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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PAC GRUPO AEROPO-ADR Industrials 5.0 $1K NEW $200.00 +3.2%
102 STIP iShares Trust 12.0 $1K NEW $83.33 +21.1%
103 ONTO ONTO INNOVATION Technology 3.0 $1K NEW $333.33 -10.2%
104 CALF Pacer ETFs/USA 10.0 $1K NEW $100.00 -42.5%
105 SQFT PRESIDIO PROP- A Real Estate 212.0 $1K NEW $4.72 -69.0%
106 SPUS Tidal Trust I 15.0 $1K NEW $66.67 -11.9%
107 VREX VAREX IMAGIN Healthcare 128.0 $1K NEW $7.81 +136.3%
108 ARMOUR RESIDENTI 32.0 $1K NEW $31.25
Page 6 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%