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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 61 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CART MAPLEBEAR INC Consumer Cyclical 388.0 $15K NEW $38.66 +6.0%
1202 QXO QXO INC Industrials 772.0 $15K NEW $19.43 -16.0%
1203 AMER SPORTS INC 441.0 $15K NEW $34.01
1204 FTAI AVIATION LT 63.0 $15K NEW $238.10
1205 GLOBUS MEDICAL I 159.0 $14K NEW $88.05
1206 NIQ GLOBAL INTEL 1,242.0 $14K NEW $11.27
1207 DKS DICK'S SPORTING Consumer Cyclical 69.0 $14K +64.0 +1280.0% $202.90 +6.7%
1208 QTUM ETF Series Solutions 133.0 $14K $105.26 +34.9%
1209 CVY Invesco ETFs/USA 510.0 $14K -12.0 -2.3% $27.45 +4.1%
1210 EWH iShares ETFs/USA 603.0 $14K -79.0 -11.6% $23.22 +3.2%
1211 KSA iShares ETFs/USA 349.0 $14K -210.0 -37.6% $40.11 -4.4%
1212 IBDS iShares ETFs/USA 575.0 $14K +4.0 +0.7% $24.35 -0.7%
1213 DRS LEONARDO DRS INC Industrials 319.0 $14K NEW $43.89 -5.4%
1214 SAIA SAIA INC Industrials 39.0 $14K +35.0 +875.0% $358.97 +28.2%
1215 FNDX Schwab Strategic Trust 500.0 $14K +398.0 +390.2% $28.00 +8.5%
1216 AMH AMERICAN HOMES-A Real Estate 468.0 $13K +432.0 +1200.0% $27.78 +14.8%
1217 BEPC BROOKFIELD RENEW Utilities 325.0 $13K NEW $40.00 -9.1%
1218 CORT CORCEPT THERA Healthcare 323.0 $13K NEW $40.25 +40.1%
1219 EGP EASTGROUP PROP Real Estate 69.0 $13K +64.0 +1280.0% $188.41 +6.6%
1220 GRID First Trust ETFs/USA 81.0 $13K $160.49 +17.9%
Page 61 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%