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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 17 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CZR CAESARS ENTERTAI Consumer Cyclical 3,863.0 $117K 0.00% -100.0 -2.5% $30.29 -1.7%
322 CPNG COUPANG INC Consumer Cyclical 6,745.0 $117K 0.00% -492.0 -6.8% $17.35 -5.2%
323 ENS ENERSYS Industrials 497.0 $116K 0.00% -11.0 -2.2% $233.40 -18.7%
324 WPC WP CAREY INC Real Estate 1,617.0 $116K 0.00% -2K -50.0% $71.74 -0.7%
325 PID Invesco ETFs/USA 5,139.0 $114K 0.00% -3K -36.3% $22.18 +4.3%
326 IYZ iShares ETFs/USA 2,694.0 $114K 0.00% -11K -80.9% $42.32 +1.7%
327 FENY Fidelity Covington Trust 3,825.0 $113K 0.00% -273.0 -6.7% $29.54 +19.6%
328 DFE WisdomTree ETFs/USA 1,569.0 $113K 0.00% -351.0 -18.3% $72.02 +7.7%
329 FREL Fidelity Covington Trust 3,740.0 $110K 0.00% -147.0 -3.8% $29.41 +1.7%
330 SLYV State Street ETF/USA 1,000.0 $109K 0.00% -68.0 -6.4% $109.00 +1.3%
331 GBIL Goldman Sachs ETF Trust 1,017.0 $102K 0.00% -64.0 -5.9% $100.30 -0.2%
332 RSP Invesco ETFs/USA 480.0 $102K 0.00% -88K -99.5% $212.50 +4.3%
333 UFPI UFP INDUSTRIES I Basic Materials 1,129.0 $102K 0.00% -315.0 -21.8% $90.35 -1.7%
334 MXI iShares ETFs/USA 941.0 $100K 0.00% -567.0 -37.6% $106.27 +9.8%
335 IWS iShares ETFs/USA 599.0 $99K 0.00% -138.0 -18.7% $165.28 +4.1%
336 VFH Vanguard ETF/USA 753.0 $99K 0.00% -563.0 -42.8% $131.47 +7.0%
337 BMO BANK OF MONTREAL Financial Services 554.0 $98K 0.00% -16.0 -2.8% $176.90 -1.4%
338 SOLS SOLSTICE ADV MAT Basic Materials 1,097.0 $97K 0.00% -361.0 -24.8% $88.42 -36.5%
339 MGC Vanguard ETF/USA 355.0 $97K 0.00% -3.0 -0.8% $273.24 +2.5%
340 MOS MOSAIC CO/THE Basic Materials 4,485.0 $95K 0.00% -850.0 -15.9% $21.18 +15.2%
Page 17 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%