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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 6 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HYMB State Street ETF/USA 193,555.0 $4.8M 0.15% +1K +0.8% $24.80 +0.2%
102 DECK DECKERS OUTDOOR Consumer Cyclical 46,549.0 $4.7M 0.14% +45K +2798.4% $100.09 -5.1%
103 INCY INCYTE CORP Healthcare 48,106.0 $4.5M 0.14% +44K +1030.8% $94.13 +3.7%
104 AMP AMERIPRISE FINAN Financial Services 10,116.0 $4.5M 0.14% +9K +1155.1% $444.44 +5.8%
105 FXL First Trust ETFs/USA 27,019.0 $4.3M 0.13% +21K +379.6% $158.85 +20.8%
106 ALSN ALLISON TRANSMIS Consumer Cyclical 34,991.0 $4.1M 0.12% +35K +10000.0% $117.06 -0.1%
107 BOTZ Global X ETFs/USA 122,834.0 $4.1M 0.12% +123K +10000.0% $33.22 +21.1%
108 NLR VanEck ETFs/USA 30,388.0 $4.0M 0.12% +30K +10000.0% $133.18 -2.6%
109 PH PARKER HANNIFIN Industrials 4,508.0 $4.0M 0.12% +102.0 +2.3% $895.30 -1.7%
110 MPC MARATHON PETROLE Energy 16,474.0 $4.0M 0.12% +6K +51.1% $244.20 +1.9%
111 AOS SMITH (A.O.)CORP Industrials 60,807.0 $4.0M 0.12% +58K +1790.2% $65.95 -15.1%
112 IYJ iShares ETFs/USA 27,016.0 $4.0M 0.12% +3K +12.4% $147.54 +5.0%
113 SYF SYNCHRONY FINANC Financial Services 56,527.0 $3.8M 0.12% +50K +833.1% $68.02 +4.8%
114 FDIS Fidelity Covington Trust 40,526.0 $3.8M 0.12% +6K +19.0% $93.25 +7.1%
115 T AT&T INC Communication Services 128,269.0 $3.7M 0.11% +14K +12.2% $28.99 -14.9%
116 GE GENERAL ELECTRIC Industrials 13,104.0 $3.7M 0.11% +4K +40.9% $283.73 +2.8%
117 IBKR INTERACTIVE BROK Financial Services 54,860.0 $3.7M 0.11% +54K +8864.0% $67.06 +31.6%
118 IBM IBM Technology 15,049.0 $3.6M 0.11% +4K +33.6% $242.41 -9.9%
119 BAH BOOZ ALLEN HAMIL Industrials 44,534.0 $3.5M 0.11% +44K +8193.1% $78.03 -6.9%
120 ACM AECOM Industrials 40,339.0 $3.4M 0.10% +40K +10000.0% $84.83 -15.9%
Page 6 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%