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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 32 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CNC CENTENE CORP Healthcare 8,730.0 $286K 0.01% -1K -12.1% $32.76 +76.3%
622 OMC OMNICOM GROUP Communication Services 3,790.0 $285K 0.01% -3K -44.6% $75.20 -1.9%
623 TTWO TAKE-TWO INTERAC Communication Services 1,445.0 $285K 0.01% -154.0 -9.6% $197.23 +20.0%
624 SUB iShares ETFs/USA 2,658.0 $283K 0.01% -8K -75.5% $106.47 -0.2%
625 RSPM Invesco ETFs/USA 7,279.0 $281K 0.01% +7K +2278.8% $38.60 -1.2%
626 CBRE CBRE GROUP INC-A Real Estate 2,065.0 $280K 0.01% -37.0 -1.8% $135.59 -3.4%
627 HOLOGIC INC 3,693.0 $279K 0.01% +77.0 +2.1% $75.55
628 PTL Northern Lights Fund Trust IV/ 1,111.0 $278K 0.01% -639.0 -36.5% $250.23 +11.2%
629 RTH VanEck ETFs/USA 1,106.0 $277K 0.01% -72.0 -6.1% $250.45 +5.4%
630 KVUE KENVUE INC Consumer Defensive 16,040.0 $277K 0.01% +1K +6.8% $17.27 +1.1%
631 CHD CHURCH & DWIGHT Consumer Defensive 2,958.0 $276K 0.01% +842.0 +39.8% $93.31 +2.5%
632 IAT iShares ETFs/USA 5,113.0 $275K 0.01% -297.0 -5.5% $53.78 +6.1%
633 MSCI MSCI INC Financial Services 508.0 $274K 0.01% -29.0 -5.4% $539.37 +8.0%
634 APOS APOLLO GLOBAL MA Financial Services 2,461.0 $274K 0.01% +1K +81.0% $111.34 -76.5%
635 ATEC ALPHATEC HOLDING Healthcare 25,080.0 $273K 0.01% -1K -3.8% $10.89 -24.4%
636 WST WEST PHARMACEUT Healthcare 1,083.0 $272K 0.01% -11.0 -1.0% $251.15 +21.6%
637 WTW WILLIS TOWERS WA Financial Services 932.0 $271K 0.01% -239.0 -20.4% $290.77 -12.6%
638 PCG PG&E CORP Utilities 15,423.0 $271K 0.01% +698.0 +4.7% $17.57 -6.4%
639 BX BLACKSTONE INC Financial Services 2,353.0 $271K 0.01% -2K -41.5% $115.17 +3.0%
640 WRB WR BERKLEY CORP Financial Services 4,082.0 $271K 0.01% -321.0 -7.3% $66.39 +2.8%
Page 32 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%