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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 42 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 GBIL Goldman Sachs ETF Trust 1,186.0 $119K 0.00% NEW $100.34 -0.2%
822 MRVL MARVELL TECHNOLO Technology 1,400.0 $119K 0.00% NEW $85.00 +124.3%
823 SQM QUIMICA Y-SP ADR Basic Materials 1,717.0 $118K 0.00% NEW $68.72 +18.4%
824 SLF SUN LIFE FINANCI Financial Services 1,899.0 $118K 0.00% NEW $62.14 +17.5%
825 ITT ITT INC Industrials 677.0 $117K 0.00% NEW $172.82 +11.5%
826 SJM JM SMUCKER CO Consumer Defensive 1,198.0 $117K 0.00% NEW $97.66 +2.9%
827 WY WEYERHAEUSER CO Real Estate 4,836.0 $115K 0.00% NEW $23.78 -2.3%
828 ARCC ARES CAPITAL COR Financial Services 5,637.0 $114K 0.00% NEW $20.22 -7.3%
829 FAPR First Trust Exchange-Traded Fu 2,572.0 $114K 0.00% NEW $44.32 +4.3%
830 RSPS Invesco ETFs/USA 3,915.0 $114K 0.00% NEW $29.12 +2.6%
831 TKO TKO GROUP HOLDIN Communication Services 546.0 $114K 0.00% NEW $208.79 -7.0%
832 JCPB JP Morgan ETFs/USA 2,341.0 $111K 0.00% NEW $47.42 -1.7%
833 MOS MOSAIC CO/THE Basic Materials 4,597.0 $111K 0.00% NEW $24.15 -9.1%
834 FMAT Fidelity Covington Trust 2,067.0 $110K 0.00% NEW $53.22 +8.9%
835 HRI HERC HOLDINGS IN Industrials 736.0 $109K 0.00% NEW $148.10 -12.5%
836 RIVN RIVIAN AUTOMOT-A Consumer Cyclical 5,494.0 $108K 0.00% NEW $19.66 -30.2%
837 AVY AVERY DENNISON Industrials 586.0 $107K 0.00% NEW $182.59 -13.0%
838 MLR MILLER INDS/TENN Consumer Cyclical 2,855.0 $107K 0.00% NEW $37.48 +23.8%
839 CGDV Capital Research and Managemen 2,438.0 $106K 0.00% NEW $43.48 +10.1%
840 PWV Invesco ETFs/USA 1,592.0 $106K 0.00% NEW $66.58 +11.2%
Page 42 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%