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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 44 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CRC CALIFORNIA RESOU Energy 1,374.0 $95K 0.00% -46.0 -3.2% $69.14 -10.0%
862 PLUG PLUG POWER INC Industrials 41,961.0 $95K 0.00% $2.26 +46.2%
863 SQM QUIMICA Y-SP ADR Basic Materials 1,171.0 $95K 0.00% -546.0 -31.8% $81.13 +0.3%
864 CRH PLC 890.0 $94K 0.00% -168.0 -15.9% $105.62
865 EWX State Street ETF/USA 1,413.0 $93K 0.00% $65.82 +10.8%
866 CUBI CUSTOMERS BANCOR Financial Services 1,319.0 $92K 0.00% +130.0 +10.9% $69.75 +8.5%
867 ICF iShares ETFs/USA 1,483.0 $92K 0.00% +356.0 +31.6% $62.04 +10.0%
868 OGE OGE ENERGY CORP Utilities 1,916.0 $92K 0.00% +204.0 +11.9% $48.02 +0.2%
869 RIVN RIVIAN AUTOMOT-A Consumer Cyclical 6,146.0 $92K 0.00% +652.0 +11.9% $14.97 -8.3%
870 UDR UDR INC Real Estate 2,715.0 $92K 0.00% -1K -29.9% $33.89 +11.6%
871 BP BP PLC-ADR Energy 1,942.0 $91K 0.00% -710.0 -26.8% $46.86 -4.2%
872 IWB iShares ETFs/USA 257.0 $91K 0.00% -67.0 -20.7% $354.09 +14.4%
873 HSIC HENRY SCHEIN INC Healthcare 1,230.0 $91K 0.00% +68.0 +5.8% $73.98 -0.7%
874 ARE ALEXANDRIA REAL ESTATE EQUIT Real Estate 1,942.0 $90K 0.00% +1K +217.3% $46.34 +3.2%
875 EMLP First Trust Exchange-Traded Fu 2,056.0 $90K 0.00% +192.0 +10.3% $43.77 +1.1%
876 AVB AVALONBAY COMMUNITIES INC Real Estate 546.0 $89K 0.00% -713.0 -56.6% $163.00 +12.9%
877 DOCN DIGITALOCEAN HOL Technology 1,035.0 $89K 0.00% $85.99 +84.1%
878 IT GARTNER INC Technology 565.0 $89K 0.00% -685.0 -54.8% $157.52 -0.2%
879 ENS ENERSYS Industrials 508.0 $88K 0.00% -190.0 -27.2% $173.23 +37.9%
880 JKHY JACK HENRY Technology 550.0 $87K 0.00% -110.0 -16.7% $158.18 -11.8%
Page 44 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%