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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 23 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ENTG ENTEGRIS INC Technology 87.0 $16K -880.0 -91.0% $183.91 -21.8%
442 FSK FS KKR CAPITAL C Financial Services 1,410.0 $15K -568.0 -28.7% $10.64 +12.0%
443 HYG iShares ETFs/USA 187.0 $15K -219.0 -53.9% $80.21 -0.7%
444 KEX KIRBY CORP Industrials 110.0 $15K -65.0 -37.1% $136.36 +2.6%
445 HYS Pimco ETF Trust 161.0 $15K -278.0 -63.3% $93.17 -0.3%
446 EPAM EPAM SYSTEMS INC Technology 175.0 $14K -437.0 -71.4% $80.00 +37.9%
447 MDIV First Trust ETFs/USA 818.0 $14K -10.0 -1.2% $17.11 -1.7%
448 CVY Invesco ETFs/USA 486.0 $14K -24.0 -4.7% $28.81 +5.8%
449 BMRN BIOMARIN PHARMAC Healthcare 234.0 $13K -54.0 -18.8% $55.56 +20.0%
450 FXU First Trust ETFs/USA 260.0 $13K -2K -87.0% $50.00 -5.1%
451 USRT iShares ETFs/USA 196.0 $13K -3K -94.2% $66.33 +1.2%
452 GFEB First Trust Exchange-Traded Fu 264.0 $12K -1K -83.5% $45.45 -1.5%
453 IXJ iShares ETFs/USA 123.0 $12K -305.0 -71.3% $97.56 +9.5%
454 SCHH Schwab Strategic Trust 522.0 $12K -44.0 -7.8% $22.99 +4.5%
455 SCZ iShares ETFs/USA 130.0 $11K -7.0 -5.1% $84.62 +2.3%
456 UBS UBS GROUP AG Financial Services 224.0 $11K -64.0 -22.2% $49.11 +8.5%
457 BWXT BWX TECHNOLOGIES Industrials 53.0 $10K -46.0 -46.5% $188.68 -16.9%
458 RSPM Invesco ETFs/USA 260.0 $10K -7K -96.4% $38.46 +7.4%
459 JEPQ JP Morgan Exchange-Traded Fund 155.0 $10K -1.0 -0.6% $64.52 -7.3%
460 SFM SPROUTS FARMERS Consumer Defensive 116.0 $10K -26.0 -18.3% $86.21 -5.9%
Page 23 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%