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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 21 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 JBL JABIL INC Technology 2,652.0 $705K 0.02% -85.0 -3.1% $265.84 +27.8%
402 HAL HALLIBURTON CO Energy 17,982.0 $701K 0.02% +2K +15.0% $38.98 +7.1%
403 TLN TALEN ENERGY COR Utilities 2,147.0 $685K 0.02% $319.05 +4.8%
404 MSI MOTOROLA SOLUTIO Technology 1,579.0 $685K 0.02% +169.0 +12.0% $433.82 -9.3%
405 FCX FREEPORT-MCMORAN Basic Materials 11,496.0 $676K 0.02% -475.0 -4.0% $58.80 +7.2%
406 DLB DOLBY LABORATO-A Technology 11,122.0 $668K 0.02% NEW $60.06 -9.7%
407 RSG REPUBLIC SVCS Industrials 2,975.0 $652K 0.02% $219.16 -4.9%
408 FS Specialty Lending Fund/Fund 51,858.0 $649K 0.02% -18K -26.0% $12.51
409 NVS NOVARTIS AG-ADR Healthcare 4,203.0 $642K 0.02% -609.0 -12.7% $152.75 -3.1%
410 BOKF BOK FINL CORP Financial Services 5,000.0 $640K 0.02% NEW $128.00 -0.1%
411 BKR BAKER HUGHES CO Energy 10,392.0 $634K 0.02% +974.0 +10.3% $61.01 +8.5%
412 FANG DIAMONDBACK ENER Energy 3,205.0 $634K 0.02% -2K -36.3% $197.82 +2.9%
413 DTE DTE ENERGY CO Utilities 4,316.0 $631K 0.02% -279.0 -6.1% $146.20 -4.4%
414 AWK AMERICAN WATER W Utilities 4,607.0 $627K 0.02% -55.0 -1.2% $136.10 -8.3%
415 OEF iShares ETFs/USA 1,966.0 $625K 0.02% -28.0 -1.4% $317.90 +16.0%
416 MMM 3M CO Industrials 4,294.0 $624K 0.02% -297.0 -6.5% $145.32 +0.6%
417 XYL XYLEM INC Industrials 5,097.0 $609K 0.02% +156.0 +3.2% $119.48 -9.5%
418 PWR QUANTA SERVICES Industrials 1,107.0 $608K 0.02% +187.0 +20.3% $549.23 +40.2%
419 FVD First Trust ETFs/USA 12,871.0 $605K 0.02% -2K -15.3% $47.00 +0.7%
420 ORLY O'REILLY AUTOMOT Consumer Cyclical 6,527.0 $603K 0.02% +461.0 +7.6% $92.39 -4.2%
Page 21 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%