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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 69 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 BRBR BELLRING BRANDS Consumer Defensive 293.0 $5K +83.0 +39.5% $17.06 -43.2%
1362 CHY Calamos Funds/USA Financial Services 469.0 $5K +11.0 +2.4% $10.66 +17.7%
1363 EQAL Invesco ETFs/USA 93.0 $5K +1.0 +1.1% $53.76 +5.8%
1364 LQD iShares ETFs/USA 48.0 $5K $104.17 +3.5%
1365 NYT NEW YORK TIMES-A Communication Services 65.0 $5K +41.0 +170.8% $76.92 -1.8%
1366 RVP RETRACTABLE TECH Healthcare 7,000.0 $5K $0.71 -10.4%
1367 SPSC SPS COMMERCE INC Technology 90.0 $5K $55.56 -10.1%
1368 RLY State Street ETF/USA 137.0 $5K $36.50 +0.6%
1369 SNY SANOFI-ADR Healthcare 100.0 $5K -149.0 -59.8% $50.00 -14.3%
1370 SONY SONY GROUP-ADR Technology 234.0 $5K -45.0 -16.1% $21.37 +3.5%
1371 TPG TPG INC Financial Services 113.0 $5K NEW $44.25 -2.3%
1372 ALC ALCON INC Healthcare 66.0 $5K $75.76 -16.0%
1373 VOD VODAFONE GRP-ADR Communication Services 283.0 $4K -17.0 -5.7% $14.13 +9.5%
1374 CCEP COCA-COLA EUROPA Consumer Defensive 49.0 $4K $81.63 +9.5%
1375 NU NU HOLDINGS LT-A Financial Services 304.0 $4K NEW $13.16 -1.7%
1376 TXO PARTNERS LP 358.0 $4K +9.0 +2.6% $11.17
1377 ARGX ARGENX SE - ADR Healthcare 6.0 $4K -1.0 -14.3% $666.67 +19.9%
1378 BBWI BATH & BODY WORK Consumer Cyclical 190.0 $4K +2.0 +1.1% $21.05 -18.8%
1379 CENX CENTURY ALUMINUM Basic Materials 62.0 $4K $64.52 -4.8%
1380 DJT TRUMP MEDIA & TE Communication Services 444.0 $4K +295.0 +198.0% $9.01 -0.7%
Page 69 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%