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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 20 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AZO AUTOZONE INC Consumer Cyclical 226.0 $763K 0.02% -10.0 -4.2% $3376.11 -0.3%
382 ICE INTERCONT EXCH I Financial Services 4,847.0 $762K 0.02% +517.0 +11.9% $157.21 -1.8%
383 CME CME GROUP INC Financial Services 2,562.0 $757K 0.02% $295.47 +3.3%
384 MCHP MICROCHIP TECH Technology 11,654.0 $753K 0.02% -903.0 -7.2% $64.61 +45.2%
385 PPL PPL CORP Utilities 19,685.0 $752K 0.02% +1K +5.5% $38.20 -8.7%
386 RSPT Invesco ETFs/USA 16,539.0 $749K 0.02% +15K +978.9% $45.29 +27.4%
387 RCL ROYAL CARIBBEAN Consumer Cyclical 2,716.0 $747K 0.02% +292.0 +12.1% $275.04 -5.4%
388 DOV DOVER CORP Industrials 3,553.0 $741K 0.02% -19.0 -0.5% $208.56 +1.1%
389 GBCI GLACIER BANCORP Financial Services 16,561.0 $740K 0.02% $44.68 +2.0%
390 NDAQ NASDAQ INC Financial Services 8,692.0 $738K 0.02% +5K +162.5% $84.91 +7.2%
391 SLB SCHLUMBERGER LTD Energy 14,316.0 $736K 0.02% +2K +14.4% $51.41 +7.7%
392 NEM NEWMONT CORP Basic Materials 6,758.0 $732K 0.02% -106.0 -1.5% $108.32 +0.7%
393 INTU INTUIT INC Technology 1,681.0 $727K 0.02% -10K -85.3% $432.48 -9.1%
394 POWL POWELL INDS INC Industrials 1,335.0 $722K 0.02% $540.82 -45.9%
395 WELL WELLTOWER INC Real Estate 3,637.0 $719K 0.02% +138.0 +3.9% $197.69 +8.1%
396 IYH iShares ETFs/USA 11,607.0 $715K 0.02% +10K +494.6% $61.60 -0.7%
397 DD DUPONT DE NEMOUR Basic Materials 15,569.0 $713K 0.02% +253.0 +1.6% $45.80 +7.7%
398 EOG EOG RESOURCES Energy 4,901.0 $708K 0.02% +364.0 +8.0% $144.46 -2.9%
399 NUSC Nushares ETF Trust 15,658.0 $706K 0.02% -372.0 -2.3% $45.09 +6.6%
400 MDY State Street ETF/USA Financial Services 1,142.0 $705K 0.02% -34.0 -2.9% $617.34 +6.6%
Page 20 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%