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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 23 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TPL TEXAS PACIFIC LA Energy 292.0 $128K 0.00% +86.0 +41.8% $438.36 -15.7%
442 AUR AURORA INNOVATIO Technology 17,850.0 $122K 0.00% +17K +4070.6% $6.83 -10.5%
443 SOXX iShares ETFs/USA 187.0 $120K 0.00% +8.0 +4.5% $641.71 -18.6%
444 MLI MUELLER INDS Industrials 1,943.0 $119K 0.00% +973.0 +100.3% $61.25 +1.2%
445 RIVN RIVIAN AUTOMOT-A Consumer Cyclical 6,606.0 $115K 0.00% +460.0 +7.5% $17.41 -8.0%
446 JCPB JP Morgan ETFs/USA 2,398.0 $113K 0.00% +28.0 +1.2% $47.12 -1.9%
447 PWV Invesco ETFs/USA 1,481.0 $112K 0.00% +8.0 +0.5% $75.62 +7.8%
448 RBRK RUBRIK INC-A Technology 1,393.0 $112K 0.00% +1K +329.9% $80.40 +21.3%
449 DIHP Dimensional ETF Trust 3,218.0 $110K 0.00% +1K +59.4% $34.18 +3.8%
450 CUBI CUSTOMERS BANCOR Financial Services 1,376.0 $109K 0.00% +57.0 +4.3% $79.22 +0.4%
451 EMLP First Trust Exchange-Traded Fu 2,463.0 $107K 0.00% +407.0 +19.8% $43.44 +2.3%
452 EWX State Street ETF/USA 1,422.0 $106K 0.00% +9.0 +0.6% $74.54 -3.4%
453 TOST TOAST INC-A Technology 3,805.0 $106K 0.00% +4K +3327.9% $27.86 +26.8%
454 FIX COMFORT SYSTEMS Industrials 53.0 $105K 0.00% +21.0 +65.6% $1981.13 -15.6%
455 HSIC HENRY SCHEIN INC Healthcare 1,251.0 $104K 0.00% +21.0 +1.7% $83.13 +6.4%
456 MP MP MATERIALS COR Basic Materials 1,820.0 $102K 0.00% +626.0 +52.4% $56.04 -1.8%
457 BNDC FlexShares ETFs/USA 4,484.0 $99K 0.00% +44.0 +1.0% $22.08 -1.4%
458 GWRE GUIDEWIRE SOFTWA Technology 795.0 $98K 0.00% +661.0 +493.3% $123.27 +47.5%
459 OGE OGE ENERGY CORP Utilities 1,969.0 $96K 0.00% +53.0 +2.8% $48.76 -4.2%
460 CRCL CIRCLE INTERNET Financial Services 1,517.0 $95K 0.00% +1K +860.1% $62.62 +33.6%
Page 23 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%