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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 13 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PRU PRUDENTL FINL Financial Services 4,712.0 $509K 0.01% +611.0 +14.9% $108.02 +12.6%
242 PHM PULTEGROUP INC Consumer Cyclical 3,698.0 $507K 0.01% +605.0 +19.6% $137.10 -6.1%
243 ENTERGY CORP 4,350.0 $500K 0.01% +146.0 +3.5% $114.94
244 SPG SIMON PROPERTY GROUP INC Real Estate 2,217.0 $496K 0.01% +312.0 +16.4% $223.73 -2.6%
245 EQIX EQUINIX INC Real Estate 473.0 $493K 0.01% +23.0 +5.1% $1042.28 +1.6%
246 OTIS OTIS WORLDWI Industrials 6,886.0 $493K 0.01% +2K +47.4% $71.59 +0.6%
247 CTAS CINTAS CORP Industrials 2,891.0 $492K 0.01% +979.0 +51.2% $170.18 +19.9%
248 URI UNITED RENTALS Industrials 431.0 $489K 0.01% +22.0 +5.4% $1134.57 -4.0%
249 DDOG DATADOG INC-A Technology 1,880.0 $489K 0.01% +483.0 +34.6% $260.11 -9.8%
250 BSX BOSTON SCIENTIFC Healthcare 11,407.0 $487K 0.01% +2K +20.5% $42.69 +18.8%
251 CFG CITIZENS FINANCI Financial Services 6,930.0 $486K 0.01% +87.0 +1.3% $70.13 -0.6%
252 TSM TAIWAN SEMIC-ADR Technology 1,000.0 $478K 0.01% +5.0 +0.5% $478.00 -12.4%
253 WST WEST PHARMACEUT Healthcare 1,328.0 $477K 0.01% +245.0 +22.6% $359.19 -1.7%
254 MPWR MONOLITHIC POWER Technology 343.0 $474K 0.01% +31.0 +9.9% $1381.92 -5.5%
255 IQVIA HOLDINGS I 2,340.0 $452K 0.01% +560.0 +31.5% $193.16
256 ZTS ZOETIS INC Healthcare 6,271.0 $451K 0.01% +2K +42.1% $71.92 +8.4%
257 RMD RESMED INC Healthcare 2,297.0 $448K 0.01% +757.0 +49.2% $195.04 +19.6%
258 DUHP Dimensional ETF Trust 10,585.0 $442K 0.01% +9K +544.2% $41.76 +1.6%
259 MLM MARTIN MAR MTLS Basic Materials 764.0 $441K 0.01% +56.0 +7.9% $577.23 -7.1%
260 ROK ROCKWELL AUTOMAT Industrials 882.0 $437K 0.01% +47.0 +5.6% $495.46 -11.9%
Page 13 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%