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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 52 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 FCN FTI CONSULTING Industrials 208.0 $36K 0.00% NEW $173.08 -11.5%
1022 SMH VanEck ETFs/USA 101.0 $36K 0.00% NEW $356.44 +55.3%
1023 BTI BRIT AMER TO-ADR Consumer Defensive 621.0 $35K 0.00% NEW $56.36 +17.9%
1024 QAI New York Life Investments Etf 1,038.0 $35K 0.00% NEW $33.72 +6.2%
1025 PULS PGIM ETF Trust 700.0 $35K 0.00% NEW $50.00 -0.7%
1026 YUMC YUM CHINA HO Consumer Cyclical 724.0 $35K 0.00% NEW $48.34 -7.1%
1027 CGDG Capital Research and Managemen 943.0 $34K 0.00% NEW $36.06 +3.2%
1028 CASY CASEY'S GENERAL Consumer Cyclical 61.0 $34K 0.00% NEW $557.38 +54.2%
1029 KBE State Street ETF/USA 568.0 $34K 0.00% NEW $59.86 +4.5%
1030 UGI UGI CORP Utilities 911.0 $34K 0.00% NEW $37.32 -5.7%
1031 OZK BANK OZK Financial Services 725.0 $33K 0.00% NEW $45.52 +4.5%
1032 FSK FS KKR CAPITAL C Financial Services 2,228.0 $33K 0.00% NEW $14.81 -27.5%
1033 RSPC Invesco ETFs/USA 822.0 $33K 0.00% NEW $40.15 -6.7%
1034 EDEN iShares ETFs/USA 287.0 $33K 0.00% NEW $114.98 -3.4%
1035 JGRO JP Morgan ETFs/USA 353.0 $33K 0.00% NEW $93.48 +2.8%
1036 U UNITY SOFTWARE I Technology 756.0 $33K 0.00% NEW $43.65 -41.1%
1037 BSV Vanguard ETF/USA 419.0 $33K 0.00% NEW $78.76 -1.3%
1038 RNP Cohen & Steers Funds/Closed-en Financial Services 1,615.0 $32K 0.00% NEW $19.81 +3.7%
1039 FG F&G ANNUITIES Financial Services 1,041.0 $32K 0.00% NEW $30.74 -10.3%
1040 IJT iShares ETFs/USA 224.0 $32K 0.00% NEW $142.86 +10.2%
Page 52 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%