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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 6 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STX SEAGATE TECHNOLO Technology 2,116.0 $2.0M 0.06% -94.0 -4.2% $965.03 -7.6%
102 SO SOUTHERN CO Utilities 21,222.0 $2.0M 0.06% -2K -7.9% $95.70 -3.2%
103 TDW TIDEWATER INC Energy 30,032.0 $2.0M 0.06% -3K -8.0% $66.63 +42.6%
104 ADI ANALOG DEVICES Technology 4,818.0 $1.9M 0.06% -134.0 -2.7% $397.26 -6.1%
105 VOO Vanguard ETF/USA 2,779.0 $1.9M 0.06% -2K -36.8% $686.94 +3.0%
106 XLE State Street ETF/USA 35,602.0 $1.9M 0.06% -620.0 -1.7% $53.12 +20.7%
107 NEE NEXTERA ENERGY Utilities 21,432.0 $1.9M 0.05% -615.0 -2.8% $87.77 -1.3%
108 DE DEERE & CO Industrials 2,951.0 $1.9M 0.05% -301.0 -9.3% $634.36 -6.8%
109 OKE ONEOK INC Energy 20,357.0 $1.8M 0.05% -44K -68.5% $86.95 +12.2%
110 SNDK SANDISK CORP Technology 776.0 $1.8M 0.05% -28.0 -3.5% $2273.20 -27.5%
111 XLU State Street ETF/USA 38,537.0 $1.7M 0.05% -308K -88.9% $45.33 -2.2%
112 DIS WALT DISNEY CO/T Communication Services 18,036.0 $1.7M 0.05% -571.0 -3.1% $96.25 +9.2%
113 ITW ILLINOIS TOOL WO Industrials 6,328.0 $1.7M 0.05% -50.0 -0.8% $270.54 +6.4%
114 SBUX STARBUCKS CORP Consumer Cyclical 16,574.0 $1.7M 0.05% -3K -13.4% $102.21 +4.8%
115 NFLX NETFLIX INC Communication Services 23,290.0 $1.7M 0.05% -3K -9.7% $71.40 +10.3%
116 FCOM Fidelity Covington Trust 23,476.0 $1.6M 0.05% -3K -11.1% $69.48 +0.4%
117 TER TERADYNE INC Technology 3,320.0 $1.6M 0.05% -68.0 -2.0% $484.04 -18.5%
118 EMR EMERSON ELEC CO Industrials 11,155.0 $1.6M 0.05% -3K -22.8% $143.16 +11.1%
119 MEDP MEDPACE HOLDINGS Healthcare 2,962.0 $1.6M 0.04% -1K -31.9% $529.71 +13.9%
120 NSC NORFOLK SOUTHERN Industrials 4,929.0 $1.6M 0.04% -539.0 -9.9% $314.67 +11.8%
Page 6 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%