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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 26 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HSBC HSBC HOLDING-ADR Financial Services 223.0 $18K 0.00% -27.0 -10.8% $80.72 +9.5%
502 HOG HARLEY-DAVIDSON Consumer Cyclical 889.0 $18K 0.00% -586.0 -39.7% $20.25 +24.4%
503 WH WYNDHAM HOTELS & Consumer Cyclical 227.0 $18K 0.00% -260.0 -53.4% $79.30 +0.6%
504 CHI Calamos Funds/USA Financial Services 1,547.0 $17K 0.00% -629.0 -28.9% $10.99 +6.9%
505 FCN FTI CONSULTING Industrials 95.0 $17K 0.00% -113.0 -54.3% $178.95 -17.8%
506 NSIT INSIGHT ENTERPRI Technology 250.0 $17K 0.00% -60K -99.6% $68.00 +30.7%
507 WWJD Northern Lights Fund Trust IV/ 446.0 $17K 0.00% -245.0 -35.5% $38.12 +2.3%
508 RLI RLI CORP Financial Services 290.0 $17K 0.00% -4K -93.8% $58.62 -13.3%
509 JGRO JP Morgan ETFs/USA 187.0 $16K -166.0 -47.0% $85.56 +12.9%
510 NVO NOVO-NORDISK-ADR Healthcare 444.0 $16K -104.0 -19.0% $36.04 +24.2%
511 IYE iShares ETFs/USA 236.0 $15K -751.0 -76.1% $63.56 +0.8%
512 ESGD iShares ETFs/USA 157.0 $15K -1.0 -0.6% $95.54 +6.2%
513 CVY Invesco ETFs/USA 510.0 $14K -12.0 -2.3% $27.45 +4.1%
514 EWH iShares ETFs/USA 603.0 $14K -79.0 -11.6% $23.22 +3.2%
515 KSA iShares ETFs/USA 349.0 $14K -210.0 -37.6% $40.11 -4.4%
516 MDIV First Trust ETFs/USA 828.0 $13K -22.0 -2.6% $15.70 +6.2%
517 VRT VERTIV HOLDING-A Industrials 51.0 $13K -10.0 -16.4% $254.90 +45.5%
518 KMPR KEMPER CORP Financial Services 398.0 $12K -661.0 -62.4% $30.15 -1.5%
519 SCHH Schwab Strategic Trust 566.0 $12K -20.0 -3.4% $21.20 +9.7%
520 SCZ iShares ETFs/USA 137.0 $11K -233.0 -63.0% $80.29 +5.4%
Page 26 of 30  ·  595 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%