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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 12 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PYPL PAYPAL HOLDINGS Financial Services 9,362.0 $404K 0.01% -8K -44.6% $43.15 +42.6%
222 DIVI Franklin LibertyShares ETFs/US 9,316.0 $398K 0.01% -3K -22.0% $42.72 +4.4%
223 IBB iShares ETFs/USA 2,080.0 $396K 0.01% -111.0 -5.1% $190.38 +12.2%
224 EWG iShares ETFs/USA 9,521.0 $394K 0.01% -3K -22.2% $41.38 +6.8%
225 BRO BROWN & BROWN Financial Services 6,053.0 $388K 0.01% -2K -25.1% $64.10 +13.7%
226 BUNGE GLOBAL SA 3,575.0 $382K 0.01% -252.0 -6.6% $106.85
227 MLN VanEck ETFs/USA 21,368.0 $380K 0.01% -315K -93.6% $17.78 -2.6%
228 RVTY REVVITY INC Healthcare 3,344.0 $372K 0.01% -278.0 -7.7% $111.24 +12.1%
229 BWA BORGWARNER INC Consumer Cyclical 5,579.0 $370K 0.01% -71.0 -1.3% $66.32 +2.2%
230 DCI DONALDSON CO INC Industrials 4,127.0 $370K 0.01% -1K -22.8% $89.65 +4.0%
231 BIIB BIOGEN INC Healthcare 1,701.0 $368K 0.01% -24.0 -1.4% $216.34 +0.2%
232 RIOT RIOT PLATFORMS I Financial Services 13,276.0 $363K 0.01% -290.0 -2.1% $27.34 -27.5%
233 IGE iShares ETFs/USA 6,385.0 $359K 0.01% -511.0 -7.4% $56.23 +18.1%
234 DG DOLLAR GENERAL C Consumer Defensive 3,112.0 $358K 0.01% -96.0 -3.0% $115.04 +7.3%
235 VCR Vanguard ETF/USA 883.0 $350K 0.01% -91.0 -9.3% $396.38 +0.3%
236 XLY State Street ETF/USA 2,948.0 $346K 0.01% -1K -26.1% $117.37 +0.5%
237 FS Specialty Lending Fund/Fund 30,477.0 $340K 0.01% -21K -41.2% $11.16
238 CMCSA COMCAST CORP-A Communication Services 13,744.0 $337K 0.01% -29K -68.0% $24.52 +9.5%
239 EWL iShares ETFs/USA 5,314.0 $334K 0.01% -2K -30.4% $62.85 +2.4%
240 VTR VENTAS INC Real Estate 3,692.0 $328K 0.01% -311.0 -7.8% $88.84 +4.7%
Page 12 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%