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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 9 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LVHD Legg Mason ETF Investment Trus 26,197.0 $1.2M 0.03% +198.0 +0.8% $44.01 +1.2%
162 POWL POWELL INDS INC Industrials 4,005.0 $1.1M 0.03% +3K +200.0% $286.39 -31.1%
163 HII HUNTINGTON INGAL Industrials 4,093.0 $1.1M 0.03% +209.0 +5.4% $279.99 +7.6%
164 SHW SHERWIN-WILLIAMS Basic Materials 3,257.0 $1.1M 0.03% +26.0 +0.8% $344.49 +0.7%
165 HSY HERSHEY CO/THE Consumer Defensive 6,378.0 $1.1M 0.03% +1K +20.1% $175.45 +7.3%
166 FITB FIFTH THIRD BANC Financial Services 19,489.0 $1.1M 0.03% +2K +13.3% $56.39 -3.4%
167 MCHP MICROCHIP TECH Technology 11,741.0 $1.1M 0.03% +87.0 +0.8% $91.22 -16.9%
168 J JACOBS SOLUTIONS Industrials 8,451.0 $1.1M 0.03% +299.0 +3.7% $126.02 +17.4%
169 SUSB iShares ETFs/USA 41,406.0 $1.0M 0.03% +2K +4.2% $25.00 -0.6%
170 CRWD CROWDSTRIKE HO-A Technology 1,309.0 $999K 0.03% +427.0 +48.4% $190.79 -0.2%
171 SNPS SYNOPSYS INC Technology 2,234.0 $997K 0.03% +285.0 +14.6% $446.28 -10.8%
172 TT TRANE TECHNOLOGI Industrials 1,971.0 $968K 0.03% +127.0 +6.9% $491.12 -8.1%
173 RCL ROYAL CARIBBEAN Consumer Cyclical 3,033.0 $963K 0.03% +317.0 +11.7% $317.51 -9.4%
174 COF CAPITAL ONE FINA Financial Services 4,766.0 $956K 0.03% +513.0 +12.1% $200.59 +5.9%
175 VLO VALERO ENERGY Energy 3,645.0 $949K 0.03% +150.0 +4.3% $260.36 +31.2%
176 GBCI GLACIER BANCORP Financial Services 16,675.0 $860K 0.03% +114.0 +0.7% $51.57 -8.4%
177 TLN TALEN ENERGY COR Utilities 2,204.0 $847K 0.02% +57.0 +2.6% $384.30 -17.5%
178 CDNS CADENCE DESIGN Technology 2,241.0 $841K 0.02% +159.0 +7.6% $375.28 -16.4%
179 PWR QUANTA SERVICES Industrials 1,163.0 $838K 0.02% +56.0 +5.1% $720.55 -8.1%
180 NOW SERVICENOW INC Technology 8,415.0 $835K 0.02% +3K +58.8% $99.23 +30.8%
Page 9 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%