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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 3 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABNB AIRBNB INC-A Consumer Cyclical 61,163.0 $8.8M 0.25% -12K -16.7% $143.09 +28.1%
42 PG PROCTER & GAMBLE Consumer Defensive 59,588.0 $8.7M 0.25% -7K -10.1% $146.64 -2.2%
43 ARTY iShares ETFs/USA 112,651.0 $8.6M 0.25% -3K -2.3% $76.16 -3.4%
44 MU MICRON TECH Technology 7,270.0 $8.4M 0.24% -270.0 -3.6% $1154.33 -18.5%
45 CRM SALESFORCE INC Technology 51,782.0 $8.1M 0.23% -2K -4.4% $156.66 +25.2%
46 JNJ JOHNSON&JOHNSON Healthcare 30,364.0 $7.7M 0.22% -5K -13.4% $253.95 +6.8%
47 BERKSHIRE HATH-B 15,051.0 $7.5M 0.22% -2K -9.9% $500.37
48 GILD GILEAD SCIENCES Healthcare 58,297.0 $7.4M 0.21% -76K -56.6% $126.34 +13.5%
49 CIBR First Trust ETFs/USA 79,988.0 $7.2M 0.21% -6K -6.7% $89.85 +8.4%
50 COST COSTCO WHOLESALE Consumer Defensive 6,886.0 $6.4M 0.19% -2K -22.8% $935.38 +2.8%
51 SMMD iShares ETFs/USA 69,157.0 $6.3M 0.18% -549.0 -0.8% $91.63 +0.2%
52 RTX RTX CORP Industrials 33,128.0 $6.3M 0.18% -737.0 -2.2% $189.72 +18.9%
53 XLC State Street ETF/USA 56,136.0 $6.0M 0.17% -880.0 -1.5% $107.13 +3.1%
54 ITA iShares ETFs/USA 24,084.0 $5.8M 0.17% -228.0 -0.9% $242.40 +4.0%
55 WMT WALMART INC Consumer Defensive 51,046.0 $5.8M 0.17% -17K -24.9% $113.27 +1.7%
56 GII State Street ETF/USA 69,836.0 $5.3M 0.15% -1K -1.6% $75.71 -1.1%
57 GNR State Street ETF/USA 77,430.0 $5.2M 0.15% -3K -3.8% $67.31 +11.8%
58 NFRA FlexShares ETFs/USA 77,820.0 $5.0M 0.14% -2K -2.4% $64.12 +2.8%
59 EXEL EXELIXIS INC Healthcare 91,216.0 $5.0M 0.14% -5K -4.8% $54.41 -2.4%
60 VOT Vanguard ETF/USA 15,924.0 $4.9M 0.14% -299.0 -1.8% $306.33 +0.0%
Page 3 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%