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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 45 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 GDX VanEck ETFs/USA 1,209.0 $91K 0.00% +60.0 +5.2% $75.27 +36.6%
882 APLD APPLIED DIGITAL Technology 2,406.0 $90K 0.00% +62.0 +2.6% $37.41 -27.3%
883 ALAB ASTERA LABS INC Technology 186.0 $90K 0.00% +173.0 +1330.8% $483.87 -41.1%
884 AVY AVERY DENNISON Industrials 552.0 $90K 0.00% +347.0 +169.3% $163.04 +12.7%
885 MUA BlackRock Funds/Closed-End/USA Financial Services 8,055.0 $89K 0.00% $11.05 -9.1%
886 SQM QUIMICA Y-SP ADR Basic Materials 1,205.0 $89K 0.00% +34.0 +2.9% $73.86 +11.0%
887 FOX FOX CORP - B 1,877.0 $88K 0.00% -1K -41.9% $46.88
888 LCID LUCID GROUP INC Consumer Cyclical 13,207.0 $88K 0.00% +5K +69.7% $6.66 -17.3%
889 TQQQ ProShares Trust 1,081.0 $88K 0.00% NEW $81.41 -12.6%
890 CANADIAN PACIFIC 1,010.0 $88K 0.00% $87.13
891 REMX VanEck ETFs/USA 980.0 $87K 0.00% NEW $88.78 -9.0%
892 SPHQ Invesco ETFs/USA 966.0 $87K 0.00% $90.06 -4.6%
893 CQP CHENIERE ENERGY Energy 1,405.0 $86K 0.00% NEW $61.21 +11.7%
894 AFRM AFFIRM HOLDINGS Technology 1,045.0 $85K 0.00% +1K +2724.3% $81.34 -5.3%
895 AVDV American Century ETF Trust 811.0 $84K 0.00% NEW $103.58 +8.1%
896 SRCE 1ST SOURCE CORP Financial Services 1,026.0 $84K 0.00% +7.0 +0.7% $81.87 +4.8%
897 FXG First Trust ETFs/USA 1,323.0 $83K 0.00% -6K -81.9% $62.74 +5.8%
898 NEA Nuveen Closed-End Funds/USA Financial Services 7,089.0 $83K 0.00% +125.0 +1.8% $11.71 -4.2%
899 SPMD State Street ETF/USA 1,236.0 $83K 0.00% -666.0 -35.0% $67.15 +0.2%
900 TEAM ATLASSIAN CORP-A Technology 1,058.0 $82K 0.00% NEW $77.50 +121.7%
Page 45 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%