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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 64 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 NOBL PROSHARES S&P 50 116.0 $12K NEW $103.45 +3.2%
1262 PSTG EVERPURE INC-A Technology 196.0 $12K NEW $61.22 +42.7%
1263 RBC RBC BEARINGS INC Industrials 22.0 $12K NEW $545.45 +4.3%
1264 SCHH Schwab Strategic Trust 566.0 $12K -20.0 -3.4% $21.20 +9.7%
1265 FOUR SHIFT4 PAYMENT-A Technology 273.0 $12K NEW $43.96 -4.4%
1266 UNM UNUM GROUP Financial Services 163.0 $12K NEW $73.62 +10.9%
1267 AGCO AGCO CORP Industrials 97.0 $11K $113.40 -0.2%
1268 AGNC AGNC INVESTMENT Real Estate 1,144.0 $11K NEW $9.62 +7.1%
1269 CERT CERTARA INC Healthcare 1,962.0 $11K NEW $5.61 -18.7%
1270 FDVV Fidelity Covington Trust 191.0 $11K +2.0 +1.1% $57.59 +3.3%
1271 FFEB First Trust Exchange-Traded Fu 197.0 $11K $55.84 +7.8%
1272 INSP INSPIRE MEDICAL Healthcare 221.0 $11K NEW $49.77 -19.5%
1273 SCZ iShares ETFs/USA 137.0 $11K -233.0 -63.0% $80.29 +5.4%
1274 CRBN iShares ETFs/USA 49.0 $11K -1.0 -2.0% $224.49 +10.9%
1275 LSCC LATTICE SEMICOND Technology 122.0 $11K NEW $90.16 +33.2%
1276 LFUS LITTELFUSE INC Technology 33.0 $11K +22.0 +200.0% $333.33 +33.8%
1277 LULU LULULEMON ATH Consumer Cyclical 75.0 $11K -898.0 -92.3% $146.67 -18.8%
1278 MKL MARKEL GROUP INC Financial Services 6.0 $11K NEW $1833.33 +0.6%
1279 BITO ProShares ETFs/USA 1,178.0 $11K -66K -98.3% $9.34 +12.3%
1280 SFM SPROUTS FARMERS Consumer Defensive 142.0 $11K NEW $77.46 +10.4%
Page 64 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%