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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 5 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VYM Vanguard ETF/USA 33,267.0 $5.3M 0.15% +465.0 +1.4% $158.02 +4.6%
82 CTSH COGNIZANT TECH-A Technology 135,536.0 $5.2M 0.15% +39K +40.2% $38.73 +57.3%
83 VUG Vanguard ETF/USA 60,816.0 $5.2M 0.15% +50K +473.0% $86.15 +2.1%
84 GD GENERAL DYNAMICS Industrials 14,532.0 $5.1M 0.15% +622.0 +4.5% $354.25 +10.8%
85 VOE Vanguard ETF/USA 24,848.0 $4.9M 0.14% +445.0 +1.8% $197.60 +5.8%
86 G GENPACT LTD Technology 178,114.0 $4.9M 0.14% +34K +23.3% $27.50 +32.4%
87 IBKR INTERACTIVE BROK Financial Services 56,042.0 $4.9M 0.14% +1K +2.1% $87.04 +4.0%
88 AMP AMERIPRISE FINAN Financial Services 10,540.0 $4.8M 0.14% +424.0 +4.2% $458.73 +22.0%
89 BOTZ Global X ETFs/USA 127,120.0 $4.8M 0.14% +4K +3.5% $37.94 -4.1%
90 IYJ iShares ETFs/USA 28,672.0 $4.8M 0.14% +2K +6.1% $166.64 -0.4%
91 VDE Vanguard ETF/USA 30,284.0 $4.5M 0.13% +2K +5.8% $150.15 +19.3%
92 FDIS Fidelity Covington Trust 43,979.0 $4.5M 0.13% +3K +8.5% $102.84 +0.8%
93 SYF SYNCHRONY FINANC Financial Services 58,923.0 $4.5M 0.13% +2K +4.2% $76.05 +4.7%
94 PH PARKER HANNIFIN Industrials 4,574.0 $4.5M 0.13% +66.0 +1.5% $978.14 +4.6%
95 AOS SMITH (A.O.)CORP Industrials 69,291.0 $4.3M 0.12% +8K +13.9% $62.72 +1.7%
96 NLR VanEck ETFs/USA 35,021.0 $4.1M 0.12% +5K +15.2% $115.99 +1.5%
97 TFI State Street ETF/USA 87,482.0 $4.0M 0.12% +43K +98.2% $45.80 -1.9%
98 EVR EVERCORE INC Financial Services 11,612.0 $4.0M 0.11% +236.0 +2.1% $341.46 -12.6%
99 KNSL KINSALE CAPITAL Financial Services 11,977.0 $4.0M 0.11% +2K +22.8% $329.80 +15.0%
100 XLP State Street ETF/USA 45,982.0 $3.8M 0.11% +736.0 +1.6% $83.08 +4.2%
Page 5 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%