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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 26 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PBT PERMIAN BASIN Energy 2,109.0 $53K 0.00% +939.0 +80.3% $25.13 +37.4%
502 TAP MOLSON COORS-B Consumer Defensive 1,325.0 $52K 0.00% +1K +496.9% $39.25 +8.4%
503 OSK OSHKOSH CORP Industrials 311.0 $48K 0.00% +2.0 +0.7% $154.34 -0.1%
504 TRU TRANSUNION Industrials 668.0 $48K 0.00% +484.0 +263.0% $71.86 +19.9%
505 FUMB First Trust ETFs/USA 2,347.0 $47K 0.00% +16.0 +0.7% $20.03 -0.0%
506 SEIC SEI INVESTMENTS Financial Services 532.0 $47K 0.00% +164.0 +44.6% $88.35 +23.4%
507 GSK GSK PLC-ADR Healthcare 882.0 $46K 0.00% +100.0 +12.8% $52.15 +0.2%
508 PSKY PARAMOUNT SKYDAN Communication Services 4,612.0 $45K 0.00% +1K +38.1% $9.76 +5.9%
509 SOFI SOFI TECHNOLOGIE Financial Services 2,477.0 $44K 0.00% +658.0 +36.2% $17.76 +6.7%
510 KTB KONTOOR BRAND Consumer Cyclical 506.0 $42K 0.00% +3.0 +0.6% $83.00 -2.5%
511 LULU LULULEMON ATH Consumer Cyclical 361.0 $41K 0.00% +286.0 +381.3% $113.57 +5.2%
512 SPAB State Street ETF/USA 1,598.0 $41K 0.00% +2K +6292.0% $25.66 -2.1%
513 ALLY ALLY FINANCIAL I Financial Services 819.0 $38K 0.00% +59.0 +7.8% $46.40 -7.4%
514 OZK BANK OZK Financial Services 720.0 $38K 0.00% +6.0 +0.8% $52.78 -6.6%
515 SBAC SBA COMMUNICATIONS CORP Real Estate 212.0 $37K 0.00% +65.0 +44.2% $174.53 +4.7%
516 RWR State Street ETF/USA 324.0 $37K 0.00% +290.0 +852.9% $114.20 +0.3%
517 BTI BRIT AMER TO-ADR Consumer Defensive 560.0 $35K 0.00% +7.0 +1.3% $62.50 -9.3%
518 MDB MONGODB INC Technology 103.0 $35K 0.00% +50.0 +94.3% $339.81 +25.4%
519 FDL First Trust ETFs/USA 689.0 $34K 0.00% +6.0 +0.9% $49.35 +8.1%
520 NET CLOUDFLARE INC-A Technology 133.0 $33K 0.00% +44.0 +49.4% $248.12 +12.6%
Page 26 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%