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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 56 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 JEF JEFFERIES FINANC Financial Services 547.0 $27K 0.00% +239.0 +77.6% $49.36 +6.0%
1102 LSCC LATTICE SEMICOND Technology 176.0 $27K 0.00% +54.0 +44.3% $153.41 -23.3%
1103 OC OWENS CORNING Industrials 171.0 $27K 0.00% -60.0 -26.0% $157.89 -6.2%
1104 PAA PLAINS ALL AMER Energy 1,200.0 $27K 0.00% $22.50 +9.4%
1105 ROKU ROKU INC Communication Services 195.0 $27K 0.00% +56.0 +40.3% $138.46 +13.7%
1106 TPG TPG INC Financial Services 657.0 $27K 0.00% +544.0 +481.4% $41.10 +27.5%
1107 CGXU Capital Research and Managemen 751.0 $26K 0.00% $34.62 +1.5%
1108 SNDA SONIDA SENIOR LI Healthcare 629.0 $26K 0.00% $41.34 -4.3%
1109 COLB COLUMBIA BANKING Financial Services 799.0 $26K 0.00% +4.0 +0.5% $32.54 -5.3%
1110 FMDE Fidelity Covington Trust 642.0 $26K 0.00% -197.0 -23.5% $40.50 +4.7%
1111 FCT First Trust/Closed-End Funds/U Financial Services 2,738.0 $26K 0.00% -21K -88.5% $9.50 +1.8%
1112 FLKR Franklin LibertyShares ETFs/US 392.0 $26K 0.00% $66.33 -11.8%
1113 HTGC HERCULES CAPITAL Financial Services 1,675.0 $26K 0.00% -475.0 -22.1% $15.52 +10.4%
1114 IYG iShares ETFs/USA 283.0 $26K 0.00% -3K -91.2% $91.87 +5.3%
1115 ACWI iShares ETFs/USA 168.0 $26K 0.00% +2.0 +1.2% $154.76 +3.9%
1116 DNL WisdomTree ETFs/USA 569.0 $26K 0.00% -100.0 -14.9% $45.69 +2.6%
1117 JAMES HARDIE IND 986.0 $26K 0.00% $26.37
1118 First Trust Exchange-Traded Fu 713.0 $25K 0.00% $35.06
1119 VIPER ENERGY INC 579.0 $25K 0.00% +85.0 +17.2% $43.18
1120 AMPH AMPHASTAR PHARMA Healthcare 1,259.0 $25K 0.00% -2K -57.6% $19.86 +8.8%
Page 56 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%