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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 24 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BTI BRIT AMER TO-ADR Consumer Defensive 553.0 $32K 0.00% -68.0 -10.9% $57.87 +14.7%
462 HTGC HERCULES CAPITAL Financial Services 2,150.0 $32K 0.00% -3K -57.8% $14.88 +4.3%
463 JUNM First Trust Exchange-Traded Fu 905.0 $31K 0.00% -811.0 -47.3% $34.25 +1.9%
464 IJJ iShares ETFs/USA 231.0 $31K 0.00% -134.0 -36.7% $134.20 +3.2%
465 VNQ Vanguard ETF/USA 354.0 $31K 0.00% -473.0 -57.2% $87.57 +8.5%
466 FDS FACTSET RESEARCH Financial Services 136.0 $30K 0.00% -146.0 -51.8% $220.59 -3.6%
467 PSKY PARAMOUNT SKYDAN Communication Services 3,339.0 $30K 0.00% -10K -75.0% $8.98 +10.1%
468 WTMF WisdomTree ETFs/USA 755.0 $30K 0.00% -45.0 -5.6% $39.74 +3.1%
469 MFC MANULIFE FIN Financial Services 851.0 $29K 0.00% -163.0 -16.1% $34.08 +10.2%
470 KBE State Street ETF/USA 486.0 $29K 0.00% -82.0 -14.4% $59.67 +4.7%
471 Millrose Properties Inc 1,020.0 $29K 0.00% -31.0 -3.0% $28.43
472 CGGR Capital Research and Managemen 701.0 $28K 0.00% -889.0 -55.9% $39.94 +14.3%
473 CGDG Capital Research and Managemen 785.0 $28K 0.00% -158.0 -16.8% $35.67 +4.7%
474 IGV iShares ETFs/USA 350.0 $28K 0.00% -14.0 -3.9% $80.00 +16.1%
475 DNL WisdomTree ETFs/USA 669.0 $27K 0.00% -687.0 -50.7% $40.36 +8.0%
476 DASH DOORDASH INC-A Communication Services 176.0 $26K 0.00% -283.0 -61.7% $147.73 +7.8%
477 SBAC SBA COMMUNICATIONS CORP Real Estate 147.0 $25K 0.00% -824.0 -84.9% $170.07 +17.4%
478 IXP iShares ETFs/USA 205.0 $24K 0.00% -241.0 -54.0% $117.07 +5.7%
479 TM TOYOTA MOTOR-ADR Consumer Cyclical 115.0 $24K 0.00% -6.0 -5.0% $208.70 -8.6%
480 VIPER ENERGY INC 494.0 $23K 0.00% -8K -94.0% $46.56
Page 24 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%