $55.32 +6.2%
302 NCLH NORWEGIAN CRUISE Consumer Cyclical 13,873.0 $259K 0.01% +300.0 +2.2% $18.67 -18.1%
303 LYB LYONDELLBASELL-A Basic Materials 3,154.0 $254K 0.01% +1K +51.2% $80.53 -7.9%
304 EEM iShares ETFs/USA 4,445.0 $252K 0.01% +252.0 +6.0% $56.69 +14.4%
305 TGT TARGET CORP Consumer Defensive 2,034.0 $247K 0.01% +31.0 +1.6% $121.44 +0.3%
306 VICI VICI PROPERTIES INC Real Estate 8,947.0 $244K 0.01% +2K +22.5% $27.27 +4.0%
307 HOOD ROBINHOOD MARK-A Financial Services 3,458.0 $240K 0.01% +2K +86.1% $69.40 +10.0%
308 BABA ALIBABA GRP-ADR Consumer Cyclical 1,891.0 $237K 0.01% +174.0 +10.1% $125.33 +6.4%
309 HEI HEICO CORP Industrials 868.0 $237K 0.01% +60.0 +7.4% $273.04 +6.6%
310 BND Vanguard ETF/USA 3,210.0 $236K 0.01% +156.0 +5.1% $73.52 -1.1%
311 BALL BALL CORP Consumer Cyclical 3,959.0 $234K 0.01% +807.0 +25.6% $59.11 -5.3%
312 REGCO REGENCY CENTERS CORP Real Estate 3,088.0 $234K 0.01% +807.0 +35.4% $75.78 -70.7%
313 ASML ASML HOLDING-NY Technology 176.0 $232K 0.01% +55.0 +45.5% $1318.18 +11.6%
314 FCT First Trust/Closed-End Funds/U Financial Services 23,913.0 $231K 0.01% +264.0 +1.1% $9.66 +1.3%
315 LNT ALLIANT ENERGY Utilities 3,113.0 $223K 0.01% +131.0 +4.4% $71.64 -0.4%
316 IXN iShares ETFs/USA 2,204.0 $220K 0.01% +1K +129.6% $99.82 +30.6%
317 NWSA NEWS CORP-CL A Communication Services 8,814.0 $220K 0.01% +3K +48.3% $24.96 +4.5%
318 FHN FIRST HORIZON CO Financial Services 9,624.0 $219K 0.01% +381.0 +4.1% $22.76 +4.6%
319 HST HOST HOTELS & RESORTS INC Real Estate 11,407.0 $219K 0.01% +294.0 +2.6% $19.20 +14.2%
320 GDDY GODADDY INC-A Technology 2,613.0 $216K 0.01% +982.0 +60.2% $82.66 +9.2%
Page 16 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%