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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 56 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 OII OCEANEERING INTL Energy 870.0 $21K 0.00% NEW $24.14 +59.2%
1102 ESAB ESAB CORP Industrials 180.0 $20K 0.00% NEW $111.11 -21.7%
1103 HSBC HSBC HOLDING-ADR Financial Services 250.0 $20K 0.00% NEW $80.00 +11.6%
1104 IYLD iShares ETFs/USA 944.0 $20K 0.00% NEW $21.19 +3.7%
1105 KSA iShares ETFs/USA 559.0 $20K 0.00% NEW $35.78 +7.3%
1106 IBDT iShares ETFs/USA 784.0 $20K 0.00% NEW $25.51 -1.2%
1107 INKM State Street ETF/USA 618.0 $20K 0.00% NEW $32.36 +5.9%
1108 VCSH Vanguard ETF/USA 256.0 $20K 0.00% NEW $78.12 +0.7%
1109 KEX KIRBY CORP Industrials 175.0 $19K 0.00% NEW $108.57 +33.9%
1110 PTY PIMCO Funds/Closed-End/USA Financial Services 1,474.0 $19K 0.00% NEW $12.89 -9.0%
1111 TY Seligman Funds/Closed-end/USA Financial Services 597.0 $19K 0.00% NEW $31.83 +8.1%
1112 AOD abrdn Funds Financial Services 1,893.0 $18K 0.00% NEW $9.51 +8.6%
1113 ACM AECOM Industrials 190.0 $18K 0.00% NEW $94.74 -25.4%
1114 IVT INVENTRUST PROPE Real Estate 638.0 $18K 0.00% NEW $28.21 +13.1%
1115 RSPG Invesco ETFs/USA 226.0 $18K 0.00% NEW $79.65 +37.3%
1116 IXUS iShares ETFs/USA 216.0 $18K 0.00% NEW $83.33 +11.6%
1117 KRG KITE REALTY GROUP TRUST Real Estate 732.0 $18K 0.00% NEW $24.59 +5.5%
1118 COWZ Pacer ETFs/USA 306.0 $18K 0.00% NEW $58.82 +7.3%
1119 VOOG Vanguard ETF/USA 41.0 $18K 0.00% NEW $439.02 -81.5%
1120 FNV FRANCO-NEVADA CO Basic Materials 82.0 $17K 0.00% NEW $207.32 +8.2%
Page 56 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%