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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 59 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 KNX KNIGHT-SWIFT TRA Industrials 295.0 $17K 0.00% NEW $57.63 +18.0%
1162 NBIX NEUROCRINE BIOSC Healthcare 126.0 $17K 0.00% NEW $134.92 +14.8%
1163 WWJD Northern Lights Fund Trust IV/ 446.0 $17K 0.00% -245.0 -35.5% $38.12 +1.4%
1164 RLI RLI CORP Financial Services 290.0 $17K 0.00% -4K -93.8% $58.62 -9.5%
1165 QSR RESTAURANT BRAND Consumer Cyclical 228.0 $17K 0.00% +178.0 +356.0% $74.56 +1.0%
1166 SEB SEABOARD CORP Industrials 3.0 $17K 0.00% NEW $5666.67 -18.5%
1167 SUI SUN COMMUNITIES INC Real Estate 137.0 $17K 0.00% +108.0 +372.4% $124.09 -2.1%
1168 U UNITY SOFTWARE I Technology 756.0 $17K 0.00% $22.49 +19.2%
1169 VOOG Vanguard ETF/USA 41.0 $17K 0.00% $414.63 -80.4%
1170 ROIV ROIVANT SCIENCES Healthcare 626.0 $17K 0.00% NEW $27.16 +3.7%
1171 RPRX ROYALTY PHARMA-A Healthcare 345.0 $17K 0.00% +293.0 +563.5% $49.28 +5.4%
1172 AYI ACUITY INC Industrials 57.0 $16K NEW $280.70 -1.2%
1173 AVSC American Century ETF Trust 252.0 $16K $63.49 +3.9%
1174 ARMK ARAMARK Industrials 392.0 $16K NEW $40.82 +27.6%
1175 BJ BJ'S WHOLESALE C Consumer Defensive 160.0 $16K +131.0 +451.7% $100.00 -2.5%
1176 BMRN BIOMARIN PHARMAC Healthcare 288.0 $16K +260.0 +928.6% $55.56 -10.3%
1177 CG CARLYLE GROUP IN Financial Services 333.0 $16K +309.0 +1287.5% $48.05 -4.4%
1178 CRBG COREBRIDGE FINAN Financial Services 667.0 $16K NEW $23.99 +12.5%
1179 FRME FIRST MERCHANTS Financial Services 405.0 $16K +4.0 +1.0% $39.51 -0.8%
1180 FLKR Franklin LibertyShares ETFs/US 392.0 $16K $40.82 +35.1%
Page 59 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%