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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 22 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MLPX Global X ETFs/USA 447.0 $33K 0.00% +42.0 +10.4% $73.83 +3.2%
422 ILMN ILLUMINA INC Healthcare 271.0 $33K 0.00% +265.0 +4416.7% $121.77 +17.6%
423 NVR NVR INC Consumer Cyclical 5.0 $33K 0.00% +1.0 +25.0% $6600.00 -13.9%
424 RNP Cohen & Steers Funds/Closed-en Financial Services 1,643.0 $32K 0.00% +28.0 +1.7% $19.48 +4.8%
425 HYG iShares ETFs/USA 406.0 $32K 0.00% +151.0 +59.2% $78.82 +0.8%
426 JXI iShares ETFs/USA 366.0 $32K 0.00% +35.0 +10.6% $87.43 -5.0%
427 SJNK State Street ETF/USA 1,273.0 $32K 0.00% +15.0 +1.2% $25.14 -0.9%
428 PMO Putnam Funds/Closed-End/USA Financial Services 3,036.0 $31K 0.00% +33.0 +1.1% $10.21 +1.9%
429 FMDE Fidelity Covington Trust 839.0 $30K 0.00% +197.0 +30.7% $35.76 +7.3%
430 TTEK TETRA TECH INC Industrials 994.0 $30K 0.00% +658.0 +195.8% $30.18 -13.2%
431 NTRA NATERA INC Healthcare 140.0 $28K 0.00% +68.0 +94.4% $200.00 -1.5%
432 PTEN PATTERSON-UTI Energy 2,544.0 $28K 0.00% +25.0 +1.0% $11.01 +10.1%
433 FLBR Franklin LibertyShares ETFs/US 1,134.0 $27K 0.00% +21.0 +1.9% $23.81 -3.8%
434 IVT INVENTRUST PROPE Real Estate 881.0 $27K 0.00% +243.0 +38.1% $30.65 +2.2%
435 BSCS Invesco ETFs/USA 1,313.0 $27K 0.00% +14.0 +1.1% $20.56 -0.8%
436 First Trust High Yield Opportu 2,016.0 $27K 0.00% +20.0 +1.0% $13.39
437 XMLV Invesco ETFs/USA 408.0 $26K 0.00% +3.0 +0.7% $63.73 +0.7%
438 BSJT Invesco ETFs/USA 1,222.0 $26K 0.00% +19.0 +1.6% $21.28 -0.5%
439 OC OWENS CORNING Industrials 231.0 $25K 0.00% +95.0 +69.8% $108.23 +11.9%
440 FPE First Trust ETFs/USA 1,369.0 $24K 0.00% +19.0 +1.4% $17.53 +2.8%
Page 22 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%