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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 7 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHB Schwab Strategic Trust 87,379.0 $2.5M 0.07% +4K +4.4% $28.95 +2.7%
122 SCHX Schwab Strategic Trust 84,744.0 $2.5M 0.07% +20K +30.4% $29.43 +3.1%
123 BLOK Amplify Investments LLC/ETF 39,527.0 $2.5M 0.07% +216.0 +0.6% $62.64 -3.7%
124 Q QNITY ELECTRONIC Technology 15,091.0 $2.5M 0.07% +8K +118.5% $163.28 -22.8%
125 PFGC PERFORMANCE FOOD Consumer Defensive 22,026.0 $2.5M 0.07% +694.0 +3.2% $111.78 -7.5%
126 KR KROGER CO Consumer Defensive 42,550.0 $2.4M 0.07% +462.0 +1.1% $55.53 +1.3%
127 ELV ELEVANCE HEALTH Healthcare 6,029.0 $2.3M 0.07% +349.0 +6.1% $386.80 +3.0%
128 IWM iShares ETFs/USA 7,589.0 $2.3M 0.07% +984.0 +14.9% $300.43 +0.4%
129 Fidelity Covington Trust 29,354.0 $2.3M 0.07% +2K +8.0% $77.26
130 BKNG BOOKING HOLDINGS Consumer Cyclical 12,563.0 $2.2M 0.07% +12K +2373.0% $178.22 +19.5%
131 VEA Vanguard ETF/USA 31,279.0 $2.2M 0.06% +3K +8.8% $71.26 +2.2%
132 TILE INTERFACE INC Consumer Cyclical 60,999.0 $2.2M 0.06% +3K +5.7% $35.84 +9.7%
133 JCI JOHNSON CONTROLS Industrials 14,779.0 $2.2M 0.06% +79.0 +0.5% $146.09 -0.8%
134 MDLZ MONDELEZ INTER-A Consumer Defensive 36,241.0 $2.1M 0.06% +398.0 +1.1% $57.84 +10.9%
135 RKT ROCKET COS INC-A Financial Services 132,700.0 $2.1M 0.06% +10K +7.8% $15.75 -7.1%
136 BA BOEING CO/THE Industrials 9,488.0 $2.1M 0.06% +93.0 +1.0% $216.48 +2.6%
137 BAC BANK OF AMERICA Financial Services 34,279.0 $2.0M 0.06% +2K +5.4% $56.97 +10.9%
138 DEM WisdomTree ETFs/USA 35,940.0 $1.9M 0.06% +750.0 +2.1% $53.78 +1.8%
139 IXN iShares ETFs/USA 12,463.0 $1.8M 0.05% +10K +465.5% $144.51 -3.8%
140 LHX L3HARRIS TECHNOL Industrials 5,943.0 $1.7M 0.05% +72.0 +1.2% $290.59 -4.6%
Page 7 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%