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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 70 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 RSPF Invesco ETFs/USA 24.0 $2K NEW $83.33 -9.1%
1382 PIO Invesco ETFs/USA 42.0 $2K NEW $47.62 -8.1%
1383 EEMV iShares Inc 25.0 $2K NEW $80.00 -10.9%
1384 ILF iShares Trust 55.0 $2K NEW $36.36 -4.2%
1385 ENZL iShares ETFs/USA 43.0 $2K NEW $46.51 -5.3%
1386 KLIC KULICKE & SOFFA Technology 40.0 $2K NEW $50.00 +104.1%
1387 LPTH LIGHTPATH TECH-A Technology 150.0 $2K NEW $13.33 -13.6%
1388 LECO LINCOLN ELECTRIC Industrials 9.0 $2K NEW $222.22 +17.4%
1389 MGA MAGNA INTL Consumer Cyclical 29.0 $2K NEW $68.97 -12.4%
1390 MTDR MATADOR RESOURCE Energy 40.0 $2K NEW $50.00 +20.7%
1391 MFG MIZUHO FINAN-ADR Financial Services 320.0 $2K NEW $6.25 +39.0%
1392 MSDL MORGAN STANLEY D Financial Services 100.0 $2K NEW $20.00 -23.8%
1393 NYT NEW YORK TIMES-A Communication Services 24.0 $2K NEW $83.33 -10.6%
1394 PRDO PERDOCEO EDUCATI Consumer Defensive 81.0 $2K NEW $24.69 +37.7%
1395 REZI RESIDEO TECHN Industrials 54.0 $2K NEW $37.04 -23.5%
1396 RHP RYMAN HOSPITALIT Real Estate 23.0 $2K NEW $86.96 +20.5%
1397 SSD SIMPSON MFG Industrials 13.0 $2K NEW $153.85 +16.1%
1398 STWD STARWOOD PROPERTY TRUST INC Real Estate 111.0 $2K NEW $18.02 -5.4%
1399 STRL STERLING INFRAST Industrials 5.0 $2K NEW $400.00 +112.2%
1400 TEI Franklin Templeton Funds/Close Financial Services 309.0 $2K NEW $6.47 -3.6%
Page 70 of 76  ·  1,517 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 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%