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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 18 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RSPS Invesco ETFs/USA 3,124.0 $94K 0.00% -9K -73.6% $30.09 +5.3%
342 IEO iShares ETFs/USA 854.0 $94K 0.00% -660.0 -43.6% $110.07 +24.4%
343 CRUS CIRRUS LOGIC INC Technology 622.0 $92K 0.00% -73K -99.2% $147.91 -22.0%
344 GDDY GODADDY INC-A Technology 1,067.0 $91K 0.00% -2K -59.2% $85.29 +13.8%
345 FOX FOX CORP - B 1,877.0 $88K 0.00% -1K -41.9% $46.88
346 FXG First Trust ETFs/USA 1,323.0 $83K 0.00% -6K -81.9% $62.74 +5.8%
347 SPMD State Street ETF/USA 1,236.0 $83K 0.00% -666.0 -35.0% $67.15 +0.2%
348 ROL ROLLINS INC Consumer Cyclical 1,952.0 $81K 0.00% -1K -35.8% $41.50 -11.1%
349 LEIDOS HOLDINGS 786.0 $81K 0.00% -800.0 -50.4% $103.05
350 IYC iShares ETFs/USA 780.0 $79K 0.00% -366.0 -31.9% $101.28 +1.4%
351 SPHY State Street ETF/USA 3,257.0 $76K 0.00% -957.0 -22.7% $23.33 -0.1%
352 MGRC MCGRATH RENTCORP Industrials 607.0 $73K 0.00% -50.0 -7.6% $120.26 -3.0%
353 FUTY Fidelity Covington Trust 1,227.0 $72K 0.00% -134.0 -9.8% $58.68 -5.8%
354 RSPD Invesco ETFs/USA 1,264.0 $71K 0.00% -8K -86.0% $56.17 +2.1%
355 FXZ First Trust ETFs/USA 869.0 $69K 0.00% -561.0 -39.2% $79.40 +10.0%
356 SPRY ARS PHARMACEUTIC Healthcare 8,390.0 $67K 0.00% -500.0 -5.6% $7.99 -31.1%
357 FIDU Fidelity Covington Trust 667.0 $66K 0.00% -794.0 -54.4% $98.95 -3.4%
358 FMAT Fidelity Covington Trust 1,087.0 $64K 0.00% -677.0 -38.4% $58.88 +4.1%
359 CSQ Calamos Funds/USA Financial Services 3,022.0 $62K 0.00% -1K -31.4% $20.52 +1.1%
360 CM CAN IMPL BK COMM Financial Services 542.0 $62K 0.00% -33.0 -5.7% $114.39 +1.8%
Page 18 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%