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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 67 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ANGL VanEck ETFs/USA 309.0 $9K -73.0 -19.1% $29.13 -0.2%
1322 SAN BANCO SANTAN-ADR Financial Services 612.0 $8K $13.07 +8.4%
1323 CGMU Capital Research and Managemen 284.0 $8K $28.17 -3.8%
1324 ESAB ESAB CORP Industrials 79.0 $8K -101.0 -56.1% $101.27 -22.1%
1325 BUFR First Trust Exchange-Traded Fu 222.0 $8K NEW $36.04 +3.6%
1326 PRF Invesco ETFs/USA 157.0 $8K -352.0 -69.2% $50.96 +10.6%
1327 SMMV iShares ETFs/USA 172.0 $8K -174.0 -50.3% $46.51 +2.7%
1328 LKQ LKQ CORP Consumer Cyclical 309.0 $8K -4K -92.8% $25.89 -0.1%
1329 NMIH NMI HOLDINGS INC Financial Services 199.0 $8K $40.20 +13.6%
1330 LONZ Pimco ETF Trust 167.0 $8K NEW $47.90 +2.8%
1331 SCHE Schwab Strategic Trust 222.0 $8K -179K -99.9% $36.04 +1.8%
1332 SU SUNCOR ENERGY Energy 154.0 $8K $51.95 +29.9%
1333 TPYP Tortoise Capital Series Trust 189.0 $8K +1.0 +0.5% $42.33 +2.3%
1334 MOAT VanEck ETFs/USA 73.0 $8K NEW $109.59 +4.1%
1335 AZN ASTRAZENECA PLC Healthcare 40.0 $8K NEW $200.00 -17.5%
1336 WAL WESTERN ALLIANCE Financial Services 90.0 $7K $77.78 +3.4%
1337 MICC MAGNUM ICE CREAM Consumer Defensive 394.0 $7K $17.77 +9.3%
1338 SOUTHSTATE BANK 72.0 $7K $97.22
1339 BSJT Invesco ETFs/USA 349.0 $7K -873.0 -71.4% $20.06 +5.7%
1340 BSCT Invesco ETFs/USA 386.0 $7K -2K -84.2% $18.13 +2.5%
Page 67 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%