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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 12 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SCHX Schwab Strategic Trust 64,718.0 $1.7M 0.05% NEW $26.92 +7.9%
222 DEM WisdomTree ETFs/USA 37,275.0 $1.7M 0.05% NEW $46.71 +13.2%
223 LHX L3HARRIS TECHNOL Industrials 5,899.0 $1.7M 0.05% NEW $293.61 +4.8%
224 AMPH AMPHASTAR PHARMA Healthcare 64,123.0 $1.7M 0.05% NEW $26.78 -37.0%
225 LIN LINDE PLC Basic Materials 4,015.0 $1.7M 0.05% NEW $426.40 +20.0%
226 PYPL PAYPAL HOLDINGS Financial Services 29,151.0 $1.7M 0.05% NEW $58.39 -22.9%
227 NXST NEXSTAR MEDIA Communication Services 8,225.0 $1.7M 0.05% NEW $203.04 -2.8%
228 VOO Vanguard ETF/USA 2,634.0 $1.7M 0.05% NEW $627.18 +8.3%
229 GLD State Street ETF/USA Financial Services 4,065.0 $1.6M 0.05% NEW $396.31 +7.8%
230 SLVM SYLVAMO CORP Basic Materials 32,950.0 $1.6M 0.05% NEW $48.16 -19.6%
231 ITW ILLINOIS TOOL WO Industrials 6,398.0 $1.6M 0.05% NEW $246.33 +1.8%
232 BA BOEING CO/THE Industrials 7,255.0 $1.6M 0.05% NEW $217.09 +1.6%
233 DRI DARDEN RESTAURAN Consumer Cyclical 8,458.0 $1.6M 0.05% NEW $183.97 +5.8%
234 GEN GEN DIGITAL INC Technology 57,181.0 $1.6M 0.05% NEW $27.19 -14.8%
235 AON AON PLC-CLASS A Financial Services 4,337.0 $1.5M 0.05% NEW $352.78 -10.1%
236 NSC NORFOLK SOUTHERN Industrials 5,281.0 $1.5M 0.04% NEW $288.77 +10.0%
237 FDX FEDEX CORP Industrials 5,233.0 $1.5M 0.04% NEW $288.94 +31.5%
238 EMR EMERSON ELEC CO Industrials 11,383.0 $1.5M 0.04% NEW $132.74 +3.9%
239 PM PHILIP MORRIS IN Consumer Defensive 9,348.0 $1.5M 0.04% NEW $160.36 +19.6%
240 MS MORGAN STANLEY Financial Services 8,307.0 $1.5M 0.04% NEW $177.56 +9.6%
Page 12 of 76  ·  1,517 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 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%