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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 29 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LKFN LAKELAND FINL Financial Services 6,052.0 $347K 0.01% $57.34 +5.0%
562 RMD RESMED INC Healthcare 1,540.0 $346K 0.01% -321.0 -17.2% $224.68 -6.6%
563 WDAY WORKDAY INC-A Technology 2,666.0 $346K 0.01% +628.0 +30.8% $129.78 -2.4%
564 UAL UNITED AIRLINES Industrials 3,749.0 $345K 0.01% -363.0 -8.8% $92.02 +6.5%
565 CRWD CROWDSTRIKE HO-A Technology 882.0 $344K 0.01% -34.0 -3.7% $390.02 +66.2%
566 EWS iShares ETFs/USA 12,166.0 $343K 0.01% -886.0 -6.8% $28.19 +4.7%
567 TSN TYSON FOODS-A Consumer Defensive 5,344.0 $342K 0.01% -53.0 -1.0% $64.00 +3.9%
568 MPWR MONOLITHIC POWER Technology 312.0 $341K 0.01% +3.0 +1.0% $1092.95 +42.8%
569 CHTR CHARTER COMMUN-A Communication Services 1,574.0 $340K 0.01% +59.0 +3.9% $216.01 -31.1%
570 LEA LEAR CORP Consumer Cyclical 2,804.0 $340K 0.01% +2K +290.0% $121.26 +14.2%
571 DGRO iShares ETFs/USA 4,802.0 $337K 0.01% -646.0 -11.9% $70.18 +5.7%
572 TSM TAIWAN SEMIC-ADR Technology 995.0 $336K 0.01% -85.0 -7.9% $337.69 +18.9%
573 ADM ARCHER-DANIELS Consumer Defensive 4,612.0 $335K 0.01% +388.0 +9.2% $72.64 +6.2%
574 NUMV Nushares ETF Trust 8,607.0 $334K 0.01% +46.0 +0.5% $38.81 +7.7%
575 LH LABCORP HOLDINGS Healthcare 1,251.0 $334K 0.01% +234.0 +23.0% $266.99 -4.2%
576 HR HEALTHCARE REALTY TRUST INC Real Estate 19,599.0 $333K 0.01% +128.0 +0.7% $16.99 +19.8%
577 MTB M&T BANK CORP Financial Services 1,596.0 $330K 0.01% -26.0 -1.6% $206.77 +2.7%
578 CMS CMS ENERGY CORP Utilities 4,210.0 $327K 0.01% -215.0 -4.9% $77.67 -5.2%
579 FICO FAIR ISAAC CORP Technology 306.0 $327K 0.01% -101.0 -24.8% $1068.63 +14.9%
580 VTR VENTAS INC Real Estate 4,003.0 $327K 0.01% -343.0 -7.9% $81.69 +8.5%
Page 29 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%