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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 44 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 GFEB First Trust Exchange-Traded Fu 2,286.0 $95K 0.00% NEW $41.56 +5.2%
862 FXD First Trust ETFs/USA 1,377.0 $94K 0.00% NEW $68.26 -5.2%
863 MARA MARA HOLDINGS IN Financial Services 10,440.0 $94K 0.00% NEW $9.00 +50.7%
864 MLI MUELLER INDS Industrials 822.0 $94K 0.00% NEW $114.36 +16.2%
865 EWX State Street ETF/USA 1,413.0 $93K 0.00% NEW $65.82 +10.3%
866 BP BP PLC-ADR Energy 2,652.0 $92K 0.00% NEW $34.69 +31.3%
867 FRI First Trust ETFs/USA 3,358.0 $92K 0.00% NEW $27.40 +13.0%
868 BMI BADGER METER INC Technology 522.0 $91K 0.00% NEW $174.33 -32.3%
869 MGC Vanguard ETF/USA 357.0 $90K 0.00% NEW $252.10 +8.0%
870 LYB LYONDELLBASELL-A Basic Materials 2,086.0 $90K 0.00% NEW $43.14 +65.0%
871 DT DYNATRACE INC Technology 2,053.0 $89K 0.00% NEW $43.35 -10.4%
872 IYR iShares ETFs/USA 945.0 $89K 0.00% NEW $94.18 +8.1%
873 CSQ Calamos Funds/USA Financial Services 4,570.0 $88K 0.00% NEW $19.26 +4.3%
874 HSIC HENRY SCHEIN INC Healthcare 1,162.0 $88K 0.00% NEW $75.73 -4.1%
875 CUBI CUSTOMERS BANCOR Financial Services 1,189.0 $87K 0.00% NEW $73.17 +2.0%
876 DEO DIAGEO PLC-ADR Consumer Defensive 1,005.0 $87K 0.00% NEW $86.57 -1.4%
877 HYD VanEck ETFs/USA 1,706.0 $87K 0.00% NEW $51.00 -0.8%
878 MUA BlackRock Funds/Closed-End/USA Financial Services 8,055.0 $86K 0.00% NEW $10.68 -1.3%
879 FDRR Fidelity Covington Trust 1,409.0 $86K 0.00% NEW $61.04 +6.2%
880 RXI iShares ETFs/USA 414.0 $85K 0.00% NEW $205.31 -4.3%
Page 44 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%