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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 55 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 NOBL PROSHARES S&P 50 532.0 $30K 0.00% +416.0 +358.6% $56.39 +4.2%
1082 YUMC YUM CHINA HO Consumer Cyclical 724.0 $30K 0.00% $41.44 +19.5%
1083 WTMF WisdomTree ETFs/USA 718.0 $29K 0.00% -37.0 -4.9% $40.39 +3.7%
1084 Millrose Properties Inc 960.0 $29K 0.00% -60.0 -5.9% $30.21
1085 SHLD Global X ETFs/USA 480.0 $29K 0.00% NEW $60.42 +11.0%
1086 BSCQ Invesco ETFs/USA 1,510.0 $29K 0.00% -969.0 -39.1% $19.21 +1.9%
1087 PBPH Tidal Trust IV 1,068.0 $29K 0.00% NEW $27.15 +8.9%
1088 BSY BENTLEY SYSTEM-B Technology 939.0 $28K 0.00% +845.0 +898.9% $29.82 +24.4%
1089 CNQ CAN NATURAL RES Energy 700.0 $28K 0.00% NEW $40.00 +28.5%
1090 CORT CORCEPT THERA Healthcare 325.0 $28K 0.00% +2.0 +0.6% $86.15 +41.9%
1091 GMAY First Trust Exchange-Traded Fu 660.0 $28K 0.00% $42.42 +3.1%
1092 FIGR FIGURE TECHNOL-A Financial Services 927.0 $28K 0.00% $30.20 +29.4%
1093 IJS iShares ETFs/USA 202.0 $28K 0.00% $138.61 -0.1%
1094 KRMN KARMAN HOLDINGS Industrials 557.0 $28K 0.00% NEW $50.27 +6.2%
1095 ZWS ZURN ELKAY WATER Industrials 560.0 $28K 0.00% $50.00 -2.0%
1096 RACE FERRARI NV Consumer Cyclical 75.0 $28K 0.00% $373.33 +16.9%
1097 FBIN FORTUNE BRANDS I Industrials 499.0 $27K 0.00% -761.0 -60.4% $54.11 -17.7%
1098 XMLV Invesco ETFs/USA 411.0 $27K 0.00% +3.0 +0.7% $65.69 +3.1%
1099 JXI iShares ETFs/USA 317.0 $27K 0.00% -49.0 -13.4% $85.17 -4.3%
1100 AOK iShares ETFs/USA 642.0 $27K 0.00% +36.0 +5.9% $42.06 -1.8%
Page 55 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%