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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 10 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WFRD WEATHERFORD INTE Energy 47,689.0 $3.9M 0.11% -5K -9.2% $81.51 +13.2%
182 XLP State Street ETF/USA 45,982.0 $3.8M 0.11% +736.0 +1.6% $83.08 +4.2%
183 ADP AUTOMATIC DATA Industrials 16,743.0 $3.8M 0.11% -8K -33.2% $223.97 +23.8%
184 SYK STRYKER CORP Healthcare 11,529.0 $3.6M 0.10% -1K -8.2% $314.86 +8.0%
185 NULV Nushares ETF Trust 72,331.0 $3.6M 0.10% -2K -2.1% $49.99 +6.6%
186 ACM AECOM Industrials 51,457.0 $3.6M 0.10% +11K +27.6% $69.81 -6.8%
187 PPC PILGRIM'S PRIDE Consumer Defensive 127,307.0 $3.6M 0.10% +32K +33.0% $28.11 +11.3%
188 LAZ LAZARD INC Financial Services 83,677.0 $3.5M 0.10% +8K +10.9% $41.94 +7.8%
189 DDS DILLARDS INC-A Consumer Cyclical 6,555.0 $3.5M 0.10% +652.0 +11.1% $528.45 +16.5%
190 ANGLOGOLD ASHANT 42,817.0 $3.5M 0.10% +4K +10.2% $80.88
191 WDC WESTERN DIGITAL Technology 5,418.0 $3.5M 0.10% -162.0 -2.9% $638.80 -27.7%
192 ENVA ENOVA INTERNATIO Financial Services 14,040.0 $3.4M 0.10% -716.0 -4.8% $240.74 +5.7%
193 DRIV Global X ETFs/USA 86,801.0 $3.3M 0.10% +613.0 +0.7% $38.57 -10.2%
194 SNX TD SYNNEX CORP Technology 12,342.0 $3.3M 0.10% -1K -9.5% $267.30 -5.8%
195 TJX TJX COS INC Consumer Cyclical 21,696.0 $3.3M 0.10% +432.0 +2.0% $151.50 -4.6%
196 INTC INTEL CORP Technology 23,203.0 $3.2M 0.09% +278.0 +1.2% $139.64 -33.5%
197 CMI CUMMINS INC Industrials 4,537.0 $3.2M 0.09% -144.0 -3.1% $713.25 -14.7%
198 EFA iShares ETFs/USA 31,010.0 $3.2M 0.09% +4K +13.8% $103.87 +3.6%
199 BAH BOOZ ALLEN HAMIL Industrials 52,717.0 $3.2M 0.09% +8K +18.4% $60.66 +30.0%
200 USMV iShares ETFs/USA 32,841.0 $3.2M 0.09% -893.0 -2.6% $96.46 +5.0%
Page 10 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%