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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 54 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 First Trust Exchange-Traded Fu 900.0 $30K 0.00% $33.33
1062 ZG ZILLOW GROUP I-A Communication Services 689.0 $29K 0.00% $42.09 -12.3%
1063 Millrose Properties Inc 1,020.0 $29K 0.00% -31.0 -3.0% $28.43
1064 MFC MANULIFE FIN Financial Services 851.0 $29K 0.00% -163.0 -16.1% $34.08 +14.6%
1065 SEIC SEI INVESTMENTS Financial Services 368.0 $29K 0.00% NEW $78.80 +15.2%
1066 KBE State Street ETF/USA 486.0 $29K 0.00% -82.0 -14.4% $59.67 +6.4%
1067 SOFI SOFI TECHNOLOGIE Financial Services 1,819.0 $29K 0.00% $15.94 -1.6%
1068 CGGR Capital Research and Managemen 701.0 $28K 0.00% -889.0 -55.9% $39.94 +15.3%
1069 CGDG Capital Research and Managemen 785.0 $28K 0.00% -158.0 -16.8% $35.67 +5.2%
1070 IGV iShares ETFs/USA 350.0 $28K 0.00% -14.0 -3.9% $80.00 +15.6%
1071 JPEM JPM DIV RT EM EQ 446.0 $28K 0.00% NEW $62.78 +1.9%
1072 NTRA NATERA INC Healthcare 140.0 $28K 0.00% +68.0 +94.4% $200.00 +1.8%
1073 PTEN PATTERSON-UTI Energy 2,544.0 $28K 0.00% +25.0 +1.0% $11.01 +11.6%
1074 GMAY First Trust Exchange-Traded Fu 660.0 $27K 0.00% $40.91 +4.6%
1075 FLBR Franklin LibertyShares ETFs/US 1,134.0 $27K 0.00% +21.0 +1.9% $23.81 -2.4%
1076 IVT INVENTRUST PROPE Real Estate 881.0 $27K 0.00% +243.0 +38.1% $30.65 +6.9%
1077 BSCS Invesco ETFs/USA 1,313.0 $27K 0.00% +14.0 +1.1% $20.56 -1.1%
1078 PAA PLAINS ALL AMER Energy 1,200.0 $27K 0.00% $22.50 +5.2%
1079 THC TENET HEALTHCARE Healthcare 141.0 $27K 0.00% NEW $191.49 -2.1%
1080 DNL WisdomTree ETFs/USA 669.0 $27K 0.00% -687.0 -50.7% $40.36 +9.2%
Page 54 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%