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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 73 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 CNS COHEN & STEERS Financial Services 14.0 $1K NEW $71.43 +1.6%
1442 CBRL CRACKER BARREL Consumer Cyclical 50.0 $1K NEW $20.00 +46.7%
1443 DKS DICK'S SPORTING Consumer Cyclical 5.0 $1K NEW $200.00 +4.6%
1444 DX DYNEX CAPITAL Real Estate 100.0 $1K NEW $10.00 +29.9%
1445 EPR EPR PROPERTIES Real Estate 17.0 $1K NEW $58.82 -1.3%
1446 DEA EASTERLY GOVERNM Real Estate 70.0 $1K NEW $14.29 +64.5%
1447 EGP EASTGROUP PROP Real Estate 5.0 $1K NEW $200.00 +1.1%
1448 ESI ELEMENT SOLUTION Basic Materials 33.0 $1K NEW $30.30 +33.0%
1449 EHC ENCOMPASS HEALTH Healthcare 14.0 $1K NEW $71.43 +49.5%
1450 UUUU ENERGY FUELS INC Energy 61.0 $1K NEW $16.39 +7.1%
1451 ELS EQUITY LIFESTYLE Real Estate 24.0 $1K NEW $41.67 +48.8%
1452 ECG EVERUS CONSTRUCT Industrials 16.0 $1K NEW $62.50 +135.9%
1453 EXPO EXPONENT INC Industrials 18.0 $1K NEW $55.56 +1.2%
1454 FSS FED SIGNAL CORP Industrials 7.0 $1K NEW $142.86 -21.6%
1455 FBCG Fidelity Covington Trust 13.0 $1K NEW $76.92 -21.7%
1456 FIG FIGMA INC-A Technology 15.0 $1K NEW $66.67 -65.0%
1457 FTSD Franklin LibertyShares ETFs/US 16.0 $1K NEW $62.50 +44.5%
1458 FUL HB FULLER CO Basic Materials 13.0 $1K NEW $76.92 -24.1%
1459 GFL GFL ENVIRONM-SUB Industrials 27.0 $1K NEW $37.04 +1.4%
1460 HIW HIGHWOODS PROP Real Estate 48.0 $1K NEW $20.83 +23.1%
Page 73 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%