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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 40 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AMTM AMENTUM HOLDINGS Industrials 7,694.0 $159K 0.01% -202.0 -2.6% $20.67 +4.0%
782 KMX CARMAX INC Consumer Cyclical 2,997.0 $159K 0.01% -291.0 -8.8% $53.05 +17.1%
783 EPD ENTERPRISE PRODUCTS PARTNERS 4,312.0 $159K 0.01% -215.0 -4.8% $36.87
784 UDR UDR INC Real Estate 3,978.0 $159K 0.01% +1K +46.5% $39.97 -5.5%
785 RSPH Invesco ETFs/USA 4,760.0 $158K 0.01% -25K -84.2% $33.19 +13.8%
786 FGD First Trust ETFs/USA 4,920.0 $157K 0.01% -130.0 -2.6% $31.91 +11.8%
787 RS RELIANCE INC Basic Materials 420.0 $157K 0.01% -217.0 -34.1% $373.81 +3.8%
788 MYI BlackRock Funds/Closed-End/USA Financial Services 14,000.0 $156K 0.01% $11.14 -4.0%
789 PZA Invesco ETFs/USA 6,521.0 $153K 0.00% -9K -58.9% $23.46 -2.8%
790 VICI VICI PROPERTIES INC Real Estate 5,741.0 $152K 0.00% -3K -35.8% $26.48 +0.1%
791 VGK Vanguard ETF/USA 1,701.0 $151K 0.00% +86.0 +5.3% $88.77 +4.4%
792 GIS GENERAL MILLS IN Consumer Defensive 4,338.0 $151K 0.00% +1K +43.4% $34.81 +14.8%
793 MOH MOLINA HEALTHCAR Healthcare 662.0 $151K 0.00% +130.0 +24.4% $228.10 -12.2%
794 AFG AMER FINL GROUP Financial Services 1,074.0 $150K 0.00% -125.0 -10.4% $139.66 +2.9%
795 CWB State Street ETF/USA 1,393.0 $150K 0.00% -2K -55.9% $107.68 -3.7%
796 ITT ITT INC Industrials 746.0 $148K 0.00% $198.39 +4.9%
797 MHK MOHAWK INDS Consumer Cyclical 1,219.0 $148K 0.00% -41.0 -3.2% $121.41 +12.2%
798 MKC MCCORMICK-N/V Consumer Defensive 2,891.0 $146K 0.00% +2K +630.0% $50.50 +9.7%
799 MLR MILLER INDS/TENN Consumer Cyclical 2,855.0 $146K 0.00% $51.14 +11.9%
800 PINS PINTEREST INC -A Communication Services 6,903.0 $145K 0.00% +6K +845.6% $21.01 +11.4%
Page 40 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%