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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 31 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 WEC WEC ENERGY GROUP Utilities 2,603.0 $301K 0.01% +435.0 +20.1% $115.64 -4.3%
602 AEE AMEREN CORP Utilities 2,738.0 $301K 0.01% +439.0 +19.1% $109.93 -0.1%
603 COIN COINBASE GLOBA-A Financial Services 1,718.0 $300K 0.01% +939.0 +120.5% $174.62 +10.8%
604 TDIV First Trust ETFs/USA 3,207.0 $300K 0.01% -958.0 -23.0% $93.55 +20.9%
605 ROK ROCKWELL AUTOMAT Industrials 835.0 $300K 0.01% +5.0 +0.6% $359.28 +21.4%
606 DOX AMDOCS LTD Technology 4,588.0 $299K 0.01% -5K -53.8% $65.17 -4.3%
607 URI UNITED RENTALS Industrials 409.0 $298K 0.01% -197.0 -32.5% $728.61 +28.5%
608 FIS FIDELITY NATIONA Technology 6,360.0 $298K 0.01% -651.0 -9.3% $46.86 -6.9%
609 REGN REGENERON PHARM Healthcare 386.0 $298K 0.01% +12.0 +3.2% $772.02 -15.8%
610 LW LAMB WESTON Consumer Defensive 7,040.0 $297K 0.01% +6K +627.3% $42.19 +1.5%
611 SYLD Cambria ETFs/USA 3,878.0 $292K 0.01% -479.0 -11.0% $75.30 +4.0%
612 NUMG Nushares ETF Trust 7,073.0 $291K 0.01% +202.0 +2.9% $41.14 +10.9%
613 ORI OLD REPUB INTL Financial Services 7,286.0 $291K 0.01% +7K +8678.3% $39.94 -0.7%
614 DXCM DEXCOM Healthcare 4,623.0 $290K 0.01% +926.0 +25.1% $62.73 +14.6%
615 CWB State Street ETF/USA 3,160.0 $289K 0.01% -23.0 -0.7% $91.46 +15.2%
616 RY ROYAL BANK OF CA Financial Services 1,778.0 $288K 0.01% $161.98 +15.6%
617 PNR PENTAIR PLC Industrials 3,308.0 $288K 0.01% -362.0 -9.9% $87.06 -14.8%
618 EVRG EVERGY INC Utilities 3,508.0 $287K 0.01% +581.0 +19.9% $81.81 +2.2%
619 DLTR DOLLAR TREE INC Consumer Defensive 2,617.0 $287K 0.01% -139.0 -5.0% $109.67 -12.7%
620 PEG PUB SERV ENTERP Utilities 3,534.0 $286K 0.01% $80.93 -3.0%
Page 31 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%