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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 7 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WFC WELLS FARGO & CO Financial Services 18,127.0 $1.5M 0.04% -339.0 -1.8% $82.64 +1.5%
122 LMT LOCKHEED MARTIN Industrials 2,935.0 $1.5M 0.04% -17K -84.9% $509.37 +10.6%
123 DGX QUEST DIAGNOSTIC Healthcare 6,874.0 $1.5M 0.04% -492.0 -6.7% $211.96 +15.3%
124 BK BANK NY MELLON Financial Services 9,733.0 $1.4M 0.04% -65.0 -0.7% $144.66 -1.9%
125 DD DUPONT DE NEMOUR Basic Materials 9,858.0 $1.3M 0.04% -6K -36.7% $135.63 +2.0%
126 REZ iShares ETFs/USA 13,531.0 $1.3M 0.04% -1K -8.0% $94.67 +1.5%
127 F FORD MOTOR CO Consumer Cyclical 91,973.0 $1.3M 0.04% -5K -5.6% $13.90 +3.7%
128 VHT Vanguard ETF/USA 4,270.0 $1.3M 0.04% -295.0 -6.5% $299.06 +9.6%
129 DFAS Dimensional ETF Trust 15,094.0 $1.2M 0.04% -345.0 -2.2% $82.35 +0.8%
130 VMI VALMONT INDS Industrials 2,145.0 $1.2M 0.04% -111.0 -4.9% $577.62 -15.9%
131 FDX FEDEX CORP Industrials 3,943.0 $1.2M 0.04% -21.0 -0.5% $313.21 +3.8%
132 VZ VERIZON COMMUNIC Communication Services 29,003.0 $1.2M 0.04% -5K -14.2% $42.34 +16.8%
133 MAR MARRIOTT INTL-A Consumer Cyclical 3,310.0 $1.2M 0.04% -74.0 -2.2% $370.69 -3.9%
134 HIG HARTFORD INSURAN Financial Services 9,123.0 $1.2M 0.04% -64.0 -0.7% $132.52 +2.7%
135 HON HONEYWELL INTL Industrials 5,393.0 $1.2M 0.04% -6K -54.2% $223.81 -3.5%
136 FORTINET INC 7,686.0 $1.2M 0.03% -86K -91.8% $153.66
137 FXL First Trust ETFs/USA 5,410.0 $1.2M 0.03% -22K -80.0% $217.19 -1.2%
138 CL COLGATE-PALMOLIV Consumer Defensive 12,641.0 $1.2M 0.03% -675.0 -5.1% $91.69 -0.7%
139 SPGM State Street ETF/USA 13,203.0 $1.1M 0.03% -873.0 -6.2% $85.66 +2.5%
140 TPR TAPESTRY INC Consumer Cyclical 7,701.0 $1.1M 0.03% -100.0 -1.3% $146.34 -11.1%
Page 7 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%