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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 67 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 JBT MAREL CORP 61.0 $8K $131.15
1322 SEALED AIR CORP 196.0 $8K +1.0 +0.5% $40.82
1323 SIVR ABRDN PHYS SILVE Financial Services 118.0 $8K NEW $67.80 +8.4%
1324 CGMU Capital Research and Managemen 284.0 $8K $28.17 -3.4%
1325 SILA SILA REALTY TRUS Real Estate 351.0 $8K NEW $22.79 +34.0%
1326 EWBC EAST WEST BNCRP Financial Services 77.0 $8K NEW $103.90 +14.9%
1327 IYM iShares ETFs/USA 46.0 $8K -25.0 -35.2% $173.91 +3.3%
1328 NTNX NUTANIX INC - A Technology 208.0 $8K +78.0 +60.0% $38.46 +20.5%
1329 XRT State Street ETF/USA 101.0 $8K -18.0 -15.1% $79.21 +0.5%
1330 TPYP Tortoise Capital Series Trust 188.0 $8K +3.0 +1.6% $42.55 +3.4%
1331 AVNS AVANOS MEDICAL I Healthcare 531.0 $7K $13.18 +87.7%
1332 SAN BANCO SANTAN-ADR Financial Services 612.0 $7K -188.0 -23.5% $11.44 +2.6%
1333 CAG CONAGRA BRANDS I Consumer Defensive 448.0 $7K -12K -96.5% $15.62 -11.7%
1334 PLTM GRANITESHRS PLAT Financial Services 348.0 $7K NEW $20.11 -5.8%
1335 KBR KBR INC Industrials 190.0 $7K $36.84 -18.4%
1336 NMIH NMI HOLDINGS INC Financial Services 199.0 $7K $35.18 +6.8%
1337 RELX RELX PLC - ADR Communication Services 203.0 $7K -54.0 -21.0% $34.48 -6.0%
1338 KIE State Street ETF/USA 121.0 $7K +1.0 +0.8% $57.85 +0.4%
1339 CREATIVE MEDIA & 10,693.0 $7K NEW $0.65
1340 SOUTHSTATE BANK 72.0 $7K NEW $97.22
Page 67 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%