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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 8 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ITA iShares ETFs/USA 24,084.0 $5.8M 0.17% -228.0 -0.9% $242.40 +4.0%
142 WMT WALMART INC Consumer Defensive 51,046.0 $5.8M 0.17% -17K -24.9% $113.27 +1.7%
143 SDVY First Trust ETFs/USA 130,347.0 $5.6M 0.16% +3K +2.0% $43.14 +2.4%
144 GLW CORNING INC Technology 21,375.0 $5.5M 0.16% $255.44 -37.4%
145 INCY INCYTE CORP Healthcare 48,034.0 $5.4M 0.16% $113.36 +8.9%
146 ACN ACCENTURE PLC-A Technology 43,213.0 $5.4M 0.15% +12K +38.0% $124.43 +39.0%
147 GII State Street ETF/USA 69,836.0 $5.3M 0.15% -1K -1.6% $75.71 -1.1%
148 VYM Vanguard ETF/USA 33,267.0 $5.3M 0.15% +465.0 +1.4% $158.02 +4.8%
149 CTSH COGNIZANT TECH-A Technology 135,536.0 $5.2M 0.15% +39K +40.2% $38.73 +49.2%
150 VUG Vanguard ETF/USA 60,816.0 $5.2M 0.15% +50K +473.0% $86.15 +2.0%
151 GNR State Street ETF/USA 77,430.0 $5.2M 0.15% -3K -3.8% $67.31 +11.8%
152 GD GENERAL DYNAMICS Industrials 14,532.0 $5.1M 0.15% +622.0 +4.5% $354.25 +11.1%
153 NFRA FlexShares ETFs/USA 77,820.0 $5.0M 0.14% -2K -2.4% $64.12 +2.8%
154 EXEL EXELIXIS INC Healthcare 91,216.0 $5.0M 0.14% -5K -4.8% $54.41 -2.4%
155 VOE Vanguard ETF/USA 24,848.0 $4.9M 0.14% +445.0 +1.8% $197.60 +5.7%
156 G GENPACT LTD Technology 178,114.0 $4.9M 0.14% +34K +23.3% $27.50 +26.0%
157 VOT Vanguard ETF/USA 15,924.0 $4.9M 0.14% -299.0 -1.8% $306.33 +0.0%
158 IBKR INTERACTIVE BROK Financial Services 56,042.0 $4.9M 0.14% +1K +2.1% $87.04 +4.0%
159 AMP AMERIPRISE FINAN Financial Services 10,540.0 $4.8M 0.14% +424.0 +4.2% $458.73 +22.5%
160 BOTZ Global X ETFs/USA 127,120.0 $4.8M 0.14% +4K +3.5% $37.94 -3.7%
Page 8 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%