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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 27 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PMO Putnam Funds/Closed-End/USA Financial Services 3,074.0 $32K 0.00% +38.0 +1.2% $10.41 +0.9%
522 UGI UGI CORP Utilities 930.0 $32K 0.00% +10.0 +1.1% $34.41 +12.0%
523 DKNG DRAFTKINGS INC Consumer Cyclical 1,235.0 $31K 0.00% +357.0 +40.7% $25.10 +0.8%
524 DT DYNATRACE INC Technology 707.0 $31K 0.00% +649.0 +1119.0% $43.85 +13.1%
525 OWL BLUE OWL CAPITAL Financial Services 3,396.0 $30K 0.00% +3K +881.5% $8.83 +33.2%
526 CMC COMMERCIAL METAL Basic Materials 475.0 $30K 0.00% +133.0 +38.9% $63.16 +7.9%
527 PECO PHILLIPS EDISON & COMPANY IN Real Estate 724.0 $30K 0.00% +388.0 +115.5% $41.44 -3.8%
528 NOBL PROSHARES S&P 50 532.0 $30K 0.00% +416.0 +358.6% $56.39 +4.2%
529 BSY BENTLEY SYSTEM-B Technology 939.0 $28K 0.00% +845.0 +898.9% $29.82 +20.5%
530 CORT CORCEPT THERA Healthcare 325.0 $28K 0.00% +2.0 +0.6% $86.15 +38.1%
531 XMLV Invesco ETFs/USA 411.0 $27K 0.00% +3.0 +0.7% $65.69 +3.7%
532 AOK iShares ETFs/USA 642.0 $27K 0.00% +36.0 +5.9% $42.06 -1.5%
533 JEF JEFFERIES FINANC Financial Services 547.0 $27K 0.00% +239.0 +77.6% $49.36 +8.5%
534 LSCC LATTICE SEMICOND Technology 176.0 $27K 0.00% +54.0 +44.3% $153.41 -23.3%
535 ROKU ROKU INC Communication Services 195.0 $27K 0.00% +56.0 +40.3% $138.46 +13.2%
536 TPG TPG INC Financial Services 657.0 $27K 0.00% +544.0 +481.4% $41.10 +29.4%
537 COLB COLUMBIA BANKING Financial Services 799.0 $26K 0.00% +4.0 +0.5% $32.54 -4.5%
538 ACWI iShares ETFs/USA 168.0 $26K 0.00% +2.0 +1.2% $154.76 +3.8%
539 FPE First Trust ETFs/USA 1,389.0 $25K 0.00% +20.0 +1.5% $18.00 -1.3%
540 NTNX NUTANIX INC - A Technology 488.0 $25K 0.00% +280.0 +134.6% $51.23 +27.7%
Page 27 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%