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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 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PINS PINTEREST INC -A Communication Services 730.0 $13K NEW $17.81 +6.9%
82 RDDT REDDIT INC-A Communication Services 93.0 $13K NEW $139.78 +11.8%
83 RKLB ROCKET LAB CORP Industrials 202.0 $13K NEW $64.36 +106.0%
84 ROKU ROKU INC Communication Services 139.0 $13K NEW $93.53 +34.6%
85 WBS WEBSTER FINL Financial Services 182.0 $13K NEW $71.43 +0.3%
86 SN SHARKNINJA INC Consumer Cyclical 120.0 $13K NEW $108.33 -1.5%
87 GCI LIBERTY-A 340.0 $13K NEW $38.24
88 STANDARDAERO INC 505.0 $13K NEW $25.74
89 QIAGEN NV 328.0 $13K NEW $39.63
90 ACI ALBERTSONS COS-A Consumer Defensive 725.0 $12K NEW $16.55 -0.9%
91 CAI CARIS LIFE SCIEN Healthcare 684.0 $12K NEW $17.54 -17.1%
92 COTY COTY INC-CL A Consumer Defensive 6,186.0 $12K NEW $1.94 +9.8%
93 ELF ELF BEAUTY INC Consumer Defensive 197.0 $12K NEW $60.91 -8.9%
94 LAMR LAMAR ADVERTIS-A Real Estate 92.0 $12K NEW $130.43 +13.0%
95 MKSI MKS INC Technology 53.0 $12K NEW $226.42 +38.6%
96 NAD NVN-QLT MUNI INC Financial Services 1,003.0 $12K NEW $11.96 -0.9%
97 OHI OMEGA HEALTHCARE Real Estate 281.0 $12K NEW $42.70 +12.2%
98 NOBL PROSHARES S&P 50 116.0 $12K NEW $103.45 +2.1%
99 PSTG EVERPURE INC-A Technology 196.0 $12K NEW $61.22 +42.7%
100 RBC RBC BEARINGS INC Industrials 22.0 $12K NEW $545.45 +12.2%
Page 5 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%