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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 30 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EXPO EXPONENT INC Industrials 12.0 $1K -6.0 -33.3% $83.33 -35.6%
582 HXL HEXCEL CORP Industrials 12.0 $1K -9.0 -42.9% $83.33 +11.0%
583 HOMB HOME BANCSHARES Financial Services 33.0 $1K -114.0 -77.5% $30.30 -14.7%
584 ING ING GROEP-ADR Financial Services 54.0 $1K -30.0 -35.7% $18.52 +62.3%
585 KFY KORN FERRY Industrials 8.0 $1K -847.0 -99.1% $125.00 -48.7%
586 KLIC KULICKE & SOFFA Technology 21.0 $1K -19.0 -47.5% $47.62 +118.6%
587 KD KYNDRYL HOLDINGS Technology 96.0 $1K -10.0 -9.4% $10.42 +6.8%
588 LECO LINCOLN ELECTRIC Industrials 6.0 $1K -3.0 -33.3% $166.67 +59.8%
589 MTDR MATADOR RESOURCE Energy 21.0 $1K -19.0 -47.5% $47.62 +21.7%
590 IX ORIX-ADR Financial Services 50.0 $1K -45.0 -47.4% $20.00 +85.0%
591 PSMT PRICESMART INC Consumer Defensive 7.0 $1K -5.0 -41.7% $142.86 +11.8%
592 TEI Franklin Templeton Funds/Close Financial Services 110.0 $1K -199.0 -64.4% $9.09 -31.1%
593 TRNO TERRENO REALTY C Real Estate 14.0 $1K -12.0 -46.1% $71.43 -8.0%
594 TNL TRAVEL AND LEISURE Consumer Cyclical 17.0 $1K -19.0 -52.8% $58.82 +8.1%
595 AIR LEASE C 17.0 $1K -19.0 -52.8% $58.82
Page 30 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%