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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 15 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SMA SMARTSTOP SELF S Real Estate 7,072.0 $230K 0.01% -1K -13.3% $32.52 +5.2%
282 FOXA FOX CORP - A Communication Services 4,388.0 $229K 0.01% -186.0 -4.1% $52.19 +31.3%
283 QRVO QORVO INC Technology 2,420.0 $226K 0.01% -55.0 -2.2% $93.39 +2.3%
284 IAT iShares ETFs/USA 3,545.0 $221K 0.01% -2K -30.7% $62.34 +0.1%
285 EWS iShares ETFs/USA 7,341.0 $217K 0.01% -5K -39.7% $29.56 +14.2%
286 DES WisdomTree ETFs/USA 5,284.0 $215K 0.01% -2K -27.3% $40.69 +0.3%
287 BAND BANDWIDTH INC-A Technology 3,109.0 $197K 0.01% -5K -63.7% $63.36 -25.0%
288 BUSE FIRST BUSEY CORP Financial Services 6,424.0 $189K 0.01% -6K -47.1% $29.42 +3.0%
289 FORMULA SYS-ADR 1,844.0 $188K 0.01% -315.0 -14.6% $101.95
290 AHR AMERICAN HEALTHCARE REIT INC Real Estate 3,556.0 $185K 0.01% -449.0 -11.2% $52.02 +7.5%
291 FBT First Trust ETFs/USA 724.0 $180K 0.01% -193.0 -21.1% $248.62 +9.0%
292 FLCA Franklin LibertyShares ETFs/US 3,496.0 $180K 0.01% -107.0 -3.0% $51.49 +8.2%
293 IDU iShares ETFs/USA 1,562.0 $179K 0.01% -13.0 -0.8% $114.60 -4.9%
294 FXR First Trust ETFs/USA 1,957.0 $178K 0.01% -12K -86.0% $90.96 -1.5%
295 DPZ DOMINO'S PIZZA Consumer Cyclical 564.0 $167K 0.01% -96.0 -14.6% $296.10 +15.5%
296 EMN EASTMAN CHEMICAL Basic Materials 2,466.0 $165K 0.01% -52.0 -2.1% $66.91 +10.7%
297 CNI CAN NATL RAILWAY Industrials 1,366.0 $163K 0.01% -845.0 -38.2% $119.33 +8.8%
298 AMTM AMENTUM HOLDINGS Industrials 7,694.0 $159K 0.01% -202.0 -2.6% $20.67 +4.0%
299 KMX CARMAX INC Consumer Cyclical 2,997.0 $159K 0.01% -291.0 -8.8% $53.05 +17.1%
300 EPD ENTERPRISE PRODUCTS PARTNERS 4,312.0 $159K 0.01% -215.0 -4.8% $36.87
Page 15 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%