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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 5 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TXN TEXAS INSTRUMENT Technology 10,349.0 $3.1M 0.09% -410.0 -3.8% $298.10 -8.7%
82 CVX CHEVRON CORP Energy 17,976.0 $3.0M 0.09% -5K -20.9% $165.78 +24.1%
83 BE BLOOM ENERGY C-A Industrials 9,627.0 $2.9M 0.08% -5K -35.8% $302.69 -30.9%
84 ALL ALLSTATE CORP Financial Services 12,021.0 $2.9M 0.08% -210.0 -1.7% $237.92 +9.8%
85 LIT Global X ETFs/USA 35,888.0 $2.8M 0.08% -185.0 -0.5% $78.27 -5.4%
86 TIGO MILLICOM INTL Communication Services 29,455.0 $2.7M 0.08% -4K -12.1% $90.75 -3.9%
87 KO COCA-COLA CO/THE Consumer Defensive 32,502.0 $2.6M 0.08% -6K -15.3% $81.26 +9.3%
88 COP CONOCOPHILLIPS Energy 24,809.0 $2.6M 0.07% -2K -5.9% $103.95 +24.8%
89 XLB State Street ETF/USA 48,940.0 $2.5M 0.07% -888.0 -1.8% $50.84 +1.9%
90 VT Vanguard ETF/USA 15,225.0 $2.4M 0.07% -2K -9.6% $156.91 +2.0%
91 ORCL ORACLE CORP Technology 15,908.0 $2.3M 0.07% -736.0 -4.4% $146.53 -2.6%
92 BLD TOPBUILD COR Industrials 6,542.0 $2.3M 0.07% -3K -28.3% $354.48 +0.0%
93 AEP AMERICAN ELECTRI Utilities 16,824.0 $2.3M 0.07% -1K -8.0% $136.83 -7.7%
94 APH AMPHENOL CORP-A Technology 13,034.0 $2.3M 0.07% -349.0 -2.6% $176.31 -9.5%
95 PANW PALO ALTO NETWOR Technology 6,717.0 $2.3M 0.07% -213.0 -3.1% $341.07 +9.7%
96 XLRE State Street ETF/USA 50,731.0 $2.2M 0.06% -841.0 -1.6% $44.04 +1.3%
97 JAZZ JAZZ PHARMACEUTI Healthcare 9,216.0 $2.2M 0.06% -390.0 -4.1% $240.99 +5.0%
98 NULG Nushares ETF Trust 18,541.0 $2.2M 0.06% -2K -9.7% $117.04 -1.3%
99 DSI iShares ETFs/USA 14,921.0 $2.1M 0.06% -1K -6.7% $142.42 +2.7%
100 IYW iShares ETFs/USA 8,205.0 $2.1M 0.06% -45.0 -0.6% $252.29 -1.1%
Page 5 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 27.9%
Financial Services 16.4%
Healthcare 15.7%
Consumer Cyclical 13.2%
Industrials 8.6%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.0%