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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 8 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MLN VanEck ETFs/USA 336,045.0 $5.9M 0.18% $17.44 -0.3%
142 CALM CAL-MAINE FOODS Consumer Defensive 73,946.0 $5.9M 0.18% +6K +9.2% $79.15 -2.9%
143 THG HANOVER INSURANC Financial Services 33,730.0 $5.8M 0.18% +34K +10000.0% $173.35 +10.7%
144 OKE ONEOK INC Energy 64,585.0 $5.8M 0.18% +4K +6.5% $90.39 +0.7%
145 SBH SALLY BEAUTY HOL Consumer Cyclical 417,890.0 $5.8M 0.18% NEW $13.85 -14.6%
146 HCI HCI GROUP INC Financial Services 37,041.0 $5.7M 0.17% -1K -3.6% $154.61 +1.2%
147 XLI State Street ETF/USA 35,163.0 $5.7M 0.17% +15K +78.2% $161.73 +6.0%
148 VST VISTRA CORP Utilities 37,049.0 $5.6M 0.17% +35K +1396.3% $150.34 -5.6%
149 MMI MARCUS & MILLICH Real Estate 208,291.0 $5.5M 0.17% NEW $26.59 +8.8%
150 LEG LEGGETT & PLATT Consumer Cyclical 548,625.0 $5.4M 0.17% NEW $9.88 -4.0%
151 GII State Street ETF/USA 70,962.0 $5.4M 0.17% +3K +3.8% $76.03 -1.5%
152 G GENPACT LTD Technology 144,501.0 $5.4M 0.16% +5K +3.3% $37.25 -22.3%
153 CIBR First Trust ETFs/USA 85,744.0 $5.4M 0.16% +76K +737.0% $62.67 +26.1%
154 ARTY iShares ETFs/USA 115,340.0 $5.4M 0.16% +94K +436.6% $46.53 +41.4%
155 SMMD iShares ETFs/USA 69,706.0 $5.3M 0.16% +3K +4.0% $76.35 +11.1%
156 ITA iShares ETFs/USA 24,312.0 $5.3M 0.16% +23K +1422.3% $218.74 -0.8%
157 EEFT EURONET WORLDWID Technology 78,093.0 $5.2M 0.16% +11K +16.6% $66.37 +5.3%
158 NFRA FlexShares ETFs/USA 79,723.0 $5.1M 0.16% -103K -56.3% $63.95 +1.1%
159 ADP AUTOMATIC DATA Industrials 25,054.0 $5.1M 0.15% -20K -44.4% $203.20 +5.6%
160 SDVY First Trust ETFs/USA 127,812.0 $5.0M 0.15% -5K -3.8% $39.43 +3.5%
Page 8 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%