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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 6 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ACM AECOM Industrials 51,457.0 $3.6M 0.10% +11K +27.6% $69.81 -6.8%
102 PPC PILGRIM'S PRIDE Consumer Defensive 127,307.0 $3.6M 0.10% +32K +33.0% $28.11 +11.3%
103 LAZ LAZARD INC Financial Services 83,677.0 $3.5M 0.10% +8K +10.9% $41.94 +7.8%
104 DDS DILLARDS INC-A Consumer Cyclical 6,555.0 $3.5M 0.10% +652.0 +11.1% $528.45 +16.5%
105 ANGLOGOLD ASHANT 42,817.0 $3.5M 0.10% +4K +10.2% $80.88
106 DRIV Global X ETFs/USA 86,801.0 $3.3M 0.10% +613.0 +0.7% $38.57 -10.2%
107 TJX TJX COS INC Consumer Cyclical 21,696.0 $3.3M 0.10% +432.0 +2.0% $151.50 -4.6%
108 INTC INTEL CORP Technology 23,203.0 $3.2M 0.09% +278.0 +1.2% $139.64 -33.5%
109 EFA iShares ETFs/USA 31,010.0 $3.2M 0.09% +4K +13.8% $103.87 +3.6%
110 BAH BOOZ ALLEN HAMIL Industrials 52,717.0 $3.2M 0.09% +8K +18.4% $60.66 +30.0%
111 QQQ Invesco ETFs/USA Financial Services 4,156.0 $3.1M 0.09% +1K +46.7% $736.28 -2.7%
112 EAGG iShares ETFs/USA 64,181.0 $3.0M 0.09% +13K +24.2% $47.41 -1.2%
113 IJK iShares ETFs/USA 25,811.0 $3.0M 0.09% +590.0 +2.3% $117.51 -1.1%
114 IGF iShares ETFs/USA 43,925.0 $2.9M 0.08% +444.0 +1.0% $66.59 -0.9%
115 MO ALTRIA GROUP INC Consumer Defensive 40,496.0 $2.9M 0.08% +1K +2.9% $71.96 -8.2%
116 LIN LINDE PLC Basic Materials 5,573.0 $2.9M 0.08% +161.0 +3.0% $518.93 -7.3%
117 SHOO STEVEN MADDEN Consumer Cyclical 67,571.0 $2.8M 0.08% +1K +2.0% $42.10 +12.4%
118 MDYV State Street ETF/USA 29,719.0 $2.8M 0.08% +903.0 +3.1% $94.86 +0.9%
119 STLD STEEL DYNAMICS Basic Materials 12,205.0 $2.8M 0.08% +104.0 +0.9% $229.50 +0.7%
120 T AT&T INC Communication Services 129,164.0 $2.7M 0.08% +895.0 +0.7% $20.70 +21.3%
Page 6 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%