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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 52 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 NOV NOV INC Energy 2,151.0 $40K 0.00% -1K -33.9% $18.60 +9.8%
1022 ULST State Street ETF/USA 985.0 $40K 0.00% $40.61 -0.6%
1023 First Trust ETFs/USA 545.0 $40K 0.00% -33.0 -5.7% $73.39
1024 FLEX FLEX LTD Technology 233.0 $38K 0.00% -797.0 -77.4% $163.09 -32.3%
1025 ALLY ALLY FINANCIAL I Financial Services 819.0 $38K 0.00% +59.0 +7.8% $46.40 -7.5%
1026 OZK BANK OZK Financial Services 720.0 $38K 0.00% +6.0 +0.8% $52.78 -6.4%
1027 EFAV iShares ETFs/USA 434.0 $38K 0.00% -359.0 -45.3% $87.56 +8.1%
1028 NTRA NATERA INC Healthcare 140.0 $38K 0.00% $271.43 +22.3%
1029 IZRL ARK ETF Trust 1,206.0 $37K 0.00% $30.68 -5.3%
1030 FSCO Corp Trust Inc Financial Services 7,509.0 $37K 0.00% $4.93 +5.1%
1031 FIW First Trust Exchange-Traded Fu 336.0 $37K 0.00% NEW $110.12 +0.9%
1032 MINT Pimco ETF Trust 368.0 $37K 0.00% -205.0 -35.8% $100.54 +0.2%
1033 BPOP POPULAR INC Financial Services 223.0 $37K 0.00% $165.92 +1.9%
1034 SBAC SBA COMMUNICATIONS CORP Real Estate 212.0 $37K 0.00% +65.0 +44.2% $174.53 +4.6%
1035 RWR State Street ETF/USA 324.0 $37K 0.00% +290.0 +852.9% $114.20 +0.2%
1036 SUSA iShares ETFs/USA 233.0 $36K 0.00% $154.51 +2.3%
1037 EMLC VanEck ETFs/USA 1,400.0 $36K 0.00% NEW $25.71 +0.5%
1038 BTI BRIT AMER TO-ADR Consumer Defensive 560.0 $35K 0.00% +7.0 +1.3% $62.50 -10.1%
1039 CGCP Capital Group Fixed Income ETF 1,550.0 $35K 0.00% NEW $22.58 -2.6%
1040 DFSV Dimensional ETF Trust 900.0 $35K 0.00% NEW $38.89 +3.6%
Page 52 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%