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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 13 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VTR VENTAS INC Real Estate 3,692.0 $328K 0.01% -311.0 -7.8% $88.84 +4.7%
242 FSTA Fidelity Covington Trust 6,194.0 $325K 0.01% -852.0 -12.1% $52.47 +3.0%
243 AIT APPLIED INDU TEC Industrials 959.0 $324K 0.01% -60.0 -5.9% $337.85 +1.1%
244 CORZ CORE SCIENTIFIC Technology 12,631.0 $323K 0.01% -312.0 -2.4% $25.57 -30.4%
245 TDIV First Trust ETFs/USA 2,806.0 $322K 0.01% -401.0 -12.5% $114.75 -0.1%
246 ATO ATMOS ENERGY Utilities 1,863.0 $321K 0.01% -151.0 -7.5% $172.30 -3.2%
247 SCHF Schwab Strategic Trust 11,437.0 $317K 0.01% -383K -97.1% $27.72 +2.7%
248 INTU INTUIT INC Technology 1,210.0 $316K 0.01% -471.0 -28.0% $261.16 +40.5%
249 ASML ASML HOLDING-NY Technology 159.0 $316K 0.01% -17.0 -9.7% $1987.42 -11.3%
250 CRL CHARLES RIVER LA Healthcare 1,384.0 $314K 0.01% -901.0 -39.4% $226.88 +30.1%
251 NTAP NETAPP INC Technology 2,013.0 $311K 0.01% -89K -97.8% $154.50 +24.5%
252 DXCM DEXCOM Healthcare 4,572.0 $308K 0.01% -51.0 -1.1% $67.37 +37.1%
253 IAI iShares ETFs/USA 1,745.0 $306K 0.01% -19K -91.5% $175.36 +10.9%
254 PTL Northern Lights Fund Trust IV/ 1,062.0 $304K 0.01% -49.0 -4.4% $286.25 -0.3%
255 TSN TYSON FOODS-A Consumer Defensive 5,288.0 $303K 0.01% -56.0 -1.1% $57.30 +2.1%
256 SYLD Cambria ETFs/USA 3,810.0 $301K 0.01% -68.0 -1.8% $79.00 +9.6%
257 CMS CMS ENERGY CORP Utilities 3,884.0 $297K 0.01% -326.0 -7.7% $76.47 -10.7%
258 FDN First Trust ETFs/USA 1,115.0 $295K 0.01% -375.0 -25.2% $264.57 +8.4%
259 HEI HEICO CORP Industrials 832.0 $295K 0.01% -36.0 -4.2% $354.57 +0.1%
260 MARA MARA HOLDINGS IN Financial Services 21,173.0 $294K 0.01% -341.0 -1.6% $13.89 -18.9%
Page 13 of 27  ·  521 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%