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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 18 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RCL ROYAL CARIBBEAN Consumer Cyclical 3,033.0 $963K 0.03% +317.0 +11.7% $317.51 -8.0%
342 COF CAPITAL ONE FINA Financial Services 4,766.0 $956K 0.03% +513.0 +12.1% $200.59 +8.6%
343 VLO VALERO ENERGY Energy 3,645.0 $949K 0.03% +150.0 +4.3% $260.36 +34.0%
344 HPE HEWLETT PACKA Technology 20,851.0 $941K 0.03% -3K -10.9% $45.13 +18.4%
345 DUK DUKE ENERGY CORP Utilities 7,220.0 $914K 0.03% -2K -17.7% $126.59 -5.3%
346 VRTX VERTEX PHARM Healthcare 1,838.0 $913K 0.03% -102.0 -5.3% $496.74 +10.3%
347 WBD WARNER BROS DISC Communication Services 33,484.0 $893K 0.03% -1K -4.2% $26.67 +7.1%
348 TRGP TARGA RESOURCES Energy 3,324.0 $891K 0.03% -575.0 -14.8% $268.05 +11.6%
349 VWO Vanguard ETF/USA 14,866.0 $887K 0.03% -116.0 -0.8% $59.67 +1.3%
350 SCI SERVICE CORP INT Consumer Cyclical 11,507.0 $874K 0.03% -105.0 -0.9% $75.95 +9.7%
351 UPS UNITED PARCEL-B Industrials 8,116.0 $872K 0.03% -949.0 -10.5% $107.44 -5.1%
352 EWJ iShares ETFs/USA 9,242.0 $862K 0.03% -201.0 -2.1% $93.27 +2.0%
353 SPSM State Street ETF/USA 14,954.0 $862K 0.03% -2K -11.6% $57.64 -0.6%
354 GBCI GLACIER BANCORP Financial Services 16,675.0 $860K 0.03% +114.0 +0.7% $51.57 -8.4%
355 SCHG Schwab Strategic Trust 25,207.0 $853K 0.03% -218K -89.6% $33.84 +4.4%
356 GLDM State Street ETF/USA Financial Services 10,676.0 $848K 0.02% -336.0 -3.0% $79.43 +15.0%
357 TLN TALEN ENERGY COR Utilities 2,204.0 $847K 0.02% +57.0 +2.6% $384.30 -18.2%
358 CDNS CADENCE DESIGN Technology 2,241.0 $841K 0.02% +159.0 +7.6% $375.28 -15.0%
359 PWR QUANTA SERVICES Industrials 1,163.0 $838K 0.02% +56.0 +5.1% $720.55 -11.3%
360 NOW SERVICENOW INC Technology 8,415.0 $835K 0.02% +3K +58.8% $99.23 +29.5%
Page 18 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%