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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 25 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CTAS CINTAS CORP Industrials 2,891.0 $492K 0.01% +979.0 +51.2% $170.18 +19.7%
482 DDOG DATADOG INC-A Technology 1,880.0 $489K 0.01% +483.0 +34.6% $260.11 -9.4%
483 URI UNITED RENTALS Industrials 431.0 $489K 0.01% +22.0 +5.4% $1134.57 -3.2%
484 AME AMETEK INC Industrials 2,013.0 $487K 0.01% -64.0 -3.1% $241.93 -1.0%
485 BSX BOSTON SCIENTIFC Healthcare 11,407.0 $487K 0.01% +2K +20.5% $42.69 +18.0%
486 CFG CITIZENS FINANCI Financial Services 6,930.0 $486K 0.01% +87.0 +1.3% $70.13 -0.4%
487 XLV State Street ETF/USA 3,023.0 $480K 0.01% -288.0 -8.7% $158.78 +10.0%
488 ICE INTERCONT EXCH I Financial Services 3,897.0 $480K 0.01% -950.0 -19.6% $123.17 +30.9%
489 TSM TAIWAN SEMIC-ADR Technology 1,000.0 $478K 0.01% +5.0 +0.5% $478.00 -12.4%
490 WST WEST PHARMACEUT Healthcare 1,328.0 $477K 0.01% +245.0 +22.6% $359.19 -1.7%
491 MPWR MONOLITHIC POWER Technology 343.0 $474K 0.01% +31.0 +9.9% $1381.92 -4.8%
492 PLTR PALANTIR TECHN-A Technology 4,063.0 $474K 0.01% -2K -34.8% $116.66 +54.2%
493 AOR iShares ETFs/USA 6,734.0 $468K 0.01% $69.50 +0.5%
494 AIG AMERICAN INTERNA Financial Services 6,246.0 $465K 0.01% $74.45 +2.2%
495 DRI DARDEN RESTAURAN Consumer Cyclical 2,236.0 $461K 0.01% -22.0 -1.0% $206.17 +7.5%
496 TBIL RBB ETFs/F/m Investments 9,192.0 $458K 0.01% -267.0 -2.8% $49.83 +0.3%
497 AKAM AKAMAI TECHNOLOG Technology 3,825.0 $452K 0.01% -153.0 -3.9% $118.17 -6.6%
498 IQVIA HOLDINGS I 2,340.0 $452K 0.01% +560.0 +31.5% $193.16
499 ZTS ZOETIS INC Healthcare 6,271.0 $451K 0.01% +2K +42.1% $71.92 +8.1%
500 RMD RESMED INC Healthcare 2,297.0 $448K 0.01% +757.0 +49.2% $195.04 +18.7%
Page 25 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%