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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 31 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 EVRG EVERGY INC Utilities 3,728.0 $322K 0.01% +220.0 +6.3% $86.37 -6.3%
602 TDIV First Trust ETFs/USA 2,806.0 $322K 0.01% -401.0 -12.5% $114.75 -0.1%
603 ATO ATMOS ENERGY Utilities 1,863.0 $321K 0.01% -151.0 -7.5% $172.30 -3.2%
604 KKR KKR & CO INC 3,487.0 $320K 0.01% +3K +396.0% $91.77
605 SCHF Schwab Strategic Trust 11,437.0 $317K 0.01% -383K -97.1% $27.72 +2.7%
606 ORI OLD REPUB INTL Financial Services 7,725.0 $316K 0.01% +439.0 +6.0% $40.91 +1.6%
607 INTU INTUIT INC Technology 1,210.0 $316K 0.01% -471.0 -28.0% $261.16 +40.5%
608 ASML ASML HOLDING-NY Technology 159.0 $316K 0.01% -17.0 -9.7% $1987.42 -11.3%
609 CRL CHARLES RIVER LA Healthcare 1,384.0 $314K 0.01% -901.0 -39.4% $226.88 +30.1%
610 SOLV SOLVENTUM Healthcare 4,061.0 $313K 0.01% +2K +61.8% $77.07 +16.2%
611 ARKK ARK ETF Trust 3,865.0 $312K 0.01% $80.72 +6.8%
612 AEE AMEREN CORP Utilities 2,759.0 $312K 0.01% +21.0 +0.8% $113.08 -6.1%
613 RL RALPH LAUREN COR Consumer Cyclical 777.0 $312K 0.01% +10.0 +1.3% $401.54 -7.2%
614 DFIS Dimensional ETF Trust 8,910.0 $312K 0.01% NEW $35.02 +7.2%
615 MTCH MATCH GROUP INC Communication Services 8,166.0 $311K 0.01% +2K +25.7% $38.08 +7.3%
616 NTAP NETAPP INC Technology 2,013.0 $311K 0.01% -89K -97.8% $154.50 +24.5%
617 XTN State Street ETF/USA 2,680.0 $310K 0.01% +2K +1021.3% $115.67 -6.5%
618 TSCO TRACTOR SUPPLY Consumer Cyclical 9,783.0 $309K 0.01% +6K +151.5% $31.59 +10.7%
619 DXCM DEXCOM Healthcare 4,572.0 $308K 0.01% -51.0 -1.1% $67.37 +37.1%
620 LII LENNOX INTL INC Industrials 537.0 $308K 0.01% +495.0 +1178.6% $573.56 -29.8%
Page 31 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%