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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 25 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FERG FERGUSON ENTERPR Industrials 288.0 $68K 0.00% +6.0 +2.1% $236.11 +3.0%
482 SMH VanEck ETFs/USA 103.0 $68K 0.00% +2.0 +2.0% $660.19 -15.0%
483 RBLX ROBLOX CORP - A Technology 1,213.0 $66K 0.00% +785.0 +183.4% $54.41 -28.9%
484 CGDG Capital Research and Managemen 1,737.0 $65K 0.00% +952.0 +121.3% $37.42 +3.7%
485 TLTD FlexShares ETFs/USA 663.0 $65K 0.00% +10.0 +1.5% $98.04 +6.2%
486 CMF iShares ETFs/USA 1,133.0 $65K 0.00% +8.0 +0.7% $57.37 -1.3%
487 DVY iShares ETFs/USA 409.0 $64K 0.00% +3.0 +0.7% $156.48 +5.7%
488 HUBS HUBSPOT INC Technology 342.0 $62K 0.00% +335.0 +4785.7% $181.29 +33.3%
489 TFLO iShares ETFs/USA 1,206.0 $61K 0.00% +11.0 +0.9% $50.58 +0.0%
490 LNC LINCOLN NATL CRP Financial Services 1,722.0 $61K 0.00% +20.0 +1.2% $35.42 +22.7%
491 CGGO Capital Research and Managemen 1,398.0 $59K 0.00% +200.0 +16.7% $42.20 -3.9%
492 REXR REXFORD INDUSTRIAL REALTY IN Real Estate 1,768.0 $59K 0.00% +1K +172.4% $33.37 +12.6%
493 SPTS State Street ETF/USA 2,003.0 $58K 0.00% +126.0 +6.7% $28.96 +0.0%
494 EQH EQUITABLE HOLDIN Financial Services 1,282.0 $56K 0.00% +297.0 +30.1% $43.68 +14.4%
495 TDTT FlexShares ETFs/USA 2,347.0 $56K 0.00% +44.0 +1.9% $23.86 -1.1%
496 FDS FACTSET RESEARCH Financial Services 239.0 $55K 0.00% +103.0 +75.7% $230.13 +29.5%
497 CAG CONAGRA BRANDS I Consumer Defensive 3,988.0 $54K 0.00% +4K +790.2% $13.54 +19.8%
498 NML Neuberger Berman Funds/Closed- Financial Services 5,339.0 $54K 0.00% +109.0 +2.1% $10.11 +4.4%
499 FLUTTER ENTER-DI 531.0 $54K 0.00% +467.0 +729.7% $101.69
500 ICLN iShares ETFs/USA 2,597.0 $53K 0.00% +88.0 +3.5% $20.41 -12.6%
Page 25 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%