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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 42 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FISV FISERV INC Technology 2,186.0 $122K 0.00% -89K -97.6% $55.81 +0.0%
822 CDW CDW CORP/DE Technology 990.0 $120K 0.00% -772.0 -43.8% $121.21 -11.8%
823 ESS ESSEX PROPERTY TRUST INC Real Estate 494.0 $120K 0.00% -282.0 -36.3% $242.91 +12.7%
824 SAP SAP SE-SPONS ADR Technology 700.0 $120K 0.00% -26.0 -3.6% $171.43 +4.9%
825 LEN LENNAR CORP-A Consumer Cyclical 1,375.0 $119K 0.00% -2K -53.3% $86.55 +2.6%
826 BIV Vanguard ETF/USA 1,498.0 $116K 0.00% -1K -41.0% $77.44 -1.6%
827 HUM HUMANA INC Healthcare 655.0 $114K 0.00% -257.0 -28.2% $174.05 +74.5%
828 ENTG ENTEGRIS INC Technology 967.0 $113K 0.00% +87.0 +9.9% $116.86 +12.4%
829 GIS GENERAL MILLS IN Consumer Defensive 3,026.0 $113K 0.00% -2K -41.9% $37.34 -10.4%
830 SPMD State Street ETF/USA 1,902.0 $113K 0.00% -272.0 -12.5% $59.41 +7.6%
831 ZION ZIONS BANCORP NA Financial Services 1,956.0 $113K 0.00% +249.0 +14.6% $57.77 +6.8%
832 JCPB JP Morgan ETFs/USA 2,370.0 $112K 0.00% +29.0 +1.2% $47.26 -1.4%
833 IYC iShares ETFs/USA 1,146.0 $111K 0.00% +186.0 +19.4% $96.86 +5.3%
834 REYN REYNOLDS CONSUME Consumer Cyclical 5,246.0 $111K 0.00% -340K -98.5% $21.16 +2.7%
835 SOLS SOLSTICE ADV MAT Basic Materials 1,458.0 $111K 0.00% -31.0 -2.1% $76.13 +11.0%
836 SNOW SNOWFLAKE INC-A Technology 728.0 $110K 0.00% +243.0 +50.1% $151.10 +10.5%
837 FXZ First Trust ETFs/USA 1,430.0 $109K 0.00% +251.0 +21.3% $76.22 +3.7%
838 GBIL Goldman Sachs ETF Trust 1,081.0 $108K 0.00% -105.0 -8.8% $99.91 +0.2%
839 IWS iShares ETFs/USA 737.0 $107K 0.00% -142.0 -16.1% $145.18 +8.5%
840 IWR iShares ETFs/USA 1,099.0 $107K 0.00% +231.0 +26.6% $97.36 +7.8%
Page 42 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%