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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 78 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 STIP iShares Trust 12.0 $1K NEW $83.33 +21.0%
1542 KNF KNIFE RIVER Basic Materials 16.0 $1K $62.50 +4.7%
1543 KD KYNDRYL HOLDINGS Technology 96.0 $1K $10.42 +18.4%
1544 MDU MDU RES GROUP Industrials 67.0 $1K $14.93 +36.9%
1545 MDGL MADRIGAL PHARMAC Healthcare 2.0 $1K $500.00 +4.9%
1546 MTDR MATADOR RESOURCE Energy 21.0 $1K $47.62 +20.2%
1547 NLOP NET LEASE OFFICE PROPERTY Real Estate 70.0 $1K -61.0 -46.6% $14.29 -19.6%
1548 NYT NEW YORK TIMES-A Communication Services 14.0 $1K -51.0 -78.5% $71.43 -8.9%
1549 SMR NUSCALE POWER CO Utilities 114.0 $1K -116.0 -50.4% $8.77 -1.5%
1550 OLLI OLLIE'S BARGAIN Consumer Defensive 12.0 $1K $83.33 -8.5%
1551 ONTO ONTO INNOVATION Technology 3.0 $1K NEW $333.33 -5.4%
1552 OGN ORGANON & CO Healthcare 50.0 $1K -142.0 -74.0% $20.00 -31.6%
1553 CALF Pacer ETFs/USA 10.0 $1K NEW $100.00 -43.5%
1554 SQFT PRESIDIO PROP- A Real Estate 212.0 $1K NEW $4.72 -69.7%
1555 PSMT PRICESMART INC Consumer Defensive 7.0 $1K $142.86 +23.7%
1556 RC READY CAPITAL CORP Real Estate 548.0 $1K +3.0 +0.6% $1.82 -7.4%
1557 RELX RELX PLC - ADR Communication Services 42.0 $1K -161.0 -79.3% $23.81 +44.9%
1558 SBRA SABRA HEALTH CAR Real Estate 62.0 $1K $16.13 +26.0%
1559 SITE SITEONE LANDSCAP Industrials 8.0 $1K $125.00 -23.9%
1560 SEDG SOLAREDGE TECHNO Energy 10.0 $1K $100.00 -70.2%
Page 78 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%