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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 1 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV iShares ETFs/USA 1,847,279.0 $186.0M 5.37% +699K +60.9% $100.67 -0.1%
2 IEFA iShares ETFs/USA 861,670.0 $83.2M 2.40% -124K -12.6% $96.58 +3.4%
3 SHY iShares ETFs/USA 894,736.0 $73.5M 2.12% +486K +118.8% $82.11 -0.1%
4 AAPL APPLE INC Technology 243,940.0 $70.6M 2.04% -11K -4.2% $289.36 +7.1%
5 NVDA NVIDIA CORP Technology 312,073.0 $62.4M 1.80% -2K -0.7% $200.09 +9.8%
6 VO Vanguard ETF/USA 767,143.0 $61.8M 1.78% +591K +334.9% $80.57 +3.2%
7 SPMB State Street ETF/USA 2,735,565.0 $61.0M 1.76% +63K +2.4% $22.31 -1.5%
8 SPBO State Street ETF/USA 2,095,671.0 $60.9M 1.76% +43K +2.1% $29.04 -2.3%
9 BNDX Vanguard ETF/USA 1,159,375.0 $56.1M 1.62% -228K -16.4% $48.43 -1.7%
10 SHM State Street ETF/USA 1,121,562.0 $53.8M 1.55% +9K +0.8% $47.97 -0.6%
11 SPTI State Street ETF/USA 1,849,623.0 $52.5M 1.52% -966K -34.3% $28.39 -1.0%
12 VB Vanguard ETF/USA 168,070.0 $50.9M 1.47% -9K -5.1% $303.12 +0.2%
13 RSPA Invesco ETFs/USA 927,556.0 $49.5M 1.43% $53.35 +2.2%
14 GOOGL ALPHABET INC-A Communication Services 130,128.0 $46.5M 1.34% -4K -3.1% $357.37 -3.7%
15 IVE iShares ETFs/USA 200,775.0 $45.6M 1.32% -8K -3.9% $227.06 +4.2%
16 MSFT MICROSOFT CORP Technology 118,731.0 $44.3M 1.28% -3K -2.3% $373.02 +29.1%
17 LLY ELI LILLY & CO Healthcare 35,493.0 $42.6M 1.23% +2K +5.0% $1199.45 +2.2%
18 AMZN AMAZON.COM INC Consumer Cyclical 175,196.0 $41.8M 1.21% -3K -1.9% $238.34 +8.9%
19 IJR iShares ETFs/USA 264,980.0 $39.3M 1.13% +182K +218.0% $148.31 -0.4%
20 AVGO BROADCOM INC Technology 90,468.0 $34.2M 0.99% -2K -2.2% $377.75 +0.6%
Page 1 of 79  ·  1,568 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%