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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 28 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PSTG EVERPURE INC-A 320.0 $25K 0.00% +124.0 +63.3% $78.12
542 RVMD REVOLUTION MEDIC Healthcare 132.0 $25K 0.00% +27.0 +25.7% $189.39 +11.8%
543 RKLB ROCKET LAB CORP Industrials 242.0 $25K 0.00% +40.0 +19.8% $103.31 -29.4%
544 VIPER ENERGY INC 579.0 $25K 0.00% +85.0 +17.2% $43.18
545 BURL BURLINGTON STORE Consumer Cyclical 75.0 $24K 0.00% +6.0 +8.7% $320.00 +4.1%
546 PTEN PATTERSON-UTI Energy 2,567.0 $24K 0.00% +23.0 +0.9% $9.35 +30.3%
547 CHWY CHEWY INC- CL A Consumer Cyclical 1,149.0 $23K 0.00% +394.0 +52.2% $20.02 +19.3%
548 DINO HF SINCLAIR CORP Energy 337.0 $23K 0.00% +18.0 +5.6% $68.25 +35.9%
549 EWP iShares ETFs/USA 391.0 $23K 0.00% +5.0 +1.3% $58.82 +5.9%
550 CART MAPLEBEAR INC Consumer Cyclical 493.0 $23K 0.00% +105.0 +27.1% $46.65 +9.5%
551 ARMK ARAMARK Industrials 394.0 $22K 0.00% +2.0 +0.5% $55.84 +6.3%
552 CRBG COREBRIDGE FINAN Financial Services 760.0 $22K 0.00% +93.0 +13.9% $28.95 +9.9%
553 AOD abrdn Funds Financial Services 2,032.0 $21K 0.00% +59.0 +3.0% $10.33 +3.3%
554 AEM AGNICO EAGLE MIN Basic Materials 138.0 $21K 0.00% +129.0 +1433.3% $152.17 +39.3%
555 CHI Calamos Funds/USA Financial Services 1,582.0 $21K 0.00% +35.0 +2.3% $13.27 -2.9%
556 TTD TRADE DESK INC-A Technology 1,155.0 $21K 0.00% +141.0 +13.9% $18.18 -26.7%
557 TY Seligman Funds/Closed-end/USA Financial Services 616.0 $21K 0.00% +14.0 +2.3% $34.09 +4.3%
558 VRT VERTIV HOLDING-A Industrials 62.0 $21K 0.00% +11.0 +21.6% $338.71 -21.9%
559 UNM UNUM GROUP Financial Services 223.0 $20K 0.00% +60.0 +36.8% $89.69 -3.1%
560 VOOG Vanguard ETF/USA 246.0 $20K 0.00% +205.0 +500.0% $81.30 +2.3%
Page 28 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%