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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 72 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 BHP BHP GROUP-ADR Basic Materials 14.0 $1K NEW $71.43 +18.1%
1422 BITB Bitwise Funds Trust Financial Services 30.0 $1K NEW $33.33 +24.7%
1423 BXSL BLACKSTONE SECUR Financial Services 50.0 $1K NEW $20.00 +19.3%
1424 BFAM BRIGHT HORIZONS Consumer Cyclical 12.0 $1K NEW $83.33 -17.8%
1425 BIPC BROOKFIELD INFRA Utilities 24.0 $1K NEW $41.67 -3.4%
1426 CNO CNO FINANCIAL GR Financial Services 27.0 $1K NEW $37.04 +28.8%
1427 CCJ CAMECO CORP Energy 6.0 $1K NEW $166.67 -37.4%
1428 CGCV Capital Group/ETFs 43.0 $1K NEW $23.26 +36.6%
1429 CGSM Capital Research and Managemen 56.0 $1K NEW $17.86 +47.1%
1430 CTRE CARETRUST REI Real Estate 25.0 $1K NEW $40.00 +4.0%
1431 CG CARLYLE GROUP IN Financial Services 24.0 $1K NEW $41.67 +12.6%
1432 CLS CELESTICA INC Technology 5.0 $1K NEW $200.00 +69.1%
1433 CAKE CHEESECAKE FACTO Consumer Cyclical 29.0 $1K NEW $34.48 +71.0%
1434 CC CHEMOURS CO Basic Materials 72.0 $1K NEW $13.89 +70.3%
1435 CHH CHOICE HOTELS Consumer Cyclical 11.0 $1K NEW $90.91 +17.2%
1436 CHDN CHURCHILL DOWNS Consumer Cyclical 7.0 $1K NEW $142.86 -38.3%
1437 CIEN CIENA CORP Technology 4.0 $1K NEW $250.00 +111.2%
1438 CRUS CIRRUS LOGIC INC Technology 10.0 $1K NEW $100.00 +61.0%
1439 CLW CLEARWATER Basic Materials 30.0 $1K NEW $33.33 -59.2%
1440 CGNX COGNEX CORP Technology 23.0 $1K NEW $43.48 +44.4%
Page 72 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%