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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 17 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SHW SHERWIN-WILLIAMS Basic Materials 3,257.0 $1.1M 0.03% +26.0 +0.8% $344.49 +1.5%
322 HSY HERSHEY CO/THE Consumer Defensive 6,378.0 $1.1M 0.03% +1K +20.1% $175.45 +7.5%
323 FITB FIFTH THIRD BANC Financial Services 19,489.0 $1.1M 0.03% +2K +13.3% $56.39 -3.7%
324 CBOE CBOE GLOBAL MARK Financial Services 4,455.0 $1.1M 0.03% -241.0 -5.1% $242.65 +23.6%
325 MCHP MICROCHIP TECH Technology 11,741.0 $1.1M 0.03% +87.0 +0.8% $91.22 -17.1%
326 J JACOBS SOLUTIONS Industrials 8,451.0 $1.1M 0.03% +299.0 +3.7% $126.02 +18.4%
327 Bluerock Real Estate Funds/USA 81,360.0 $1.1M 0.03% -3K -3.9% $13.00
328 CSX CSX CORP Industrials 21,810.0 $1.0M 0.03% -205.0 -0.9% $47.55 +8.1%
329 SUSB iShares ETFs/USA 41,406.0 $1.0M 0.03% +2K +4.2% $25.00 -0.6%
330 VPU Vanguard ETF/USA 5,191.0 $1.0M 0.03% -265.0 -4.9% $195.72 -4.4%
331 CARR CARRIER GLOB Industrials 13,771.0 $1.0M 0.03% -275.0 -2.0% $73.34 -17.2%
332 JBL JABIL INC Technology 2,608.0 $1.0M 0.03% -44.0 -1.7% $385.35 -19.2%
333 CTVA CORTEVA INC Basic Materials 11,796.0 $999K 0.03% $84.69 -4.4%
334 CRWD CROWDSTRIKE HO-A Technology 1,309.0 $999K 0.03% +427.0 +48.4% $190.79 -0.3%
335 SNPS SYNOPSYS INC Technology 2,234.0 $997K 0.03% +285.0 +14.6% $446.28 -10.5%
336 IDRV iShares ETFs/USA 25,967.0 $989K 0.03% -748.0 -2.8% $38.09 -1.6%
337 PSX PHILLIPS 66 Energy 5,839.0 $987K 0.03% -268.0 -4.4% $169.04 +43.2%
338 TMUS T-MOBILE US INC Communication Services 5,793.0 $972K 0.03% -935.0 -13.9% $167.79 +10.5%
339 TT TRANE TECHNOLOGI Industrials 1,971.0 $968K 0.03% +127.0 +6.9% $491.12 -7.4%
340 BYD BOYD GAMING CORP Consumer Cyclical 10,909.0 $964K 0.03% -62.0 -0.6% $88.37 -8.3%
Page 17 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%