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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 4 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CF CF INDUSTRIES HO Basic Materials 42,545.0 $4.6M 0.13% -3K -6.3% $108.26 +10.6%
62 DECK DECKERS OUTDOOR Consumer Cyclical 46,168.0 $4.6M 0.13% -381.0 -0.8% $99.29 -9.8%
63 APA APA CORP Energy 139,507.0 $4.5M 0.13% -43K -23.6% $32.57 +30.1%
64 TECHNIPFMC PLC 67,604.0 $4.5M 0.13% -4K -5.5% $66.30
65 AMAT APPLIED MATERIAL Technology 5,967.0 $4.3M 0.12% -209.0 -3.4% $722.98 -28.9%
66 GE GENERAL ELECTRIC Industrials 11,483.0 $4.3M 0.12% -2K -12.4% $373.68 +0.4%
67 MPC MARATHON PETROLE Energy 16,287.0 $4.2M 0.12% -187.0 -1.1% $255.66 +43.2%
68 IBM IBM Technology 14,354.0 $4.0M 0.12% -695.0 -4.6% $281.18 -17.3%
69 DELL DELL TECHN-C Technology 9,191.0 $4.0M 0.11% -50K -84.5% $431.40 +8.6%
70 WFRD WEATHERFORD INTE Energy 47,689.0 $3.9M 0.11% -5K -9.2% $81.51 +12.9%
71 ADP AUTOMATIC DATA Industrials 16,743.0 $3.8M 0.11% -8K -33.2% $223.97 +20.2%
72 SYK STRYKER CORP Healthcare 11,529.0 $3.6M 0.10% -1K -8.2% $314.86 +5.2%
73 NULV Nushares ETF Trust 72,331.0 $3.6M 0.10% -2K -2.1% $49.99 +6.4%
74 WDC WESTERN DIGITAL Technology 5,418.0 $3.5M 0.10% -162.0 -2.9% $638.80 -22.3%
75 ENVA ENOVA INTERNATIO Financial Services 14,040.0 $3.4M 0.10% -716.0 -4.8% $240.74 +8.8%
76 SNX TD SYNNEX CORP Technology 12,342.0 $3.3M 0.10% -1K -9.5% $267.30 -2.8%
77 CMI CUMMINS INC Industrials 4,537.0 $3.2M 0.09% -144.0 -3.1% $713.25 -13.0%
78 USMV iShares ETFs/USA 32,841.0 $3.2M 0.09% -893.0 -2.6% $96.46 +4.2%
79 GEV GE VERNOVA INC Utilities 2,679.0 $3.1M 0.09% -396.0 -12.9% $1175.07 -14.5%
80 PEP PEPSICO INC Consumer Defensive 23,182.0 $3.1M 0.09% -2K -6.6% $135.41 +3.5%
Page 4 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%