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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 25 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CGXU Capital Research and Managemen 751.0 $22K 0.00% -204.0 -21.4% $29.29 +11.3%
482 DXC DXC TECHNOLOGY C Technology 1,762.0 $22K 0.00% -1K -39.4% $12.49 -25.6%
483 TRP TC ENERGY CORP Energy 350.0 $22K 0.00% -123.0 -26.0% $62.86 +9.7%
484 EXG Eaton Vance Funds/Closed-end/U Financial Services 2,460.0 $21K 0.00% -360.0 -12.8% $8.54 +7.8%
485 EWP iShares ETFs/USA 386.0 $21K 0.00% -41.0 -9.6% $54.40 +3.6%
486 EDEN iShares ETFs/USA 197.0 $21K 0.00% -90.0 -31.4% $106.60 +4.1%
487 JEPI JP Morgan ETFs/USA 373.0 $21K 0.00% -1K -74.9% $56.30 -0.6%
488 WRLD WORLD ACCEPTANCE Financial Services 159.0 $21K 0.00% -41K -99.6% $132.08 +19.5%
489 CROX CROCS INC Consumer Cyclical 238.0 $20K 0.00% -66K -99.6% $84.03 +15.1%
490 FSK FS KKR CAPITAL C Financial Services 1,978.0 $20K 0.00% -250.0 -11.2% $10.11 +6.6%
491 FNCL Fidelity Covington Trust 286.0 $20K 0.00% -743.0 -72.2% $69.93 +5.1%
492 FNV FRANCO-NEVADA CO Basic Materials 79.0 $20K 0.00% -3.0 -3.7% $253.16 -11.7%
493 DINO HF SINCLAIR CORP Energy 319.0 $20K 0.00% -7K -95.4% $62.70 +14.2%
494 IYLD iShares ETFs/USA 899.0 $20K 0.00% -45.0 -4.8% $22.25 -0.9%
495 LII LENNOX INTL INC Industrials 42.0 $20K 0.00% -99.0 -70.2% $476.19 +3.7%
496 MKC MCCORMICK-N/V Consumer Defensive 396.0 $20K 0.00% -4K -90.6% $50.51 -7.4%
497 KWR QUAKER CHEMICAL Basic Materials 158.0 $20K 0.00% -173.0 -52.3% $126.58 +7.8%
498 INKM State Street ETF/USA 583.0 $20K 0.00% -35.0 -5.7% $34.31 -0.2%
499 VIS Vanguard ETF/USA 63.0 $20K 0.00% -32.0 -33.7% $317.46 +4.6%
500 FTGC First Trust ETFs/USA 637.0 $18K 0.00% -1K -64.6% $28.26 +6.6%
Page 25 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%