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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 13 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JAZZ JAZZ PHARMACEUTI Healthcare 9,216.0 $2.2M 0.06% -390.0 -4.1% $240.99 +2.5%
242 TILE INTERFACE INC Consumer Cyclical 60,999.0 $2.2M 0.06% +3K +5.7% $35.84 +9.3%
243 NULG Nushares ETF Trust 18,541.0 $2.2M 0.06% -2K -9.7% $117.04 -2.7%
244 JCI JOHNSON CONTROLS Industrials 14,779.0 $2.2M 0.06% +79.0 +0.5% $146.09 -1.7%
245 DSI iShares ETFs/USA 14,921.0 $2.1M 0.06% -1K -6.7% $142.42 +2.3%
246 MDLZ MONDELEZ INTER-A Consumer Defensive 36,241.0 $2.1M 0.06% +398.0 +1.1% $57.84 +11.3%
247 RKT ROCKET COS INC-A Financial Services 132,700.0 $2.1M 0.06% +10K +7.8% $15.75 -10.9%
248 IYW iShares ETFs/USA 8,205.0 $2.1M 0.06% -45.0 -0.6% $252.29 -2.3%
249 BA BOEING CO/THE Industrials 9,488.0 $2.1M 0.06% +93.0 +1.0% $216.48 -0.2%
250 STX SEAGATE TECHNOLO Technology 2,116.0 $2.0M 0.06% -94.0 -4.2% $965.03 -11.9%
251 SO SOUTHERN CO Utilities 21,222.0 $2.0M 0.06% -2K -7.9% $95.70 -4.1%
252 TDW TIDEWATER INC Energy 30,032.0 $2.0M 0.06% -3K -8.0% $66.63 +42.7%
253 C CITIGROUP INC Financial Services 14,139.0 $2.0M 0.06% $139.97 -6.6%
254 BAC BANK OF AMERICA Financial Services 34,279.0 $2.0M 0.06% +2K +5.4% $56.97 +9.5%
255 DEM WisdomTree ETFs/USA 35,940.0 $1.9M 0.06% +750.0 +2.1% $53.78 +1.3%
256 ADI ANALOG DEVICES Technology 4,818.0 $1.9M 0.06% -134.0 -2.7% $397.26 -6.3%
257 VOO Vanguard ETF/USA 2,779.0 $1.9M 0.06% -2K -36.8% $686.94 +2.2%
258 XLE State Street ETF/USA 35,602.0 $1.9M 0.06% -620.0 -1.7% $53.12 +20.2%
259 NEE NEXTERA ENERGY Utilities 21,432.0 $1.9M 0.05% -615.0 -2.8% $87.77 -2.8%
260 DE DEERE & CO Industrials 2,951.0 $1.9M 0.05% -301.0 -9.3% $634.36 -2.8%
Page 13 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%