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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.5B AUM 1,569 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 108 New 610 Added 521 Reduced 87 Exited
Page 1 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV iShares ETFs/USA 1,847,279.0 $186.0M 5.37% +699K +60.9% $100.67 -0.1%
2 SHY iShares ETFs/USA 894,736.0 $73.5M 2.12% +486K +118.8% $82.11 -0.1%
3 VO Vanguard ETF/USA 767,143.0 $61.8M 1.78% +591K +334.9% $80.57 +3.2%
4 SPMB State Street ETF/USA 2,735,565.0 $61.0M 1.76% +63K +2.4% $22.31 -1.5%
5 SPBO State Street ETF/USA 2,095,671.0 $60.9M 1.76% +43K +2.1% $29.04 -2.3%
6 SHM State Street ETF/USA 1,121,562.0 $53.8M 1.55% +9K +0.8% $47.97 -0.6%
7 LLY ELI LILLY & CO Healthcare 35,493.0 $42.6M 1.23% +2K +5.0% $1199.45 +2.2%
8 IJR iShares ETFs/USA 264,980.0 $39.3M 1.13% +182K +218.0% $148.31 -0.4%
9 JAAA Janus Detroit Street Trust 668,819.0 $33.8M 0.97% +9K +1.4% $50.49 +0.2%
10 TSLA TESLA INC Consumer Cyclical 79,450.0 $33.4M 0.96% +8K +10.5% $420.60 -19.9%
11 V VISA INC-CLASS A Financial Services 93,869.0 $32.2M 0.93% +6K +7.2% $343.08 +6.2%
12 MGK Vanguard ETF/USA 344,313.0 $30.3M 0.87% +270K +364.0% $87.91 +1.5%
13 IWF iShares ETFs/USA 236,020.0 $29.3M 0.85% +175K +288.5% $124.17 -0.9%
14 META META PLATFORMS-A Communication Services 50,292.0 $28.3M 0.82% +4K +9.1% $563.29 -3.5%
15 VTI Vanguard ETF/USA 64,827.0 $24.0M 0.69% +22K +50.7% $370.05 +2.4%
16 SPY State Street ETF/USA Financial Services 30,467.0 $22.8M 0.66% +3K +9.9% $746.78 +2.8%
17 TAXF American Century ETF Trust 428,304.0 $21.8M 0.63% +21K +5.1% $50.84 -2.0%
18 VTV Vanguard ETF/USA 94,196.0 $20.5M 0.59% +2K +2.0% $217.93 +3.9%
19 IVW iShares ETFs/USA 134,747.0 $18.5M 0.54% +7K +5.1% $137.53 +1.6%
20 BMY BRISTOL-MYER SQB Healthcare 263,596.0 $15.2M 0.44% +12K +4.9% $57.62 +14.6%
Page 1 of 31  ·  610 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 27.9%
Financial Services 16.4%
Healthcare 15.7%
Consumer Cyclical 13.2%
Industrials 8.6%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.0%