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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 28 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HRL HORMEL FOODS CRP Consumer Defensive 15,420.0 $383K 0.01% +4K +30.3% $24.84 -3.8%
542 NCLH NORWEGIAN CRUISE Consumer Cyclical 18,081.0 $382K 0.01% +4K +30.3% $21.13 -18.4%
543 BUNGE GLOBAL SA 3,575.0 $382K 0.01% -252.0 -6.6% $106.85
544 MLN VanEck ETFs/USA 21,368.0 $380K 0.01% -315K -93.6% $17.78 -2.6%
545 HRB H&R BLOCK INC Consumer Cyclical 9,938.0 $378K 0.01% +205.0 +2.1% $38.04 +41.1%
546 SANM SANMINA CORP Technology 1,492.0 $378K 0.01% $253.35 -25.4%
547 RY ROYAL BANK OF CA Financial Services 1,819.0 $376K 0.01% +41.0 +2.3% $206.71 -0.7%
548 LKFN LAKELAND FINL Financial Services 6,052.0 $374K 0.01% $61.80 -2.5%
549 NUMV Nushares ETF Trust 8,569.0 $373K 0.01% $43.53 +3.7%
550 RVTY REVVITY INC Healthcare 3,344.0 $372K 0.01% -278.0 -7.7% $111.24 +12.1%
551 BWA BORGWARNER INC Consumer Cyclical 5,579.0 $370K 0.01% -71.0 -1.3% $66.32 +2.2%
552 DCI DONALDSON CO INC Industrials 4,127.0 $370K 0.01% -1K -22.8% $89.65 +4.0%
553 FE FIRSTENERGY CORP Utilities 7,776.0 $370K 0.01% +266.0 +3.5% $47.58 -3.4%
554 BIIB BIOGEN INC Healthcare 1,701.0 $368K 0.01% -24.0 -1.4% $216.34 +0.2%
555 WTRG ESSENTIAL UTILIT Utilities 9,573.0 $367K 0.01% +809.0 +9.2% $38.34 +4.8%
556 DGRO iShares ETFs/USA 4,802.0 $364K 0.01% $75.80 +5.0%
557 RIOT RIOT PLATFORMS I Financial Services 13,276.0 $363K 0.01% -290.0 -2.1% $27.34 -27.5%
558 XRT State Street ETF/USA 4,120.0 $361K 0.01% +4K +3979.2% $87.62 +0.1%
559 DASH DOORDASH INC-A Communication Services 1,958.0 $361K 0.01% +2K +1012.5% $184.37 +21.2%
560 DFIC Dimensional ETF Trust 9,682.0 $361K 0.01% +5K +123.1% $37.29 +5.7%
Page 28 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%