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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 8 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CACI CACI INTL-A Technology 3,717.0 $1.7M 0.05% +412.0 +12.5% $463.28 +39.5%
142 PM PHILIP MORRIS IN Consumer Defensive 9,455.0 $1.7M 0.05% +71.0 +0.8% $180.86 +5.9%
143 STT STATE ST CORP Financial Services 9,788.0 $1.7M 0.05% +98.0 +1.0% $169.60 +7.9%
144 HWM HOWMET AEROSPACE Industrials 6,144.0 $1.7M 0.05% +154.0 +2.6% $268.88 +1.8%
145 GLD State Street ETF/USA Financial Services 4,362.0 $1.6M 0.05% +345.0 +8.6% $368.41 +12.7%
146 MDY State Street ETF/USA Financial Services 2,285.0 $1.6M 0.05% +1K +100.1% $703.28 -1.0%
147 VOX Vanguard ETF/USA 8,652.0 $1.6M 0.05% +2K +32.6% $183.89 +0.3%
148 USB US BANCORP Financial Services 24,831.0 $1.5M 0.04% +147.0 +0.6% $60.41 +2.3%
149 OVV OVINTIV INC Energy 28,363.0 $1.5M 0.04% +276.0 +1.0% $52.64 +26.7%
150 IEMG iShares ETFs/USA 17,509.0 $1.4M 0.04% +819.0 +4.9% $82.81 -2.1%
151 ANET ARISTA NETWORKS Technology 8,311.0 $1.4M 0.04% +477.0 +6.1% $169.90 +8.2%
152 PAG PENSKE AUTOMOTIV Consumer Cyclical 7,436.0 $1.3M 0.04% +5K +260.3% $178.99 +21.0%
153 RB GLOBAL INC 11,324.0 $1.3M 0.04% +359.0 +3.3% $116.48
154 NKE NIKE INC -CL B Consumer Cyclical 31,932.0 $1.3M 0.04% +8K +35.9% $41.06 -2.1%
155 VMC VULCAN MATERIALS Basic Materials 4,354.0 $1.3M 0.04% +24.0 +0.6% $294.90 -8.2%
156 IBIT iShares ETFs/USA Financial Services 37,492.0 $1.2M 0.04% +2K +5.1% $33.29 +23.8%
157 SPYD State Street ETF/USA 26,004.0 $1.2M 0.04% +21K +411.8% $47.72 +5.4%
158 ETN EATON CORP PLC Industrials 2,888.0 $1.2M 0.04% +72.0 +2.6% $426.25 -2.6%
159 WELL WELLTOWER INC Real Estate 5,219.0 $1.2M 0.03% +2K +43.5% $227.06 +4.6%
160 NUDM Nushares ETF Trust 28,923.0 $1.2M 0.03% +3K +11.8% $40.04 +2.3%
Page 8 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%