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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 45 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 JEPI JP Morgan ETFs/USA 1,488.0 $85K 0.00% NEW $57.12 -1.8%
882 IWR iShares ETFs/USA 868.0 $84K 0.00% NEW $96.77 +8.5%
883 IBIT iShares ETFs/USA Financial Services 1,687.0 $84K 0.00% NEW $49.79 -11.6%
884 PLUG PLUG POWER INC Industrials 41,961.0 $83K 0.00% NEW $1.98 +67.3%
885 FDS FACTSET RESEARCH Financial Services 282.0 $82K 0.00% NEW $290.78 -22.6%
886 LEA LEAR CORP Consumer Cyclical 719.0 $82K 0.00% NEW $114.05 +21.4%
887 MSTR MICROSTRATEGY Technology 540.0 $82K 0.00% NEW $151.85 +8.6%
888 VIGI Vanguard ETF/USA 897.0 $82K 0.00% NEW $91.42 +2.8%
889 VEGI iShares ETFs/USA 2,094.0 $81K 0.00% NEW $38.68 +13.5%
890 FNCL Fidelity Covington Trust 1,029.0 $80K 0.00% NEW $77.75 -5.1%
891 RDVY First Trust ETFs/USA 1,148.0 $80K 0.00% NEW $69.69 +7.3%
892 NEA Nuveen Closed-End Funds/USA Financial Services 6,884.0 $80K 0.00% NEW $11.62 -2.8%
893 BIBL Northern Lights Fund Trust IV/ 1,756.0 $79K 0.00% NEW $44.99 +17.6%
894 IMTM iShares ETFs/USA 1,598.0 $77K 0.00% NEW $48.19 +9.5%
895 XME State Street ETF/USA 744.0 $77K 0.00% NEW $103.49 +11.5%
896 TTE TOTALENER-SP ADR Energy 1,173.0 $77K 0.00% NEW $65.64 +41.0%
897 FUTY Fidelity Covington Trust 1,385.0 $76K 0.00% NEW $54.87 +6.0%
898 FXZ First Trust ETFs/USA 1,179.0 $76K 0.00% NEW $64.46 +22.6%
899 MEAR iShares ETFs/USA 1,501.0 $76K 0.00% NEW $50.63 -0.9%
900 LNC LINCOLN NATL CRP Financial Services 1,703.0 $76K 0.00% NEW $44.63 -19.4%
Page 45 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%