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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 10 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NOC NORTHROP GRUMMAN Industrials 1,219.0 $621K 0.02% -201.0 -14.2% $509.43 +14.4%
182 NDAQ NASDAQ INC Financial Services 7,764.0 $612K 0.02% -928.0 -10.7% $78.83 +22.2%
183 CAH CARDINAL HEALTH Healthcare 2,567.0 $610K 0.02% -96.0 -3.6% $237.63 -1.2%
184 EBAY EBAY INC Consumer Cyclical 5,392.0 $603K 0.02% -73.0 -1.3% $111.83 -8.2%
185 FCX FREEPORT-MCMORAN Basic Materials 9,593.0 $603K 0.02% -2K -16.6% $62.86 +9.9%
186 ORLY O'REILLY AUTOMOT Consumer Cyclical 6,449.0 $594K 0.02% -78.0 -1.2% $92.11 -1.0%
187 AON AON PLC-CLASS A Financial Services 1,765.0 $585K 0.02% -2K -57.3% $331.44 +5.1%
188 FVD First Trust ETFs/USA 12,068.0 $581K 0.02% -803.0 -6.2% $48.14 +5.6%
189 ECL ECOLAB INC Basic Materials 2,072.0 $577K 0.02% -25.0 -1.2% $278.47 +2.6%
190 KEYS KEYSIGHT TEC Technology 1,639.0 $574K 0.02% -18.0 -1.1% $350.21 -8.8%
191 BKR BAKER HUGHES CO Energy 10,168.0 $564K 0.02% -224.0 -2.2% $55.47 +16.2%
192 PCAR PACCAR INC Industrials 4,684.0 $563K 0.02% -62.0 -1.3% $120.20 +6.1%
193 EA ELECTRONIC ARTS Communication Services 2,733.0 $560K 0.02% -21.0 -0.8% $204.90 +2.3%
194 FLTW Franklin LibertyShares ETFs/US 5,294.0 $559K 0.02% -329.0 -5.8% $105.59 -4.9%
195 MRVL MARVELL TECHNOLO Technology 1,869.0 $557K 0.02% -138.0 -6.9% $298.02 -20.4%
196 D DOMINION ENERGY Utilities 8,094.0 $553K 0.02% -2K -15.8% $68.32 -0.0%
197 VIG Vanguard ETF/USA 2,331.0 $552K 0.02% -77.0 -3.2% $236.81 +3.5%
198 OXY OCCIDENTAL PETE Energy 11,267.0 $547K 0.02% -503.0 -4.3% $48.55 +23.8%
199 FXO First Trust ETFs/USA 8,438.0 $527K 0.01% -7K -46.2% $62.46 +5.2%
200 AWK AMERICAN WATER W Utilities 3,971.0 $522K 0.01% -636.0 -13.8% $131.45 +5.5%
Page 10 of 27  ·  521 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%