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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 30 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HLI HOULIHAN LOKEY I Financial Services 89.0 $12K +1.0 +1.1% $134.83 -3.5%
582 FAF FIRST AMERICAN F Financial Services 165.0 $11K +1.0 +0.6% $66.67 +9.2%
583 FXN First Trust ETFs/USA 482.0 $10K +41.0 +9.3% $20.75 +13.0%
584 FSMB First Trust ETFs/USA 513.0 $10K +4.0 +0.8% $19.49 +2.3%
585 HLN HALEON-ADR Healthcare 1,040.0 $10K +125.0 +13.7% $9.62 +2.6%
586 XMHQ Invesco ETFs/USA 87.0 $10K +1.0 +1.2% $114.94 +3.9%
587 SHEL SHELL PLC-ADR Energy 131.0 $10K +70.0 +114.8% $76.34 +21.5%
588 SONY SONY GROUP-ADR Technology 473.0 $9K +239.0 +102.1% $19.03 +23.5%
589 BSV Vanguard ETF/USA 114.0 $9K +41.0 +56.2% $78.95 -1.6%
590 TPYP Tortoise Capital Series Trust 189.0 $8K +1.0 +0.5% $42.33 +2.3%
591 KBR KBR INC Industrials 191.0 $7K +1.0 +0.5% $36.65 +3.6%
592 RIO RIO TINTO-ADR Basic Materials 69.0 $7K +49.0 +245.0% $101.45 -1.0%
593 COHR COHERENT CORP Technology 14.0 $6K +11.0 +366.7% $428.57 -32.9%
594 LQD iShares ETFs/USA 49.0 $5K +1.0 +2.1% $102.04 +4.4%
595 LYG LLOYDS BANKING G Financial Services 868.0 $5K +19.0 +2.2% $5.76 +3.1%
596 RGLD ROYAL GOLD INC Basic Materials 23.0 $5K +13.0 +130.0% $217.39 +14.1%
597 TXO PARTNERS LP 367.0 $5K +9.0 +2.5% $13.62
598 ASTS AST SPACEMOBILE Technology 41.0 $4K +15.0 +57.7% $97.56 -31.9%
599 BBWI BATH & BODY WORK Consumer Cyclical 191.0 $4K +1.0 +0.5% $20.94 -6.1%
600 EFG ISHARES MSCI EAF 33.0 $4K +28.0 +560.0% $121.21 +3.5%
Page 30 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%