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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 75 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 NANR State Street ETF/USA 21.0 $2K $95.24 -8.9%
1482 SSD SIMPSON MFG Industrials 10.0 $2K -3.0 -23.1% $200.00 -5.1%
1483 SIRI SIRIUS XM HOLDIN Communication Services 75.0 $2K $26.67 +7.3%
1484 PATH UIPATH INC -CL A Technology 139.0 $2K $14.39 +8.3%
1485 UCB UNITED COMMUNITY Financial Services 64.0 $2K $31.25 +17.0%
1486 USFD US FOODS HOLDING Consumer Defensive 21.0 $2K -123.0 -85.4% $95.24 +12.3%
1487 OLED UNIVERSAL DISPLA Technology 19.0 $2K $105.26 -19.8%
1488 VTWO Vanguard Scottsdale Funds 15.0 $2K NEW $133.33 -9.0%
1489 VMBS Vanguard Scottsdale Funds 36.0 $2K NEW $55.56 -16.9%
1490 WSO WATSCO INC Industrials 4.0 $2K $500.00 -37.3%
1491 DGS WisdomTree ETFs/USA 30.0 $2K +1.0 +3.5% $66.67 -5.9%
1492 WKC WORLD KINECT COR Energy 48.0 $2K $41.67 -13.2%
1493 NAT NORDIC AMERICAN Industrials 347.0 $2K NEW $5.76 +20.2%
1494 CHKP CHECK POINT SOFT Technology 17.0 $2K +10.0 +142.9% $117.65 +10.8%
1495 CREATIVE MEDIA & 652.0 $2K -10K -93.9% $3.07
1496 Eaton Vance Funds/Closed-end/U 250.0 $2K NEW $8.00
1497 MOO VanEck ETFs/USA 12.0 $1K $83.33 -2.4%
1498 BLV Vanguard ETF/USA 21.0 $1K -8.0 -27.6% $47.62 +37.8%
1499 VREX VAREX IMAGIN Healthcare 128.0 $1K NEW $7.81 +136.3%
1500 VNT VONTIER CORP Technology 40.0 $1K $25.00 +28.2%
Page 75 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%