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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 19 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ITT ITT INC Industrials 745.0 $142K 0.00% +68.0 +10.0% $190.60 +2.5%
362 HBNC HORIZON BANCORP Financial Services 8,356.0 $138K 0.00% +75.0 +0.9% $16.52 +8.5%
363 CPNG COUPANG INC Consumer Cyclical 7,237.0 $137K 0.00% +737.0 +11.3% $18.93 -15.1%
364 MOS MOSAIC CO/THE Basic Materials 5,335.0 $136K 0.00% +738.0 +16.1% $25.49 -17.1%
365 SHOP SHOPIFY INC - A Technology 1,072.0 $127K 0.00% +195.0 +22.2% $118.47 -15.8%
366 FIDU Fidelity Covington Trust 1,461.0 $126K 0.00% +210.0 +16.8% $86.24 +6.7%
367 ENTG ENTEGRIS INC Technology 967.0 $113K 0.00% +87.0 +9.9% $116.86 +15.1%
368 ZION ZIONS BANCORP NA Financial Services 1,956.0 $113K 0.00% +249.0 +14.6% $57.77 +3.8%
369 JCPB JP Morgan ETFs/USA 2,370.0 $112K 0.00% +29.0 +1.2% $47.26 -1.6%
370 IYC iShares ETFs/USA 1,146.0 $111K 0.00% +186.0 +19.4% $96.86 +3.6%
371 SNOW SNOWFLAKE INC-A Technology 728.0 $110K 0.00% +243.0 +50.1% $151.10 +4.7%
372 FXZ First Trust ETFs/USA 1,430.0 $109K 0.00% +251.0 +21.3% $76.22 +2.7%
373 IWR iShares ETFs/USA 1,099.0 $107K 0.00% +231.0 +26.6% $97.36 +6.5%
374 MLI MUELLER INDS Industrials 970.0 $107K 0.00% +148.0 +18.0% $110.31 +24.2%
375 BEN FRANKLIN RES INC Financial Services 4,494.0 $106K 0.00% +91.0 +2.1% $23.59 +35.1%
376 SLYV State Street ETF/USA 1,068.0 $101K 0.00% +1K +1470.6% $94.57 +6.3%
377 FXU First Trust ETFs/USA 2,005.0 $99K 0.00% +2K +559.5% $49.38 -3.3%
378 BNDC FlexShares ETFs/USA 4,440.0 $99K 0.00% +44.0 +1.0% $22.30 -2.0%
379 SPHY State Street ETF/USA 4,214.0 $98K 0.00% +49.0 +1.2% $23.26 +0.2%
380 TPL TEXAS PACIFIC LA Energy 206.0 $98K 0.00% +26.0 +14.4% $475.73 -19.3%
Page 19 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%