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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 22 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 JLL JONES LANG LASAL Real Estate 541.0 $168K 0.01% +286.0 +112.2% $310.54 +24.7%
422 PAYC PAYCOM SOFTWARE Technology 1,336.0 $168K 0.01% +225.0 +20.2% $125.75 +82.3%
423 CPT CAMDEN PROPERTY TRUST Real Estate 1,443.0 $165K 0.01% +564.0 +64.2% $114.35 -5.9%
424 BEN FRANKLIN RES INC Financial Services 4,920.0 $164K 0.01% +426.0 +9.5% $33.33 +2.9%
425 NVR NVR INC Consumer Cyclical 24.0 $164K 0.01% +19.0 +380.0% $6833.33 -6.9%
426 UL UNILEVER PLC-ADR Consumer Defensive 2,672.0 $161K 0.01% +48.0 +1.8% $60.25 +6.5%
427 UDR UDR INC Real Estate 3,978.0 $159K 0.01% +1K +46.5% $39.97 -5.5%
428 GIS GENERAL MILLS IN Consumer Defensive 4,338.0 $151K 0.00% +1K +43.4% $34.81 +14.8%
429 MOH MOLINA HEALTHCAR Healthcare 662.0 $151K 0.00% +130.0 +24.4% $228.10 -12.1%
430 VGK Vanguard ETF/USA 1,701.0 $151K 0.00% +86.0 +5.3% $88.77 +4.4%
431 MKC MCCORMICK-N/V Consumer Defensive 2,891.0 $146K 0.00% +2K +630.0% $50.50 +9.6%
432 PINS PINTEREST INC -A Communication Services 6,903.0 $145K 0.00% +6K +845.6% $21.01 +11.4%
433 TWLO TWILIO INC - A Communication Services 701.0 $145K 0.00% +61.0 +9.5% $206.85 +8.9%
434 XNTK State Street ETF/USA 369.0 $144K 0.00% +124.0 +50.6% $390.24 -8.5%
435 MAA MID-AMERICA APARTMENT COMM Real Estate 1,030.0 $143K 0.00% +583.0 +130.4% $138.84 -5.4%
436 VNQ Vanguard ETF/USA 1,481.0 $143K 0.00% +1K +318.4% $96.56 +2.0%
437 ENB ENBRIDGE INC Energy 2,502.0 $136K 0.00% +114.0 +4.8% $54.36 -7.2%
438 ZION ZIONS BANCORP NA Financial Services 1,972.0 $136K 0.00% +16.0 +0.8% $68.97 -1.2%
439 U UNITY SOFTWARE I Technology 4,691.0 $134K 0.00% +4K +520.5% $28.57 +64.2%
440 FYX First Trust ETFs/USA 911.0 $131K 0.00% +19.0 +2.1% $143.80 +0.1%
Page 22 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%