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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 35 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CHRW CH ROBINSON Industrials 1,373.0 $221K 0.01% NEW $160.96 +11.7%
682 FHN FIRST HORIZON CO Financial Services 9,243.0 $221K 0.01% NEW $23.91 -1.0%
683 TSCO TRACTOR SUPPLY Consumer Cyclical 4,417.0 $221K 0.01% NEW $50.03 -38.2%
684 EVEREST GROUP LT 652.0 $221K 0.01% NEW $338.96
685 CSGP COSTAR GROUP INC Real Estate 3,285.0 $221K 0.01% NEW $67.28 -51.5%
686 ALLE ALLEGION PLC Industrials 1,381.0 $220K 0.01% NEW $159.30 -20.9%
687 QCLN First Trust ETFs/USA 4,904.0 $219K 0.01% NEW $44.66 +30.4%
688 AAL AMERICAN AIRLINE Industrials 14,107.0 $216K 0.01% NEW $15.31 -20.7%
689 FREL Fidelity Covington Trust 7,981.0 $215K 0.01% NEW $26.94 +7.9%
690 EQR EQUITY RESIDENTIAL Real Estate 3,409.0 $215K 0.01% NEW $63.07 +4.1%
691 MHK MOHAWK INDS Consumer Cyclical 1,965.0 $215K 0.01% NEW $109.41 -13.5%
692 QRVO QORVO INC Technology 2,539.0 $215K 0.01% NEW $84.68 +12.8%
693 AOS SMITH (A.O.)CORP Industrials 3,217.0 $215K 0.01% NEW $66.83 -17.2%
694 MSC INCOME FUND 16,241.0 $213K 0.01% NEW $13.11
695 EVRG EVERGY INC Utilities 2,927.0 $212K 0.01% NEW $72.43 +15.0%
696 ERIE ERIE INDEMNITY-A Financial Services 737.0 $211K 0.01% NEW $286.30 -22.4%
697 EXPD EXPEDITORS INTL Industrials 1,411.0 $210K 0.01% NEW $148.83 +5.8%
698 HOOD ROBINHOOD MARK-A Financial Services 1,858.0 $210K 0.01% NEW $113.02 -34.4%
699 CZR CAESARS ENTERTAI Consumer Cyclical 8,923.0 $209K 0.01% NEW $23.42 +16.9%
700 IAI iShares ETFs/USA 1,153.0 $207K 0.01% NEW $179.53 -1.2%
Page 35 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%