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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 14 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RSPT Invesco ETFs/USA 4,525.0 $292K 0.01% -12K -72.6% $64.53 -0.8%
262 EEM iShares ETFs/USA 4,213.0 $288K 0.01% -232.0 -5.2% $68.36 -1.8%
263 IGM iShares ETFs/USA 1,757.0 $287K 0.01% -8K -82.4% $163.35 -2.7%
264 VAW Vanguard ETF/USA 1,256.0 $287K 0.01% -302.0 -19.4% $228.50 +4.9%
265 CPRT COPART INC Industrials 10,123.0 $285K 0.01% -4K -25.9% $28.15 +20.1%
266 EQT EQT CORP Energy 5,327.0 $283K 0.01% -415.0 -7.2% $53.13 +1.1%
267 MSCI MSCI INC Financial Services 500.0 $280K 0.01% -8.0 -1.6% $560.00 +0.6%
268 QCLN First Trust ETFs/USA 4,544.0 $279K 0.01% -319.0 -6.6% $61.40 -17.8%
269 RTH VanEck ETFs/USA 1,087.0 $278K 0.01% -19.0 -1.7% $255.75 +2.9%
270 AAL AMERICAN AIRLINE Industrials 15,199.0 $275K 0.01% -152.0 -1.0% $18.09 -23.6%
271 TD TORONTO-DOM BANK Financial Services 2,138.0 $260K 0.01% -100.0 -4.5% $121.61 -3.7%
272 INGERSOLL-RAND I 3,127.0 $256K 0.01% -736.0 -19.1% $81.87
273 DFAC Dimensional ETF Trust 5,654.0 $251K 0.01% -998.0 -15.0% $44.39 +2.7%
274 TGT TARGET CORP Consumer Defensive 1,918.0 $251K 0.01% -116.0 -5.7% $130.87 +26.4%
275 WAT WATERS CORP Healthcare 658.0 $247K 0.01% -49.0 -6.9% $375.38 +9.4%
276 GEHC GE HEALTHCARE TE Healthcare 3,791.0 $243K 0.01% -1K -24.4% $64.10 +16.7%
277 COIN COINBASE GLOBA-A Financial Services 1,623.0 $237K 0.01% -95.0 -5.5% $146.03 +27.7%
278 SPTM State Street ETF/USA 2,615.0 $237K 0.01% -167.0 -6.0% $90.63 +2.5%
279 FELE FRANKLIN ELEC CO Industrials 2,199.0 $236K 0.01% -145.0 -6.2% $107.32 -3.0%
280 SPLV Invesco ETFs/USA 3,107.0 $233K 0.01% -300.0 -8.8% $74.99 +0.4%
Page 14 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%