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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 17 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EVEREST GROUP LT 559.0 $183K 0.01% -93.0 -14.3% $327.37
322 PID Invesco ETFs/USA 8,073.0 $180K 0.01% -2K -20.1% $22.30 +2.8%
323 PODD INSULET CORP Healthcare 853.0 $179K 0.01% -258.0 -23.2% $209.85 -27.3%
324 SCHD Schwab Strategic Trust 5,788.0 $178K 0.01% -3K -37.1% $30.75 +4.4%
325 BIL State Street ETF/USA 1,924.0 $176K 0.01% -4K -65.0% $91.48 +0.1%
326 TSCO TRACTOR SUPPLY Consumer Cyclical 3,890.0 $176K 0.01% -527.0 -11.9% $45.24 -29.9%
327 ZBRA ZEBRA TECH CORP Technology 832.0 $174K 0.01% -244.0 -22.7% $209.13 +24.4%
328 EPD ENTERPRISE PRODUCTS PARTNERS Energy 4,527.0 $171K 0.01% -1K -20.9% $37.77 +4.5%
329 TDG TRANSDIGM GROUP Industrials 145.0 $168K 0.01% -68.0 -31.9% $1158.62 +2.0%
330 FRT FEDERAL REALTY INVS TRUST Real Estate 1,562.0 $166K 0.01% -103.0 -6.2% $106.27 +8.1%
331 EQR EQUITY RESIDENTIAL Real Estate 2,780.0 $164K 0.01% -629.0 -18.4% $58.99 +10.9%
332 SOLV SOLVENTUM Healthcare 2,510.0 $164K 0.01% -91.0 -3.5% $65.34 +16.5%
333 IMCG iShares ETFs/USA 2,064.0 $163K 0.01% -183.0 -8.1% $78.97 +11.5%
334 ROL ROLLINS INC Consumer Cyclical 3,039.0 $162K 0.01% -350.0 -10.3% $53.31 +2.4%
335 FGD First Trust ETFs/USA 5,050.0 $161K 0.01% -1K -19.4% $31.88 +5.2%
336 VFH Vanguard ETF/USA 1,316.0 $159K 0.01% -17K -92.7% $120.82 +3.7%
337 MKTX MARKETAXESS Financial Services 952.0 $157K 0.01% -139.0 -12.7% $164.92 -14.4%
338 AFG AMER FINL GROUP Financial Services 1,199.0 $153K 0.01% -2K -64.1% $127.61 +6.8%
339 VXUS Vanguard ETF/USA 1,949.0 $150K 0.01% -31.0 -1.6% $76.96 +7.6%
340 ET ENERGY TRANSFER LP Energy 7,708.0 $149K 0.01% -537.0 -6.5% $19.33 +4.4%
Page 17 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%