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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 27 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SRE SEMPRA Utilities 4,046.0 $393K 0.01% +441.0 +12.2% $97.13 -5.8%
522 IVZ INVESCO LTD Financial Services 16,133.0 $392K 0.01% -916.0 -5.4% $24.30 +11.0%
523 MGM MGM RESORTS INTE Consumer Cyclical 10,473.0 $388K 0.01% +2K +22.8% $37.05 +1.7%
524 GL GLOBE LIFE INC Financial Services 2,767.0 $385K 0.01% +545.0 +24.5% $139.14 +12.5%
525 ROP ROPER TECHNOLOGI Industrials 1,087.0 $384K 0.01% -1K -51.0% $353.27 -6.9%
526 LUV SOUTHWEST AIR Industrials 10,182.0 $383K 0.01% -493.0 -4.6% $37.62 +8.4%
527 FLTW Franklin LibertyShares ETFs/US 5,623.0 $383K 0.01% -174.0 -3.0% $68.11 +34.5%
528 DG DOLLAR GENERAL C Consumer Defensive 3,208.0 $381K 0.01% -8K -70.2% $118.77 -11.5%
529 ALGN ALIGN TECHNOLOGY Healthcare 2,215.0 $380K 0.01% +296.0 +15.4% $171.56 -5.0%
530 FE FIRSTENERGY CORP Utilities 7,510.0 $380K 0.01% +792.0 +11.8% $50.60 -10.1%
531 ALB ALBEMARLE CORP Basic Materials 2,108.0 $378K 0.01% -466.0 -18.1% $179.32 -5.3%
532 ATO ATMOS ENERGY Utilities 2,014.0 $372K 0.01% -6K -76.1% $184.71 -3.9%
533 AJG ARTHUR J GALLAGH Financial Services 1,715.0 $371K 0.01% -283.0 -14.2% $216.33 -4.1%
534 IBB iShares ETFs/USA 2,191.0 $370K 0.01% -130.0 -5.6% $168.87 +0.1%
535 FSTA Fidelity Covington Trust 7,046.0 $369K 0.01% -2K -24.6% $52.37 +2.2%
536 RJF RAYMOND JAMES Financial Services 2,543.0 $368K 0.01% +493.0 +24.1% $144.71 +5.1%
537 EXC EXELON CORP Utilities 7,437.0 $365K 0.01% +857.0 +13.0% $49.08 -7.6%
538 EQT EQT CORP Energy 5,742.0 $365K 0.01% +632.0 +12.4% $63.57 -9.2%
539 PZA Invesco ETFs/USA 15,859.0 $364K 0.01% -13K -44.3% $22.95 -0.1%
540 PHM PULTEGROUP INC Consumer Cyclical 3,093.0 $364K 0.01% +196.0 +6.8% $117.69 -1.2%
Page 27 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%