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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 3 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMO THERMO FISHER Healthcare 19,587.0 $9.8M 0.28% +2K +13.3% $501.35 +17.5%
42 HRMY HARMONY BIOSCIE Healthcare 259,496.0 $9.4M 0.27% +15K +6.0% $36.41 +6.6%
43 CI THE CIGNA GROUP Healthcare 33,831.0 $9.3M 0.27% +2K +5.7% $275.66 +1.0%
44 HPQ HP INC Technology 410,288.0 $9.0M 0.26% +28K +7.2% $21.94 +36.5%
45 EEMV iShares Inc 115,931.0 $8.7M 0.25% +3K +2.5% $75.28 -1.3%
46 HCA HCA HEALTHCARE I Healthcare 22,104.0 $8.6M 0.25% +3K +17.7% $389.88 +5.6%
47 AGG iShares ETFs/USA 86,726.0 $8.6M 0.25% +24K +38.7% $98.98 -1.6%
48 ABT ABBOTT LABS Healthcare 94,489.0 $8.6M 0.25% +14K +17.8% $90.74 +24.2%
49 DHI DR HORTON INC Consumer Cyclical 51,677.0 $8.4M 0.24% +9K +20.7% $162.88 -10.6%
50 IDV iShares ETFs/USA 201,194.0 $8.3M 0.24% +5K +2.7% $41.43 +7.6%
51 VRSN VERISIGN INC Technology 33,004.0 $8.3M 0.24% +2K +5.9% $251.58 +10.0%
52 BBY BEST BUY CO INC Consumer Cyclical 107,367.0 $8.1M 0.23% +3K +2.8% $75.88 +15.0%
53 HLT HILTON WORLDWIDE Consumer Cyclical 24,632.0 $8.1M 0.23% +2K +6.7% $330.46 -0.8%
54 AOA iShares ETFs/USA 82,700.0 $8.1M 0.23% +55K +201.0% $97.61 +1.1%
55 GM GENERAL MOTORS C Consumer Cyclical 104,229.0 $8.0M 0.23% +5K +4.7% $77.08 +8.6%
56 LOW LOWE'S COS INC Consumer Cyclical 36,323.0 $8.0M 0.23% +5K +16.7% $220.49 -2.2%
57 DHR DANAHER CORP Healthcare 41,221.0 $7.9M 0.23% +7K +21.4% $190.49 +4.8%
58 THG HANOVER INSURANC Financial Services 36,544.0 $7.8M 0.23% +3K +8.3% $214.13 +3.8%
59 KLAC KLA CORP Technology 25,728.0 $7.8M 0.22% +23K +870.9% $301.69 -35.4%
60 EXPE EXPEDIA GROUP IN Consumer Cyclical 30,084.0 $7.7M 0.22% +4K +13.9% $255.88 +25.6%
Page 3 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%