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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 3 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DOCU DOCUSIGN INC Technology 494.0 $23K 0.00% NEW $46.56 -2.3%
42 COLB COLUMBIA BANKING Financial Services 795.0 $22K 0.00% NEW $27.67 +5.2%
43 SNDA SONIDA SENIOR LI Healthcare 629.0 $20K 0.00% NEW $31.80 +21.3%
44 VSNT VERSANT MEDIA GR Industrials 536.0 $20K 0.00% NEW $37.31 +19.1%
45 CHWY CHEWY INC- CL A Consumer Cyclical 755.0 $20K 0.00% NEW $26.49 -19.7%
46 GWRE GUIDEWIRE SOFTWA Technology 134.0 $20K 0.00% NEW $149.25 -17.2%
47 FDEC FT VEST U.S. EQU 393.0 $20K 0.00% NEW $50.89 +5.7%
48 JAMES HARDIE IND 986.0 $19K 0.00% NEW $19.27
49 AWI ARMSTRONG WORLD Industrials 114.0 $19K 0.00% NEW $166.67 -6.9%
50 AMG AFFIL MANAGERS Financial Services 66.0 $18K 0.00% NEW $272.73 +7.8%
51 FJAN FT VEST U.S. EQU 365.0 $18K 0.00% NEW $49.32 +10.3%
52 NBIX NEUROCRINE BIOSC Healthcare 126.0 $17K 0.00% NEW $134.92 +17.9%
53 KNX KNIGHT-SWIFT TRA Industrials 295.0 $17K 0.00% NEW $57.63 +18.1%
54 ROIV ROIVANT SCIENCES Healthcare 626.0 $17K 0.00% NEW $27.16 +8.6%
55 SEB SEABOARD CORP Industrials 3.0 $17K 0.00% NEW $5666.67 -16.8%
56 SMMT SUMMIT THERAPEUT Healthcare 848.0 $16K NEW $18.87 -3.9%
57 PHYL PGIM ACTIVE HIGH 459.0 $16K NEW $34.86 +0.2%
58 RBRK RUBRIK INC-A Technology 324.0 $16K NEW $49.38 +27.2%
59 FRHC FREEDOM HOLDING Financial Services 109.0 $16K NEW $146.79 -3.5%
60 ARMK ARAMARK Industrials 392.0 $16K NEW $40.82 +30.0%
Page 3 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%