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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 62 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 ESGD iShares ETFs/USA 157.0 $16K $101.91 +5.1%
1222 SPTL SPDR Series Trust 629.0 $16K NEW $25.44 -1.2%
1223 SAIA SAIA INC Industrials 39.0 $16K $410.26 -10.5%
1224 FNDX Schwab Strategic Trust 500.0 $16K $32.00 +1.7%
1225 PBOG Tidal Trust IV 541.0 $16K NEW $29.57 +21.9%
1226 WEN WENDY'S CO/THE Consumer Cyclical 1,931.0 $16K +39.0 +2.1% $8.29 +6.1%
1227 XHR XENIA HOTELS & R Real Estate 796.0 $16K $20.10 -2.9%
1228 ZM ZOOM COMMUNICATI Technology 181.0 $16K +44.0 +32.1% $88.40 +19.8%
1229 WCC WESCO INTL Industrials 43.0 $15K $348.84 -1.8%
1230 AMER SPORTS INC 443.0 $15K $33.86
1231 AGNC AGNC INVESTMENT Real Estate 1,397.0 $15K +253.0 +22.1% $10.74 +1.9%
1232 FSK FS KKR CAPITAL C Financial Services 1,410.0 $15K -568.0 -28.7% $10.64 +12.1%
1233 GLPI GAMING AND LEISU Real Estate 332.0 $15K $45.18 -3.5%
1234 HYG iShares ETFs/USA 187.0 $15K -219.0 -53.9% $80.21 -0.8%
1235 KEX KIRBY CORP Industrials 110.0 $15K -65.0 -37.1% $136.36 +3.9%
1236 LFUS LITTELFUSE INC Technology 33.0 $15K $454.55 -8.8%
1237 HYS Pimco ETF Trust 161.0 $15K -278.0 -63.3% $93.17 -0.3%
1238 POST POST HOLDINGS IN Consumer Defensive 166.0 $15K $90.36 -12.6%
1239 EGP EASTGROUP PROP Real Estate 69.0 $14K $202.90 -0.5%
1240 EPAM EPAM SYSTEMS INC Technology 175.0 $14K -437.0 -71.4% $80.00 +33.3%
Page 62 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 27.9%
Financial Services 16.4%
Healthcare 15.7%
Consumer Cyclical 13.2%
Industrials 8.6%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.0%