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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 24 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MGM MGM RESORTS INTE Consumer Cyclical 11,264.0 $539K 0.02% +791.0 +7.5% $47.85 -8.6%
462 ESGU iShares ETFs/USA 3,280.0 $537K 0.01% $163.72 +2.5%
463 EW EDWARDS LIFE Healthcare 5,897.0 $533K 0.01% +631.0 +12.0% $90.38 -0.7%
464 FXO First Trust ETFs/USA 8,438.0 $527K 0.01% -7K -46.2% $62.46 +5.3%
465 FICO FAIR ISAAC CORP Technology 438.0 $523K 0.01% +132.0 +43.1% $1194.06 -1.8%
466 AWK AMERICAN WATER W Utilities 3,971.0 $522K 0.01% -636.0 -13.8% $131.45 +3.0%
467 AFL AFLAC INC Financial Services 4,437.0 $520K 0.01% -68.0 -1.5% $117.20 -1.0%
468 MCO MOODY'S CORP Financial Services 1,145.0 $519K 0.01% +38.0 +3.4% $453.28 +11.0%
469 YUM YUM! BRANDS INC Consumer Cyclical 3,232.0 $517K 0.01% -41.0 -1.2% $159.96 -4.4%
470 PRU PRUDENTL FINL Financial Services 4,712.0 $509K 0.01% +611.0 +14.9% $108.02 +12.2%
471 PHM PULTEGROUP INC Consumer Cyclical 3,698.0 $507K 0.01% +605.0 +19.6% $137.10 -5.9%
472 DOV DOVER CORP Industrials 2,261.0 $507K 0.01% -1K -36.4% $224.24 -10.0%
473 FLGB Franklin LibertyShares ETFs/US 14,178.0 $500K 0.01% -1K -8.6% $35.27 +6.9%
474 ENTERGY CORP 4,350.0 $500K 0.01% +146.0 +3.5% $114.94
475 CME CME GROUP INC Financial Services 2,258.0 $499K 0.01% -304.0 -11.9% $220.99 +24.4%
476 DTM DT MIDSTREAM Energy 3,388.0 $497K 0.01% $146.69 -13.6%
477 SPG SIMON PROPERTY GROUP INC Real Estate 2,217.0 $496K 0.01% +312.0 +16.4% $223.73 -2.4%
478 DLR DIGITAL REALTY TRUST INC Real Estate 2,745.0 $493K 0.01% $179.60 +6.1%
479 OTIS OTIS WORLDWI Industrials 6,886.0 $493K 0.01% +2K +47.4% $71.59 -0.1%
480 EQIX EQUINIX INC Real Estate 473.0 $493K 0.01% +23.0 +5.1% $1042.28 +2.2%
Page 24 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%