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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 46 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BMO BANK OF MONTREAL Financial Services 570.0 $74K 0.00% NEW $129.82 +23.0%
902 ENTG ENTEGRIS INC Technology 880.0 $74K 0.00% NEW $84.09 +56.2%
903 MINT Pimco ETF Trust 736.0 $74K 0.00% NEW $100.54 +0.1%
904 OGE OGE ENERGY CORP Utilities 1,712.0 $73K 0.00% NEW $42.64 +12.8%
905 VNQ Vanguard ETF/USA 827.0 $73K 0.00% NEW $88.27 +9.5%
906 DFIV Dimensional ETF Trust 1,445.0 $72K 0.00% NEW $49.83 +12.0%
907 FMAY First Trust Exchange-Traded Fu 1,341.0 $72K 0.00% NEW $53.69 +3.9%
908 PKW Invesco ETFs/USA 534.0 $72K 0.00% NEW $134.83 +0.7%
909 EWQ iShares ETFs/USA 1,610.0 $72K 0.00% NEW $44.72 +1.7%
910 MGRC MCGRATH RENTCORP Industrials 682.0 $72K 0.00% NEW $105.57 +3.9%
911 SOLS SOLSTICE ADV MAT Basic Materials 1,489.0 $72K 0.00% NEW $48.35 +74.7%
912 CGGR Capital Research and Managemen 1,590.0 $71K 0.00% NEW $44.65 +3.2%
913 EMLP First Trust Exchange-Traded Fu 1,864.0 $71K 0.00% NEW $38.09 +16.2%
914 CPB THE CAMPBELL'S C Consumer Defensive 2,502.0 $70K 0.00% NEW $27.98 -28.3%
915 PPA Invesco ETFs/USA 448.0 $70K 0.00% NEW $156.25 +7.5%
916 RSPT Invesco ETFs/USA 1,533.0 $70K 0.00% NEW $45.66 +29.9%
917 IXJ iShares ETFs/USA 719.0 $70K 0.00% NEW $97.36 -3.3%
918 VC VISTEON CORP Consumer Cyclical 738.0 $70K 0.00% NEW $94.85 +15.1%
919 FXR First Trust ETFs/USA 861.0 $69K 0.00% NEW $80.14 +5.9%
920 LII LENNOX INTL INC Industrials 141.0 $69K 0.00% NEW $489.36 -1.8%
Page 46 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%