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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 63 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 QIAGEN NV 328.0 $13K NEW $39.63
1242 W WAYFAIR INC- A Consumer Cyclical 160.0 $12K NEW $75.00 -22.4%
1243 WCC WESCO INTL Industrials 43.0 $12K +34.0 +377.8% $279.07 +28.5%
1244 XHR XENIA HOTELS & R Real Estate 796.0 $12K $15.08 +5.5%
1245 GAMESTOP CORP-A 520.0 $12K NEW $23.08
1246 ENFR ALPS ETFs/USA 304.0 $12K +3.0 +1.0% $39.47 +1.2%
1247 ACI ALBERTSONS COS-A Consumer Defensive 725.0 $12K NEW $16.55 +1.6%
1248 CAI CARIS LIFE SCIEN Healthcare 684.0 $12K NEW $17.54 -13.9%
1249 CIEN CIENA CORP Technology 30.0 $12K +26.0 +650.0% $400.00 +31.1%
1250 COTY COTY INC-CL A Consumer Defensive 6,186.0 $12K NEW $1.94 +6.2%
1251 ELF ELF BEAUTY INC Consumer Defensive 197.0 $12K NEW $60.91 -7.4%
1252 EHC ENCOMPASS HEALTH Healthcare 123.0 $12K +109.0 +778.6% $97.56 +9.3%
1253 FFLG Fidelity Covington Trust 448.0 $12K $26.79 +24.9%
1254 HLNE HAMILTON LANE-A Financial Services 119.0 $12K +95.0 +395.8% $100.84 -15.5%
1255 POWA Invesco ETFs/USA 141.0 $12K $85.11 +1.4%
1256 KMPR KEMPER CORP Financial Services 398.0 $12K -661.0 -62.4% $30.15 -1.5%
1257 LAMR LAMAR ADVERTIS-A Real Estate 92.0 $12K NEW $130.43 +11.6%
1258 MKSI MKS INC Technology 53.0 $12K NEW $226.42 +33.9%
1259 NAD NVN-QLT MUNI INC Financial Services 1,003.0 $12K NEW $11.96 -2.7%
1260 OHI OMEGA HEALTHCARE Real Estate 281.0 $12K NEW $42.70 +10.8%
Page 63 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%