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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 33 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 WRB WR BERKLEY CORP Financial Services 4,119.0 $290K 0.01% +37.0 +0.9% $70.41 -2.6%
642 POOL POOL CORP Industrials 1,349.0 $290K 0.01% +457.0 +51.2% $214.97 -12.6%
643 DOX AMDOCS LTD Technology 5,725.0 $289K 0.01% +1K +24.8% $50.48 +21.6%
644 EEM iShares ETFs/USA 4,213.0 $288K 0.01% -232.0 -5.2% $68.36 -1.8%
645 ADT ADT INC Industrials 44,168.0 $287K 0.01% +8K +22.5% $6.50 +13.6%
646 IGM iShares ETFs/USA 1,757.0 $287K 0.01% -8K -82.4% $163.35 -2.7%
647 DOW DOW INC Basic Materials 10,506.0 $287K 0.01% $27.32 +18.4%
648 VAW Vanguard ETF/USA 1,256.0 $287K 0.01% -302.0 -19.4% $228.50 +4.9%
649 VLTO VERALTO CORP Industrials 3,222.0 $286K 0.01% +2K +119.6% $88.76 +11.3%
650 ALB ALBEMARLE CORP Basic Materials 2,117.0 $286K 0.01% $135.10 +6.0%
651 CPRT COPART INC Industrials 10,123.0 $285K 0.01% -4K -25.9% $28.15 +20.1%
652 SMURFIT WESTROCK 6,151.0 $285K 0.01% +2K +50.2% $46.33
653 EXR EXTRA SPACE STORAGE INC Real Estate 1,958.0 $284K 0.01% +607.0 +44.9% $145.05 +1.2%
654 GPC GENUINE PARTS CO Consumer Cyclical 2,409.0 $284K 0.01% +418.0 +21.0% $117.89 +13.6%
655 SJM JM SMUCKER CO Consumer Defensive 2,526.0 $284K 0.01% +2K +221.8% $112.43 +10.6%
656 EQT EQT CORP Energy 5,327.0 $283K 0.01% -415.0 -7.2% $53.13 +1.1%
657 BROWN-FORMAN -B 10,605.0 $283K 0.01% +9K +460.8% $26.69
658 DIA State Street ETF/USA Financial Services 540.0 $282K 0.01% NEW $522.22 +1.9%
659 TXT TEXTRON INC Industrials 3,070.0 $282K 0.01% +38.0 +1.2% $91.86 -9.7%
660 MSCI MSCI INC Financial Services 500.0 $280K 0.01% -8.0 -1.6% $560.00 +0.6%
Page 33 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%