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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 57 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 WRLD WORLD ACCEPTANCE Financial Services 159.0 $21K 0.00% -41K -99.6% $132.08 +18.2%
1122 VIS Vanguard ETF/USA 63.0 $20K 0.00% -32.0 -33.7% $317.46 +3.5%
1123 VSNT VERSANT MEDIA GR Industrials 536.0 $20K 0.00% NEW $37.31 +13.3%
1124 BWXT BWX TECHNOLOGIES Industrials 99.0 $20K 0.00% +88.0 +800.0% $202.02 -2.3%
1125 SNDA SONIDA SENIOR LI Healthcare 629.0 $20K 0.00% NEW $31.80 +16.2%
1126 CHWY CHEWY INC- CL A Consumer Cyclical 755.0 $20K 0.00% NEW $26.49 -25.8%
1127 CROX CROCS INC Consumer Cyclical 238.0 $20K 0.00% -66K -99.6% $84.03 +15.4%
1128 FSK FS KKR CAPITAL C Financial Services 1,978.0 $20K 0.00% -250.0 -11.2% $10.11 +6.0%
1129 FNCL Fidelity Covington Trust 286.0 $20K 0.00% -743.0 -72.2% $69.93 +4.1%
1130 FDEC FT VEST U.S. EQU 393.0 $20K 0.00% NEW $50.89 +5.6%
1131 FNV FRANCO-NEVADA CO Basic Materials 79.0 $20K 0.00% -3.0 -3.7% $253.16 -11.0%
1132 GWRE GUIDEWIRE SOFTWA Technology 134.0 $20K 0.00% NEW $149.25 -8.1%
1133 DINO HF SINCLAIR CORP Energy 319.0 $20K 0.00% -7K -95.4% $62.70 +12.1%
1134 IYLD iShares ETFs/USA 899.0 $20K 0.00% -45.0 -4.8% $22.25 -1.0%
1135 IBDT iShares ETFs/USA 790.0 $20K 0.00% +6.0 +0.8% $25.32 -0.5%
1136 LII LENNOX INTL INC Industrials 42.0 $20K 0.00% -99.0 -70.2% $476.19 +5.3%
1137 MKC MCCORMICK-N/V Consumer Defensive 396.0 $20K 0.00% -4K -90.6% $50.51 -7.5%
1138 KWR QUAKER CHEMICAL Basic Materials 158.0 $20K 0.00% -173.0 -52.3% $126.58 +7.7%
1139 INKM State Street ETF/USA 583.0 $20K 0.00% -35.0 -5.7% $34.31 -0.3%
1140 AWI ARMSTRONG WORLD Industrials 114.0 $19K 0.00% NEW $166.67 -8.3%
Page 57 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%