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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 63 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 KIE State Street ETF/USA 120.0 $7K NEW $58.33 -0.4%
1242 SONY SONY GROUP-ADR Technology 279.0 $7K NEW $25.09 -11.1%
1243 SCL STEPAN CO Basic Materials 147.0 $7K NEW $47.62 +3.3%
1244 TPYP Tortoise Capital Series Trust 185.0 $7K NEW $37.84 +16.2%
1245 ARGX ARGENX SE - ADR Healthcare 7.0 $6K NEW $857.14 -9.4%
1246 AVNS AVANOS MEDICAL I Healthcare 531.0 $6K NEW $11.30 +118.9%
1247 BRBR BELLRING BRANDS Consumer Defensive 210.0 $6K NEW $28.57 -67.6%
1248 CION CION INVESTMENT Financial Services 574.0 $6K NEW $10.45 -36.4%
1249 BROS DUTCH BROS INC-A Consumer Cyclical 100.0 $6K NEW $60.00 -12.1%
1250 MLPA Global X ETFs/USA 125.0 $6K NEW $48.00 +16.3%
1251 ETH Grayscale Investments LLC/USA Financial Services 200.0 $6K NEW $30.00 -29.7%
1252 KGC KINROSS GOLD Basic Materials 200.0 $6K NEW $30.00 -5.4%
1253 ISMD Northern Lights Fund Trust IV/ 148.0 $6K NEW $40.54 +10.2%
1254 NTR NUTRIEN LTD Basic Materials 100.0 $6K NEW $60.00 +19.3%
1255 IAUI Neos ETF Trust 115.0 $6K NEW $52.17 +6.5%
1256 SLYV State Street ETF/USA 68.0 $6K NEW $88.24 +14.2%
1257 STC STEWART INFO SVC Financial Services 91.0 $6K NEW $65.93 +1.3%
1258 AVLV American Century ETF Trust 66.0 $5K NEW $75.76 +15.8%
1259 AVUV American Century ETF Trust 50.0 $5K NEW $100.00 +18.4%
1260 ASH ASHLAND INC Basic Materials 90.0 $5K NEW $55.56 +2.0%
Page 63 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%