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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 56 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 KEX KIRBY CORP Industrials 175.0 $23K 0.00% $131.43 +11.6%
1102 TTD TRADE DESK INC-A Technology 1,014.0 $23K 0.00% +168.0 +19.9% $22.68 -1.8%
1103 UTHR UNITED THERAPEUT Healthcare 39.0 $23K 0.00% NEW $589.74 -3.9%
1104 VIPER ENERGY INC 494.0 $23K 0.00% -8K -94.0% $46.56
1105 BURL BURLINGTON STORE Consumer Cyclical 69.0 $22K 0.00% +40.0 +137.9% $318.84 -10.3%
1106 CGXU Capital Research and Managemen 751.0 $22K 0.00% -204.0 -21.4% $29.29 +10.7%
1107 COLB COLUMBIA BANKING Financial Services 795.0 $22K 0.00% NEW $27.67 +4.8%
1108 DXC DXC TECHNOLOGY C Technology 1,762.0 $22K 0.00% -1K -39.4% $12.49 -25.8%
1109 GOCT First Trust Exchange-Traded Fu 579.0 $22K 0.00% $38.00 +7.9%
1110 XTN State Street ETF/USA 239.0 $22K 0.00% +158.0 +195.1% $92.05 +9.2%
1111 TRP TC ENERGY CORP Energy 350.0 $22K 0.00% -123.0 -26.0% $62.86 +10.3%
1112 CMC COMMERCIAL METAL Basic Materials 342.0 $21K 0.00% $61.40 +12.9%
1113 EXG Eaton Vance Funds/Closed-end/U Financial Services 2,460.0 $21K 0.00% -360.0 -12.8% $8.54 +8.4%
1114 SNOV First Trust Exchange-Traded Fu 865.0 $21K 0.00% $24.28 +7.8%
1115 EWP iShares ETFs/USA 386.0 $21K 0.00% -41.0 -9.6% $54.40 +2.6%
1116 EDEN iShares ETFs/USA 197.0 $21K 0.00% -90.0 -31.4% $106.60 +3.2%
1117 IBHG iShares ETFs/USA 929.0 $21K 0.00% +9.0 +1.0% $22.60 -2.3%
1118 IBHF iShares ETFs/USA 929.0 $21K 0.00% +9.0 +1.0% $22.60 +1.1%
1119 JEPI JP Morgan ETFs/USA 373.0 $21K 0.00% -1K -74.9% $56.30 -0.4%
1120 REXR REXFORD INDUSTRIAL REALTY IN Real Estate 649.0 $21K 0.00% +378.0 +139.5% $32.36 +9.0%
Page 56 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%