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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 14 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IXN iShares ETFs/USA 12,463.0 $1.8M 0.05% +10K +465.5% $144.51 -3.8%
262 OKE ONEOK INC Energy 20,357.0 $1.8M 0.05% -44K -68.5% $86.95 +8.8%
263 SNDK SANDISK CORP Technology 776.0 $1.8M 0.05% -28.0 -3.5% $2273.20 -29.6%
264 XLU State Street ETF/USA 38,537.0 $1.7M 0.05% -308K -88.9% $45.33 -3.4%
265 DIS WALT DISNEY CO/T Communication Services 18,036.0 $1.7M 0.05% -571.0 -3.1% $96.25 +11.5%
266 LHX L3HARRIS TECHNOL Industrials 5,943.0 $1.7M 0.05% +72.0 +1.2% $290.59 -6.9%
267 CACI CACI INTL-A Technology 3,717.0 $1.7M 0.05% +412.0 +12.5% $463.28 +39.5%
268 ITW ILLINOIS TOOL WO Industrials 6,328.0 $1.7M 0.05% -50.0 -0.8% $270.54 +4.5%
269 PM PHILIP MORRIS IN Consumer Defensive 9,455.0 $1.7M 0.05% +71.0 +0.8% $180.86 +5.9%
270 SBUX STARBUCKS CORP Consumer Cyclical 16,574.0 $1.7M 0.05% -3K -13.4% $102.21 +1.7%
271 NFLX NETFLIX INC Communication Services 23,290.0 $1.7M 0.05% -3K -9.7% $71.40 +12.2%
272 STT STATE ST CORP Financial Services 9,788.0 $1.7M 0.05% +98.0 +1.0% $169.60 +7.9%
273 HWM HOWMET AEROSPACE Industrials 6,144.0 $1.7M 0.05% +154.0 +2.6% $268.88 +1.8%
274 MS MORGAN STANLEY Financial Services 7,892.0 $1.6M 0.05% $209.07 -0.7%
275 FCOM Fidelity Covington Trust 23,476.0 $1.6M 0.05% -3K -11.1% $69.48 +0.3%
276 MDY State Street ETF/USA Financial Services 2,285.0 $1.6M 0.05% +1K +100.1% $703.28 -1.0%
277 GLD State Street ETF/USA Financial Services 4,362.0 $1.6M 0.05% +345.0 +8.6% $368.41 +12.7%
278 TER TERADYNE INC Technology 3,320.0 $1.6M 0.05% -68.0 -2.0% $484.04 -20.8%
279 EMR EMERSON ELEC CO Industrials 11,155.0 $1.6M 0.05% -3K -22.8% $143.16 +8.1%
280 VOX Vanguard ETF/USA 8,652.0 $1.6M 0.05% +2K +32.6% $183.89 +0.3%
Page 14 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%