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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 29 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DFUV Dimensional ETF Trust 6,563.0 $361K 0.01% +4K +119.4% $55.01 +4.4%
562 VRSK VERISK ANALYTI Industrials 2,006.0 $360K 0.01% +1K +99.6% $179.46 +4.5%
563 ADM ARCHER-DANIELS Consumer Defensive 4,695.0 $359K 0.01% +83.0 +1.8% $76.46 +5.0%
564 OKTA OKTA INC Technology 2,633.0 $359K 0.01% +127.0 +5.1% $136.35 -0.9%
565 IGE iShares ETFs/USA 6,385.0 $359K 0.01% -511.0 -7.4% $56.23 +18.1%
566 EXC EXELON CORP Utilities 7,684.0 $358K 0.01% +247.0 +3.3% $46.59 -6.0%
567 JNK State Street ETF/USA 3,710.0 $358K 0.01% +530.0 +16.7% $96.50 -0.6%
568 CHD CHURCH & DWIGHT Consumer Defensive 3,697.0 $358K 0.01% +739.0 +25.0% $96.84 +2.0%
569 DG DOLLAR GENERAL C Consumer Defensive 3,112.0 $358K 0.01% -96.0 -3.0% $115.04 +7.3%
570 CIEN CIENA CORP Technology 728.0 $357K 0.01% +698.0 +2326.7% $490.38 -19.3%
571 NDSN NORDSON CORP Industrials 1,180.0 $356K 0.01% +15.0 +1.3% $301.69 +10.1%
572 NUMG Nushares ETF Trust 7,516.0 $353K 0.01% +443.0 +6.3% $46.97 +3.2%
573 CDW CDW CORP/DE Technology 2,486.0 $350K 0.01% +1K +151.1% $140.79 -2.5%
574 VCR Vanguard ETF/USA 883.0 $350K 0.01% -91.0 -9.3% $396.38 +0.2%
575 CBRE CBRE GROUP INC-A Real Estate 2,574.0 $347K 0.01% +509.0 +24.6% $134.81 +12.8%
576 EIX EDISON INTL Utilities 4,644.0 $346K 0.01% +235.0 +5.3% $74.50 -3.9%
577 IDXX IDEXX LABS Healthcare 657.0 $346K 0.01% +12.0 +1.9% $526.64 +5.8%
578 XLY State Street ETF/USA 2,948.0 $346K 0.01% -1K -26.1% $117.37 +0.6%
579 HUM HUMANA INC Healthcare 869.0 $345K 0.01% +214.0 +32.7% $397.01 -4.6%
580 IUSV iShares ETFs/USA 3,108.0 $342K 0.01% $110.04 +4.4%
Page 29 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%