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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 21 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PSR Invesco ETFs/USA 290.0 $30K 0.00% -3K -91.3% $103.45 +1.2%
402 BSJS Invesco ETFs/USA 1,371.0 $30K 0.00% -557.0 -28.9% $21.88 -0.2%
403 BSJR Invesco ETFs/USA 1,357.0 $30K 0.00% -831.0 -38.0% $22.11 +1.5%
404 BSJQ Invesco ETFs/USA 1,305.0 $30K 0.00% -737.0 -36.1% $22.99 -0.2%
405 BSCR Invesco ETFs/USA 1,514.0 $30K 0.00% -944.0 -38.4% $19.82 -0.7%
406 BSCQ Invesco ETFs/USA 1,510.0 $29K 0.00% -969.0 -39.1% $19.21 +1.9%
407 WTMF WisdomTree ETFs/USA 718.0 $29K 0.00% -37.0 -4.9% $40.39 +3.7%
408 Millrose Properties Inc 960.0 $29K 0.00% -60.0 -5.9% $30.21
409 FBIN FORTUNE BRANDS I Industrials 499.0 $27K 0.00% -761.0 -60.4% $54.11 -17.7%
410 JXI iShares ETFs/USA 317.0 $27K 0.00% -49.0 -13.4% $85.17 -4.3%
411 OC OWENS CORNING Industrials 171.0 $27K 0.00% -60.0 -26.0% $157.89 -6.2%
412 FMDE Fidelity Covington Trust 642.0 $26K 0.00% -197.0 -23.5% $40.50 +4.7%
413 FCT First Trust/Closed-End Funds/U Financial Services 2,738.0 $26K 0.00% -21K -88.5% $9.50 +1.8%
414 HTGC HERCULES CAPITAL Financial Services 1,675.0 $26K 0.00% -475.0 -22.1% $15.52 +10.4%
415 IYG iShares ETFs/USA 283.0 $26K 0.00% -3K -91.2% $91.87 +5.3%
416 DNL WisdomTree ETFs/USA 569.0 $26K 0.00% -100.0 -14.9% $45.69 +2.6%
417 AMPH AMPHASTAR PHARMA Healthcare 1,259.0 $25K 0.00% -2K -57.6% $19.86 +8.8%
418 EFX EQUIFAX INC Industrials 160.0 $25K 0.00% -2K -91.9% $156.25 +23.3%
419 FTA First Trust ETFs/USA 258.0 $25K 0.00% -211.0 -45.0% $96.90 +7.1%
420 BMI BADGER METER INC Technology 163.0 $24K 0.00% -160.0 -49.5% $147.24 -10.5%
Page 21 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%