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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 26 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ACGL ARCH CAPITAL GRP Financial Services 4,588.0 $445K 0.01% -133.0 -2.8% $96.99 +2.5%
502 GRMN GARMIN LTD Technology 1,874.0 $445K 0.01% -80.0 -4.1% $237.46 +24.2%
503 DUHP Dimensional ETF Trust 10,585.0 $442K 0.01% +9K +544.2% $41.76 +1.6%
504 MLM MARTIN MAR MTLS Basic Materials 764.0 $441K 0.01% +56.0 +7.9% $577.23 -7.3%
505 TRMB TRIMBLE INC Technology 8,596.0 $440K 0.01% -116.0 -1.3% $51.19 +17.7%
506 IYT iShares ETFs/USA 5,052.0 $438K 0.01% -3K -35.5% $86.70 +0.4%
507 ROK ROCKWELL AUTOMAT Industrials 882.0 $437K 0.01% +47.0 +5.6% $495.46 -11.8%
508 HAS HASBRO INC Consumer Cyclical 5,289.0 $437K 0.01% $82.62 +13.2%
509 ENPH ENPHASE ENERGY Energy 8,845.0 $436K 0.01% -439.0 -4.7% $49.29 -21.7%
510 ED CONS EDISON INC Utilities 3,942.0 $436K 0.01% $110.60 -3.8%
511 ROP ROPER TECHNOLOGI Industrials 1,279.0 $433K 0.01% +192.0 +17.7% $338.55 +21.6%
512 IVZ INVESCO LTD Financial Services 16,358.0 $432K 0.01% +225.0 +1.4% $26.41 +21.2%
513 WAB WABTEC CORP Industrials 1,592.0 $429K 0.01% -16.0 -1.0% $269.47 +10.4%
514 O REALTY INCOME CORP Real Estate 6,852.0 $425K 0.01% +149.0 +2.2% $62.03 +0.9%
515 RF REGIONS FINANCIA Financial Services 14,063.0 $425K 0.01% +449.0 +3.3% $30.22 +0.6%
516 WYNN WYNN RESORTS LTD Consumer Cyclical 4,285.0 $416K 0.01% +786.0 +22.5% $97.08 +3.3%
517 APTIV PLC 6,758.0 $415K 0.01% +2K +46.5% $61.41
518 PAYX PAYCHEX INC Industrials 4,216.0 $415K 0.01% -562.0 -11.8% $98.43 +26.5%
519 BAX BAXTER INTL INC Healthcare 19,410.0 $414K 0.01% +17K +607.9% $21.33 +23.5%
520 WDAY WORKDAY INC-A Technology 3,364.0 $412K 0.01% +698.0 +26.2% $122.47 +63.3%
Page 26 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%