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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 5 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PGR PROGRESSIVE CORP Financial Services 30,487.0 $6.0M 0.18% +25K +487.4% $198.25 -1.2%
82 GNR State Street ETF/USA 80,504.0 $6.0M 0.18% +80K +10000.0% $74.67 -1.0%
83 FNF FIDELITY NATIONA Financial Services 128,007.0 $5.9M 0.18% +108K +549.1% $46.38 +3.0%
84 CTSH COGNIZANT TECH-A Technology 96,655.0 $5.9M 0.18% +91K +1594.2% $61.35 -24.9%
85 CF CF INDUSTRIES HO Basic Materials 45,384.0 $5.9M 0.18% +43K +1776.9% $129.85 -3.5%
86 DHI DR HORTON INC Consumer Cyclical 42,815.0 $5.9M 0.18% +39K +1002.9% $137.22 +1.6%
87 CALM CAL-MAINE FOODS Consumer Defensive 73,946.0 $5.9M 0.18% +6K +9.2% $79.15 -2.9%
88 THG HANOVER INSURANC Financial Services 33,730.0 $5.8M 0.18% +34K +10000.0% $173.35 +10.7%
89 OKE ONEOK INC Energy 64,585.0 $5.8M 0.18% +4K +6.5% $90.39 +0.7%
90 XLI State Street ETF/USA 35,163.0 $5.7M 0.17% +15K +78.2% $161.73 +6.0%
91 VST VISTRA CORP Utilities 37,049.0 $5.6M 0.17% +35K +1396.3% $150.34 -5.6%
92 GII State Street ETF/USA 70,962.0 $5.4M 0.17% +3K +3.8% $76.03 -1.5%
93 G GENPACT LTD Technology 144,501.0 $5.4M 0.16% +5K +3.3% $37.25 -22.3%
94 CIBR First Trust ETFs/USA 85,744.0 $5.4M 0.16% +76K +737.0% $62.67 +26.1%
95 ARTY iShares ETFs/USA 115,340.0 $5.4M 0.16% +94K +436.6% $46.53 +41.4%
96 SMMD iShares ETFs/USA 69,706.0 $5.3M 0.16% +3K +4.0% $76.35 +11.1%
97 ITA iShares ETFs/USA 24,312.0 $5.3M 0.16% +23K +1422.3% $218.74 -0.8%
98 EEFT EURONET WORLDWID Technology 78,093.0 $5.2M 0.16% +11K +16.6% $66.37 +5.3%
99 VDE Vanguard ETF/USA 28,619.0 $5.0M 0.15% +3K +9.9% $173.03 -2.7%
100 SCHM Schwab Strategic Trust 155,464.0 $4.8M 0.15% +82K +112.8% $30.96 +9.7%
Page 5 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%