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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 70 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 BBWI BATH & BODY WORK Consumer Cyclical 191.0 $4K +1.0 +0.5% $20.94 -6.1%
1382 XRPC CSC Delaware Trust Co 388.0 $4K $10.31 +10.0%
1383 CGGE Capital Group/ETFs 107.0 $4K $37.38 -5.2%
1384 CELH CELSIUS HOLDINGS Consumer Defensive 138.0 $4K NEW $28.99 +11.3%
1385 CR CRANE CO Industrials 16.0 $4K $250.00 -16.4%
1386 GT GOODYEAR TIRE Consumer Cyclical 620.0 $4K $6.45 -7.2%
1387 IYM iShares ETFs/USA 23.0 $4K -23.0 -50.0% $173.91 +9.2%
1388 EFV iShares Trust 52.0 $4K NEW $76.92 +6.0%
1389 EFG ISHARES MSCI EAF 33.0 $4K +28.0 +560.0% $121.21 +3.5%
1390 MKL MARKEL GROUP INC Financial Services 2.0 $4K -4.0 -66.7% $2000.00 -10.2%
1391 MUFG MITSUBISHI U-ADR Financial Services 181.0 $4K $22.10 -2.4%
1392 KWR QUAKER CHEMICAL Basic Materials 26.0 $4K -132.0 -83.5% $153.85 +8.6%
1393 RRX REGAL REXNORD CO Industrials 16.0 $4K $250.00 -32.2%
1394 RGA REINSURANCE GROU Financial Services 18.0 $4K $222.22 +8.3%
1395 SNY SANOFI-ADR Healthcare 100.0 $4K $40.00 +14.6%
1396 FNDC Schwab Strategic Trust 78.0 $4K $51.28 -0.9%
1397 SUI SUN COMMUNITIES INC Real Estate 30.0 $4K -107.0 -78.1% $133.33 -8.5%
1398 WTFC WINTRUST FINL Financial Services 22.0 $4K $181.82 -15.6%
1399 NU NU HOLDINGS LT-A Financial Services 264.0 $4K -40.0 -13.2% $15.15 -3.6%
1400 ALC ALCON INC Healthcare 66.0 $4K $60.61 +22.5%
Page 70 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%