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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 11 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AFL AFLAC INC Financial Services 4,437.0 $520K 0.01% -68.0 -1.5% $117.20 -1.0%
202 YUM YUM! BRANDS INC Consumer Cyclical 3,232.0 $517K 0.01% -41.0 -1.2% $159.96 -4.4%
203 DOV DOVER CORP Industrials 2,261.0 $507K 0.01% -1K -36.4% $224.24 -9.9%
204 FLGB Franklin LibertyShares ETFs/US 14,178.0 $500K 0.01% -1K -8.6% $35.27 +7.0%
205 CME CME GROUP INC Financial Services 2,258.0 $499K 0.01% -304.0 -11.9% $220.99 +24.4%
206 AME AMETEK INC Industrials 2,013.0 $487K 0.01% -64.0 -3.1% $241.93 -1.0%
207 XLV State Street ETF/USA 3,023.0 $480K 0.01% -288.0 -8.7% $158.78 +10.0%
208 ICE INTERCONT EXCH I Financial Services 3,897.0 $480K 0.01% -950.0 -19.6% $123.17 +30.9%
209 PLTR PALANTIR TECHN-A Technology 4,063.0 $474K 0.01% -2K -34.8% $116.66 +54.2%
210 DRI DARDEN RESTAURAN Consumer Cyclical 2,236.0 $461K 0.01% -22.0 -1.0% $206.17 +7.5%
211 TBIL RBB ETFs/F/m Investments 9,192.0 $458K 0.01% -267.0 -2.8% $49.83 +0.3%
212 AKAM AKAMAI TECHNOLOG Technology 3,825.0 $452K 0.01% -153.0 -3.9% $118.17 -6.6%
213 ACGL ARCH CAPITAL GRP Financial Services 4,588.0 $445K 0.01% -133.0 -2.8% $96.99 +2.5%
214 GRMN GARMIN LTD Technology 1,874.0 $445K 0.01% -80.0 -4.1% $237.46 +24.2%
215 TRMB TRIMBLE INC Technology 8,596.0 $440K 0.01% -116.0 -1.3% $51.19 +17.7%
216 IYT iShares ETFs/USA 5,052.0 $438K 0.01% -3K -35.5% $86.70 +0.4%
217 ENPH ENPHASE ENERGY Energy 8,845.0 $436K 0.01% -439.0 -4.7% $49.29 -21.7%
218 WAB WABTEC CORP Industrials 1,592.0 $429K 0.01% -16.0 -1.0% $269.47 +10.5%
219 PAYX PAYCHEX INC Industrials 4,216.0 $415K 0.01% -562.0 -11.8% $98.43 +26.5%
220 VDC Vanguard ETF/USA 1,800.0 $406K 0.01% -80.0 -4.3% $225.56 +2.8%
Page 11 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%