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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 11 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PLD PROLOGIS INC Real Estate 4,950.0 $671K 0.02% +440.0 +9.8% $135.56 +3.8%
202 DLB DOLBY LABORATO-A Technology 12,727.0 $669K 0.02% +2K +14.4% $52.57 +22.1%
203 NEM NEWMONT CORP Basic Materials 7,060.0 $659K 0.02% +302.0 +4.5% $93.34 +36.7%
204 XYL XYLEM INC Industrials 5,501.0 $650K 0.02% +404.0 +7.9% $118.16 -4.0%
205 EOG EOG RESOURCES Energy 5,001.0 $649K 0.02% +100.0 +2.0% $129.77 +17.3%
206 TFC TRUIST FINANCIAL Financial Services 12,788.0 $637K 0.02% +354.0 +2.9% $49.81 +0.8%
207 HOOD ROBINHOOD MARK-A Financial Services 6,319.0 $634K 0.02% +3K +82.7% $100.33 -5.2%
208 HAL HALLIBURTON CO Energy 18,587.0 $631K 0.02% +605.0 +3.4% $33.95 +5.1%
209 KBE State Street ETF/USA 9,178.0 $626K 0.02% +9K +1788.5% $68.21 +0.6%
210 MNST MONSTER BEVERAGE Consumer Defensive 6,384.0 $614K 0.02% +148.0 +2.4% $96.18 -50.6%
211 MRNA MODERNA INC Healthcare 8,720.0 $611K 0.02% +817.0 +10.3% $70.07 +90.3%
212 XEL XCEL ENERGY INC Utilities 7,595.0 $610K 0.02% +258.0 +3.5% $80.32 -2.0%
213 AJG ARTHUR J GALLAGH Financial Services 2,651.0 $609K 0.02% +936.0 +54.6% $229.72 +13.0%
214 BLK BLACKROCK INC Financial Services 633.0 $608K 0.02% +41.0 +6.9% $960.51 +18.7%
215 GNRC GENERAC HOLDINGS Industrials 2,069.0 $606K 0.02% +240.0 +13.1% $292.90 -29.4%
216 APD AIR PRODS & CHEM Basic Materials 2,040.0 $598K 0.02% +100.0 +5.2% $293.14 +2.5%
217 A AGILENT TECH INC Healthcare 4,448.0 $591K 0.02% +603.0 +15.7% $132.87 +17.6%
218 SMCI SUPER MICRO COMP Technology 20,043.0 $588K 0.02% +14K +244.1% $29.34 +24.4%
219 PPG PPG INDS INC Basic Materials 4,852.0 $588K 0.02% +658.0 +15.7% $121.19 -7.2%
220 LUV SOUTHWEST AIR Industrials 11,414.0 $587K 0.02% +1K +12.1% $51.43 -22.4%
Page 11 of 31  ·  610 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%