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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 38 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 IDU iShares ETFs/USA 1,575.0 $183K 0.01% -147.0 -8.5% $116.19 -2.2%
742 PNW PINNACLE WEST Utilities 1,821.0 $183K 0.01% +61.0 +3.5% $100.49 +1.4%
743 EVEREST GROUP LT 559.0 $183K 0.01% -93.0 -14.3% $327.37
744 INVH INVITATION HOMES INC Real Estate 7,273.0 $181K 0.01% +2K +39.2% $24.89 +16.6%
745 ODFL OLD DOMINION FRT Industrials 925.0 $181K 0.01% +40.0 +4.5% $195.68 +6.1%
746 PID Invesco ETFs/USA 8,073.0 $180K 0.01% -2K -20.1% $22.30 +3.9%
747 POOL POOL CORP Industrials 892.0 $180K 0.01% +620.0 +227.9% $201.79 -9.9%
748 PODD INSULET CORP Healthcare 853.0 $179K 0.01% -258.0 -23.2% $209.85 -25.4%
749 SCHD Schwab Strategic Trust 5,788.0 $178K 0.01% -3K -37.1% $30.75 +4.9%
750 EXR EXTRA SPACE STORAGE INC Real Estate 1,351.0 $177K 0.01% +165.0 +13.9% $131.01 +9.8%
751 FFIV F5 INC Technology 608.0 $176K 0.01% +28.0 +4.8% $289.47 +32.6%
752 FLCA Franklin LibertyShares ETFs/US 3,603.0 $176K 0.01% $48.85 +7.0%
753 MARA MARA HOLDINGS IN Financial Services 21,514.0 $176K 0.01% +11K +106.1% $8.18 +65.6%
754 BIL State Street ETF/USA 1,924.0 $176K 0.01% -4K -65.0% $91.48 +0.1%
755 TSCO TRACTOR SUPPLY Consumer Cyclical 3,890.0 $176K 0.01% -527.0 -11.9% $45.24 -30.0%
756 ZBRA ZEBRA TECH CORP Technology 832.0 $174K 0.01% -244.0 -22.7% $209.13 +16.4%
757 BXP BXP INC Real Estate 3,296.0 $171K 0.01% +360.0 +12.3% $51.88 +15.9%
758 EPD ENTERPRISE PRODUCTS PARTNERS Energy 4,527.0 $171K 0.01% -1K -20.9% $37.77 +4.5%
759 FOX FOX CORP - B Communication Services 3,229.0 $171K 0.01% +276.0 +9.3% $52.96 +8.8%
760 DOC HEALTHPEAK PROPERTIES INC Real Estate 10,370.0 $170K 0.01% +7K +172.2% $16.39 +19.8%
Page 38 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%