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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 2 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JAAA Janus Detroit Street Trust 668,819.0 $33.8M 0.97% +9K +1.4% $50.49 +0.2%
22 SPYG State Street ETF/USA 283,258.0 $33.7M 0.97% $118.99 +1.6%
23 TSLA TESLA INC Consumer Cyclical 79,450.0 $33.4M 0.96% +8K +10.5% $420.60 -19.9%
24 V VISA INC-CLASS A Financial Services 93,869.0 $32.2M 0.93% +6K +7.2% $343.08 +6.2%
25 MGK Vanguard ETF/USA 344,313.0 $30.3M 0.87% +270K +364.0% $87.91 +1.5%
26 IWF iShares ETFs/USA 236,020.0 $29.3M 0.85% +175K +288.5% $124.17 -0.9%
27 IUSG iShares ETFs/USA 154,478.0 $29.1M 0.84% -12K -7.3% $188.09 +1.6%
28 IWD iShares ETFs/USA 118,254.0 $28.7M 0.83% -3K -2.2% $242.43 +5.9%
29 META META PLATFORMS-A Communication Services 50,292.0 $28.3M 0.82% +4K +9.1% $563.29 -3.5%
30 SCHV Schwab Strategic Trust 792,816.0 $27.6M 0.80% -262K -24.9% $34.81 +0.8%
31 IVV iShares ETFs/USA 35,282.0 $26.4M 0.76% -58K -62.2% $748.88 +2.9%
32 MUB iShares ETFs/USA 237,041.0 $25.5M 0.74% -12K -4.8% $107.62 -2.1%
33 ITM VanEck ETFs/USA 533,148.0 $25.1M 0.72% -424K -44.3% $46.99 -2.3%
34 VTI Vanguard ETF/USA 64,827.0 $24.0M 0.69% +22K +50.7% $370.05 +2.4%
35 XLK State Street ETF/USA 120,212.0 $22.9M 0.66% -7K -5.6% $190.52 -2.6%
36 SPY State Street ETF/USA Financial Services 30,467.0 $22.8M 0.66% +3K +9.9% $746.78 +2.8%
37 TAXF American Century ETF Trust 428,304.0 $21.8M 0.63% +21K +5.1% $50.84 -2.0%
38 VTEB Vanguard ETF/USA 428,558.0 $21.7M 0.63% -161K -27.3% $50.58 -2.1%
39 FTC First Trust ETFs/USA 109,235.0 $21.2M 0.61% -5K -4.0% $193.77 -5.6%
40 QEFA State Street ETF/USA 219,118.0 $21.0M 0.61% -102K -31.8% $96.02 +4.6%
Page 2 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%