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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 59 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 AOD abrdn Funds Financial Services 2,032.0 $21K 0.00% +59.0 +3.0% $10.33 +4.1%
1162 AYI ACUITY INC Industrials 57.0 $21K 0.00% $368.42 -6.9%
1163 AEM AGNICO EAGLE MIN Basic Materials 138.0 $21K 0.00% +129.0 +1433.3% $152.17 +42.0%
1164 CHI Calamos Funds/USA Financial Services 1,582.0 $21K 0.00% +35.0 +2.3% $13.27 -2.4%
1165 FDEC FT VEST U.S. EQU 393.0 $21K 0.00% $53.44 +4.1%
1166 HCI HCI GROUP INC Financial Services 118.0 $21K 0.00% -37K -99.7% $177.97 +2.6%
1167 HSBC HSBC HOLDING-ADR Financial Services 223.0 $21K 0.00% $94.17 +10.6%
1168 RXI iShares ETFs/USA 111.0 $21K 0.00% -6K -98.3% $189.19 +6.1%
1169 KRG KITE REALTY GROUP TRUST Real Estate 732.0 $21K 0.00% $28.69 -8.8%
1170 NBIX NEUROCRINE BIOSC Healthcare 126.0 $21K 0.00% $166.67 -8.5%
1171 NVO NOVO-NORDISK-ADR Healthcare 444.0 $21K 0.00% $47.30 -1.2%
1172 TTD TRADE DESK INC-A Technology 1,155.0 $21K 0.00% +141.0 +13.9% $18.18 -27.5%
1173 TY Seligman Funds/Closed-end/USA Financial Services 616.0 $21K 0.00% +14.0 +2.3% $34.09 +4.4%
1174 UTHR UNITED THERAPEUT Healthcare 39.0 $21K 0.00% $538.46 -4.7%
1175 FJAN FT VEST U.S. EQU 365.0 $20K 0.00% $54.79 +2.7%
1176 MAT MATTEL INC Consumer Cyclical 1,416.0 $20K 0.00% -2K -59.6% $14.12 +2.7%
1177 INKM State Street ETF/USA 572.0 $20K 0.00% -11.0 -1.9% $34.97 -0.7%
1178 SEM SELECT MEDICAL Healthcare 1,221.0 $20K 0.00% -2K -60.4% $16.38 +0.8%
1179 PBEU Tidal Trust IV 599.0 $20K 0.00% NEW $33.39 +6.8%
1180 UNM UNUM GROUP Financial Services 223.0 $20K 0.00% +60.0 +36.8% $89.69 -2.1%
Page 59 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%