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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 4 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 21,453.0 $2.9M 0.09% -1K -5.9% $135.97 +53.2%
62 IGF iShares ETFs/USA 43,481.0 $2.9M 0.09% -68K -60.9% $66.99 -1.4%
63 TDW TIDEWATER INC Energy 32,631.0 $2.7M 0.08% -131K -80.0% $83.54 -2.1%
64 HON HONEYWELL INTL Industrials 11,778.0 $2.7M 0.08% -28K -70.4% $226.01 -3.7%
65 MO ALTRIA GROUP INC Consumer Defensive 39,363.0 $2.6M 0.08% -104K -72.6% $66.00 +9.7%
66 MU MICRON TECH Technology 7,540.0 $2.5M 0.08% -515.0 -6.4% $337.80 +129.7%
67 CMI CUMMINS INC Industrials 4,681.0 $2.5M 0.08% -82.0 -1.7% $537.92 +33.2%
68 TIGO MILLICOM INTL Communication Services 33,517.0 $2.5M 0.08% -145K -81.2% $74.95 +9.0%
69 XLB State Street ETF/USA 49,828.0 $2.5M 0.08% -611.0 -1.2% $49.97 +0.7%
70 AOA iShares ETFs/USA 27,477.0 $2.4M 0.07% -67K -70.9% $88.47 +8.2%
71 VT Vanguard ETF/USA 16,833.0 $2.3M 0.07% -196.0 -1.1% $138.30 +11.0%
72 SHOO STEVEN MADDEN Consumer Cyclical 66,237.0 $2.2M 0.07% -214K -76.4% $33.92 +16.4%
73 SO SOUTHERN CO Utilities 23,046.0 $2.2M 0.07% -407.0 -1.7% $96.50 -2.9%
74 BKNG BOOKING HOLDINGS Consumer Cyclical 508.0 $2.1M 0.07% -15.0 -2.9% $4212.60 -96.3%
75 AMAT APPLIED MATERIAL Technology 6,176.0 $2.1M 0.06% -30K -82.9% $341.81 +27.7%
76 SCHB Schwab Strategic Trust 83,701.0 $2.1M 0.06% -44K -34.7% $25.10 +13.2%
77 MEDP MEDPACE HOLDINGS Healthcare 4,352.0 $2.1M 0.06% -91.0 -2.0% $480.24 -12.7%
78 MDLZ MONDELEZ INTER-A Consumer Defensive 35,843.0 $2.1M 0.06% -131K -78.5% $57.64 +5.8%
79 ENVA ENOVA INTERNATIO Financial Services 14,756.0 $2.0M 0.06% -57K -79.6% $135.81 +22.8%
80 TFI State Street ETF/USA 44,132.0 $2.0M 0.06% -44K -49.7% $45.34 -0.4%
Page 4 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%