BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 20 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 APP APPLOVIN CO-CL A Technology 244.0 $97K 0.00% +163.0 +201.2% $397.54 +26.0%
382 CUBI CUSTOMERS BANCOR Financial Services 1,319.0 $92K 0.00% +130.0 +10.9% $69.75 +5.9%
383 ICF iShares ETFs/USA 1,483.0 $92K 0.00% +356.0 +31.6% $62.04 +6.5%
384 OGE OGE ENERGY CORP Utilities 1,916.0 $92K 0.00% +204.0 +11.9% $48.02 -1.1%
385 RIVN RIVIAN AUTOMOT-A Consumer Cyclical 6,146.0 $92K 0.00% +652.0 +11.9% $14.97 -3.0%
386 HSIC HENRY SCHEIN INC Healthcare 1,230.0 $91K 0.00% +68.0 +5.8% $73.98 -1.9%
387 ARE ALEXANDRIA REAL ESTATE EQUIT Real Estate 1,942.0 $90K 0.00% +1K +217.3% $46.34 -3.0%
388 EMLP First Trust Exchange-Traded Fu 2,056.0 $90K 0.00% +192.0 +10.3% $43.77 -0.3%
389 CANADIAN PACIFIC 1,010.0 $79K 0.00% +151.0 +17.6% $78.22
390 NEA Nuveen Closed-End Funds/USA Financial Services 6,964.0 $78K 0.00% +80.0 +1.2% $11.20 +2.9%
391 CVNA CARVANA CO Consumer Cyclical 239.0 $75K 0.00% +178.0 +291.8% $313.81 -77.8%
392 SPHQ Invesco ETFs/USA 966.0 $73K 0.00% +76.0 +8.5% $75.57 +9.3%
393 VC VISTEON CORP Consumer Cyclical 785.0 $72K 0.00% +47.0 +6.4% $91.72 +26.1%
394 ANNALY CAPITAL MANAGEMENT IN 3,310.0 $70K 0.00% +567.0 +20.7% $21.15
395 FLEX FLEX LTD Technology 1,030.0 $67K 0.00% +152.0 +17.3% $65.05 +120.8%
396 DVY iShares ETFs/USA 406.0 $61K 0.00% +3.0 +0.7% $150.25 +0.5%
397 TFLO iShares ETFs/USA 1,195.0 $61K 0.00% +7.0 +0.6% $51.05 -1.0%
398 VFC VF CORP Consumer Cyclical 3,604.0 $61K 0.00% +19.0 +0.5% $16.93 +2.1%
399 FTSL First Trust ETFs/USA 1,309.0 $59K 0.00% +31.0 +2.4% $45.07 +0.1%
400 VYMI Vanguard ETF/USA 627.0 $59K 0.00% +130.0 +26.2% $94.10 +4.4%
Page 20 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%