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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 48 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FMAT Fidelity Covington Trust 1,087.0 $64K 0.00% -677.0 -38.4% $58.88 +4.1%
942 DVY iShares ETFs/USA 409.0 $64K 0.00% +3.0 +0.7% $156.48 +4.9%
943 IOT SAMSARA INC-CL A Technology 1,981.0 $64K 0.00% NEW $32.31 +23.6%
944 USFR WisdomTree ETFs/USA 1,250.0 $63K 0.00% $50.40 +0.2%
945 CSQ Calamos Funds/USA Financial Services 3,022.0 $62K 0.00% -1K -31.4% $20.52 +1.1%
946 CM CAN IMPL BK COMM Financial Services 542.0 $62K 0.00% -33.0 -5.7% $114.39 +1.8%
947 HUBS HUBSPOT INC Technology 342.0 $62K 0.00% +335.0 +4785.7% $181.29 +32.4%
948 TFLO iShares ETFs/USA 1,206.0 $61K 0.00% +11.0 +0.9% $50.58 +0.1%
949 LNC LINCOLN NATL CRP Financial Services 1,722.0 $61K 0.00% +20.0 +1.2% $35.42 +19.0%
950 KXI iShares ETFs/USA 894.0 $60K 0.00% -5K -86.0% $67.11 +3.0%
951 VFC VF CORP Consumer Cyclical 3,622.0 $60K 0.00% $16.57 -13.3%
952 CGGO Capital Research and Managemen 1,398.0 $59K 0.00% +200.0 +16.7% $42.20 -3.4%
953 PWB Invesco ETFs/USA 350.0 $59K 0.00% $168.57 -7.5%
954 REXR REXFORD INDUSTRIAL REALTY IN Real Estate 1,768.0 $59K 0.00% +1K +172.4% $33.37 +11.6%
955 TPSC Timothy Plan/The 1,239.0 $59K 0.00% $47.62 +1.7%
956 SPTS State Street ETF/USA 2,003.0 $58K 0.00% +126.0 +6.7% $28.96 +0.0%
957 SLGN SILGAN HOLDINGS Consumer Cyclical 1,257.0 $58K 0.00% -68.0 -5.1% $46.14 -8.1%
958 UHAL U-HAUL HOLDING C 863.0 $56K 0.00% NEW $64.89
959 EQH EQUITABLE HOLDIN Financial Services 1,282.0 $56K 0.00% +297.0 +30.1% $43.68 +11.9%
960 TDTT FlexShares ETFs/USA 2,347.0 $56K 0.00% +44.0 +1.9% $23.86 -1.1%
Page 48 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%