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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 20 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FISV FISERV INC Technology 4,779.0 $234K 0.01% +3K +118.6% $48.96 +7.4%
382 VEEV VEEVA SYSTEMS-A Healthcare 1,308.0 $232K 0.01% +89.0 +7.3% $177.37 +40.7%
383 ERIE ERIE INDEMNITY-A Financial Services 965.0 $231K 0.01% +419.0 +76.7% $239.38 +10.2%
384 GALAXY DIGITAL I 8,466.0 $231K 0.01% +151.0 +1.8% $27.29
385 CRH PLC 2,156.0 $231K 0.01% +1K +142.2% $107.14
386 WY WEYERHAEUSER CO Real Estate 9,568.0 $229K 0.01% +3K +44.3% $23.93 +2.0%
387 IP INTL PAPER CO Consumer Cyclical 5,987.0 $228K 0.01% +3K +106.4% $38.08 +9.2%
388 LNG CHENIERE ENERGY Energy 946.0 $226K 0.01% +72.0 +8.2% $238.90 +16.6%
389 GPN GLOBAL PAYMENTS Industrials 3,102.0 $225K 0.01% +2K +185.9% $72.53 +29.7%
390 CVNA CARVANA CO Consumer Cyclical 3,409.0 $224K 0.01% +3K +1326.4% $65.71 +6.4%
391 SPDW State Street ETF/USA 4,430.0 $223K 0.01% +63.0 +1.4% $50.34 +3.4%
392 AES AES CORP Utilities 14,965.0 $219K 0.01% +741.0 +5.2% $14.63 +0.9%
393 AMCOR PLC 4,901.0 $212K 0.01% +3K +152.9% $43.26
394 IEX IDEX CORP Industrials 915.0 $208K 0.01% +30.0 +3.4% $227.32 +2.7%
395 ODFL OLD DOMINION FRT Industrials 955.0 $207K 0.01% +30.0 +3.2% $216.75 -4.9%
396 IMCG iShares ETFs/USA 2,096.0 $206K 0.01% +32.0 +1.6% $98.28 -0.3%
397 TKO TKO GROUP HOLDIN Communication Services 1,015.0 $204K 0.01% +636.0 +167.8% $200.99 -3.8%
398 ESS ESSEX PROPERTY TRUST INC Real Estate 696.0 $203K 0.01% +202.0 +40.9% $291.67 -1.2%
399 MSTR MICROSTRATEGY Technology 2,316.0 $201K 0.01% +1K +79.3% $86.79 +38.6%
400 EVEREST GROUP LT 564.0 $201K 0.01% +5.0 +0.9% $356.38
Page 20 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%