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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 22 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BLK BLACKROCK INC Financial Services 633.0 $608K 0.02% +41.0 +6.9% $960.51 +20.4%
422 GNRC GENERAC HOLDINGS Industrials 2,069.0 $606K 0.02% +240.0 +13.1% $292.90 -29.7%
423 FCX FREEPORT-MCMORAN Basic Materials 9,593.0 $603K 0.02% -2K -16.6% $62.86 +22.0%
424 EBAY EBAY INC Consumer Cyclical 5,392.0 $603K 0.02% -73.0 -1.3% $111.83 -6.9%
425 APD AIR PRODS & CHEM Basic Materials 2,040.0 $598K 0.02% +100.0 +5.2% $293.14 +4.1%
426 ORLY O'REILLY AUTOMOT Consumer Cyclical 6,449.0 $594K 0.02% -78.0 -1.2% $92.11 -3.3%
427 A AGILENT TECH INC Healthcare 4,448.0 $591K 0.02% +603.0 +15.7% $132.87 +19.6%
428 SMCI SUPER MICRO COMP Technology 20,043.0 $588K 0.02% +14K +244.1% $29.34 +26.9%
429 PPG PPG INDS INC Basic Materials 4,852.0 $588K 0.02% +658.0 +15.7% $121.19 -6.2%
430 LUV SOUTHWEST AIR Industrials 11,414.0 $587K 0.02% +1K +12.1% $51.43 -21.5%
431 AON AON PLC-CLASS A Financial Services 1,765.0 $585K 0.02% -2K -57.3% $331.44 +7.1%
432 CCL CARNIVAL CORP Consumer Cyclical 20,446.0 $584K 0.02% +4K +24.7% $28.56 -9.9%
433 PSA PUBLIC STORAGE Real Estate 1,829.0 $582K 0.02% +189.0 +11.5% $318.21 +1.3%
434 FVD First Trust ETFs/USA 12,068.0 $581K 0.02% -803.0 -6.2% $48.14 +5.3%
435 EIS iShares ETFs/USA 4,792.0 $578K 0.02% +4K +809.3% $120.62 +1.7%
436 CNC CENTENE CORP Healthcare 8,999.0 $578K 0.02% +269.0 +3.1% $64.23 +1.2%
437 ECL ECOLAB INC Basic Materials 2,072.0 $577K 0.02% -25.0 -1.2% $278.47 +1.1%
438 KEYS KEYSIGHT TEC Technology 1,639.0 $574K 0.02% -18.0 -1.1% $350.21 -9.7%
439 LW LAMB WESTON Consumer Defensive 13,198.0 $570K 0.02% +6K +87.5% $43.19 +24.3%
440 GEN GEN DIGITAL INC Technology 22,905.0 $570K 0.02% +6K +33.0% $24.89 +16.3%
Page 22 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%