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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 28 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IUSV iShares ETFs/USA 3,248.0 $333K 0.01% NEW $102.52 +5.8%
542 INGERSOLL-RAND I 4,195.0 $332K 0.01% NEW $79.14
543 IGM iShares ETFs/USA 2,555.0 $330K 0.01% NEW $129.16 +17.4%
544 HR HEALTHCARE REALTY TRUST INC Real Estate 19,471.0 $330K 0.01% NEW $16.95 +20.4%
545 RJF RAYMOND JAMES Financial Services 2,050.0 $329K 0.01% NEW $160.49 -3.8%
546 NUMG Nushares ETF Trust 6,871.0 $328K 0.01% NEW $47.74 -6.0%
547 TSM TAIWAN SEMIC-ADR Technology 1,080.0 $328K 0.01% NEW $303.70 +30.4%
548 MTB M&T BANK CORP Financial Services 1,622.0 $327K 0.01% NEW $201.60 +2.3%
549 HBAN HUNTINGTON BANC Financial Services 18,679.0 $324K 0.01% NEW $17.35 -10.2%
550 ROK ROCKWELL AUTOMAT Industrials 830.0 $323K 0.01% NEW $389.16 +12.1%
551 NDAQ NASDAQ INC Financial Services 3,311.0 $322K 0.01% NEW $97.25 -4.8%
552 IGE iShares ETFs/USA 6,372.0 $320K 0.01% NEW $50.22 +23.8%
553 VIPER ENERGY INC 8,261.0 $319K 0.01% NEW $38.62
554 DINO HF SINCLAIR CORP Energy 6,894.0 $318K 0.01% NEW $46.13 +52.4%
555 CMG CHIPOTLE MEXICAN Consumer Cyclical 8,586.0 $318K 0.01% NEW $37.04 -10.8%
556 SRE SEMPRA Utilities 3,605.0 $318K 0.01% NEW $88.21 +2.3%
557 SRLN State Street ETF/USA 7,698.0 $318K 0.01% NEW $41.31 -2.0%
558 ARKK ARK ETF Trust 4,140.0 $318K 0.01% NEW $76.81 -3.9%
559 TSN TYSON FOODS-A Consumer Defensive 5,397.0 $316K 0.01% NEW $58.55 +13.9%
560 NVT NVENT ELECTRIC Industrials 3,096.0 $316K 0.01% NEW $102.07 +57.4%
Page 28 of 76  ·  1,517 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 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%