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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 11 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GEV GE VERNOVA INC Utilities 2,679.0 $3.1M 0.09% -396.0 -12.9% $1175.07 -16.0%
202 PEP PEPSICO INC Consumer Defensive 23,182.0 $3.1M 0.09% -2K -6.6% $135.41 +5.3%
203 TXN TEXAS INSTRUMENT Technology 10,349.0 $3.1M 0.09% -410.0 -3.8% $298.10 -10.3%
204 QQQ Invesco ETFs/USA Financial Services 4,156.0 $3.1M 0.09% +1K +46.7% $736.28 -2.7%
205 EAGG iShares ETFs/USA 64,181.0 $3.0M 0.09% +13K +24.2% $47.41 -1.2%
206 IJK iShares ETFs/USA 25,811.0 $3.0M 0.09% +590.0 +2.3% $117.51 -1.1%
207 CVX CHEVRON CORP Energy 17,976.0 $3.0M 0.09% -5K -20.9% $165.78 +24.1%
208 IGF iShares ETFs/USA 43,925.0 $2.9M 0.08% +444.0 +1.0% $66.59 -0.9%
209 BE BLOOM ENERGY C-A Industrials 9,627.0 $2.9M 0.08% -5K -35.8% $302.69 -31.7%
210 MO ALTRIA GROUP INC Consumer Defensive 40,496.0 $2.9M 0.08% +1K +2.9% $71.96 -8.2%
211 LIN LINDE PLC Basic Materials 5,573.0 $2.9M 0.08% +161.0 +3.0% $518.93 -7.3%
212 ALL ALLSTATE CORP Financial Services 12,021.0 $2.9M 0.08% -210.0 -1.7% $237.92 +9.2%
213 SHOO STEVEN MADDEN Consumer Cyclical 67,571.0 $2.8M 0.08% +1K +2.0% $42.10 +12.4%
214 MDYV State Street ETF/USA 29,719.0 $2.8M 0.08% +903.0 +3.1% $94.86 +0.9%
215 LIT Global X ETFs/USA 35,888.0 $2.8M 0.08% -185.0 -0.5% $78.27 -4.7%
216 STLD STEEL DYNAMICS Basic Materials 12,205.0 $2.8M 0.08% +104.0 +0.9% $229.50 +0.7%
217 T AT&T INC Communication Services 129,164.0 $2.7M 0.08% +895.0 +0.7% $20.70 +21.4%
218 TIGO MILLICOM INTL Communication Services 29,455.0 $2.7M 0.08% -4K -12.1% $90.75 -2.2%
219 KO COCA-COLA CO/THE Consumer Defensive 32,502.0 $2.6M 0.08% -6K -15.3% $81.26 +11.2%
220 COP CONOCOPHILLIPS Energy 24,809.0 $2.6M 0.07% -2K -5.9% $103.95 +25.6%
Page 11 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%