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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 21 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EQR EQUITY RESIDENTIAL Real Estate 2,939.0 $200K 0.01% +159.0 +5.7% $68.05 -6.5%
402 BABA ALIBABA GRP-ADR Consumer Cyclical 2,077.0 $199K 0.01% +186.0 +9.8% $95.81 +26.3%
403 BDX BECTON DICKINSON Healthcare 1,315.0 $199K 0.01% +472.0 +56.0% $151.33 +25.4%
404 FRT FEDERAL REALTY INVS TRUST Real Estate 1,614.0 $199K 0.01% +52.0 +3.3% $123.30 -5.1%
405 PNW PINNACLE WEST Utilities 1,864.0 $199K 0.01% +43.0 +2.4% $106.76 -7.1%
406 PKG PACKAGING CORP Consumer Cyclical 816.0 $195K 0.01% +62.0 +8.2% $238.97 +5.3%
407 ARES ARES MANAGEM- A Financial Services 1,720.0 $191K 0.01% +1K +373.8% $111.05 +28.8%
408 AXON AXON ENTERPRISE Industrials 339.0 $190K 0.01% +139.0 +69.5% $560.47 +10.3%
409 CGGR Capital Research and Managemen 4,031.0 $190K 0.01% +3K +475.0% $47.13 -0.6%
410 AVB AVALONBAY COMMUNITIES INC Real Estate 992.0 $187K 0.01% +446.0 +81.7% $188.51 -2.4%
411 NWS NEWS CORP-CL B Communication Services 6,669.0 $187K 0.01% +2K +38.6% $28.04 +22.2%
412 CLX CLOROX CO Consumer Defensive 1,948.0 $186K 0.01% +82.0 +4.4% $95.48 +10.4%
413 ULTA ULTA BEAUTY INC Consumer Cyclical 413.0 $186K 0.01% +9.0 +2.2% $450.36 +15.4%
414 KIM KIMCO REALTY CORP Real Estate 7,174.0 $182K 0.01% +5K +269.2% $25.37 -5.0%
415 SNA SNAP-ON INC Industrials 447.0 $180K 0.01% +43.0 +10.6% $402.68 -2.3%
416 ARE ALEXANDRIA REAL ESTATE EQUIT Real Estate 3,330.0 $176K 0.01% +1K +71.5% $52.85 -1.3%
417 LEN LENNAR CORP-A Consumer Cyclical 1,908.0 $173K 0.01% +533.0 +38.8% $90.67 -4.5%
418 HUBB HUBBELL INC Industrials 325.0 $170K 0.01% +19.0 +6.2% $523.08 -9.9%
419 LYB LYONDELLBASELL-A Basic Materials 3,224.0 $170K 0.01% +70.0 +2.2% $52.73 +30.5%
420 HBNC HORIZON BANCORP Financial Services 8,430.0 $168K 0.01% +74.0 +0.9% $19.93 -1.5%
Page 21 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%