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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 30 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 STZ CONSTELLATION-A Consumer Defensive 2,450.0 $341K 0.01% +290.0 +13.4% $139.18 -2.5%
582 TECH BIO-TECHNE CORP Healthcare 4,807.0 $340K 0.01% +857.0 +21.7% $70.73 +2.2%
583 FS Specialty Lending Fund/Fund 30,477.0 $340K 0.01% -21K -41.2% $11.16
584 DLTR DOLLAR TREE INC Consumer Defensive 2,798.0 $338K 0.01% +181.0 +6.9% $120.80 +8.8%
585 CNP CENTERPOINT ENER Utilities 7,643.0 $337K 0.01% +275.0 +3.7% $44.09 -12.1%
586 PBW Invesco ETFs/USA 8,632.0 $337K 0.01% +47.0 +0.6% $39.04 -14.7%
587 CMCSA COMCAST CORP-A Communication Services 13,744.0 $337K 0.01% -29K -68.0% $24.52 +9.5%
588 NI NISOURCE INC Utilities 7,050.0 $335K 0.01% +366.0 +5.5% $47.52 -14.5%
589 EWL iShares ETFs/USA 5,314.0 $334K 0.01% -2K -30.4% $62.85 +2.4%
590 KHC KRAFT HEINZ CO/T Consumer Defensive 14,119.0 $333K 0.01% +11K +298.1% $23.59 +8.5%
591 LVS LAS VEGAS SANDS Consumer Cyclical 7,110.0 $328K 0.01% -357.0 -4.8% $46.13 +1.9%
592 KVUE KENVUE INC Consumer Defensive 17,165.0 $328K 0.01% +1K +7.0% $19.11 -0.3%
593 APP APPLOVIN CO-CL A Technology 636.0 $328K 0.01% +392.0 +160.7% $515.72 -40.7%
594 VTR VENTAS INC Real Estate 3,692.0 $328K 0.01% -311.0 -7.8% $88.84 +4.7%
595 FIS FIDELITY NATIONA Technology 8,412.0 $327K 0.01% +2K +32.3% $38.87 +6.3%
596 FSTA Fidelity Covington Trust 6,194.0 $325K 0.01% -852.0 -12.1% $52.47 +3.0%
597 PODD INSULET CORP Healthcare 2,132.0 $325K 0.01% +1K +149.9% $152.44 -2.8%
598 AIT APPLIED INDU TEC Industrials 959.0 $324K 0.01% -60.0 -5.9% $337.85 +1.1%
599 PEG PUB SERV ENTERP Utilities 3,996.0 $324K 0.01% +462.0 +13.1% $81.08 -10.4%
600 CORZ CORE SCIENTIFIC Technology 12,631.0 $323K 0.01% -312.0 -2.4% $25.57 -30.4%
Page 30 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%