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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 60 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 IYM iShares ETFs/USA 71.0 $11K NEW $154.93 +13.3%
1182 CRBN iShares ETFs/USA 50.0 $11K NEW $220.00 +12.5%
1183 REXR REXFORD INDUSTRIAL REALTY IN Real Estate 271.0 $11K NEW $40.59 -14.2%
1184 SPYI Neos ETF Trust 200.0 $11K NEW $55.00 -2.9%
1185 TTEK TETRA TECH INC Industrials 336.0 $11K NEW $32.74 -16.1%
1186 TCBI TEXAS CAPITAL BA Financial Services 117.0 $11K NEW $94.02 +2.6%
1187 ANGL VanEck ETFs/USA 385.0 $11K NEW $28.57 +0.6%
1188 XHR XENIA HOTELS & R Real Estate 796.0 $11K NEW $13.82 +17.1%
1189 First Trust Exchange-Traded Fu 303.0 $11K NEW $36.30
1190 AGCO AGCO CORP Industrials 97.0 $10K NEW $103.09 +7.3%
1191 CPRY Calamos ETF Trust 374.0 $10K NEW $26.74 +3.4%
1192 CDE COEUR MINING INC Basic Materials 550.0 $10K NEW $18.18 -7.1%
1193 FAF FIRST AMERICAN F Financial Services 163.0 $10K NEW $61.35 +9.8%
1194 RSPM Invesco ETFs/USA 306.0 $10K NEW $32.68 +14.5%
1195 REM iShares ETFs/USA 465.0 $10K NEW $21.51 +0.4%
1196 RELX RELX PLC - ADR Communication Services 257.0 $10K NEW $38.91 -13.2%
1197 XRT State Street ETF/USA 119.0 $10K NEW $84.03 -6.1%
1198 VRT VERTIV HOLDING-A Industrials 61.0 $10K NEW $163.93 +98.8%
1199 UBS UBS GROUP AG Financial Services 224.0 $10K NEW $44.64 +3.4%
1200 MICC MAGNUM ICE CREAM Consumer Defensive 616.0 $10K NEW $16.23 -4.3%
Page 60 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%