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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 13 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GEN GEN DIGITAL INC Technology 17,218.0 $324K 0.01% -40K -69.9% $18.82 +29.3%
242 CTAS CINTAS CORP Industrials 1,912.0 $323K 0.01% -431.0 -18.4% $168.93 +3.3%
243 APTIV PLC 4,614.0 $320K 0.01% -34.0 -0.7% $69.35
244 RVTY REVVITY INC Healthcare 3,622.0 $317K 0.01% -1K -24.4% $87.52 +9.1%
245 IUSV iShares ETFs/USA 3,096.0 $317K 0.01% -152.0 -4.7% $102.39 +6.0%
246 GRAB GRAB HOLDINGS LT Technology 85,141.0 $312K 0.01% -5K -5.4% $3.66 -3.4%
247 INGERSOLL-RAND I 3,863.0 $310K 0.01% -332.0 -7.9% $80.25
248 NDSN NORDSON CORP Industrials 1,165.0 $310K 0.01% -15.0 -1.3% $266.09 +4.0%
249 BWA BORGWARNER INC Consumer Cyclical 5,650.0 $307K 0.01% -68.0 -1.2% $54.34 +12.5%
250 TDIV First Trust ETFs/USA 3,207.0 $300K 0.01% -958.0 -23.0% $93.55 +17.8%
251 DOX AMDOCS LTD Technology 4,588.0 $299K 0.01% -5K -53.8% $65.17 -4.4%
252 URI UNITED RENTALS Industrials 409.0 $298K 0.01% -197.0 -32.5% $728.61 +29.6%
253 FIS FIDELITY NATIONA Technology 6,360.0 $298K 0.01% -651.0 -9.3% $46.86 -7.4%
254 SYLD Cambria ETFs/USA 3,878.0 $292K 0.01% -479.0 -11.0% $75.30 +2.4%
255 CWB State Street ETF/USA 3,160.0 $289K 0.01% -23.0 -0.7% $91.46 +12.0%
256 PNR PENTAIR PLC Industrials 3,308.0 $288K 0.01% -362.0 -9.9% $87.06 -15.7%
257 DLTR DOLLAR TREE INC Consumer Defensive 2,617.0 $287K 0.01% -139.0 -5.0% $109.67 -16.8%
258 CNC CENTENE CORP Healthcare 8,730.0 $286K 0.01% -1K -12.1% $32.76 +77.7%
259 TTWO TAKE-TWO INTERAC Communication Services 1,445.0 $285K 0.01% -154.0 -9.6% $197.23 +22.8%
260 OMC OMNICOM GROUP Communication Services 3,790.0 $285K 0.01% -3K -44.6% $75.20 -2.7%
Page 13 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%