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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 13 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STLD STEEL DYNAMICS Basic Materials 12,101.0 $2.2M 0.07% $179.99 +27.2%
242 BKNG BOOKING HOLDINGS Consumer Cyclical 508.0 $2.1M 0.07% -15.0 -2.9% $4212.60 -96.4%
243 AMAT APPLIED MATERIAL Technology 6,176.0 $2.1M 0.06% -30K -82.9% $341.81 +25.8%
244 XLRE State Street ETF/USA 51,572.0 $2.1M 0.06% +7K +16.8% $40.84 +6.5%
245 SCHB Schwab Strategic Trust 83,701.0 $2.1M 0.06% -44K -34.7% $25.10 +13.1%
246 MEDP MEDPACE HOLDINGS Healthcare 4,352.0 $2.1M 0.06% -91.0 -2.0% $480.24 -13.1%
247 TXN TEXAS INSTRUMENT Technology 10,759.0 $2.1M 0.06% +6K +145.4% $194.16 +58.5%
248 MDLZ MONDELEZ INTER-A Consumer Defensive 35,843.0 $2.1M 0.06% -131K -78.5% $57.64 +5.8%
249 NEE NEXTERA ENERGY Utilities 22,047.0 $2.0M 0.06% $92.89 -3.7%
250 BE BLOOM ENERGY C-A Industrials 15,000.0 $2.0M 0.06% $135.47 +102.1%
251 LHX L3HARRIS TECHNOL Industrials 5,871.0 $2.0M 0.06% $345.26 -11.7%
252 ENVA ENOVA INTERNATIO Financial Services 14,756.0 $2.0M 0.06% -57K -79.6% $135.81 +21.1%
253 TFI State Street ETF/USA 44,132.0 $2.0M 0.06% -44K -49.7% $45.34 -0.4%
254 BLOK Amplify Investments LLC/ETF 39,311.0 $2.0M 0.06% +6K +19.0% $49.81 +25.2%
255 DSI iShares ETFs/USA 15,991.0 $1.9M 0.06% +657.0 +4.3% $121.19 +16.3%
256 JCI JOHNSON CONTROLS Industrials 14,700.0 $1.9M 0.06% -1K -7.5% $130.95 +8.7%
257 Fidelity Covington Trust 27,187.0 $1.9M 0.06% -13K -32.3% $70.36
258 EMR EMERSON ELEC CO Industrials 14,454.0 $1.9M 0.06% +3K +27.0% $131.04 +0.9%
259 BA BOEING CO/THE Industrials 9,395.0 $1.9M 0.06% +2K +29.5% $199.04 +10.5%
260 NULG Nushares ETF Trust 20,522.0 $1.9M 0.06% +2K +8.1% $90.93 +20.1%
Page 13 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%