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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 16 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RSPH Invesco ETFs/USA 4,760.0 $158K 0.01% -25K -84.2% $33.19 +13.8%
302 FGD First Trust ETFs/USA 4,920.0 $157K 0.01% -130.0 -2.6% $31.91 +11.8%
303 RS RELIANCE INC Basic Materials 420.0 $157K 0.01% -217.0 -34.1% $373.81 +3.8%
304 PZA Invesco ETFs/USA 6,521.0 $153K 0.00% -9K -58.9% $23.46 -2.8%
305 VICI VICI PROPERTIES INC Real Estate 5,741.0 $152K 0.00% -3K -35.8% $26.48 +0.1%
306 AFG AMER FINL GROUP Financial Services 1,074.0 $150K 0.00% -125.0 -10.4% $139.66 +2.9%
307 CWB State Street ETF/USA 1,393.0 $150K 0.00% -2K -55.9% $107.68 -3.7%
308 MHK MOHAWK INDS Consumer Cyclical 1,219.0 $148K 0.00% -41.0 -3.2% $121.41 +12.2%
309 EXI iShares ETFs/USA 719.0 $144K 0.00% -5K -87.3% $200.28 +0.4%
310 VXUS Vanguard ETF/USA 1,684.0 $144K 0.00% -265.0 -13.6% $85.51 +2.6%
311 MTUM iShares ETFs/USA 406.0 $139K 0.00% -152.0 -27.2% $342.36 -10.9%
312 COOPER COS INC 1,869.0 $134K 0.00% -890.0 -32.3% $71.70
313 SPYM SPDR Series Trust 1,512.0 $133K 0.00% -362.0 -19.3% $87.96 +2.5%
314 NVS NOVARTIS AG-ADR Healthcare 844.0 $132K 0.00% -3K -79.9% $156.40 +1.6%
315 OAIM Unified Series Trust/Oneascent 2,768.0 $132K 0.00% -161.0 -5.5% $47.69 +0.9%
316 ET ENERGY TRANSFER LP Energy 6,712.0 $128K 0.00% -996.0 -12.9% $19.07 +11.1%
317 TLT iShares ETFs/USA 1,429.0 $123K 0.00% -3K -69.1% $86.07 -4.7%
318 SRLN State Street ETF/USA 3,056.0 $123K 0.00% -2K -38.9% $40.25 +0.9%
319 ADSK AUTODESK INC Technology 623.0 $121K 0.00% -1K -66.3% $194.22 +30.7%
320 MSC INCOME FUND 10,327.0 $119K 0.00% -5K -32.2% $11.52
Page 16 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%