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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 55 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 First Trust High Yield Opportu 2,016.0 $27K 0.00% +20.0 +1.0% $13.39
1082 DASH DOORDASH INC-A Communication Services 176.0 $26K 0.00% -283.0 -61.7% $147.73 +7.8%
1083 XMLV Invesco ETFs/USA 408.0 $26K 0.00% +3.0 +0.7% $63.73 +2.5%
1084 BSJT Invesco ETFs/USA 1,222.0 $26K 0.00% +19.0 +1.6% $21.28 -0.6%
1085 INSM INSMED INC Healthcare 150.0 $25K 0.00% NEW $166.67 -34.3%
1086 OC OWENS CORNING Industrials 231.0 $25K 0.00% +95.0 +69.8% $108.23 +7.2%
1087 PBT PERMIAN BASIN Energy 1,170.0 $25K 0.00% NEW $21.37 +40.3%
1088 SBAC SBA COMMUNICATIONS CORP Real Estate 147.0 $25K 0.00% -824.0 -84.9% $170.07 +22.2%
1089 ZWS ZURN ELKAY WATER Industrials 558.0 $25K 0.00% $44.80 +6.7%
1090 RACE FERRARI NV Consumer Cyclical 75.0 $25K 0.00% $333.33 +2.5%
1091 First Trust Exchange-Traded Fu 713.0 $24K 0.00% $33.66
1092 FPE First Trust ETFs/USA 1,369.0 $24K 0.00% +19.0 +1.4% $17.53 +2.0%
1093 PRF Invesco ETFs/USA 509.0 $24K 0.00% +354.0 +228.4% $47.15 +12.0%
1094 IXP iShares ETFs/USA 205.0 $24K 0.00% -241.0 -54.0% $117.07 +5.6%
1095 IJS iShares ETFs/USA 201.0 $24K 0.00% $119.40 +7.5%
1096 AOK iShares ETFs/USA 606.0 $24K 0.00% +28.0 +4.8% $39.60 +3.8%
1097 RBLX ROBLOX CORP - A Technology 428.0 $24K 0.00% +362.0 +548.5% $56.07 -18.3%
1098 TM TOYOTA MOTOR-ADR Consumer Cyclical 115.0 $24K 0.00% -6.0 -5.0% $208.70 -9.0%
1099 DOCU DOCUSIGN INC Technology 494.0 $23K 0.00% NEW $46.56 +5.2%
1100 ACWI iShares ETFs/USA 166.0 $23K 0.00% $138.55 +12.4%
Page 55 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%