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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 12 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IYF iShares ETFs/USA 20,157.0 $2.6M 0.07% $127.50 +6.8%
222 SCHB Schwab Strategic Trust 87,379.0 $2.5M 0.07% +4K +4.4% $28.95 +2.7%
223 SCHX Schwab Strategic Trust 84,744.0 $2.5M 0.07% +20K +30.4% $29.43 +3.1%
224 XLB State Street ETF/USA 48,940.0 $2.5M 0.07% -888.0 -1.8% $50.84 +3.3%
225 BLOK Amplify Investments LLC/ETF 39,527.0 $2.5M 0.07% +216.0 +0.6% $62.64 -3.7%
226 Q QNITY ELECTRONIC Technology 15,091.0 $2.5M 0.07% +8K +118.5% $163.28 -22.8%
227 PFGC PERFORMANCE FOOD Consumer Defensive 22,026.0 $2.5M 0.07% +694.0 +3.2% $111.78 -7.5%
228 VT Vanguard ETF/USA 15,225.0 $2.4M 0.07% -2K -9.6% $156.91 +2.4%
229 KR KROGER CO Consumer Defensive 42,550.0 $2.4M 0.07% +462.0 +1.1% $55.53 +1.3%
230 ELV ELEVANCE HEALTH Healthcare 6,029.0 $2.3M 0.07% +349.0 +6.1% $386.80 +3.0%
231 ORCL ORACLE CORP Technology 15,908.0 $2.3M 0.07% -736.0 -4.4% $146.53 -1.8%
232 BLD TOPBUILD COR Industrials 6,542.0 $2.3M 0.07% -3K -28.3% $354.48 +0.0%
233 AEP AMERICAN ELECTRI Utilities 16,824.0 $2.3M 0.07% -1K -8.0% $136.83 -7.7%
234 APH AMPHENOL CORP-A Technology 13,034.0 $2.3M 0.07% -349.0 -2.6% $176.31 -11.5%
235 PANW PALO ALTO NETWOR Technology 6,717.0 $2.3M 0.07% -213.0 -3.1% $341.07 +5.5%
236 IWM iShares ETFs/USA 7,589.0 $2.3M 0.07% +984.0 +14.9% $300.43 +0.4%
237 Fidelity Covington Trust 29,354.0 $2.3M 0.07% +2K +8.0% $77.26
238 BKNG BOOKING HOLDINGS Consumer Cyclical 12,563.0 $2.2M 0.07% +12K +2373.0% $178.22 +19.5%
239 XLRE State Street ETF/USA 50,731.0 $2.2M 0.06% -841.0 -1.6% $44.04 +2.2%
240 VEA Vanguard ETF/USA 31,279.0 $2.2M 0.06% +3K +8.8% $71.26 +2.2%
Page 12 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%