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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 22 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IRM IRON MOUNTAIN INC Real Estate 5,893.0 $602K 0.02% -653.0 -10.0% $102.16 +22.4%
422 CEG CONSTELLATION EN Utilities 2,154.0 $601K 0.02% +23.0 +1.1% $279.02 -6.1%
423 KRE State Street ETF/USA 9,166.0 $597K 0.02% +51.0 +0.6% $65.13 +4.3%
424 PLD PROLOGIS INC Real Estate 4,510.0 $596K 0.02% $132.15 +6.3%
425 XT iShares ETFs/USA 8,745.0 $596K 0.02% -407.0 -4.5% $68.15 +16.1%
426 D DOMINION ENERGY Utilities 9,619.0 $595K 0.02% +631.0 +7.0% $61.86 -0.2%
427 BSX BOSTON SCIENTIFC Healthcare 9,465.0 $594K 0.02% -209.0 -2.2% $62.76 -10.9%
428 WSM WILLIAMS-SONOMA Consumer Cyclical 3,234.0 $590K 0.02% -45.0 -1.4% $182.44 -7.6%
429 IYT iShares ETFs/USA 7,831.0 $584K 0.02% +1K +20.3% $74.58 +7.7%
430 PNC PNC FINANCIAL SE Financial Services 2,808.0 $584K 0.02% -17.0 -0.6% $207.98 +2.3%
431 XEL XCEL ENERGY INC Utilities 7,337.0 $583K 0.02% $79.46 -1.9%
432 CDNS CADENCE DESIGN Technology 2,082.0 $579K 0.02% +237.0 +12.8% $278.10 +24.4%
433 LYV LIVE NATION ENTE Communication Services 3,776.0 $576K 0.02% +290.0 +8.3% $152.54 +10.7%
434 FXD First Trust ETFs/USA 8,963.0 $574K 0.02% +8K +550.9% $64.04 -0.9%
435 TFC TRUIST FINANCIAL Financial Services 12,434.0 $572K 0.02% -1K -7.9% $46.00 +2.1%
436 BLK BLACKROCK INC Financial Services 592.0 $569K 0.02% -76.0 -11.4% $961.15 +12.6%
437 RSPC Invesco ETFs/USA 15,218.0 $569K 0.02% +14K +1751.3% $37.39 +1.3%
438 TRMB TRIMBLE INC Technology 8,712.0 $568K 0.02% +871.0 +11.1% $65.20 -15.4%
439 APD AIR PRODS & CHEM Basic Materials 1,940.0 $564K 0.02% -31.0 -1.6% $290.72 +0.9%
440 CAH CARDINAL HEALTH Healthcare 2,663.0 $563K 0.02% $211.42 -5.5%
Page 22 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%