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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 75 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 BCS BARCLAYS PLC-ADR Financial Services 53.0 $1K -37.0 -41.1% $18.87 +19.4%
1482 B BARRICK MINING C Basic Materials 30.0 $1K NEW $33.33 +21.8%
1483 BITB Bitwise Funds Trust Financial Services 30.0 $1K $33.33 +28.8%
1484 BLBD BLUE BIRD CORP Consumer Cyclical 10.0 $1K NEW $100.00 -28.1%
1485 BFAM BRIGHT HORIZONS Consumer Cyclical 12.0 $1K $83.33 -16.6%
1486 CGCV Capital Group/ETFs 43.0 $1K $23.26 +36.4%
1487 CGSM Capital Research and Managemen 56.0 $1K $17.86 +47.0%
1488 CTRE CARETRUST REI Real Estate 25.0 $1K $40.00 +4.8%
1489 CLS CELESTICA INC Technology 5.0 $1K $200.00 +79.3%
1490 CPK CHESAPEAKE UTIL Utilities 7.0 $1K -6.0 -46.1% $142.86 -10.7%
1491 CHH CHOICE HOTELS Consumer Cyclical 11.0 $1K $90.91 +17.6%
1492 YOU CLEAR SECURE I-A Technology 30.0 $1K -32.0 -51.6% $33.33 +66.6%
1493 COHR COHERENT CORP Technology 3.0 $1K NEW $333.33 +21.5%
1494 CNXC CONCENTRIX CORP Technology 28.0 $1K -14.0 -33.3% $35.71 -34.4%
1495 CBRL CRACKER BARREL Consumer Cyclical 51.0 $1K +1.0 +2.0% $19.61 +56.6%
1496 CUBE CUBESMART Real Estate 17.0 $1K -53.0 -75.7% $58.82 -32.6%
1497 EPR EPR PROPERTIES Real Estate 18.0 $1K +1.0 +5.9% $55.56 +4.2%
1498 ENSG ENSIGN GROUP INC Healthcare 7.0 $1K -11.0 -61.1% $142.86 +25.5%
1499 EXPO EXPONENT INC Industrials 12.0 $1K -6.0 -33.3% $83.33 -35.6%
1500 FSS FED SIGNAL CORP Industrials 7.0 $1K $142.86 -19.4%
Page 75 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%