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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 39 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 DFEB First Trust Exchange-Traded Fu 3,380.0 $161K 0.01% NEW $47.63 +5.3%
762 AHR AMERICAN HEALTHCARE REIT INC Real Estate 3,413.0 $161K 0.01% NEW $47.17 +6.3%
763 TAP MOLSON COORS-B Consumer Defensive 3,448.0 $161K 0.01% NEW $46.69 -8.4%
764 LKQ LKQ CORP Consumer Cyclical 5,246.0 $158K 0.01% NEW $30.12 -10.8%
765 NWS NEWS CORP-CL B Communication Services 5,305.0 $157K 0.01% NEW $29.59 +1.6%
766 REGCO REGENCY CENTERS CORP Real Estate 2,281.0 $157K 0.01% NEW $68.83 -66.8%
767 IEX IDEX CORP Industrials 879.0 $156K 0.01% NEW $177.47 +15.9%
768 PKG PACKAGING CORP Consumer Cyclical 755.0 $156K 0.01% NEW $206.62 +3.2%
769 PNW PINNACLE WEST Utilities 1,760.0 $156K 0.01% NEW $88.64 +15.0%
770 MAA MID-AMERICA APARTMENT COMM Real Estate 1,116.0 $155K 0.01% NEW $138.89 -6.4%
771 NWSA NEWS CORP-CL A Communication Services 5,942.0 $155K 0.01% NEW $26.09 +0.7%
772 EXR EXTRA SPACE STORAGE INC Real Estate 1,186.0 $154K 0.01% NEW $129.85 +10.8%
773 RSPH Invesco ETFs/USA 4,832.0 $154K 0.01% NEW $31.87 -3.4%
774 CPNG COUPANG INC Consumer Cyclical 6,500.0 $153K 0.01% NEW $23.54 -33.2%
775 MYI BlackRock Funds/Closed-End/USA Financial Services 14,000.0 $152K 0.01% NEW $10.86 -1.6%
776 HACK Amplify ETF Trust 1,867.0 $150K 0.00% NEW $80.34 +15.4%
777 SMURFIT WESTROCK 3,889.0 $150K 0.00% NEW $38.57
778 DFIC Dimensional ETF Trust 4,331.0 $149K 0.00% NEW $34.40 +10.4%
779 UFPI UFP INDUSTRIES I Basic Materials 1,638.0 $149K 0.00% NEW $90.96 -12.1%
780 VXUS Vanguard ETF/USA 1,980.0 $149K 0.00% NEW $75.25 +12.4%
Page 39 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%