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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 7 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VST VISTRA CORP Utilities 46,181.0 $7.3M 0.21% +9K +24.6% $158.64 -11.4%
122 TEL TE CONNECTIVITY Technology 36,046.0 $7.3M 0.21% +5K +15.8% $201.60 +1.7%
123 NXST NEXSTAR MEDIA Communication Services 40,423.0 $7.2M 0.21% +6K +16.0% $178.59 +2.2%
124 UBER UBER TECHNOLOGIE Technology 99,789.0 $7.2M 0.21% +86K +605.6% $72.16 +3.5%
125 CIBR First Trust ETFs/USA 79,988.0 $7.2M 0.21% -6K -6.7% $89.85 +8.4%
126 SPEM State Street ETF/USA 137,995.0 $7.1M 0.21% +3K +2.0% $51.78 -0.1%
127 LEG LEGGETT & PLATT Consumer Cyclical 584,742.0 $6.8M 0.20% +36K +6.6% $11.71 -20.1%
128 PGR PROGRESSIVE CORP Financial Services 30,509.0 $6.7M 0.19% $218.46 -5.1%
129 XLI State Street ETF/USA 35,394.0 $6.6M 0.19% +231.0 +0.7% $185.23 -0.9%
130 COST COSTCO WHOLESALE Consumer Defensive 6,886.0 $6.4M 0.19% -2K -22.8% $935.38 +2.8%
131 FNF FIDELITY NATIONA Financial Services 135,327.0 $6.4M 0.18% +7K +5.7% $47.16 +2.8%
132 CALM CAL-MAINE FOODS Consumer Defensive 79,091.0 $6.4M 0.18% +5K +7.0% $80.57 +0.8%
133 SBH SALLY BEAUTY HOL Consumer Cyclical 450,630.0 $6.4M 0.18% +33K +7.8% $14.14 +15.4%
134 SCHM Schwab Strategic Trust 172,713.0 $6.4M 0.18% +17K +11.1% $36.87 -2.2%
135 INVA INNOVIVA INC Healthcare 280,240.0 $6.4M 0.18% +3K +1.0% $22.71 -6.4%
136 SMMD iShares ETFs/USA 69,157.0 $6.3M 0.18% -549.0 -0.8% $91.63 +0.2%
137 EEFT EURONET WORLDWID Technology 86,453.0 $6.3M 0.18% +8K +10.7% $73.18 -5.4%
138 RTX RTX CORP Industrials 33,128.0 $6.3M 0.18% -737.0 -2.2% $189.72 +18.9%
139 CINF CINCINNATI FIN Financial Services 33,792.0 $6.3M 0.18% +32K +1405.9% $185.13 -7.4%
140 XLC State Street ETF/USA 56,136.0 $6.0M 0.17% -880.0 -1.5% $107.13 +3.1%
Page 7 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%