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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 60 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 VOOG Vanguard ETF/USA 246.0 $20K 0.00% +205.0 +500.0% $81.30 +2.6%
1182 VIS Vanguard ETF/USA 53.0 $19K 0.00% -10.0 -15.9% $358.49 -3.4%
1183 WH WYNDHAM HOTELS & Consumer Cyclical 225.0 $19K 0.00% -2.0 -0.9% $84.44 -12.1%
1184 RPRX ROYALTY PHARMA-A Healthcare 346.0 $19K 0.00% $54.91 +11.7%
1185 AMKR AMKOR TECH INC Technology 224.0 $19K 0.00% $84.82 -40.7%
1186 EMO Legg Mason Closed End Funds/US Financial Services 372.0 $19K 0.00% +8.0 +2.2% $51.08 +6.6%
1187 PFF iShares ETFs/USA 628.0 $19K 0.00% -2K -72.4% $30.25 +0.7%
1188 IYLD iShares ETFs/USA 880.0 $19K 0.00% -19.0 -2.1% $21.59 +3.2%
1189 MTSI MACOM TECHNOLOGY Technology 49.0 $19K 0.00% +6.0 +13.9% $387.76 -31.0%
1190 SNEX STONEX GROUP INC Financial Services 158.0 $19K 0.00% -79K -99.8% $120.25 -42.1%
1191 TM TOYOTA MOTOR-ADR Consumer Cyclical 115.0 $19K 0.00% $165.22 +19.5%
1192 FRME FIRST MERCHANTS Financial Services 408.0 $18K 0.00% +3.0 +0.7% $44.12 -4.5%
1193 SYSB iShares Trust 199.0 $18K 0.00% NEW $90.45 -3.6%
1194 LMUB iShares Trust 347.0 $18K 0.00% NEW $51.87 -4.6%
1195 JGRO JP Morgan ETFs/USA 187.0 $18K 0.00% $96.26 -2.2%
1196 VSNT VERSANT MEDIA GR Industrials 510.0 $18K 0.00% -26.0 -4.8% $35.29 +10.4%
1197 SN SHARKNINJA INC Consumer Cyclical 121.0 $18K 0.00% +1.0 +0.8% $148.76 +21.4%
1198 SPOT SPOTIFY TECHNOLO Communication Services 37.0 $17K NEW $459.46 +16.3%
1199 FTAI AVIATION LT 63.0 $17K $269.84
1200 WMS ADVANCED DRAINAG Industrials 110.0 $17K $154.55 -7.2%
Page 60 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%