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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 9 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHG Schwab Strategic Trust 25,207.0 $853K 0.03% -218K -89.6% $33.84 +4.3%
162 GLDM State Street ETF/USA Financial Services 10,676.0 $848K 0.02% -336.0 -3.0% $79.43 +12.3%
163 FAST FASTENAL CO Industrials 17,368.0 $834K 0.02% -123.0 -0.7% $48.02 +6.0%
164 URTH iShares ETFs/USA 4,040.0 $819K 0.02% -259.0 -6.0% $202.72 +2.9%
165 NUSC Nushares ETF Trust 15,428.0 $804K 0.02% -230.0 -1.5% $52.11 -0.5%
166 ON ON SEMICONDUCTOR Technology 8,451.0 $799K 0.02% -339.0 -3.9% $94.55 -20.3%
167 WM WASTE MANAGEMENT Industrials 3,521.0 $785K 0.02% -5K -56.6% $222.95 +1.0%
168 ISRG INTUITIVE SURGIC Healthcare 1,957.0 $778K 0.02% -46.0 -2.3% $397.55 -1.4%
169 KMI KINDER MORGAN IN Energy 24,011.0 $768K 0.02% -3K -11.5% $31.99 -2.1%
170 FXH First Trust ETFs/USA 6,141.0 $752K 0.02% -6K -47.4% $122.46 +10.2%
171 JP Morgan ETFs/USA 14,633.0 $740K 0.02% -9K -39.0% $50.57
172 KMB KIMBERLY-CLARK Consumer Defensive 6,637.0 $729K 0.02% -2K -19.9% $109.84 -0.6%
173 IRM IRON MOUNTAIN INC Real Estate 5,489.0 $693K 0.02% -404.0 -6.9% $126.25 -3.1%
174 SLV iShares ETFs/USA Financial Services 12,917.0 $691K 0.02% -199.0 -1.5% $53.50 +15.1%
175 XLF State Street ETF/USA 12,786.0 $685K 0.02% -5K -27.2% $53.57 +7.2%
176 QTEC First Trust ETFs/USA 2,017.0 $675K 0.02% -236.0 -10.5% $334.66 -6.2%
177 PFE PFIZER INC Healthcare 27,825.0 $670K 0.02% -12K -29.6% $24.08 +16.5%
178 SLB SCHLUMBERGER LTD Energy 13,892.0 $646K 0.02% -424.0 -3.0% $46.50 +15.2%
179 ROST ROSS STORES INC Consumer Cyclical 3,016.0 $642K 0.02% -31K -91.2% $212.86 +8.1%
180 XT iShares ETFs/USA 7,699.0 $636K 0.02% -1K -12.0% $82.61 -0.1%
Page 9 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%