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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 27 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TDY TELEDYNE TECH Technology 617.0 $411K 0.01% +17.0 +2.8% $666.13 -4.5%
522 ALGN ALIGN TECHNOLOGY Healthcare 2,431.0 $410K 0.01% +216.0 +9.8% $168.65 -3.6%
523 SCHD Schwab Strategic Trust 12,935.0 $410K 0.01% +7K +123.5% $31.70 +10.8%
524 LH LABCORP HOLDINGS Healthcare 1,455.0 $407K 0.01% +204.0 +16.3% $279.73 +20.2%
525 VDC Vanguard ETF/USA 1,800.0 $406K 0.01% -80.0 -4.3% $225.56 +2.7%
526 PYPL PAYPAL HOLDINGS Financial Services 9,362.0 $404K 0.01% -8K -44.6% $43.15 +42.6%
527 APOS APOLLO GLOBAL MA 3,409.0 $403K 0.01% +948.0 +38.5% $118.22
528 LEA LEAR CORP Consumer Cyclical 2,988.0 $401K 0.01% +184.0 +6.6% $134.20 -4.2%
529 HR HEALTHCARE REALTY TRUST INC Real Estate 19,813.0 $400K 0.01% +214.0 +1.1% $20.19 -4.0%
530 DIVI Franklin LibertyShares ETFs/US 9,316.0 $398K 0.01% -3K -22.0% $42.72 +4.4%
531 IBB iShares ETFs/USA 2,080.0 $396K 0.01% -111.0 -5.1% $190.38 +12.2%
532 PNR PENTAIR PLC Industrials 5,170.0 $396K 0.01% +2K +56.3% $76.60 -15.9%
533 EWG iShares ETFs/USA 9,521.0 $394K 0.01% -3K -22.2% $41.38 +6.8%
534 MTB M&T BANK CORP Financial Services 1,650.0 $393K 0.01% +54.0 +3.4% $238.18 +0.9%
535 WTW WILLIS TOWERS WA Financial Services 1,500.0 $392K 0.01% +568.0 +60.9% $261.33 +30.9%
536 SRE SEMPRA Utilities 4,204.0 $390K 0.01% +158.0 +3.9% $92.77 -10.6%
537 OMC OMNICOM GROUP Communication Services 5,347.0 $389K 0.01% +2K +41.1% $72.75 +20.3%
538 TTWO TAKE-TWO INTERAC Communication Services 1,557.0 $389K 0.01% +112.0 +7.8% $249.84 -4.1%
539 BRO BROWN & BROWN Financial Services 6,053.0 $388K 0.01% -2K -25.1% $64.10 +13.8%
540 ZBRA ZEBRA TECH CORP Technology 1,459.0 $384K 0.01% +627.0 +75.4% $263.19 +40.0%
Page 27 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%