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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 46 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 JKHY JACK HENRY Technology 598.0 $82K 0.00% +48.0 +8.7% $137.12 +21.2%
902 TTE TOTALENER-SP ADR Energy 1,050.0 $82K 0.00% $78.10 +15.1%
903 ROL ROLLINS INC Consumer Cyclical 1,952.0 $81K 0.00% -1K -35.8% $41.50 -11.1%
904 VC VISTEON CORP Consumer Cyclical 816.0 $81K 0.00% +31.0 +4.0% $99.26 +6.7%
905 LEIDOS HOLDINGS 786.0 $81K 0.00% -800.0 -50.4% $103.05
906 ESE ESCO TECH INC Technology 228.0 $80K 0.00% $350.88 -18.1%
907 IBAT iShares Trust 1,785.0 $80K 0.00% NEW $44.82 -10.8%
908 IYC iShares ETFs/USA 780.0 $79K 0.00% -366.0 -31.9% $101.28 +1.4%
909 First Trust Exchange-Traded Fu 2,824.0 $78K 0.00% $27.62
910 PPA Invesco ETFs/USA 430.0 $76K 0.00% +10.0 +2.4% $176.74 -1.7%
911 PKW Invesco ETFs/USA 536.0 $76K 0.00% $141.79 +6.5%
912 MEAR iShares ETFs/USA 1,518.0 $76K 0.00% +11.0 +0.7% $50.07 +0.3%
913 SPHY State Street ETF/USA 3,257.0 $76K 0.00% -957.0 -22.7% $23.33 -0.1%
914 DFCF Dimensional ETF Trust 1,774.0 $75K 0.00% NEW $42.28 -1.9%
915 URA Global X ETFs/USA 1,720.0 $75K 0.00% NEW $43.60 +5.7%
916 ZS ZSCALER INC Technology 527.0 $74K 0.00% NEW $140.42 +29.4%
917 GAMESTOP CORP-A 3,313.0 $73K 0.00% +3K +537.1% $22.03
918 DOCU DOCUSIGN INC Technology 1,637.0 $73K 0.00% +1K +231.4% $44.59 +39.0%
919 IWO iShares ETFs/USA 185.0 $73K 0.00% $394.59 -1.8%
920 ACWX iShares ETFs/USA 960.0 $73K 0.00% +10.0 +1.1% $76.04 +2.5%
Page 46 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%