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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 74 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 NLOP NET LEASE OFFICE PROPERTY Real Estate 131.0 $2K -2.0 -1.5% $15.27 -24.5%
1462 SMR NUSCALE POWER CO Utilities 230.0 $2K -270.0 -54.0% $8.70 +38.7%
1463 PARR PAR PACIFIC HOLD Energy 34.0 $2K $58.82 +2.3%
1464 PEN PENUMBRA INC Healthcare 5.0 $2K NEW $400.00 -19.3%
1465 REZI RESIDEO TECHN Industrials 54.0 $2K $37.04 -18.8%
1466 RIO RIO TINTO-ADR Basic Materials 20.0 $2K +12.0 +150.0% $100.00 +9.6%
1467 RHP RYMAN HOSPITALIT Real Estate 17.0 $2K -6.0 -26.1% $117.65 -9.9%
1468 NANR State Street ETF/USA 21.0 $2K $95.24 -13.0%
1469 SSD SIMPSON MFG Industrials 13.0 $2K $153.85 +20.7%
1470 SIRI SIRIUS XM HOLDIN Communication Services 75.0 $2K -106.0 -58.6% $26.67 -1.7%
1471 PATH UIPATH INC -CL A Technology 139.0 $2K -8K -98.2% $14.39 -32.8%
1472 ULS UL SOLUTIONS I-A Industrials 25.0 $2K $80.00 +25.7%
1473 UCB UNITED COMMUNITY Financial Services 64.0 $2K $31.25 +4.5%
1474 OLED UNIVERSAL DISPLA Technology 19.0 $2K -4.0 -17.4% $105.26 -12.1%
1475 BLV Vanguard ETF/USA 29.0 $2K -199.0 -87.3% $68.97 -2.5%
1476 AEVA AEVA TECHNOLOGIE Consumer Cyclical 50.0 $1K $20.00 +2.4%
1477 ALNY ALNYLAM PHARMACE Healthcare 4.0 $1K -1.0 -20.0% $250.00 +14.8%
1478 ARW ARROW ELECTRONIC Technology 6.0 $1K $166.67 +25.0%
1479 ALAB ASTERA LABS INC Technology 13.0 $1K NEW $76.92 +202.5%
1480 BLDP BALLARD POWER Industrials 300.0 $1K NEW $3.33 +23.9%
Page 74 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%