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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 36 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DFAW Dimensional ETF Trust 2,870.0 $238K 0.01% NEW $82.93 +2.9%
702 BND Vanguard ETF/USA 3,242.0 $238K 0.01% +32.0 +1.0% $73.41 -1.6%
703 COIN COINBASE GLOBA-A Financial Services 1,623.0 $237K 0.01% -95.0 -5.5% $146.03 +27.7%
704 EME EMCOR GROUP INC Industrials 286.0 $237K 0.01% +19.0 +7.1% $828.67 -6.3%
705 SPTM State Street ETF/USA 2,615.0 $237K 0.01% -167.0 -6.0% $90.63 +2.5%
706 FELE FRANKLIN ELEC CO Industrials 2,199.0 $236K 0.01% -145.0 -6.2% $107.32 -3.0%
707 DOC HEALTHPEAK PROPERTIES INC Real Estate 11,003.0 $235K 0.01% +633.0 +6.1% $21.36 +0.2%
708 PSCI Invesco ETFs/USA 1,261.0 $235K 0.01% $186.36 -4.9%
709 BLDR BUILDERS FIRSTSO Industrials 2,616.0 $234K 0.01% +2K +212.9% $89.45 -21.5%
710 CMG CHIPOTLE MEXICAN Consumer Cyclical 6,878.0 $234K 0.01% +717.0 +11.6% $34.02 +8.5%
711 FISV FISERV INC Technology 4,779.0 $234K 0.01% +3K +118.6% $48.96 +7.4%
712 SPLV Invesco ETFs/USA 3,107.0 $233K 0.01% -300.0 -8.8% $74.99 +0.4%
713 NUEM Nushares ETF Trust 5,475.0 $232K 0.01% $42.37 +0.1%
714 VEEV VEEVA SYSTEMS-A Healthcare 1,308.0 $232K 0.01% +89.0 +7.3% $177.37 +39.8%
715 GALAXY DIGITAL I 8,466.0 $231K 0.01% +151.0 +1.8% $27.29
716 CRH PLC 2,156.0 $231K 0.01% +1K +142.2% $107.14
717 ERIE ERIE INDEMNITY-A Financial Services 965.0 $231K 0.01% +419.0 +76.7% $239.38 +10.6%
718 SMA SMARTSTOP SELF S Real Estate 7,072.0 $230K 0.01% -1K -13.3% $32.52 +5.2%
719 FOXA FOX CORP - A Communication Services 4,388.0 $229K 0.01% -186.0 -4.1% $52.19 +31.3%
720 WY WEYERHAEUSER CO Real Estate 9,568.0 $229K 0.01% +3K +44.3% $23.93 +2.1%
Page 36 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%