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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 52 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ITB iShares ETFs/USA 383.0 $35K 0.00% -1K -77.7% $91.38 -0.6%
1022 EWT iShares ETFs/USA 494.0 $35K 0.00% $70.85 +33.3%
1023 KTB KONTOOR BRAND Consumer Cyclical 503.0 $35K 0.00% +4.0 +0.8% $69.58 -0.3%
1024 PULS PGIM ETF Trust 700.0 $35K 0.00% $50.00 -0.7%
1025 YUMC YUM CHINA HO Consumer Cyclical 724.0 $35K 0.00% $48.34 -5.8%
1026 CGDV Capital Research and Managemen 802.0 $34K 0.00% -2K -67.1% $42.39 +12.9%
1027 CSGP COSTAR GROUP INC Real Estate 851.0 $34K 0.00% -2K -74.1% $39.95 -15.1%
1028 QAI New York Life Investments Etf 1,009.0 $34K 0.00% -29.0 -2.8% $33.70 +7.0%
1029 UGI UGI CORP Utilities 920.0 $34K 0.00% +9.0 +1.0% $36.96 -5.0%
1030 OZK BANK OZK Financial Services 714.0 $33K 0.00% -11.0 -1.5% $46.22 +4.2%
1031 GIL GILDAN ACTIVEWEA Consumer Cyclical 595.0 $33K 0.00% $55.46 +4.8%
1032 MLPX Global X ETFs/USA 447.0 $33K 0.00% +42.0 +10.4% $73.83 +3.6%
1033 ILMN ILLUMINA INC Healthcare 271.0 $33K 0.00% +265.0 +4416.7% $121.77 +18.9%
1034 NVR NVR INC Consumer Cyclical 5.0 $33K 0.00% +1.0 +25.0% $6600.00 -8.4%
1035 AKRE Professionally Managed Portfol 631.0 $33K 0.00% $52.30 +4.2%
1036 IZRL ARK ETF Trust 1,206.0 $32K 0.00% $26.53 +15.7%
1037 BTI BRIT AMER TO-ADR Consumer Defensive 553.0 $32K 0.00% -68.0 -10.9% $57.87 +13.6%
1038 RNP Cohen & Steers Funds/Closed-en Financial Services 1,643.0 $32K 0.00% +28.0 +1.7% $19.48 +6.5%
1039 HTGC HERCULES CAPITAL Financial Services 2,150.0 $32K 0.00% -3K -57.8% $14.88 +3.9%
1040 HYG iShares ETFs/USA 406.0 $32K 0.00% +151.0 +59.2% $78.82 +1.4%
Page 52 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%