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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 25 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CG CARLYLE GROUP IN Financial Services 142.0 $6K -191.0 -57.4% $42.25 +16.9%
482 SAP SAP SE-SPONS ADR Technology 36.0 $6K -664.0 -94.9% $166.67 +29.4%
483 CSGP COSTAR GROUP INC Real Estate 181.0 $5K -670.0 -78.7% $27.62 +22.1%
484 EVTC EVERTEC INC Technology 172.0 $5K -210K -99.9% $29.07 +2.3%
485 RSPU Invesco ETFs/USA 61.0 $5K -63.0 -50.8% $81.97 -4.6%
486 MMI MARCUS & MILLICH Real Estate 161.0 $5K -208K -99.9% $31.06 +5.5%
487 SAH SONIC AUTOMOTI-A Consumer Cyclical 64.0 $5K -87K -99.9% $78.12 +0.9%
488 IYM iShares ETFs/USA 23.0 $4K -23.0 -50.0% $173.91 +9.2%
489 MKL MARKEL GROUP INC Financial Services 2.0 $4K -4.0 -66.7% $2000.00 -10.2%
490 KWR QUAKER CHEMICAL Basic Materials 26.0 $4K -132.0 -83.5% $153.85 +8.8%
491 SUI SUN COMMUNITIES INC Real Estate 30.0 $4K -107.0 -78.1% $133.33 -8.4%
492 NU NU HOLDINGS LT-A Financial Services 264.0 $4K -40.0 -13.2% $15.15 -3.8%
493 BJ BJ'S WHOLESALE C Consumer Defensive 29.0 $3K -131.0 -81.9% $103.45 -11.2%
494 BRBR BELLRING BRANDS Consumer Defensive 210.0 $3K -83.0 -28.3% $14.29 -24.9%
495 CCK CROWN HOLDINGS I Consumer Cyclical 27.0 $3K -118.0 -81.4% $111.11 +5.2%
496 FEMY FEMASYS INC Healthcare 750.0 $3K -14K -95.0% $4.00 -34.8%
497 SPSC SPS COMMERCE INC Technology 50.0 $3K -40.0 -44.4% $60.00 +34.6%
498 SCL STEPAN CO Basic Materials 54.0 $3K -17.0 -23.9% $55.56 +14.8%
499 W WAYFAIR INC- A Consumer Cyclical 29.0 $3K -131.0 -81.9% $103.45 +4.2%
500 ICLR ICON PLC Healthcare 20.0 $3K -60.0 -75.0% $150.00 +15.0%
Page 25 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 27.9%
Financial Services 16.4%
Healthcare 15.7%
Consumer Cyclical 13.2%
Industrials 8.6%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.0%