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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 47 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 FCFS FIRSTCASH HOLDIN Financial Services 423.0 $67K 0.00% NEW $158.39 +43.3%
922 SPHQ Invesco ETFs/USA 890.0 $67K 0.00% NEW $75.28 +10.4%
923 ICF iShares ETFs/USA 1,127.0 $67K 0.00% NEW $59.45 +14.0%
924 SEM SELECT MEDICAL Healthcare 4,489.0 $67K 0.00% NEW $14.93 +10.9%
925 CM CAN IMPL BK COMM Financial Services 722.0 $65K 0.00% NEW $90.03 +27.2%
926 CMF iShares ETFs/USA 1,126.0 $65K 0.00% NEW $57.73 -1.7%
927 VFC VF CORP Consumer Cyclical 3,585.0 $65K 0.00% NEW $18.13 -10.2%
928 DIHP Dimensional ETF Trust 2,011.0 $64K 0.00% NEW $31.82 +6.6%
929 ACWX iShares ETFs/USA 950.0 $64K 0.00% NEW $67.37 +10.7%
930 AVEM American Century ETF Trust 823.0 $63K 0.00% NEW $76.55 +20.1%
931 CRC CALIFORNIA RESOU Energy 1,420.0 $63K 0.00% NEW $44.37 +39.8%
932 FERG FERGUSON ENTERPR Industrials 281.0 $63K 0.00% NEW $224.20 -0.0%
933 SRCE 1ST SOURCE CORP Financial Services 1,014.0 $63K 0.00% NEW $62.13 +18.1%
934 USFR WisdomTree ETFs/USA 1,250.0 $63K 0.00% NEW $50.40 +0.1%
935 CANADIAN PACIFIC 859.0 $63K 0.00% NEW $73.34
936 DUHP Dimensional ETF Trust 1,638.0 $62K 0.00% NEW $37.85 +5.7%
937 POOL POOL CORP Industrials 272.0 $62K 0.00% NEW $227.94 -20.7%
938 TLTD FlexShares ETFs/USA 652.0 $61K 0.00% NEW $93.56 +6.4%
939 DOC HEALTHPEAK PROPERTIES INC Real Estate 3,810.0 $61K 0.00% NEW $16.01 +22.2%
940 SOXX iShares ETFs/USA 202.0 $61K 0.00% NEW $301.98 +70.6%
Page 47 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%