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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.3B AUM 1,548 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 170 New 516 Added 595 Reduced
Page 13 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STLD STEEL DYNAMICS Basic Materials 12,101.0 $2.2M 0.07% $179.99 +31.0%
242 BKNG BOOKING HOLDINGS Consumer Cyclical 508.0 $2.1M 0.07% -15.0 -2.9% $168.50 +20.2%
243 AMAT APPLIED MATERIAL Technology 6,176.0 $2.1M 0.06% -30K -82.9% $341.81 +41.1%
244 XLRE State Street ETF/USA 51,572.0 $2.1M 0.06% +7K +16.8% $40.84 +9.4%
245 SCHB Schwab Strategic Trust 83,701.0 $2.1M 0.06% -44K -34.7% $25.10 +18.8%
246 MEDP MEDPACE HOLDINGS Healthcare 4,352.0 $2.1M 0.06% -91.0 -2.0% $480.24 +27.3%
247 TXN TEXAS INSTRUMENT Technology 10,759.0 $2.1M 0.06% +6K +145.4% $194.16 +37.3%
248 MDLZ MONDELEZ INTER-A Consumer Defensive 35,843.0 $2.1M 0.06% -131K -78.5% $57.64 +8.3%
249 NEE NEXTERA ENERGY Utilities 22,047.0 $2.0M 0.06% $92.89 -10.1%
250 BE BLOOM ENERGY C-A Industrials 15,000.0 $2.0M 0.06% $135.47 +60.8%
251 LHX L3HARRIS TECHNOL Industrials 5,871.0 $2.0M 0.06% $345.26 -24.1%
252 ENVA ENOVA INTERNATIO Financial Services 14,756.0 $2.0M 0.06% -57K -79.6% $135.81 +74.7%
253 TFI State Street ETF/USA 44,132.0 $2.0M 0.06% -44K -49.7% $45.34 -1.3%
254 BLOK Amplify Investments LLC/ETF 39,311.0 $2.0M 0.06% +6K +19.0% $49.81 +30.3%
255 DSI iShares ETFs/USA 15,991.0 $1.9M 0.06% +657.0 +4.3% $121.19 +22.7%
256 JCI JOHNSON CONTROLS Industrials 14,700.0 $1.9M 0.06% -1K -7.5% $130.95 +8.6%
257 Fidelity Covington Trust 27,187.0 $1.9M 0.06% -13K -32.3% $70.36
258 EMR EMERSON ELEC CO Industrials 14,454.0 $1.9M 0.06% +3K +27.0% $131.04 +20.4%
259 BA BOEING CO/THE Industrials 9,395.0 $1.9M 0.06% +2K +29.5% $199.04 +5.5%
260 NULG Nushares ETF Trust 20,522.0 $1.9M 0.06% +2K +8.1% $90.93 +27.7%
Page 13 of 78  ·  1,547 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 26.5%
Healthcare 16.0%
Financial Services 15.5%
Consumer Cyclical 13.4%
Industrials 9.4%
Communication Services 6.0%
Consumer Defensive 4.2%
Energy 4.0%
Utilities 2.2%
Basic Materials 1.9%