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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 26 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 THOMSON REUTERS 35.0 $3K -1.0 -2.8% $85.71
502 CHY Calamos Funds/USA Financial Services 163.0 $2K -306.0 -65.2% $12.27 +6.3%
503 CCJ CAMECO CORP Energy 16.0 $2K -10.0 -38.5% $125.00 -23.5%
504 FCN FTI CONSULTING Industrials 16.0 $2K -79.0 -83.2% $125.00 +22.8%
505 DRS LEONARDO DRS INC Industrials 56.0 $2K -263.0 -82.5% $35.71 +14.8%
506 SSD SIMPSON MFG Industrials 10.0 $2K -3.0 -23.1% $200.00 -6.1%
507 USFD US FOODS HOLDING Consumer Defensive 21.0 $2K -123.0 -85.4% $95.24 +13.9%
508 CREATIVE MEDIA & 652.0 $2K -10K -93.9% $3.07
509 DXC DXC TECHNOLOGY C Technology 155.0 $1K -2K -91.2% $6.45 +65.9%
510 DJT TRUMP MEDIA & TE Communication Services 179.0 $1K -265.0 -59.7% $5.59 +52.3%
511 FG F&G ANNUITIES Financial Services 47.0 $1K -14.0 -22.9% $21.28 +6.4%
512 HLNE HAMILTON LANE-A Financial Services 13.0 $1K -106.0 -89.1% $76.92 +35.3%
513 IYR iShares ETFs/USA 10.0 $1K -51.0 -83.6% $100.00 +4.8%
514 NLOP NET LEASE OFFICE PROPERTY Real Estate 70.0 $1K -61.0 -46.6% $14.29 -19.0%
515 NYT NEW YORK TIMES-A Communication Services 14.0 $1K -51.0 -78.5% $71.43 -8.6%
516 SMR NUSCALE POWER CO Utilities 114.0 $1K -116.0 -50.4% $8.77 +3.4%
517 OGN ORGANON & CO Healthcare 50.0 $1K -142.0 -74.0% $20.00 -31.3%
518 RELX RELX PLC - ADR Communication Services 42.0 $1K -161.0 -79.3% $23.81 +48.6%
519 BLV Vanguard ETF/USA 21.0 $1K -8.0 -27.6% $47.62 +38.7%
520 XSOE WisdomTree ETFs/USA 29.0 $1K -121.0 -80.7% $34.48 +37.0%
Page 26 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%