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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PBPH Tidal Trust IV 1,068.0 $29K 0.00% NEW $27.15 +8.7%
42 CNQ CAN NATURAL RES Energy 700.0 $28K 0.00% NEW $40.00 +25.3%
43 KRMN KARMAN HOLDINGS Industrials 557.0 $28K 0.00% NEW $50.27 +16.1%
44 CRAK VanEck ETFs/USA 530.0 $24K 0.00% NEW $45.28 +33.8%
45 DFA Investment Dimensions Grou 400.0 $24K 0.00% NEW $60.00
46 RYAN RYAN SPECIALTY H Financial Services 597.0 $23K 0.00% NEW $38.53 +8.6%
47 AR ANTERO RESOURCES Energy 619.0 $22K 0.00% NEW $35.54 +4.8%
48 PBEU Tidal Trust IV 599.0 $20K 0.00% NEW $33.39 +6.4%
49 SYSB iShares Trust 199.0 $18K 0.00% NEW $90.45 -3.3%
50 LMUB iShares Trust 347.0 $18K 0.00% NEW $51.87 -4.3%
51 GHYG iShares Inc 377.0 $17K NEW $45.09 +0.7%
52 SPOT SPOTIFY TECHNOLO Communication Services 37.0 $17K NEW $459.46 +14.3%
53 COKE COCA-COLA CONSOL Consumer Defensive 84.0 $16K NEW $190.48 +0.1%
54 SPTL SPDR Series Trust 629.0 $16K NEW $25.44 -0.5%
55 PBOG Tidal Trust IV 541.0 $16K NEW $29.57 +20.5%
56 FCG First Trust Exchange-Traded Fu 500.0 $13K NEW $26.00 +20.0%
57 KBWB Invesco Exchange-Traded Fund T 140.0 $13K NEW $92.86 +6.1%
58 DCOR Dimensional ETF Trust 150.0 $12K NEW $80.00 +6.4%
59 JEDI ETF Series Solutions/Defiance 402.0 $12K NEW $29.85 -2.4%
60 Tema ETF Trust 397.0 $12K NEW $30.23
Page 3 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%