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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 19 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KXI iShares ETFs/USA 894.0 $60K 0.00% -5K -86.0% $67.11 +3.0%
362 SLGN SILGAN HOLDINGS Consumer Cyclical 1,257.0 $58K 0.00% -68.0 -5.1% $46.14 -8.1%
363 BIBL Northern Lights Fund Trust IV/ 925.0 $54K 0.00% -246.0 -21.0% $58.38 -4.3%
364 PHIN PHINIA INC Consumer Cyclical 653.0 $54K 0.00% -4.0 -0.6% $82.70 -12.0%
365 RSPC Invesco ETFs/USA 1,493.0 $53K 0.00% -14K -90.2% $35.50 +4.8%
366 PRI PRIMERICA INC Financial Services 188.0 $53K 0.00% -20.0 -9.6% $281.91 +4.9%
367 CHTR CHARTER COMMUN-A Communication Services 367.0 $52K 0.00% -1K -76.7% $141.69 +6.0%
368 VYMI Vanguard ETF/USA 524.0 $51K 0.00% -103.0 -16.4% $97.33 +8.1%
369 ARCC ARES CAPITAL COR Financial Services 2,685.0 $50K 0.00% -865.0 -24.4% $18.62 +7.0%
370 FXD First Trust ETFs/USA 716.0 $50K 0.00% -8K -92.0% $69.83 +0.3%
371 ICF iShares ETFs/USA 745.0 $50K 0.00% -738.0 -49.8% $67.11 +2.2%
372 DFIV Dimensional ETF Trust 903.0 $49K 0.00% -545.0 -37.6% $54.26 +7.5%
373 SLVM SYLVAMO CORP Basic Materials 1,289.0 $49K 0.00% -2K -57.3% $38.01 -3.2%
374 CRC CALIFORNIA RESOU Energy 896.0 $47K 0.00% -478.0 -34.8% $52.46 +1.5%
375 ILMN ILLUMINA INC Healthcare 265.0 $47K 0.00% -6.0 -2.2% $177.36 +23.7%
376 EXPAND ENERGY CO 518.0 $47K 0.00% -836.0 -61.7% $90.73
377 First Trust Exchange-Traded Fu 1,673.0 $44K 0.00% -2K -59.0% $26.30
378 IHE iShares ETFs/USA 432.0 $43K 0.00% -16K -97.3% $99.54 +7.3%
379 EWQ iShares ETFs/USA 919.0 $42K 0.00% -235.0 -20.4% $45.70 +2.8%
380 CON CONCENTRA GROUP Healthcare 1,382.0 $41K 0.00% -429.0 -23.7% $29.67 +18.0%
Page 19 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%