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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 66 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 NIQ GLOBAL INTEL 1,067.0 $10K -175.0 -14.1% $9.37
1302 VFMV Vanguard Wellington Fund/Fund 67.0 $9K NEW $134.33 +8.4%
1303 VFVA Vanguard Wellington Fund/Fund 63.0 $9K NEW $142.86 +12.3%
1304 BIV Vanguard ETF/USA 121.0 $9K -1K -91.9% $74.38 +1.5%
1305 BSV Vanguard ETF/USA 114.0 $9K +41.0 +56.2% $78.95 -1.7%
1306 CRSP CRISPR THERAPEUT Healthcare 174.0 $9K $51.72 +12.4%
1307 First Trust High Yield Opportu 640.0 $9K -1K -68.2% $14.06
1308 JBT MAREL CORP 61.0 $9K $147.54
1309 AVSC American Century ETF Trust 125.0 $9K -127.0 -50.4% $72.00 +1.8%
1310 DYNF BlackRock ETF Trust 128.0 $9K NEW $70.31 -2.1%
1311 CGHM Capital Group Fixed Income ETF 354.0 $9K $25.42 -0.1%
1312 FLJP Franklin Templeton ETF Trust 219.0 $9K NEW $41.10 -2.1%
1313 GGG GRACO INC Industrials 115.0 $9K $78.26 +4.4%
1314 REM iShares ETFs/USA 395.0 $9K -4.0 -1.0% $22.78 -3.1%
1315 PTY PIMCO Funds/Closed-End/USA Financial Services 725.0 $9K -790.0 -52.1% $12.41 -6.1%
1316 BITO ProShares ETFs/USA 1,163.0 $9K -15.0 -1.3% $7.74 +26.8%
1317 XAR SPDR Series Trust 32.0 $9K NEW $281.25 -3.4%
1318 SONY SONY GROUP-ADR Technology 473.0 $9K +239.0 +102.1% $19.03 +23.9%
1319 SMMT SUMMIT THERAPEUT Healthcare 591.0 $9K -257.0 -30.3% $15.23 -18.4%
1320 TTEK TETRA TECH INC Industrials 312.0 $9K -682.0 -68.6% $28.85 +26.8%
Page 66 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%