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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 29 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EMO Legg Mason Closed End Funds/US Financial Services 372.0 $19K 0.00% +8.0 +2.2% $51.08 +6.5%
562 MTSI MACOM TECHNOLOGY Technology 49.0 $19K 0.00% +6.0 +13.9% $387.76 -30.4%
563 FRME FIRST MERCHANTS Financial Services 408.0 $18K 0.00% +3.0 +0.7% $44.12 -4.8%
564 SN SHARKNINJA INC Consumer Cyclical 121.0 $18K 0.00% +1.0 +0.8% $148.76 +21.8%
565 FTGC First Trust ETFs/USA 641.0 $17K +4.0 +0.6% $26.52 +13.8%
566 LPLA LPL FINANCIAL HO Financial Services 61.0 $17K +17.0 +38.6% $278.69 +28.9%
567 GRID First Trust ETFs/USA 82.0 $16K +1.0 +1.2% $195.12 -6.3%
568 WEN WENDY'S CO/THE Consumer Cyclical 1,931.0 $16K +39.0 +2.1% $8.29 +7.8%
569 ZM ZOOM COMMUNICATI Technology 181.0 $16K +44.0 +32.1% $88.40 +21.6%
570 AGNC AGNC INVESTMENT Real Estate 1,397.0 $15K +253.0 +22.1% $10.74 +3.2%
571 FRHC FREEDOM HOLDING Financial Services 110.0 $14K +1.0 +0.9% $127.27 +25.0%
572 FNDE Schwab Strategic Trust 348.0 $14K +2.0 +0.6% $40.23 +3.1%
573 WBS WEBSTER FINL Financial Services 184.0 $14K +2.0 +1.1% $76.09 +1.9%
574 CUBE CUBESMART Real Estate 326.0 $13K +309.0 +1817.7% $39.88 +4.0%
575 EHC ENCOMPASS HEALTH Healthcare 124.0 $13K +1.0 +0.8% $104.84 +16.1%
576 EWH iShares ETFs/USA 612.0 $13K +9.0 +1.5% $21.24 +7.8%
577 RNR RENAISSANCERE Financial Services 42.0 $13K +7.0 +20.0% $309.52 +2.5%
578 AGCO AGCO CORP Industrials 98.0 $12K +1.0 +1.0% $122.45 -18.7%
579 ENFR ALPS ETFs/USA 307.0 $12K +3.0 +1.0% $39.09 +1.4%
580 FDVV Fidelity Covington Trust 192.0 $12K +1.0 +0.5% $62.50 +1.8%
Page 29 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%