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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 63 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 MDIV First Trust ETFs/USA 818.0 $14K -10.0 -1.2% $17.11 -1.2%
1242 FRHC FREEDOM HOLDING Financial Services 110.0 $14K +1.0 +0.9% $127.27 +28.6%
1243 CVY Invesco ETFs/USA 486.0 $14K -24.0 -4.7% $28.81 +5.0%
1244 LAMR LAMAR ADVERTIS-A Real Estate 92.0 $14K $152.17 -0.8%
1245 RBC RBC BEARINGS INC Industrials 22.0 $14K $636.36 -20.7%
1246 FNDE Schwab Strategic Trust 348.0 $14K +2.0 +0.6% $40.23 +3.1%
1247 WBS WEBSTER FINL Financial Services 184.0 $14K +2.0 +1.1% $76.09 +1.9%
1248 RNR RENAISSANCERE Financial Services 42.0 $13K +7.0 +20.0% $309.52 +4.1%
1249 AVNS AVANOS MEDICAL I Healthcare 531.0 $13K $24.48 +2.1%
1250 BMRN BIOMARIN PHARMAC Healthcare 234.0 $13K -54.0 -18.8% $55.56 +21.8%
1251 CUBE CUBESMART Real Estate 326.0 $13K +309.0 +1817.7% $39.88 +3.3%
1252 EHC ENCOMPASS HEALTH Healthcare 124.0 $13K +1.0 +0.8% $104.84 +15.3%
1253 FCG First Trust Exchange-Traded Fu 500.0 $13K NEW $26.00 +21.6%
1254 FXU First Trust ETFs/USA 260.0 $13K -2K -87.0% $50.00 -3.1%
1255 KBWB Invesco Exchange-Traded Fund T 140.0 $13K NEW $92.86 +2.1%
1256 EWH iShares ETFs/USA 612.0 $13K +9.0 +1.5% $21.24 +8.0%
1257 IYE iShares ETFs/USA 237.0 $13K $54.85 +23.0%
1258 USRT iShares ETFs/USA 196.0 $13K -3K -94.2% $66.33 +1.3%
1259 KSA iShares ETFs/USA 349.0 $13K $37.25 +2.7%
1260 OHI OMEGA HEALTHCARE Real Estate 282.0 $13K $46.10 +1.4%
Page 63 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%