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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 34 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LNG CHENIERE ENERGY Energy 874.0 $248K 0.01% -329.0 -27.4% $283.75 -15.3%
662 PFG PRINCIPAL FINL Financial Services 2,756.0 $248K 0.01% -267.0 -8.8% $89.99 +14.3%
663 SWKS SKYWORKS SOLUTIO Technology 4,617.0 $247K 0.01% -1K -20.3% $53.50 +39.0%
664 SMA SMARTSTOP SELF S Real Estate 8,153.0 $247K 0.01% $30.30 +1.7%
665 TGT TARGET CORP Consumer Defensive 2,034.0 $247K 0.01% +31.0 +1.6% $121.44 +0.7%
666 LEIDOS HOLDINGS 1,586.0 $247K 0.01% -129.0 -7.5% $155.74
667 VGIT Vanguard ETF/USA 4,115.0 $245K 0.01% -435.0 -9.6% $59.54 -1.3%
668 VICI VICI PROPERTIES INC Real Estate 8,947.0 $244K 0.01% +2K +22.5% $27.27 +4.1%
669 HOOD ROBINHOOD MARK-A Financial Services 3,458.0 $240K 0.01% +2K +86.1% $69.40 +9.4%
670 FORMULA SYS-ADR 2,159.0 $238K 0.01% $110.24
671 CORPAY INC 815.0 $237K 0.01% -19.0 -2.3% $290.80
672 ADT ADT INC Industrials 36,049.0 $237K 0.01% NEW $6.57 +6.5%
673 BABA ALIBABA GRP-ADR Consumer Cyclical 1,891.0 $237K 0.01% +174.0 +10.1% $125.33 +4.9%
674 DPZ DOMINO'S PIZZA Consumer Cyclical 660.0 $237K 0.01% -417.0 -38.7% $359.09 -11.9%
675 HEI HEICO CORP Industrials 868.0 $237K 0.01% +60.0 +7.4% $273.04 +10.3%
676 BND Vanguard ETF/USA 3,210.0 $236K 0.01% +156.0 +5.1% $73.52 -0.8%
677 BALL BALL CORP Consumer Cyclical 3,959.0 $234K 0.01% +807.0 +25.6% $59.11 -4.7%
678 REGCO REGENCY CENTERS CORP Real Estate 3,088.0 $234K 0.01% +807.0 +35.4% $75.78 -69.9%
679 ES EVERSOURCE ENERG Utilities 3,369.0 $233K 0.01% $69.16 +0.7%
680 ASML ASML HOLDING-NY Technology 176.0 $232K 0.01% +55.0 +45.5% $1318.18 +20.8%
Page 34 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%