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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 2 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HRB H&R BLOCK INC Consumer Cyclical 9,733.0 $309K 0.01% NEW $31.75 +12.5%
22 ADT ADT INC Industrials 36,049.0 $237K 0.01% NEW $6.57 +3.9%
23 FOR FORESTAR GROUP Real Estate 3,911.0 $96K 0.00% NEW $24.55 +7.8%
24 JLL JONES LANG LASAL Real Estate 255.0 $78K 0.00% NEW $305.88 -5.5%
25 LCID LUCID GROUP INC Consumer Cyclical 7,785.0 $74K 0.00% NEW $9.51 -34.0%
26 APLD APPLIED DIGITAL Technology 2,344.0 $56K 0.00% NEW $23.89 +78.1%
27 DHS WISDOMTREE US HI 500.0 $55K 0.00% NEW $110.00 +0.5%
28 BROWN-FORMAN -B 1,891.0 $50K 0.00% NEW $26.44
29 WTM WHITE MOUNTAINS Financial Services 19.0 $42K 0.00% NEW $2210.53 -4.4%
30 VKTX VIKING THERAPEUT Healthcare 1,201.0 $39K 0.00% NEW $32.47 -2.3%
31 EQH EQUITABLE HOLDIN Financial Services 985.0 $37K 0.00% NEW $37.56 +13.2%
32 FIGR FIGURE TECHNOL-A Financial Services 927.0 $31K 0.00% NEW $33.44 +29.2%
33 BPOP POPULAR INC Financial Services 222.0 $30K 0.00% NEW $135.14 +6.6%
34 ALLY ALLY FINANCIAL I Financial Services 760.0 $30K 0.00% NEW $39.47 +6.4%
35 SEIC SEI INVESTMENTS Financial Services 368.0 $29K 0.00% NEW $78.80 +16.4%
36 JPEM JPM DIV RT EM EQ 446.0 $28K 0.00% NEW $62.78 +2.1%
37 THC TENET HEALTHCARE Healthcare 141.0 $27K 0.00% NEW $191.49 +3.7%
38 PBT PERMIAN BASIN Energy 1,170.0 $25K 0.00% NEW $21.37 +27.9%
39 INSM INSMED INC Healthcare 150.0 $25K 0.00% NEW $166.67 -30.6%
40 UTHR UNITED THERAPEUT Healthcare 39.0 $23K 0.00% NEW $589.74 -2.4%
Page 2 of 9  ·  170 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%