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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 10 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DVN DEVON ENERGY CO Energy 20,145.0 $832K 0.02% +10K +94.8% $41.30 +18.9%
182 AMT AMERICAN TOWER CORP Real Estate 4,943.0 $808K 0.02% +130.0 +2.7% $163.46 +7.5%
183 WMB WILLIAMS COS INC Energy 10,709.0 $796K 0.02% +200.0 +1.9% $74.33 -5.2%
184 MMM 3M CO Industrials 4,770.0 $772K 0.02% +476.0 +11.1% $161.84 +10.6%
185 IAU iShares ETFs/USA Financial Services 10,114.0 $764K 0.02% +5K +87.1% $75.54 +14.9%
186 RJF RAYMOND JAMES Financial Services 4,957.0 $754K 0.02% +2K +94.9% $152.11 +15.2%
187 DAL DELTA AIR LI Industrials 8,020.0 $751K 0.02% +246.0 +3.2% $93.64 -12.0%
188 PNC PNC FINANCIAL SE Financial Services 3,024.0 $745K 0.02% +216.0 +7.7% $246.36 -1.3%
189 VGSH Vanguard ETF/USA 12,787.0 $744K 0.02% +6K +79.9% $58.18 -0.1%
190 OEF iShares ETFs/USA 2,027.0 $742K 0.02% +61.0 +3.1% $366.06 +3.2%
191 IXP iShares ETFs/USA 6,540.0 $738K 0.02% +6K +3090.2% $112.84 +3.2%
192 AZO AUTOZONE INC Consumer Cyclical 229.0 $732K 0.02% +3.0 +1.3% $3196.51 -7.5%
193 MET METLIFE INC Financial Services 8,557.0 $724K 0.02% +1K +20.5% $84.61 +11.5%
194 LYV LIVE NATION ENTE Communication Services 3,933.0 $720K 0.02% +157.0 +4.2% $183.07 -0.7%
195 MSI MOTOROLA SOLUTIO Technology 1,716.0 $713K 0.02% +137.0 +8.7% $415.50 +15.6%
196 HBAN HUNTINGTON BANC Financial Services 39,648.0 $703K 0.02% +10K +34.5% $17.73 -4.0%
197 KRE State Street ETF/USA 9,218.0 $690K 0.02% +52.0 +0.6% $74.85 +0.0%
198 RSG REPUBLIC SVCS Industrials 3,202.0 $682K 0.02% +227.0 +7.6% $212.99 +3.6%
199 DTE DTE ENERGY CO Utilities 4,465.0 $680K 0.02% +149.0 +3.5% $152.30 -11.2%
200 UAL UNITED AIRLINES Industrials 4,971.0 $676K 0.02% +1K +32.6% $135.99 -16.8%
Page 10 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%