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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 69 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 UTF Cohen & Steers Funds/Closed-en Financial Services 100.0 $2K NEW $20.00 +33.1%
1362 CBSH COMMERCE BCSHS Financial Services 38.0 $2K NEW $52.63 -1.5%
1363 CNXC CONCENTRIX CORP Technology 42.0 $2K NEW $47.62 -49.6%
1364 CFR CULLEN/FROST Financial Services 14.0 $2K NEW $142.86 -4.2%
1365 DNP Duff & Phelps Closed-End Funds Financial Services 208.0 $2K NEW $9.62 +10.8%
1366 DJT TRUMP MEDIA & TE Communication Services 149.0 $2K NEW $13.42 -38.6%
1367 FRMI FERMI INC Utilities 200.0 $2K NEW $10.00 -36.8%
1368 FDUS FIDUS INVESTMENT Financial Services 88.0 $2K NEW $22.73 -17.5%
1369 FFBC FIRST FIN BANCRP Financial Services 88.0 $2K NEW $22.73 +32.0%
1370 FLIN Franklin Templeton ETF Trust 41.0 $2K NEW $48.78 -29.9%
1371 GIII G III APPAREL Consumer Cyclical 84.0 $2K NEW $23.81 +21.6%
1372 GLAD GLADSTONE CAP CO Financial Services 100.0 $2K NEW $20.00 -4.0%
1373 BOTZ Global X ETFs/USA 56.0 $2K NEW $35.71 +11.4%
1374 GRAL GRAIL INC Healthcare 25.0 $2K NEW $80.00 -24.5%
1375 THG HANOVER INSURANC Financial Services 11.0 $2K NEW $181.82 +9.5%
1376 HESM HESS MIDSTREAM-A Energy 70.0 $2K NEW $28.57 +41.1%
1377 HXL HEXCEL CORP Industrials 21.0 $2K NEW $95.24 -6.6%
1378 IDA IDACORP INC Utilities 15.0 $2K NEW $133.33 +5.0%
1379 ING ING GROEP-ADR Financial Services 84.0 $2K NEW $23.81 +23.5%
1380 INGR INGREDION INC Consumer Defensive 16.0 $2K NEW $125.00 -18.3%
Page 69 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%