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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 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BLSH BULLISH Technology 291.0 $10K NEW $34.36 +3.8%
122 RNR RENAISSANCERE Financial Services 35.0 $10K NEW $285.71 +0.8%
123 SIVR ABRDN PHYS SILVE Financial Services 118.0 $8K NEW $67.80 +7.0%
124 SILA SILA REALTY TRUS Real Estate 351.0 $8K NEW $22.79 +34.1%
125 EWBC EAST WEST BNCRP Financial Services 77.0 $8K NEW $103.90 +16.0%
126 PLTM GRANITESHRS PLAT Financial Services 348.0 $7K NEW $20.11 -5.6%
127 CREATIVE MEDIA & 10,693.0 $7K NEW $0.65
128 SOUTHSTATE BANK 72.0 $7K NEW $97.22
129 FLUTTER ENTER-DI 64.0 $7K NEW $109.38
130 FCNCA FIRST CITIZENS-A Financial Services 3.0 $6K NEW $2000.00 -3.1%
131 PAAS PAN AMER SILVER Basic Materials 101.0 $6K NEW $59.41 +2.8%
132 WAL WESTERN ALLIANCE Financial Services 90.0 $6K NEW $66.67 +13.9%
133 TPG TPG INC Financial Services 113.0 $5K NEW $44.25 -2.3%
134 RGA REINSURANCE GROU Financial Services 18.0 $4K NEW $222.22 -5.0%
135 NU NU HOLDINGS LT-A Financial Services 304.0 $4K NEW $13.16 -1.7%
136 ADC AGREE REALTY Real Estate 46.0 $3K NEW $65.22 +14.2%
137 CNM CORE & MAIN IN-A Industrials 56.0 $3K NEW $53.57 -10.3%
138 CR CRANE CO Industrials 16.0 $3K NEW $187.50 -4.4%
139 ELAN ELANCO ANIMAL HE Healthcare 145.0 $3K NEW $20.69 +4.6%
140 RRX REGAL REXNORD CO Industrials 16.0 $3K NEW $187.50 +10.6%
Page 7 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%