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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 41 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TWLO TWILIO INC - A Communication Services 701.0 $145K 0.00% +61.0 +9.5% $206.85 +8.9%
802 EXI iShares ETFs/USA 719.0 $144K 0.00% -5K -87.3% $200.28 +0.4%
803 XNTK State Street ETF/USA 369.0 $144K 0.00% +124.0 +50.6% $390.24 -8.4%
804 VXUS Vanguard ETF/USA 1,684.0 $144K 0.00% -265.0 -13.6% $85.51 +2.6%
805 VNQ Vanguard ETF/USA 1,481.0 $143K 0.00% +1K +318.4% $96.56 +2.0%
806 ESLT ELBIT SYSTEMS Industrials 188.0 $143K 0.00% NEW $760.64 -2.5%
807 MAA MID-AMERICA APARTMENT COMM Real Estate 1,030.0 $143K 0.00% +583.0 +130.4% $138.84 -5.4%
808 MTUM iShares ETFs/USA 406.0 $139K 0.00% -152.0 -27.2% $342.36 -10.9%
809 ENB ENBRIDGE INC Energy 2,502.0 $136K 0.00% +114.0 +4.8% $54.36 -7.2%
810 ZION ZIONS BANCORP NA Financial Services 1,972.0 $136K 0.00% +16.0 +0.8% $68.97 -1.2%
811 COOPER COS INC 1,869.0 $134K 0.00% -890.0 -32.3% $71.70
812 U UNITY SOFTWARE I Technology 4,691.0 $134K 0.00% +4K +520.5% $28.57 +64.3%
813 SPYM SPDR Series Trust 1,512.0 $133K 0.00% -362.0 -19.3% $87.96 +2.5%
814 NVS NOVARTIS AG-ADR Healthcare 844.0 $132K 0.00% -3K -79.9% $156.40 +1.6%
815 OAIM Unified Series Trust/Oneascent 2,768.0 $132K 0.00% -161.0 -5.5% $47.69 +0.9%
816 FYX First Trust ETFs/USA 911.0 $131K 0.00% +19.0 +2.1% $143.80 -0.0%
817 MQY BlackRock Funds/Closed-End/USA Financial Services 11,193.0 $130K 0.00% $11.61 -4.8%
818 DFEB First Trust Exchange-Traded Fu 2,575.0 $130K 0.00% $50.49 +1.6%
819 DUSB Dimensional ETF Trust 2,544.0 $129K 0.00% NEW $50.71 +0.0%
820 ET ENERGY TRANSFER LP Energy 6,712.0 $128K 0.00% -996.0 -12.9% $19.07 +11.1%
Page 41 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%