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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 12 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CCL CARNIVAL CORP Consumer Cyclical 20,446.0 $584K 0.02% +4K +24.7% $28.56 -9.9%
222 PSA PUBLIC STORAGE Real Estate 1,829.0 $582K 0.02% +189.0 +11.5% $318.21 +1.3%
223 EIS iShares ETFs/USA 4,792.0 $578K 0.02% +4K +809.3% $120.62 +1.7%
224 CNC CENTENE CORP Healthcare 8,999.0 $578K 0.02% +269.0 +3.1% $64.23 +1.2%
225 GEN GEN DIGITAL INC Technology 22,905.0 $570K 0.02% +6K +33.0% $24.89 +16.3%
226 LW LAMB WESTON Consumer Defensive 13,198.0 $570K 0.02% +6K +87.5% $43.19 +24.3%
227 BLOCK INC 7,504.0 $570K 0.02% +3K +69.2% $75.96
228 DVA DAVITA INC Healthcare 2,480.0 $552K 0.02% +178.0 +7.7% $222.58 -21.9%
229 FSLR FIRST SOLAR INC Energy 2,319.0 $547K 0.02% +81.0 +3.6% $235.88 -9.2%
230 SWKS SKYWORKS SOLUTIO Technology 8,054.0 $546K 0.02% +3K +74.4% $67.79 -1.0%
231 XPH State Street ETF/USA 8,217.0 $545K 0.02% +360.0 +4.6% $66.33 +9.8%
232 CEG CONSTELLATION EN Utilities 2,195.0 $545K 0.02% +41.0 +1.9% $248.29 +9.9%
233 BX BLACKSTONE INC Financial Services 4,615.0 $543K 0.02% +2K +96.1% $117.66 +21.9%
234 MAS MASCO CORP Industrials 6,666.0 $542K 0.02% +816.0 +13.9% $81.31 -9.9%
235 KDP KEURIG DR PEPPER Consumer Defensive 16,548.0 $542K 0.02% +3K +20.0% $32.75 -2.2%
236 GL GLOBE LIFE INC Financial Services 3,022.0 $540K 0.02% +255.0 +9.2% $178.69 -4.3%
237 MGM MGM RESORTS INTE Consumer Cyclical 11,264.0 $539K 0.02% +791.0 +7.5% $47.85 -8.6%
238 EW EDWARDS LIFE Healthcare 5,897.0 $533K 0.01% +631.0 +12.0% $90.38 -0.7%
239 FICO FAIR ISAAC CORP Technology 438.0 $523K 0.01% +132.0 +43.1% $1194.06 -1.8%
240 MCO MOODY'S CORP Financial Services 1,145.0 $519K 0.01% +38.0 +3.4% $453.28 +11.0%
Page 12 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%