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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 37 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AXON AXON ENTERPRISE Industrials 344.0 $195K 0.01% NEW $566.86 -29.7%
722 HPQ HP INC Technology 8,737.0 $195K 0.01% NEW $22.32 -6.0%
723 NUEM Nushares ETF Trust 5,462.0 $194K 0.01% NEW $35.52 +13.5%
724 LNT ALLIANT ENERGY Utilities 2,982.0 $194K 0.01% NEW $65.06 +12.2%
725 FOX FOX CORP - B Communication Services 2,953.0 $192K 0.01% NEW $65.02 -10.7%
726 TYL TYLER TECHNOLOG Technology 423.0 $192K 0.01% NEW $453.90 -28.9%
727 FGD First Trust ETFs/USA 6,267.0 $190K 0.01% NEW $30.32 +11.5%
728 PSCI Invesco ETFs/USA 1,259.0 $189K 0.01% NEW $150.12 +10.4%
729 IP INTL PAPER CO Consumer Cyclical 4,803.0 $189K 0.01% NEW $39.35 -25.3%
730 KXI iShares ETFs/USA 2,921.0 $189K 0.01% NEW $64.70 +7.6%
731 SBAC SBA COMMUNICATIONS CORP Real Estate 971.0 $188K 0.01% NEW $193.61 +7.2%
732 PAYC PAYCOM SOFTWARE Technology 1,178.0 $188K 0.01% NEW $159.59 -11.5%
733 CF CF INDUSTRIES HO Basic Materials 2,418.0 $187K 0.01% NEW $77.34 +59.4%
734 IDU iShares ETFs/USA 1,722.0 $187K 0.01% NEW $108.59 +3.6%
735 ZBH ZIMMER BIOMET HO Healthcare 2,084.0 $187K 0.01% NEW $89.73 -4.1%
736 BLOCK INC 2,841.0 $185K 0.01% NEW $65.12
737 EPD ENTERPRISE PRODUCTS PARTNERS Energy 5,725.0 $184K 0.01% NEW $32.14 +23.8%
738 EME EMCOR GROUP INC Industrials 294.0 $180K 0.01% NEW $612.24 +39.5%
739 SANDISK CORP 760.0 $180K 0.01% NEW $236.84
740 UL UNILEVER PLC-ADR Consumer Defensive 2,746.0 $180K 0.01% NEW $65.55 -12.7%
Page 37 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%