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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 37 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 IFF INTL FLVR & FRAG Basic Materials 2,733.0 $198K 0.01% +583.0 +27.1% $72.45 +3.9%
722 CMG CHIPOTLE MEXICAN Consumer Cyclical 6,161.0 $197K 0.01% -2K -28.2% $31.98 +2.6%
723 EME EMCOR GROUP INC Industrials 267.0 $197K 0.01% -27.0 -9.2% $737.83 +15.1%
724 OKTA OKTA INC Technology 2,506.0 $197K 0.01% +1K +114.9% $78.61 +13.8%
725 COOPER COS INC 2,759.0 $197K 0.01% -447.0 -13.9% $71.40
726 SWK STANLEY BLACK & Industrials 2,760.0 $196K 0.01% -483.0 -14.9% $71.01 +5.6%
727 PSCI Invesco ETFs/USA 1,260.0 $195K 0.01% $154.76 +7.3%
728 CORZ CORE SCIENTIFIC Technology 12,943.0 $194K 0.01% +1K +10.5% $14.99 +65.6%
729 RS RELIANCE INC Basic Materials 637.0 $194K 0.01% -300.0 -32.0% $304.55 +18.9%
730 SANM SANMINA CORP Technology 1,498.0 $194K 0.01% -150.0 -9.1% $129.51 +78.5%
731 CLX CLOROX CO Consumer Defensive 1,866.0 $193K 0.01% +142.0 +8.2% $103.43 -8.0%
732 EMN EASTMAN CHEMICAL Basic Materials 2,518.0 $192K 0.01% -30.0 -1.2% $76.25 -4.0%
733 QRVO QORVO INC Technology 2,475.0 $192K 0.01% -64.0 -2.5% $77.58 +27.3%
734 VRSK VERISK ANALYTI Industrials 1,005.0 $191K 0.01% -260.0 -20.6% $190.05 -10.2%
735 AHR AMERICAN HEALTHCARE REIT INC Real Estate 4,005.0 $189K 0.01% +592.0 +17.4% $47.19 +6.2%
736 IEO iShares ETFs/USA 1,514.0 $189K 0.01% +8.0 +0.5% $124.83 -5.4%
737 BR BROADRIDGE FINL Technology 1,145.0 $186K 0.01% -473.0 -29.2% $162.45 -7.6%
738 MSC INCOME FUND 15,223.0 $185K 0.01% -1K -6.3% $12.15
739 FBT First Trust ETFs/USA 917.0 $184K 0.01% -47.0 -4.9% $200.65 +5.9%
740 JBHT HUNT (JB) TRANS Industrials 866.0 $184K 0.01% -313.0 -26.6% $212.47 +22.0%
Page 37 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%