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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 72 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 CNM CORE & MAIN IN-A Industrials 56.0 $3K $53.57 -16.8%
1422 CBRL CRACKER BARREL Consumer Cyclical 51.0 $3K $58.82 -5.4%
1423 CCK CROWN HOLDINGS I Consumer Cyclical 27.0 $3K -118.0 -81.4% $111.11 +5.6%
1424 ELS EQUITY LIFESTYLE Real Estate 44.0 $3K $68.18 -3.3%
1425 ECG EVERUS CONSTRUCT Industrials 16.0 $3K $187.50 -33.4%
1426 FEMY FEMASYS INC Healthcare 750.0 $3K -14K -95.0% $4.00 -34.0%
1427 FLO FLOWERS FOODS Consumer Defensive 352.0 $3K +6.0 +1.7% $8.52 -12.6%
1428 BUG Global X ETFs/USA 68.0 $3K NEW $44.12 -8.5%
1429 REET iShares ETFs/USA 116.0 $3K +1.0 +0.9% $25.86 +8.7%
1430 EWU iShares ETFs/USA 70.0 $3K $42.86 +13.3%
1431 ETHA iShares ETFs/USA Financial Services 290.0 $3K NEW $10.34 +69.2%
1432 KLIC KULICKE & SOFFA Technology 21.0 $3K $142.86 -39.6%
1433 MSGE SPHERE ENTERTAIN Communication Services 20.0 $3K NEW $150.00 -45.6%
1434 MFG MIZUHO FINAN-ADR Financial Services 320.0 $3K $9.38 +8.2%
1435 PRDO PERDOCEO EDUCATI Consumer Defensive 81.0 $3K $37.04 -12.2%
1436 PR PERMIAN RESOUR-A Energy 188.0 $3K NEW $15.96 +49.7%
1437 QS QUANTUMSCAPE COR Consumer Cyclical 416.0 $3K $7.21 -23.3%
1438 RPM RPM INTL INC Basic Materials 28.0 $3K $107.14 +3.0%
1439 SPSC SPS COMMERCE INC Technology 50.0 $3K -40.0 -44.4% $60.00 +33.1%
1440 SCL STEPAN CO Basic Materials 54.0 $3K -17.0 -23.9% $55.56 +15.1%
Page 72 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%