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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.3B AUM 1,548 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New 516 Added 595 Reduced 140 Exited
Page 9 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ALAB ASTERA LABS INC Technology 13.0 $1K NEW $76.92 +202.5%
162 BLDP BALLARD POWER Industrials 300.0 $1K NEW $3.33 +23.9%
163 B BARRICK MINING C Basic Materials 30.0 $1K NEW $33.33 +21.8%
164 BLBD BLUE BIRD CORP Consumer Cyclical 10.0 $1K NEW $100.00 -28.1%
165 COHR COHERENT CORP Technology 3.0 $1K NEW $333.33 +21.5%
166 HYLS FT-TACT HI YIELD 18.0 $1K NEW $55.56 -26.6%
167 EFG ISHARES MSCI EAF 5.0 $1K NEW $200.00 -40.9%
168 SEDG SOLAREDGE TECHNO Energy 10.0 $1K NEW $100.00 -49.8%
169 SF STIFEL FINANCIAL Financial Services 14.0 $1K NEW $71.43 +5.0%
170 TXRH TEXAS ROADHOUS Consumer Cyclical 4.0 $1K NEW $250.00 -29.2%
Page 9 of 9  ·  170 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 26.3%
Healthcare 15.9%
Financial Services 15.4%
Consumer Cyclical 13.3%
Industrials 9.3%
Communication Services 6.6%
Consumer Defensive 4.2%
Energy 4.0%
Utilities 2.2%
Basic Materials 1.8%