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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 10 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KR KROGER CO Consumer Defensive 40,707.0 $2.5M 0.08% NEW $62.47 +7.7%
182 MEDP MEDPACE HOLDINGS Healthcare 4,443.0 $2.5M 0.07% NEW $561.56 -24.8%
183 EAGG iShares ETFs/USA 51,573.0 $2.5M 0.07% NEW $47.85 -1.9%
184 CMI CUMMINS INC Industrials 4,763.0 $2.4M 0.07% NEW $510.39 +32.9%
185 VFH Vanguard ETF/USA 18,130.0 $2.4M 0.07% NEW $133.48 -5.3%
186 IJK iShares ETFs/USA 24,925.0 $2.4M 0.07% NEW $96.89 +13.2%
187 VT Vanguard ETF/USA 17,029.0 $2.4M 0.07% NEW $141.05 +8.7%
188 XLU State Street ETF/USA 55,346.0 $2.4M 0.07% NEW $42.70 +2.2%
189 NFLX NETFLIX INC Communication Services 25,134.0 $2.4M 0.07% NEW $93.78 -4.7%
190 MDYV State Street ETF/USA 27,792.0 $2.4M 0.07% NEW $84.66 +5.5%
191 MU MICRON TECH Technology 8,055.0 $2.3M 0.07% NEW $285.41 +141.5%
192 QCOM QUALCOMM INC Technology 13,440.0 $2.3M 0.07% NEW $171.06 +16.6%
193 XLB State Street ETF/USA 50,439.0 $2.3M 0.07% NEW $45.34 +11.0%
194 SYY SYSCO CORP Consumer Defensive 30,894.0 $2.3M 0.07% NEW $73.70 -1.5%
195 SCHM Schwab Strategic Trust 73,073.0 $2.2M 0.07% NEW $30.07 +12.3%
196 UNH UNITEDHEALTH GRP Healthcare 6,545.0 $2.2M 0.06% NEW $330.18 +17.3%
197 HII HUNTINGTON INGAL Industrials 6,204.0 $2.1M 0.06% NEW $340.10 -2.9%
198 STLD STEEL DYNAMICS Basic Materials 12,154.0 $2.1M 0.06% NEW $169.41 +34.1%
199 SO SOUTHERN CO Utilities 23,453.0 $2.0M 0.06% NEW $87.20 +6.7%
200 SNX TD SYNNEX CORP Technology 13,419.0 $2.0M 0.06% NEW $150.23 +52.8%
Page 10 of 76  ·  1,517 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 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%