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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 20 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TTE TOTALENER-SP ADR Energy 1,050.0 $96K 0.00% -123.0 -10.5% $91.43 +1.6%
382 CRC CALIFORNIA RESOU Energy 1,374.0 $95K 0.00% -46.0 -3.2% $69.14 -9.6%
383 SQM QUIMICA Y-SP ADR Basic Materials 1,171.0 $95K 0.00% -546.0 -31.8% $81.13 -0.8%
384 CRH PLC 890.0 $94K 0.00% -168.0 -15.9% $105.62
385 UDR UDR INC Real Estate 2,715.0 $92K 0.00% -1K -29.9% $33.89 +10.4%
386 BP BP PLC-ADR Energy 1,942.0 $91K 0.00% -710.0 -26.8% $46.86 -3.7%
387 IWB iShares ETFs/USA 257.0 $91K 0.00% -67.0 -20.7% $354.09 +14.1%
388 AVB AVALONBAY COMMUNITIES INC Real Estate 546.0 $89K 0.00% -713.0 -56.6% $163.00 +14.5%
389 IT GARTNER INC Technology 565.0 $89K 0.00% -685.0 -54.8% $157.52 -2.1%
390 ENS ENERSYS Industrials 508.0 $88K 0.00% -190.0 -27.2% $173.23 +25.5%
391 JKHY JACK HENRY Technology 550.0 $87K 0.00% -110.0 -16.7% $158.18 -11.2%
392 CPT CAMDEN PROPERTY TRUST Real Estate 879.0 $86K 0.00% -606.0 -40.8% $97.84 +7.4%
393 AXON AXON ENTERPRISE Industrials 200.0 $85K 0.00% -144.0 -41.9% $425.00 -6.2%
394 ELCV Strategy Shares Inc/Eventide A 2,917.0 $85K 0.00% -6K -69.0% $29.14 +6.6%
395 SE SEA LTD-ADR Consumer Cyclical 1,018.0 $84K 0.00% -15.0 -1.4% $82.51 +5.8%
396 EPAM EPAM SYSTEMS INC Technology 612.0 $83K 0.00% -533.0 -46.5% $135.62 -25.9%
397 TWLO TWILIO INC - A Communication Services 640.0 $81K 0.00% -263.0 -29.1% $126.56 +54.8%
398 FUTY Fidelity Covington Trust 1,361.0 $80K 0.00% -24.0 -1.7% $58.78 -2.0%
399 KHC KRAFT HEINZ CO/T Consumer Defensive 3,547.0 $80K 0.00% -9K -70.9% $22.55 +3.2%
400 AMCOR PLC 1,938.0 $77K 0.00% -18K -90.4% $39.73
Page 20 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%