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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 14 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ROP ROPER TECHNOLOGI Industrials 1,279.0 $433K 0.01% +192.0 +17.7% $338.55 +21.6%
262 IVZ INVESCO LTD Financial Services 16,358.0 $432K 0.01% +225.0 +1.4% $26.41 +21.2%
263 O REALTY INCOME CORP Real Estate 6,852.0 $425K 0.01% +149.0 +2.2% $62.03 +0.9%
264 RF REGIONS FINANCIA Financial Services 14,063.0 $425K 0.01% +449.0 +3.3% $30.22 +0.6%
265 WYNN WYNN RESORTS LTD Consumer Cyclical 4,285.0 $416K 0.01% +786.0 +22.5% $97.08 +3.3%
266 APTIV PLC 6,758.0 $415K 0.01% +2K +46.5% $61.41
267 BAX BAXTER INTL INC Healthcare 19,410.0 $414K 0.01% +17K +607.9% $21.33 +23.5%
268 WDAY WORKDAY INC-A Technology 3,364.0 $412K 0.01% +698.0 +26.2% $122.47 +63.3%
269 TDY TELEDYNE TECH Technology 617.0 $411K 0.01% +17.0 +2.8% $666.13 -4.5%
270 SCHD Schwab Strategic Trust 12,935.0 $410K 0.01% +7K +123.5% $31.70 +10.8%
271 ALGN ALIGN TECHNOLOGY Healthcare 2,431.0 $410K 0.01% +216.0 +9.8% $168.65 -3.6%
272 LH LABCORP HOLDINGS Healthcare 1,455.0 $407K 0.01% +204.0 +16.3% $279.73 +20.2%
273 APOS APOLLO GLOBAL MA 3,409.0 $403K 0.01% +948.0 +38.5% $118.22
274 LEA LEAR CORP Consumer Cyclical 2,988.0 $401K 0.01% +184.0 +6.6% $134.20 -4.2%
275 HR HEALTHCARE REALTY TRUST INC Real Estate 19,813.0 $400K 0.01% +214.0 +1.1% $20.19 -4.0%
276 PNR PENTAIR PLC Industrials 5,170.0 $396K 0.01% +2K +56.3% $76.60 -15.9%
277 MTB M&T BANK CORP Financial Services 1,650.0 $393K 0.01% +54.0 +3.4% $238.18 +0.9%
278 WTW WILLIS TOWERS WA Financial Services 1,500.0 $392K 0.01% +568.0 +60.9% $261.33 +30.9%
279 SRE SEMPRA Utilities 4,204.0 $390K 0.01% +158.0 +3.9% $92.77 -10.6%
280 OMC OMNICOM GROUP Communication Services 5,347.0 $389K 0.01% +2K +41.1% $72.75 +20.3%
Page 14 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%