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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 12 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IDXX IDEXX LABS Healthcare 645.0 $362K 0.01% -25.0 -3.7% $561.24 -5.8%
222 OTIS OTIS WORLDWI Industrials 4,673.0 $360K 0.01% -575.0 -11.0% $77.04 -7.8%
223 RF REGIONS FINANCIA Financial Services 13,614.0 $356K 0.01% -799.0 -5.5% $26.15 +2.0%
224 EFX EQUIFAX INC Industrials 1,980.0 $356K 0.01% -625.0 -24.0% $179.80 -11.9%
225 SPG SIMON PROPERTY GROUP INC Real Estate 1,905.0 $355K 0.01% -77.0 -3.9% $186.35 +7.3%
226 WTRG ESSENTIAL UTILIT Utilities 8,764.0 $353K 0.01% -100.0 -1.1% $40.28 -8.1%
227 VAW Vanguard ETF/USA 1,558.0 $351K 0.01% -163.0 -9.5% $225.29 +0.6%
228 ENPH ENPHASE ENERGY Energy 9,284.0 $351K 0.01% -325.0 -3.4% $37.81 +39.9%
229 VCR Vanguard ETF/USA 974.0 $350K 0.01% -188.0 -16.2% $359.34 +7.0%
230 RMD RESMED INC Healthcare 1,540.0 $346K 0.01% -321.0 -17.2% $224.68 -10.1%
231 UAL UNITED AIRLINES Industrials 3,749.0 $345K 0.01% -363.0 -8.8% $92.02 +0.9%
232 CRWD CROWDSTRIKE HO-A Technology 882.0 $344K 0.01% -34.0 -3.7% $390.02 +52.3%
233 EWS iShares ETFs/USA 12,166.0 $343K 0.01% -886.0 -6.8% $28.19 +3.5%
234 TSN TYSON FOODS-A Consumer Defensive 5,344.0 $342K 0.01% -53.0 -1.0% $64.00 +2.8%
235 DGRO iShares ETFs/USA 4,802.0 $337K 0.01% -646.0 -11.9% $70.18 +5.1%
236 TSM TAIWAN SEMIC-ADR Technology 995.0 $336K 0.01% -85.0 -7.9% $337.69 +19.7%
237 MTB M&T BANK CORP Financial Services 1,596.0 $330K 0.01% -26.0 -1.6% $206.77 -0.9%
238 FICO FAIR ISAAC CORP Technology 306.0 $327K 0.01% -101.0 -24.8% $1068.63 +2.8%
239 VTR VENTAS INC Real Estate 4,003.0 $327K 0.01% -343.0 -7.9% $81.69 +7.1%
240 CMS CMS ENERGY CORP Utilities 4,210.0 $327K 0.01% -215.0 -4.9% $77.67 -7.1%
Page 12 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%