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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 58 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 EMO Legg Mason Closed End Funds/US Financial Services 364.0 $19K 0.00% +8.0 +2.2% $52.20 +1.2%
1142 DKNG DRAFTKINGS INC Consumer Cyclical 878.0 $19K 0.00% $21.64 +15.5%
1143 BROS DUTCH BROS INC-A Consumer Cyclical 382.0 $19K 0.00% +282.0 +282.0% $49.74 +6.1%
1144 TY Seligman Funds/Closed-end/USA Financial Services 602.0 $19K 0.00% +5.0 +0.8% $31.56 +9.2%
1145 JAMES HARDIE IND 986.0 $19K 0.00% NEW $19.27
1146 WWD WOODWARD INC Industrials 49.0 $18K 0.00% $367.35 -4.9%
1147 WH WYNDHAM HOTELS & Consumer Cyclical 227.0 $18K 0.00% -260.0 -53.4% $79.30 -1.5%
1148 AOD abrdn Funds Financial Services 1,973.0 $18K 0.00% +80.0 +4.2% $9.12 +14.0%
1149 AMG AFFIL MANAGERS Financial Services 66.0 $18K 0.00% NEW $272.73 +8.1%
1150 NET CLOUDFLARE INC-A Technology 89.0 $18K 0.00% +20.0 +29.0% $202.25 -0.2%
1151 FTGC First Trust ETFs/USA 637.0 $18K 0.00% -1K -64.6% $28.26 +6.4%
1152 FJAN FT VEST U.S. EQU 365.0 $18K 0.00% NEW $49.32 +10.1%
1153 HSBC HSBC HOLDING-ADR Financial Services 223.0 $18K 0.00% -27.0 -10.8% $80.72 +11.7%
1154 HOG HARLEY-DAVIDSON Consumer Cyclical 889.0 $18K 0.00% -586.0 -39.7% $20.25 +20.3%
1155 KRG KITE REALTY GROUP TRUST Real Estate 732.0 $18K 0.00% $24.59 +5.9%
1156 PTY PIMCO Funds/Closed-End/USA Financial Services 1,515.0 $18K 0.00% +41.0 +2.8% $11.88 -1.9%
1157 CHI Calamos Funds/USA Financial Services 1,547.0 $17K 0.00% -629.0 -28.9% $10.99 +6.4%
1158 ESAB ESAB CORP Industrials 180.0 $17K 0.00% $94.44 -6.8%
1159 FCN FTI CONSULTING Industrials 95.0 $17K 0.00% -113.0 -54.3% $178.95 -14.1%
1160 NSIT INSIGHT ENTERPRI Technology 250.0 $17K 0.00% -60K -99.6% $68.00 +33.2%
Page 58 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%