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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 18 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VLTO VERALTO CORP Industrials 3,222.0 $286K 0.01% +2K +119.6% $88.76 +11.3%
342 SMURFIT WESTROCK 6,151.0 $285K 0.01% +2K +50.2% $46.33
343 EXR EXTRA SPACE STORAGE INC Real Estate 1,958.0 $284K 0.01% +607.0 +44.9% $145.05 +1.2%
344 GPC GENUINE PARTS CO Consumer Cyclical 2,409.0 $284K 0.01% +418.0 +21.0% $117.89 +13.6%
345 SJM JM SMUCKER CO Consumer Defensive 2,526.0 $284K 0.01% +2K +221.8% $112.43 +10.6%
346 BROWN-FORMAN -B 10,605.0 $283K 0.01% +9K +460.8% $26.69
347 TXT TEXTRON INC Industrials 3,070.0 $282K 0.01% +38.0 +1.2% $91.86 -9.7%
348 EL ESTEE LAUDER Consumer Defensive 3,539.0 $279K 0.01% +474.0 +15.5% $78.84 +29.3%
349 INVH INVITATION HOMES INC Real Estate 9,191.0 $278K 0.01% +2K +26.4% $30.25 -0.5%
350 SWK STANLEY BLACK & Industrials 2,956.0 $278K 0.01% +196.0 +7.1% $94.05 +6.4%
351 AIZ ASSURANT INC Financial Services 1,025.0 $275K 0.01% +17.0 +1.7% $268.29 +5.9%
352 HST HOST HOTELS & RESORTS INC Real Estate 11,593.0 $275K 0.01% +186.0 +1.6% $23.72 -2.2%
353 REGCO REGENCY CENTERS CORP 3,436.0 $274K 0.01% +348.0 +11.3% $79.74
354 SNOW SNOWFLAKE INC-A Technology 1,076.0 $274K 0.01% +348.0 +47.8% $254.65 +30.7%
355 NWSA NEWS CORP-CL A Communication Services 10,951.0 $272K 0.01% +2K +24.2% $24.84 +22.3%
356 NTRS NORTHERN TRUST Financial Services 1,549.0 $269K 0.01% +44.0 +2.9% $173.66 +5.9%
357 BALL BALL CORP Consumer Cyclical 4,280.0 $267K 0.01% +321.0 +8.1% $62.38 +1.9%
358 CHRW CH ROBINSON Industrials 1,402.0 $264K 0.01% +31.0 +2.3% $188.30 -24.8%
359 FFIV F5 INC Technology 623.0 $259K 0.01% +15.0 +2.5% $415.73 -7.5%
360 LNT ALLIANT ENERGY Utilities 3,380.0 $258K 0.01% +267.0 +8.6% $76.33 -11.1%
Page 18 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%