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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 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGMS Capital Group Fixed Income ETF 2,480.0 $68K 0.00% NEW $27.42 -1.1%
22 UTEN RBB ETFs/F/m Investments 1,500.0 $65K 0.00% NEW $43.33 -2.1%
23 IOT SAMSARA INC-CL A Technology 1,981.0 $64K 0.00% NEW $32.31 +22.5%
24 UHAL U-HAUL HOLDING C Industrials 863.0 $56K 0.00% NEW $64.89 +11.5%
25 AVUV American Century ETF Trust 439.0 $55K 0.00% NEW $125.28 +1.1%
26 GSG iShares ETFs/USA Financial Services 1,927.0 $55K 0.00% NEW $28.54 +15.8%
27 TEVA TEVA PHARM-ADR Healthcare 1,600.0 $54K 0.00% NEW $33.75 +8.4%
28 EUAD Spinnaker ETF Trust 1,220.0 $51K 0.00% NEW $41.80 +13.1%
29 DEHP Dimensional ETF Trust 1,140.0 $49K 0.00% NEW $42.98 -6.8%
30 UTWO RBB ETFs/F/m Investments 1,011.0 $48K 0.00% NEW $47.48 +1.2%
31 VERSIGENT PLC 1,092.0 $46K 0.00% NEW $42.12
32 SCHC Schwab Strategic Trust 958.0 $46K 0.00% NEW $48.02 +5.1%
33 IFLN Invesco Exchange-Traded Fund T 2,503.0 $46K 0.00% NEW $18.38 -0.9%
34 FIW First Trust Exchange-Traded Fu 336.0 $37K 0.00% NEW $110.12 -0.3%
35 EMLC VanEck ETFs/USA 1,400.0 $36K 0.00% NEW $25.71 -0.5%
36 CGCP Capital Group Fixed Income ETF 1,550.0 $35K 0.00% NEW $22.58 -2.6%
37 DFSV Dimensional ETF Trust 900.0 $35K 0.00% NEW $38.89 +3.6%
38 AVMV American Century ETF Trust 408.0 $33K 0.00% NEW $80.88 +2.6%
39 CORP Pimco ETF Trust 324.0 $31K 0.00% NEW $95.68 -0.9%
40 SHLD Global X ETFs/USA 480.0 $29K 0.00% NEW $60.42 +15.6%
Page 2 of 6  ·  108 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%