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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 21 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CASY CASEY'S GENERAL Consumer Cyclical 80.0 $58K 0.00% +19.0 +31.1% $725.00 +17.6%
402 MP MP MATERIALS COR Basic Materials 1,194.0 $58K 0.00% +8.0 +0.7% $48.58 +24.2%
403 RSPG Invesco ETFs/USA 522.0 $57K 0.00% +296.0 +131.0% $109.20 -1.6%
404 NML Neuberger Berman Funds/Closed- Financial Services 5,230.0 $55K 0.00% +91.0 +1.8% $10.52 -0.3%
405 PRI PRIMERICA INC Financial Services 208.0 $52K 0.00% +206.0 +10000.0% $250.00 +7.8%
406 SLGN SILGAN HOLDINGS Consumer Cyclical 1,325.0 $51K 0.00% +127.0 +10.6% $38.49 +0.3%
407 BSJR Invesco ETFs/USA 2,188.0 $49K 0.00% +29.0 +1.3% $22.39 +0.1%
408 BSCR Invesco ETFs/USA 2,458.0 $48K 0.00% +26.0 +1.1% $19.53 +0.7%
409 BSCQ Invesco ETFs/USA 2,479.0 $48K 0.00% +25.0 +1.0% $19.36 +1.1%
410 FUMB First Trust ETFs/USA 2,331.0 $47K 0.00% +16.0 +0.7% $20.16 -0.6%
411 BSJQ Invesco ETFs/USA 2,042.0 $47K 0.00% +28.0 +1.4% $23.02 +0.8%
412 BSCT Invesco ETFs/USA 2,448.0 $46K 0.00% +26.0 +1.1% $18.79 -1.0%
413 CFR CULLEN/FROST Financial Services 331.0 $45K 0.00% +317.0 +2264.3% $135.95 -0.9%
414 FIX COMFORT SYSTEMS Industrials 32.0 $44K 0.00% +18.0 +128.6% $1375.00 +48.5%
415 KIM KIMCO REALTY CORP Real Estate 1,943.0 $44K 0.00% +499.0 +34.6% $22.65 +2.4%
416 BSJS Invesco ETFs/USA 1,928.0 $42K 0.00% +28.0 +1.5% $21.78 +0.1%
417 ARES ARES MANAGEM- A Financial Services 363.0 $40K 0.00% +173.0 +91.0% $110.19 +12.0%
418 IJT iShares ETFs/USA 246.0 $36K 0.00% +22.0 +9.8% $146.34 +8.3%
419 KTB KONTOOR BRAND Consumer Cyclical 503.0 $35K 0.00% +4.0 +0.8% $69.58 -8.5%
420 UGI UGI CORP Utilities 920.0 $34K 0.00% +9.0 +1.0% $36.96 -7.9%
Page 21 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%