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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 73 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 BKE THE BUCKLE INC Consumer Cyclical 30.0 $2K -25.0 -45.5% $66.67 -27.7%
1442 CRS CARPENTER TECH Industrials 4.0 $2K NEW $500.00 -14.1%
1443 GTLS CHART INDUSTRIES Industrials 10.0 $2K NEW $200.00 +3.6%
1444 CAKE CHEESECAKE FACTO Consumer Cyclical 29.0 $2K $68.97 -13.7%
1445 CHE CHEMED CORP Healthcare 4.0 $2K -1.0 -20.0% $500.00 -13.1%
1446 CC CHEMOURS CO Basic Materials 72.0 $2K $27.78 -16.7%
1447 CDE COEUR MINING INC Basic Materials 100.0 $2K -450.0 -81.8% $20.00 -12.0%
1448 CBSH COMMERCE BCSHS Financial Services 38.0 $2K $52.63 -3.2%
1449 DNP Duff & Phelps Closed-End Funds Financial Services 208.0 $2K $9.62 +10.8%
1450 DT DYNATRACE INC Technology 58.0 $2K -2K -97.2% $34.48 +7.6%
1451 ECG EVERUS CONSTRUCT Industrials 16.0 $2K $125.00 +28.9%
1452 FG F&G ANNUITIES Financial Services 61.0 $2K -980.0 -94.1% $32.79 -12.8%
1453 AG FIRST MAJESTIC S Basic Materials 100.0 $2K NEW $20.00 +2.1%
1454 FTSM First Trust ETFs/USA 26.0 $2K -51.0 -66.2% $76.92 -22.2%
1455 HALO HALOZYME THERAPE Healthcare 27.0 $2K NEW $74.07 -6.6%
1456 HUBS HUBSPOT INC Technology 7.0 $2K NEW $285.71 -35.8%
1457 IDA IDACORP INC Utilities 15.0 $2K $133.33 +6.7%
1458 PIO Invesco ETFs/USA 42.0 $2K $47.62 -8.5%
1459 ENZL iShares ETFs/USA 43.0 $2K $46.51 -5.3%
1460 LINE LINEAGE INC Real Estate 52.0 $2K NEW $38.46 +2.4%
Page 73 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%