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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 49 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 AVUV American Century ETF Trust 439.0 $55K 0.00% NEW $125.28 +0.9%
962 FDS FACTSET RESEARCH Financial Services 239.0 $55K 0.00% +103.0 +75.7% $230.13 +30.3%
963 GSG iShares ETFs/USA Financial Services 1,927.0 $55K 0.00% NEW $28.54 +18.6%
964 CAG CONAGRA BRANDS I Consumer Defensive 3,988.0 $54K 0.00% +4K +790.2% $13.54 +21.4%
965 ILCG iShares Trust 465.0 $54K 0.00% $116.13 -1.1%
966 EWT iShares ETFs/USA 494.0 $54K 0.00% $109.31 -4.6%
967 NML Neuberger Berman Funds/Closed- Financial Services 5,339.0 $54K 0.00% +109.0 +2.1% $10.11 +4.2%
968 BIBL Northern Lights Fund Trust IV/ 925.0 $54K 0.00% -246.0 -21.0% $58.38 -4.3%
969 PHIN PHINIA INC Consumer Cyclical 653.0 $54K 0.00% -4.0 -0.6% $82.70 -12.0%
970 TEVA TEVA PHARM-ADR Healthcare 1,600.0 $54K 0.00% NEW $33.75 +10.6%
971 FLUTTER ENTER-DI 531.0 $54K 0.00% +467.0 +729.7% $101.69
972 RSPC Invesco ETFs/USA 1,493.0 $53K 0.00% -14K -90.2% $35.50 +4.8%
973 ICLN iShares ETFs/USA 2,597.0 $53K 0.00% +88.0 +3.5% $20.41 -13.8%
974 PBT PERMIAN BASIN Energy 2,109.0 $53K 0.00% +939.0 +80.3% $25.13 +36.4%
975 PRI PRIMERICA INC Financial Services 188.0 $53K 0.00% -20.0 -9.6% $281.91 +4.9%
976 CHTR CHARTER COMMUN-A Communication Services 367.0 $52K 0.00% -1K -76.7% $141.69 +6.0%
977 TAP MOLSON COORS-B Consumer Defensive 1,325.0 $52K 0.00% +1K +496.9% $39.25 +9.4%
978 CFR CULLEN/FROST Financial Services 332.0 $51K 0.00% $153.61 +6.9%
979 RSPG Invesco ETFs/USA 522.0 $51K 0.00% $97.70 +16.5%
980 EUAD Spinnaker ETF Trust 1,220.0 $51K 0.00% NEW $41.80 +10.3%
Page 49 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%