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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 25 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DTM DT MIDSTREAM Energy 3,372.0 $454K 0.01% -212.0 -5.9% $134.64 +12.5%
482 DCI DONALDSON CO INC Industrials 5,348.0 $454K 0.01% $84.89 -3.4%
483 ACGL ARCH CAPITAL GRP Financial Services 4,721.0 $453K 0.01% +673.0 +16.6% $95.95 -0.5%
484 GRMN GARMIN LTD Technology 1,954.0 $453K 0.01% +12.0 +0.6% $231.83 -2.0%
485 MNST MONSTER BEVERAGE Consumer Defensive 6,236.0 $452K 0.01% -725.0 -10.4% $72.48 +19.5%
486 VEGI iShares ETFs/USA 9,960.0 $451K 0.01% +8K +375.6% $45.28 -1.7%
487 EWL iShares ETFs/USA 7,640.0 $449K 0.01% -440.0 -5.5% $58.77 +5.0%
488 PPG PPG INDS INC Basic Materials 4,194.0 $448K 0.01% -66.0 -1.6% $106.82 -5.0%
489 ED CONS EDISON INC Utilities 3,949.0 $447K 0.01% $113.19 -4.3%
490 CTRA COTERRA ENERGY I Energy 12,718.0 $447K 0.01% +1K +12.0% $35.15 -7.4%
491 AIQ Global X ETFs/USA 9,560.0 $446K 0.01% $46.65 +30.1%
492 AME AMETEK INC Industrials 2,077.0 $445K 0.01% -22.0 -1.1% $214.25 +3.2%
493 PSA PUBLIC STORAGE Real Estate 1,640.0 $444K 0.01% +48.0 +3.0% $270.73 +12.7%
494 DRI DARDEN RESTAURAN Consumer Cyclical 2,258.0 $443K 0.01% -6K -73.3% $196.19 -1.9%
495 ADSK AUTODESK INC Technology 1,850.0 $443K 0.01% +189.0 +11.4% $239.46 -2.2%
496 FSLR FIRST SOLAR INC Energy 2,238.0 $441K 0.01% -295.0 -11.7% $197.05 +13.7%
497 EQIX EQUINIX INC Real Estate 450.0 $441K 0.01% +39.0 +9.5% $980.00 +7.0%
498 PAYX PAYCHEX INC Industrials 4,778.0 $440K 0.01% -262.0 -5.2% $92.09 -0.1%
499 A AGILENT TECH INC Healthcare 3,845.0 $438K 0.01% +250.0 +7.0% $113.91 -4.3%
500 DOW DOW INC Basic Materials 10,470.0 $436K 0.01% +2K +18.0% $41.64 -9.8%
Page 25 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%