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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 16 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NUMG Nushares ETF Trust 7,516.0 $353K 0.01% +443.0 +6.3% $46.97 +3.2%
302 CDW CDW CORP/DE Technology 2,486.0 $350K 0.01% +1K +151.1% $140.79 -2.5%
303 CBRE CBRE GROUP INC-A Real Estate 2,574.0 $347K 0.01% +509.0 +24.6% $134.81 +12.8%
304 EIX EDISON INTL Utilities 4,644.0 $346K 0.01% +235.0 +5.3% $74.50 -3.9%
305 IDXX IDEXX LABS Healthcare 657.0 $346K 0.01% +12.0 +1.9% $526.64 +5.8%
306 HUM HUMANA INC Healthcare 869.0 $345K 0.01% +214.0 +32.7% $397.01 -4.6%
307 STZ CONSTELLATION-A Consumer Defensive 2,450.0 $341K 0.01% +290.0 +13.4% $139.18 -2.5%
308 TECH BIO-TECHNE CORP Healthcare 4,807.0 $340K 0.01% +857.0 +21.7% $70.73 +2.2%
309 DLTR DOLLAR TREE INC Consumer Defensive 2,798.0 $338K 0.01% +181.0 +6.9% $120.80 +8.8%
310 CNP CENTERPOINT ENER Utilities 7,643.0 $337K 0.01% +275.0 +3.7% $44.09 -12.1%
311 PBW Invesco ETFs/USA 8,632.0 $337K 0.01% +47.0 +0.6% $39.04 -14.7%
312 NI NISOURCE INC Utilities 7,050.0 $335K 0.01% +366.0 +5.5% $47.52 -14.5%
313 KHC KRAFT HEINZ CO/T Consumer Defensive 14,119.0 $333K 0.01% +11K +298.1% $23.59 +8.5%
314 APP APPLOVIN CO-CL A Technology 636.0 $328K 0.01% +392.0 +160.7% $515.72 -40.7%
315 KVUE KENVUE INC Consumer Defensive 17,165.0 $328K 0.01% +1K +7.0% $19.11 -0.3%
316 FIS FIDELITY NATIONA Technology 8,412.0 $327K 0.01% +2K +32.3% $38.87 +6.3%
317 PODD INSULET CORP Healthcare 2,132.0 $325K 0.01% +1K +149.9% $152.44 -2.8%
318 PEG PUB SERV ENTERP Utilities 3,996.0 $324K 0.01% +462.0 +13.1% $81.08 -10.4%
319 EVRG EVERGY INC Utilities 3,728.0 $322K 0.01% +220.0 +6.3% $86.37 -6.3%
320 KKR KKR & CO INC 3,487.0 $320K 0.01% +3K +396.0% $91.77
Page 16 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%