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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 62 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 MDIV First Trust ETFs/USA 828.0 $13K -22.0 -2.6% $15.70 +6.2%
1222 FLS FLOWSERVE CORP Industrials 181.0 $13K +15.0 +9.0% $71.82 -9.4%
1223 HLI HOULIHAN LOKEY I Financial Services 88.0 $13K NEW $147.73 +1.8%
1224 JEF JEFFERIES FINANC Financial Services 308.0 $13K NEW $42.21 +23.7%
1225 LPLA LPL FINANCIAL HO Financial Services 44.0 $13K +37.0 +528.6% $295.45 +1.4%
1226 MDB MONGODB INC Technology 53.0 $13K NEW $245.28 +27.3%
1227 PECO PHILLIPS EDISON & COMPANY IN Real Estate 336.0 $13K $38.69 +1.5%
1228 PINS PINTEREST INC -A Communication Services 730.0 $13K NEW $17.81 +9.3%
1229 RDDT REDDIT INC-A Communication Services 93.0 $13K NEW $139.78 +13.2%
1230 RKLB ROCKET LAB CORP Industrials 202.0 $13K NEW $64.36 +93.9%
1231 ROKU ROKU INC Communication Services 139.0 $13K NEW $93.53 +32.6%
1232 FNDE Schwab Strategic Trust 346.0 $13K $37.57 +7.4%
1233 TRU TRANSUNION Industrials 184.0 $13K +164.0 +820.0% $70.65 -6.2%
1234 USFD US FOODS HOLDING Consumer Defensive 144.0 $13K +123.0 +585.7% $90.28 -8.7%
1235 VRT VERTIV HOLDING-A Industrials 51.0 $13K -10.0 -16.4% $254.90 +45.5%
1236 WBS WEBSTER FINL Financial Services 182.0 $13K NEW $71.43 -0.4%
1237 WEN WENDY'S CO/THE Consumer Cyclical 1,892.0 $13K +36.0 +1.9% $6.87 +16.7%
1238 SN SHARKNINJA INC Consumer Cyclical 120.0 $13K NEW $108.33 -2.5%
1239 GCI LIBERTY-A 340.0 $13K NEW $38.24
1240 STANDARDAERO INC 505.0 $13K NEW $25.74
Page 62 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%