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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 11 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EVR EVERCORE INC Financial Services 11,376.0 $3.4M 0.10% NEW $298.52 +14.3%
202 TJX TJX COS INC Consumer Cyclical 21,264.0 $3.4M 0.10% -46K -68.4% $159.71 -7.7%
203 IAI iShares ETFs/USA 20,638.0 $3.4M 0.10% +19K +1689.9% $164.16 +8.2%
204 DDS DILLARDS INC-A Consumer Cyclical 5,903.0 $3.4M 0.10% NEW $572.08 -6.5%
205 NULV Nushares ETF Trust 73,922.0 $3.4M 0.10% +5K +7.0% $45.49 +9.0%
206 KNSL KINSALE CAPITAL Financial Services 9,753.0 $3.3M 0.10% +10K +10000.0% $341.64 -11.1%
207 BLD TOPBUILD COR Industrials 9,129.0 $3.2M 0.10% +8K +815.6% $351.30 +17.6%
208 LAZ LAZARD INC Financial Services 75,452.0 $3.2M 0.10% +75K +10000.0% $42.48 +8.2%
209 USMV iShares ETFs/USA 33,734.0 $3.1M 0.10% -2K -4.7% $92.76 +2.1%
210 KR KROGER CO Consumer Defensive 42,088.0 $3.0M 0.09% +1K +3.4% $72.37 -7.7%
211 KO COCA-COLA CO/THE Consumer Defensive 38,389.0 $2.9M 0.09% $76.06 +5.8%
212 GLW CORNING INC Technology 21,453.0 $2.9M 0.09% -1K -5.9% $135.97 +53.2%
213 IGF iShares ETFs/USA 43,481.0 $2.9M 0.09% -68K -60.9% $66.99 -1.4%
214 TDW TIDEWATER INC Energy 32,631.0 $2.7M 0.08% -131K -80.0% $83.54 -2.1%
215 GEV GE VERNOVA INC Utilities 3,075.0 $2.7M 0.08% +1K +48.7% $872.85 +24.9%
216 LIN LINDE PLC Basic Materials 5,412.0 $2.7M 0.08% +1K +34.8% $495.75 +3.2%
217 LIT Global X ETFs/USA 36,073.0 $2.7M 0.08% +30K +469.6% $74.35 +13.1%
218 HON HONEYWELL INTL Industrials 11,778.0 $2.7M 0.08% -28K -70.4% $226.01 -3.7%
219 EFA iShares ETFs/USA 27,256.0 $2.6M 0.08% +345.0 +1.3% $97.12 +4.7%
220 DRIV Global X ETFs/USA 86,188.0 $2.6M 0.08% +66K +329.4% $30.51 +28.8%
Page 11 of 78  ·  1,547 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%