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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 35 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 INGERSOLL-RAND I 3,127.0 $256K 0.01% -736.0 -19.1% $81.87
682 BR BROADRIDGE FINL Technology 1,854.0 $254K 0.01% +709.0 +61.9% $137.00 +33.0%
683 ES EVERSOURCE ENERG Utilities 3,513.0 $254K 0.01% +144.0 +4.3% $72.30 -2.9%
684 CPB THE CAMPBELL'S C Consumer Defensive 11,363.0 $253K 0.01% +9K +457.6% $22.27 +7.6%
685 JBHT HUNT (JB) TRANS Industrials 874.0 $253K 0.01% +8.0 +0.9% $289.47 -4.8%
686 IFF INTL FLVR & FRAG Basic Materials 3,198.0 $253K 0.01% +465.0 +17.0% $79.11 +6.5%
687 BXP BXP INC Real Estate 3,796.0 $252K 0.01% +500.0 +15.2% $66.39 +1.9%
688 DFAC Dimensional ETF Trust 5,654.0 $251K 0.01% -998.0 -15.0% $44.39 +2.7%
689 TGT TARGET CORP Consumer Defensive 1,918.0 $251K 0.01% -116.0 -5.7% $130.87 +26.4%
690 STE STERIS PLC Healthcare 1,191.0 $251K 0.01% +11.0 +0.9% $210.75 +12.9%
691 MTD METTLER-TOLEDO Healthcare 196.0 $250K 0.01% +31.0 +18.8% $1275.51 +9.4%
692 UHS UNIVERSAL HLTH-B Healthcare 1,682.0 $250K 0.01% +550.0 +48.6% $148.63 +19.3%
693 FHN FIRST HORIZON CO Financial Services 9,624.0 $247K 0.01% $25.66 -4.0%
694 WAT WATERS CORP Healthcare 658.0 $247K 0.01% -49.0 -6.9% $375.38 +9.4%
695 TYL TYLER TECHNOLOG Technology 840.0 $246K 0.01% +465.0 +124.0% $292.86 +19.8%
696 VGIT Vanguard ETF/USA 4,154.0 $245K 0.01% +39.0 +0.9% $58.98 -1.1%
697 GEHC GE HEALTHCARE TE Healthcare 3,791.0 $243K 0.01% -1K -24.4% $64.10 +16.7%
698 L LOEWS CORP Financial Services 2,128.0 $241K 0.01% +107.0 +5.3% $113.25 -3.0%
699 EXPD EXPEDITORS INTL Industrials 1,471.0 $240K 0.01% +17.0 +1.2% $163.15 +15.1%
700 REGN REGENERON PHARM Healthcare 385.0 $240K 0.01% $623.38 +33.8%
Page 35 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%