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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 49 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BIBL Northern Lights Fund Trust IV/ 1,171.0 $55K 0.00% -585.0 -33.3% $46.97 +12.6%
962 SPTS State Street ETF/USA 1,877.0 $55K 0.00% $29.30 -1.0%
963 DHS WISDOMTREE US HI 500.0 $55K 0.00% NEW $110.00 +2.5%
964 CM CAN IMPL BK COMM Financial Services 575.0 $54K 0.00% -147.0 -20.4% $93.91 +22.3%
965 IYK iShares ETFs/USA 751.0 $53K 0.00% -3K -78.0% $70.57 +2.7%
966 TPSC Timothy Plan/The 1,239.0 $53K 0.00% -4K -77.9% $42.78 +5.2%
967 PRI PRIMERICA INC Financial Services 208.0 $52K 0.00% +206.0 +10000.0% $250.00 +12.4%
968 DEO DIAGEO PLC-ADR Consumer Defensive 690.0 $51K 0.00% -315.0 -31.3% $73.91 +16.3%
969 MAT MATTEL INC Consumer Cyclical 3,503.0 $51K 0.00% -390K -99.1% $14.56 +2.8%
970 MDYG State Street ETF/USA 536.0 $51K 0.00% $95.15 +11.1%
971 SLGN SILGAN HOLDINGS Consumer Cyclical 1,325.0 $51K 0.00% +127.0 +10.6% $38.49 -1.0%
972 EWQ iShares ETFs/USA 1,154.0 $50K 0.00% -456.0 -28.3% $43.33 +5.0%
973 SEM SELECT MEDICAL Healthcare 3,083.0 $50K 0.00% -1K -31.3% $16.22 +1.9%
974 BROWN-FORMAN -B 1,891.0 $50K 0.00% NEW $26.44
975 BMI BADGER METER INC Technology 323.0 $49K 0.00% -199.0 -38.1% $151.70 -20.7%
976 FBIN FORTUNE BRANDS I Industrials 1,260.0 $49K 0.00% -116K -98.9% $38.89 -6.6%
977 BSJR Invesco ETFs/USA 2,188.0 $49K 0.00% +29.0 +1.3% $22.39 -0.1%
978 XOP State Street ETF/USA 267.0 $49K 0.00% -63.0 -19.1% $183.52 -7.0%
979 GAP GAP INC/THE Consumer Cyclical 1,990.0 $48K 0.00% -294K -99.3% $24.12 -3.9%
980 BSCR Invesco ETFs/USA 2,458.0 $48K 0.00% +26.0 +1.1% $19.53 +0.4%
Page 49 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%