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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 3 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTV Vanguard ETF/USA 94,196.0 $20.5M 0.59% +2K +2.0% $217.93 +3.9%
42 ABBV ABBVIE INC Healthcare 78,286.0 $19.7M 0.57% -12K -13.0% $251.64 +2.9%
43 SPYV State Street ETF/USA 307,901.0 $18.7M 0.54% $60.79 +4.3%
44 IVW iShares ETFs/USA 134,747.0 $18.5M 0.54% +7K +5.1% $137.53 +1.6%
45 VV Vanguard ETF/USA 51,008.0 $17.5M 0.51% -2K -3.5% $343.91 +2.8%
46 UNP UNION PAC CORP Industrials 61,801.0 $16.8M 0.48% -12K -16.4% $272.00 +9.8%
47 CSCO CISCO SYSTEMS Technology 132,552.0 $15.6M 0.45% -15K -9.9% $117.46 -5.0%
48 BMY BRISTOL-MYER SQB Healthcare 263,596.0 $15.2M 0.44% +12K +4.9% $57.62 +14.6%
49 QCOM QUALCOMM INC Technology 76,204.0 $14.1M 0.41% -11K -12.8% $184.79 -13.3%
50 MA MASTERCARD INC-A Financial Services 26,565.0 $13.6M 0.39% +3K +12.1% $513.61 +11.8%
51 AXP AMERICAN EXPRESS Financial Services 39,810.0 $13.5M 0.39% +2K +6.7% $338.26 +0.1%
52 CAT CATERPILLAR INC Industrials 12,491.0 $13.3M 0.38% -2K -11.1% $1064.93 -21.0%
53 FTEC Fidelity Covington Trust 46,147.0 $13.2M 0.38% +7K +18.2% $285.59 +0.1%
54 IJH iShares ETFs/USA 168,876.0 $13.0M 0.38% +2K +1.0% $77.11 +0.2%
55 HEFA iShares ETFs/USA 274,278.0 $12.9M 0.37% $46.93 +0.6%
56 SUB iShares ETFs/USA 120,284.0 $12.8M 0.37% +118K +4425.4% $106.47 -0.2%
57 QQEW First Trust ETFs/USA 78,961.0 $12.6M 0.36% +2K +3.1% $159.60 +2.5%
58 UNH UNITEDHEALTH GRP Healthcare 29,729.0 $12.4M 0.36% +535.0 +1.8% $415.62 -5.2%
59 MRK MERCK & CO Healthcare 95,317.0 $12.2M 0.35% +2K +2.5% $128.50 +5.2%
60 TDC TERADATA CORP Technology 350,870.0 $12.2M 0.35% +28K +8.6% $34.65 -17.8%
Page 3 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 27.9%
Financial Services 16.4%
Healthcare 15.7%
Consumer Cyclical 13.2%
Industrials 8.6%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.0%