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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 67 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 REET iShares ETFs/USA 115.0 $3K NEW $26.09 +3.6%
1322 EWU iShares ETFs/USA 70.0 $3K NEW $42.86 +8.8%
1323 KD KYNDRYL HOLDINGS Technology 106.0 $3K NEW $28.30 -60.0%
1324 LPLA LPL FINANCIAL HO Financial Services 7.0 $3K NEW $428.57 -30.1%
1325 LFUS LITTELFUSE INC Technology 11.0 $3K NEW $272.73 +63.6%
1326 NLOP NET LEASE OFFICE PROPERTY Real Estate 133.0 $3K NEW $22.56 -49.1%
1327 IX ORIX-ADR Financial Services 95.0 $3K NEW $31.58 +16.1%
1328 QSR RESTAURANT BRAND Consumer Cyclical 50.0 $3K NEW $60.00 +26.4%
1329 RGLD ROYAL GOLD INC Basic Materials 14.0 $3K NEW $214.29 +6.5%
1330 RUSHB RUSH ENTER-CL B Consumer Cyclical 50.0 $3K NEW $60.00 +6.6%
1331 BTCI Neos ETF Trust 75.0 $3K NEW $40.00 -9.8%
1332 FNDC Schwab Strategic Trust 78.0 $3K NEW $38.46 +28.6%
1333 FNDX Schwab Strategic Trust 102.0 $3K NEW $29.41 +3.3%
1334 SNAP SNAP INC - A Communication Services 361.0 $3K NEW $8.31 -33.5%
1335 SMFG SUMITOMO MIT-ADR Financial Services 142.0 $3K NEW $21.13 +3.4%
1336 TNL TRAVEL AND LEISURE Consumer Cyclical 36.0 $3K NEW $83.33 -25.0%
1337 OLED UNIVERSAL DISPLA Technology 23.0 $3K NEW $130.43 -29.0%
1338 VSS Vanguard International Equity 18.0 $3K NEW $166.67 -5.2%
1339 VOYA VOYA FINANCIAL I Financial Services 36.0 $3K NEW $83.33 -2.3%
1340 KNOP KNOT OFFSHORE PA Industrials 301.0 $3K NEW $9.97 +7.5%
Page 67 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%