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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 26 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 AOR iShares ETFs/USA 6,760.0 $435K 0.01% -418.0 -5.8% $64.35 +5.6%
502 XLY State Street ETF/USA 3,990.0 $435K 0.01% -34K -89.6% $109.02 +5.5%
503 IGE iShares ETFs/USA 6,896.0 $434K 0.01% +524.0 +8.2% $62.94 -1.0%
504 KXI iShares ETFs/USA 6,384.0 $428K 0.01% +3K +118.6% $67.04 +3.8%
505 XPH State Street ETF/USA 7,857.0 $425K 0.01% +211.0 +2.8% $54.09 +4.8%
506 CCL CARNIVAL CORP Consumer Cyclical 16,393.0 $424K 0.01% -1K -7.5% $25.86 -8.6%
507 VDC Vanguard ETF/USA 1,880.0 $422K 0.01% -65.0 -3.3% $224.47 +4.0%
508 EW EDWARDS LIFE Healthcare 5,266.0 $422K 0.01% +728.0 +16.0% $80.14 +2.0%
509 MLM MARTIN MAR MTLS Basic Materials 708.0 $417K 0.01% -40.0 -5.3% $588.98 -9.9%
510 VGSH Vanguard ETF/USA 7,109.0 $416K 0.01% +307.0 +4.5% $58.52 -0.6%
511 CFG CITIZENS FINANCI Financial Services 6,843.0 $410K 0.01% -94.0 -1.4% $59.92 +2.6%
512 O REALTY INCOME CORP Real Estate 6,703.0 $410K 0.01% -565.0 -7.8% $61.17 +1.7%
513 RSPF Invesco ETFs/USA 5,658.0 $404K 0.01% +6K +10000.0% $71.40 +5.0%
514 LVS LAS VEGAS SANDS Consumer Cyclical 7,467.0 $402K 0.01% -214.0 -2.8% $53.84 -8.7%
515 WAB WABTEC CORP Industrials 1,608.0 $402K 0.01% -12.0 -0.7% $250.00 +2.8%
516 MRNA MODERNA INC Healthcare 7,903.0 $401K 0.01% -218.0 -2.7% $50.74 -8.9%
517 TLT iShares ETFs/USA 4,624.0 $401K 0.01% +87.0 +1.9% $86.72 -4.1%
518 PRU PRUDENTL FINL Financial Services 4,101.0 $401K 0.01% -999.0 -19.6% $97.78 +2.8%
519 NVT NVENT ELECTRIC Industrials 3,350.0 $396K 0.01% +254.0 +8.2% $118.21 +35.6%
520 CRL CHARLES RIVER LA Healthcare 2,285.0 $394K 0.01% -57.0 -2.4% $172.43 -13.0%
Page 26 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%