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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 11 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MLM MARTIN MAR MTLS Basic Materials 708.0 $417K 0.01% -40.0 -5.3% $588.98 -5.1%
202 O REALTY INCOME CORP Real Estate 6,703.0 $410K 0.01% -565.0 -7.8% $61.17 -0.1%
203 CFG CITIZENS FINANCI Financial Services 6,843.0 $410K 0.01% -94.0 -1.4% $59.92 +2.1%
204 LVS LAS VEGAS SANDS Consumer Cyclical 7,467.0 $402K 0.01% -214.0 -2.8% $53.84 -5.0%
205 WAB WABTEC CORP Industrials 1,608.0 $402K 0.01% -12.0 -0.7% $250.00 +5.6%
206 PRU PRUDENTL FINL Financial Services 4,101.0 $401K 0.01% -999.0 -19.6% $97.78 +4.2%
207 MRNA MODERNA INC Healthcare 7,903.0 $401K 0.01% -218.0 -2.7% $50.74 -3.4%
208 CRL CHARLES RIVER LA Healthcare 2,285.0 $394K 0.01% -57.0 -2.4% $172.43 -12.5%
209 IVZ INVESCO LTD Financial Services 16,133.0 $392K 0.01% -916.0 -5.4% $24.30 +11.6%
210 ROP ROPER TECHNOLOGI Industrials 1,087.0 $384K 0.01% -1K -51.0% $353.27 -9.2%
211 FLTW Franklin LibertyShares ETFs/US 5,623.0 $383K 0.01% -174.0 -3.0% $68.11 +30.8%
212 LUV SOUTHWEST AIR Industrials 10,182.0 $383K 0.01% -493.0 -4.6% $37.62 +2.4%
213 DG DOLLAR GENERAL C Consumer Defensive 3,208.0 $381K 0.01% -8K -70.2% $118.77 -13.8%
214 ALB ALBEMARLE CORP Basic Materials 2,108.0 $378K 0.01% -466.0 -18.1% $179.32 -2.0%
215 ATO ATMOS ENERGY Utilities 2,014.0 $372K 0.01% -6K -76.1% $184.71 -3.3%
216 AJG ARTHUR J GALLAGH Financial Services 1,715.0 $371K 0.01% -283.0 -14.2% $216.33 -4.2%
217 IBB iShares ETFs/USA 2,191.0 $370K 0.01% -130.0 -5.6% $168.87 -2.9%
218 FSTA Fidelity Covington Trust 7,046.0 $369K 0.01% -2K -24.6% $52.37 +4.1%
219 PZA Invesco ETFs/USA 15,859.0 $364K 0.01% -13K -44.3% $22.95 +0.0%
220 TDY TELEDYNE TECH Technology 600.0 $363K 0.01% -15.0 -2.4% $605.00 +1.9%
Page 11 of 30  ·  595 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%