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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 19 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CDW CDW CORP/DE Technology 990.0 $120K 0.00% -772.0 -43.8% $121.21 -12.4%
362 ESS ESSEX PROPERTY TRUST INC Real Estate 494.0 $120K 0.00% -282.0 -36.3% $242.91 +12.9%
363 SAP SAP SE-SPONS ADR Technology 700.0 $120K 0.00% -26.0 -3.6% $171.43 +3.8%
364 LEN LENNAR CORP-A Consumer Cyclical 1,375.0 $119K 0.00% -2K -53.3% $86.55 -0.8%
365 BIV Vanguard ETF/USA 1,498.0 $116K 0.00% -1K -41.0% $77.44 -1.7%
366 HUM HUMANA INC Healthcare 655.0 $114K 0.00% -257.0 -28.2% $174.05 +76.6%
367 GIS GENERAL MILLS IN Consumer Defensive 3,026.0 $113K 0.00% -2K -41.9% $37.34 -9.7%
368 SPMD State Street ETF/USA 1,902.0 $113K 0.00% -272.0 -12.5% $59.41 +7.1%
369 REYN REYNOLDS CONSUME Consumer Cyclical 5,246.0 $111K 0.00% -340K -98.5% $21.16 +2.1%
370 SOLS SOLSTICE ADV MAT Basic Materials 1,458.0 $111K 0.00% -31.0 -2.1% $76.13 +9.3%
371 GBIL Goldman Sachs ETF Trust 1,081.0 $108K 0.00% -105.0 -8.8% $99.91 +0.2%
372 IWS iShares ETFs/USA 737.0 $107K 0.00% -142.0 -16.1% $145.18 +7.6%
373 FYX First Trust ETFs/USA 892.0 $106K 0.00% -275.0 -23.6% $118.83 +9.9%
374 ZBH ZIMMER BIOMET HO Healthcare 1,174.0 $106K 0.00% -910.0 -43.7% $90.29 -4.1%
375 CZR CAESARS ENTERTAI Consumer Cyclical 3,963.0 $105K 0.00% -5K -55.6% $26.50 +4.1%
376 FREL Fidelity Covington Trust 3,887.0 $105K 0.00% -4K -51.3% $27.01 +8.0%
377 IP INTL PAPER CO Consumer Cyclical 2,901.0 $104K 0.00% -2K -39.6% $35.85 -14.6%
378 PTC PTC INC Technology 730.0 $104K 0.00% -209.0 -22.3% $142.47 +2.8%
379 PWV Invesco ETFs/USA 1,473.0 $103K 0.00% -119.0 -7.5% $69.93 +5.6%
380 FMAT Fidelity Covington Trust 1,764.0 $102K 0.00% -303.0 -14.7% $57.82 -0.7%
Page 19 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%