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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 21 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NEM NEWMONT CORP Basic Materials 7,060.0 $659K 0.02% +302.0 +4.5% $93.34 +41.0%
402 XYL XYLEM INC Industrials 5,501.0 $650K 0.02% +404.0 +7.9% $118.16 -4.0%
403 EOG EOG RESOURCES Energy 5,001.0 $649K 0.02% +100.0 +2.0% $129.77 +17.9%
404 SLB SCHLUMBERGER LTD Energy 13,892.0 $646K 0.02% -424.0 -3.0% $46.50 +15.8%
405 ROST ROSS STORES INC Consumer Cyclical 3,016.0 $642K 0.02% -31K -91.2% $212.86 +12.3%
406 ITOT iShares ETFs/USA 3,905.0 $641K 0.02% $164.15 +2.3%
407 TFC TRUIST FINANCIAL Financial Services 12,788.0 $637K 0.02% +354.0 +2.9% $49.81 +1.2%
408 XT iShares ETFs/USA 7,699.0 $636K 0.02% -1K -12.0% $82.61 +0.4%
409 HOOD ROBINHOOD MARK-A Financial Services 6,319.0 $634K 0.02% +3K +82.7% $100.33 +7.8%
410 HAL HALLIBURTON CO Energy 18,587.0 $631K 0.02% +605.0 +3.4% $33.95 +4.1%
411 DEXC Dimensional ETF Trust 7,615.0 $629K 0.02% NEW $82.60 -5.1%
412 AIQ Global X ETFs/USA 9,560.0 $627K 0.02% $65.59 -3.3%
413 KBE State Street ETF/USA 9,178.0 $626K 0.02% +9K +1788.5% $68.21 +0.8%
414 NOC NORTHROP GRUMMAN Industrials 1,219.0 $621K 0.02% -201.0 -14.2% $509.43 +8.2%
415 MNST MONSTER BEVERAGE Consumer Defensive 6,384.0 $614K 0.02% +148.0 +2.4% $96.18 -50.3%
416 NDAQ NASDAQ INC Financial Services 7,764.0 $612K 0.02% -928.0 -10.7% $78.83 +24.6%
417 MRNA MODERNA INC Healthcare 8,720.0 $611K 0.02% +817.0 +10.3% $70.07 +107.1%
418 CAH CARDINAL HEALTH Healthcare 2,567.0 $610K 0.02% -96.0 -3.6% $237.63 -3.4%
419 XEL XCEL ENERGY INC Utilities 7,595.0 $610K 0.02% +258.0 +3.5% $80.32 -5.0%
420 AJG ARTHUR J GALLAGH Financial Services 2,651.0 $609K 0.02% +936.0 +54.6% $229.72 +14.8%
Page 21 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%