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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 66 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 GGG GRACO INC Industrials 115.0 $10K +1.0 +0.9% $86.96 -12.9%
1302 HDB HDFC BANK-ADR Financial Services 422.0 $10K $23.70 +3.2%
1303 GSY Invesco Actively Managed Excha 199.0 $10K -327.0 -62.2% $50.25 -0.4%
1304 RSPU Invesco ETFs/USA 124.0 $10K +71.0 +134.0% $80.65 -3.6%
1305 PCEF Invesco ETFs/USA 557.0 $10K +11.0 +2.0% $17.95 +9.4%
1306 KN KNOWLES CORP Technology 400.0 $10K $25.00 +40.5%
1307 MTSI MACOM TECHNOLOGY Technology 43.0 $10K NEW $232.56 +61.5%
1308 TAP MOLSON COORS-B Consumer Defensive 222.0 $10K -3K -93.6% $45.05 -9.3%
1309 RVMD REVOLUTION MEDIC Healthcare 105.0 $10K NEW $95.24 +52.9%
1310 XHB State Street ETF/USA 104.0 $10K -10.0 -8.8% $96.15 +0.3%
1311 SU SUNCOR ENERGY Energy 154.0 $10K -207.0 -57.3% $64.94 +5.2%
1312 VVV VALVOLINE INC Energy 284.0 $10K $35.21 -8.0%
1313 CGHM Capital Group Fixed Income ETF 354.0 $9K -8.0 -2.2% $25.42 +0.0%
1314 HLN HALEON-ADR Healthcare 915.0 $9K $9.84 -8.9%
1315 XMHQ Invesco ETFs/USA 86.0 $9K $104.65 +2.8%
1316 REM iShares ETFs/USA 399.0 $9K -66.0 -14.2% $22.56 -3.5%
1317 IFRA iShares ETFs/USA 160.0 $9K +1.0 +0.6% $56.25 +7.0%
1318 JEPQ JP Morgan Exchange-Traded Fund 156.0 $9K -649.0 -80.6% $57.69 +3.5%
1319 ICLR ICON PLC Healthcare 80.0 $9K $112.50 +3.4%
1320 CRSP CRISPR THERAPEUT Healthcare 174.0 $8K $45.98 +5.3%
Page 66 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%