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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 57 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 EFX EQUIFAX INC Industrials 160.0 $25K 0.00% -2K -91.9% $156.25 +23.3%
1122 FTA First Trust ETFs/USA 258.0 $25K 0.00% -211.0 -45.0% $96.90 +7.1%
1123 FPE First Trust ETFs/USA 1,389.0 $25K 0.00% +20.0 +1.5% $18.00 -1.9%
1124 NTNX NUTANIX INC - A Technology 488.0 $25K 0.00% +280.0 +134.6% $51.23 +32.0%
1125 PSTG EVERPURE INC-A 320.0 $25K 0.00% +124.0 +63.3% $78.12
1126 RVMD REVOLUTION MEDIC Healthcare 132.0 $25K 0.00% +27.0 +25.7% $189.39 +10.6%
1127 RKLB ROCKET LAB CORP Industrials 242.0 $25K 0.00% +40.0 +19.8% $103.31 -29.8%
1128 BMI BADGER METER INC Technology 163.0 $24K 0.00% -160.0 -49.5% $147.24 -10.5%
1129 BURL BURLINGTON STORE Consumer Cyclical 75.0 $24K 0.00% +6.0 +8.7% $320.00 +2.0%
1130 GOCT First Trust Exchange-Traded Fu 579.0 $24K 0.00% $41.45 +2.0%
1131 FLBR Franklin LibertyShares ETFs/US 1,134.0 $24K 0.00% $21.16 +1.9%
1132 RSPN Invesco ETFs/USA 372.0 $24K 0.00% -6K -94.0% $64.52 -1.9%
1133 VEGI iShares ETFs/USA 542.0 $24K 0.00% -9K -94.6% $44.28 +5.5%
1134 MKSI MKS INC Technology 53.0 $24K 0.00% $452.83 -38.4%
1135 PTEN PATTERSON-UTI Energy 2,567.0 $24K 0.00% +23.0 +0.9% $9.35 +32.0%
1136 CRAK VanEck ETFs/USA 530.0 $24K 0.00% NEW $45.28 +34.7%
1137 ANNALY CAPITAL MANAGEMENT IN 1,089.0 $24K 0.00% -2K -67.1% $22.04
1138 DFA Investment Dimensions Grou 400.0 $24K 0.00% NEW $60.00
1139 CHWY CHEWY INC- CL A Consumer Cyclical 1,149.0 $23K 0.00% +394.0 +52.2% $20.02 +20.0%
1140 BROS DUTCH BROS INC-A Consumer Cyclical 322.0 $23K 0.00% -60.0 -15.7% $71.43 -30.2%
Page 57 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%