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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 17 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 L LOEWS CORP Financial Services 2,021.0 $216K 0.01% +67.0 +3.4% $106.88 +0.8%
322 VEEV VEEVA SYSTEMS-A Healthcare 1,219.0 $214K 0.01% +9.0 +0.7% $175.55 -7.0%
323 ALLE ALLEGION PLC Industrials 1,468.0 $213K 0.01% +87.0 +6.3% $145.10 -10.9%
324 WAT WATERS CORP Healthcare 707.0 $211K 0.01% +318.0 +81.8% $298.44 +11.1%
325 NTRS NORTHERN TRUST Financial Services 1,505.0 $210K 0.01% +16.0 +1.1% $139.53 +18.1%
326 EXPD EXPEDITORS INTL Industrials 1,454.0 $208K 0.01% +43.0 +3.0% $143.05 +9.1%
327 VGLT Vanguard ETF/USA 3,675.0 $203K 0.01% +95.0 +2.6% $55.24 -3.1%
328 MTCH MATCH GROUP INC Communication Services 6,497.0 $200K 0.01% +3K +70.9% $30.78 +15.3%
329 USRT iShares ETFs/USA 3,365.0 $199K 0.01% +3K +304.9% $59.14 +8.5%
330 MRVL MARVELL TECHNOLO Technology 2,007.0 $199K 0.01% +607.0 +43.4% $99.15 +69.6%
331 IFF INTL FLVR & FRAG Basic Materials 2,733.0 $198K 0.01% +583.0 +27.1% $72.45 +2.4%
332 OKTA OKTA INC Technology 2,506.0 $197K 0.01% +1K +114.9% $78.61 +9.4%
333 CORZ CORE SCIENTIFIC Technology 12,943.0 $194K 0.01% +1K +10.5% $14.99 +57.3%
334 CLX CLOROX CO Consumer Defensive 1,866.0 $193K 0.01% +142.0 +8.2% $103.43 -11.2%
335 AHR AMERICAN HEALTHCARE REIT INC Real Estate 4,005.0 $189K 0.01% +592.0 +17.4% $47.19 +5.3%
336 IEO iShares ETFs/USA 1,514.0 $189K 0.01% +8.0 +0.5% $124.83 -4.7%
337 PNW PINNACLE WEST Utilities 1,821.0 $183K 0.01% +61.0 +3.5% $100.49 -1.3%
338 INVH INVITATION HOMES INC Real Estate 7,273.0 $181K 0.01% +2K +39.2% $24.89 +15.1%
339 ODFL OLD DOMINION FRT Industrials 925.0 $181K 0.01% +40.0 +4.5% $195.68 +4.4%
340 POOL POOL CORP Industrials 892.0 $180K 0.01% +620.0 +227.9% $201.79 -14.4%
Page 17 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%