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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 31 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CRI CARTER'S INC Consumer Cyclical 75.0 $3K +1.0 +1.4% $40.00 -6.3%
602 FLO FLOWERS FOODS Consumer Defensive 352.0 $3K +6.0 +1.7% $8.52 -13.3%
603 REET iShares ETFs/USA 116.0 $3K +1.0 +0.9% $25.86 +7.9%
604 CBSH COMMERCE BCSHS Financial Services 39.0 $2K +1.0 +2.6% $51.28 +15.8%
605 DGS WisdomTree ETFs/USA 30.0 $2K +1.0 +3.5% $66.67 -4.7%
606 CHKP CHECK POINT SOFT Technology 17.0 $2K +10.0 +142.9% $117.65 +11.3%
607 BCS BARCLAYS PLC-ADR Financial Services 54.0 $1K +1.0 +1.9% $18.52 +46.1%
608 FTSD Franklin LibertyShares ETFs/US 17.0 $1K +1.0 +6.2% $58.82 +53.3%
609 RC READY CAPITAL CORP Real Estate 548.0 $1K +3.0 +0.6% $1.82 -3.8%
610 TEI Franklin Templeton Funds/Close Financial Services 112.0 $1K +2.0 +1.8% $8.93 -24.2%
Page 31 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%