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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 71 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 TRNO TERRENO REALTY C Real Estate 26.0 $2K NEW $76.92 -14.7%
1402 TRU TRANSUNION Industrials 20.0 $2K NEW $100.00 -31.3%
1403 ULS UL SOLUTIONS I-A Industrials 25.0 $2K NEW $80.00 +24.7%
1404 UCB UNITED COMMUNITY Financial Services 64.0 $2K NEW $31.25 +4.3%
1405 USFD US FOODS HOLDING Consumer Defensive 21.0 $2K NEW $95.24 -13.9%
1406 WCC WESCO INTL Industrials 9.0 $2K NEW $222.22 +59.1%
1407 DGS WisdomTree ETFs/USA 29.0 $2K NEW $68.97 -7.8%
1408 YELP YELP INC Communication Services 60.0 $2K NEW $33.33 -34.0%
1409 RPRX ROYALTY PHARMA-A Healthcare 52.0 $2K NEW $38.46 +36.9%
1410 PRGO PERRIGO CO PLC Healthcare 114.0 $2K NEW $17.54 -38.8%
1411 AIR LEASE C 36.0 $2K NEW $55.56
1412 SOUTH BOW CORP 70.0 $2K NEW $28.57
1413 TRIPLE FLAG 50.0 $2K NEW $40.00
1414 ELME COMMUNITIES 106.0 $2K NEW $18.87
1415 ABM ABM INDUSTRIES Industrials 12.0 $1K NEW $83.33 -51.7%
1416 AEVA AEVA TECHNOLOGIE Consumer Cyclical 50.0 $1K NEW $20.00 -4.4%
1417 ALSN ALLISON TRANSMIS Consumer Cyclical 13.0 $1K NEW $76.92 +49.7%
1418 AMH AMERICAN HOMES-A Real Estate 36.0 $1K NEW $27.78 +13.0%
1419 QDVO Amplify ETF Trust 40.0 $1K NEW $25.00 +21.8%
1420 ARW ARROW ELECTRONIC Technology 6.0 $1K NEW $166.67 +26.0%
Page 71 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%