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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 27 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CRBN iShares ETFs/USA 49.0 $11K -1.0 -2.0% $224.49 +11.0%
522 LULU LULULEMON ATH Consumer Cyclical 75.0 $11K -898.0 -92.3% $146.67 -17.5%
523 BITO ProShares ETFs/USA 1,178.0 $11K -66K -98.3% $9.34 +15.8%
524 ANGL VanEck ETFs/USA 382.0 $11K -3.0 -0.8% $28.80 +0.1%
525 FSMB First Trust ETFs/USA 509.0 $10K -2K -83.1% $19.65 +1.5%
526 GSY Invesco Actively Managed Excha 199.0 $10K -327.0 -62.2% $50.25 -0.1%
527 TAP MOLSON COORS-B Consumer Defensive 222.0 $10K -3K -93.6% $45.05 -9.4%
528 XHB State Street ETF/USA 104.0 $10K -10.0 -8.8% $96.15 +0.2%
529 SU SUNCOR ENERGY Energy 154.0 $10K -207.0 -57.3% $64.94 +2.9%
530 CGHM Capital Group Fixed Income ETF 354.0 $9K -8.0 -2.2% $25.42 -0.1%
531 REM iShares ETFs/USA 399.0 $9K -66.0 -14.2% $22.56 -3.6%
532 JEPQ JP Morgan Exchange-Traded Fund 156.0 $9K -649.0 -80.6% $57.69 +3.6%
533 IYM iShares ETFs/USA 46.0 $8K -25.0 -35.2% $173.91 +3.6%
534 XRT State Street ETF/USA 101.0 $8K -18.0 -15.1% $79.21 -0.1%
535 SAN BANCO SANTAN-ADR Financial Services 612.0 $7K -188.0 -23.5% $11.44 +3.5%
536 CAG CONAGRA BRANDS I Consumer Defensive 448.0 $7K -12K -96.5% $15.62 -14.0%
537 RELX RELX PLC - ADR Communication Services 203.0 $7K -54.0 -21.0% $34.48 -8.8%
538 IYR iShares ETFs/USA 61.0 $6K -884.0 -93.5% $98.36 +1.5%
539 IHF iShares ETFs/USA 134.0 $6K -46.0 -25.6% $44.78 +13.7%
540 SHEL SHELL PLC-ADR Energy 61.0 $6K -33.0 -35.1% $98.36 -14.1%
Page 27 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%