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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 14 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CBOE CBOE GLOBAL MARK Financial Services 4,743.0 $1.2M 0.04% NEW $250.90 +44.9%
262 HWM HOWMET AEROSPACE Industrials 5,793.0 $1.2M 0.04% NEW $205.08 +27.6%
263 PGR PROGRESSIVE CORP Financial Services 5,190.0 $1.2M 0.04% NEW $227.75 -12.4%
264 GWW WW GRAINGER INC Industrials 1,171.0 $1.2M 0.04% NEW $1009.39 +25.7%
265 DGX QUEST DIAGNOSTIC Healthcare 6,700.0 $1.2M 0.04% NEW $173.58 +8.1%
266 SUB iShares ETFs/USA 10,851.0 $1.2M 0.04% NEW $106.72 -0.5%
267 ALL ALLSTATE CORP Financial Services 5,471.0 $1.1M 0.03% NEW $208.19 +4.6%
268 SBUX STARBUCKS CORP Consumer Cyclical 13,295.0 $1.1M 0.03% NEW $84.24 +27.1%
269 DUK DUKE ENERGY CORP Utilities 9,506.0 $1.1M 0.03% NEW $117.19 +4.1%
270 SHW SHERWIN-WILLIAMS Basic Materials 3,431.0 $1.1M 0.03% NEW $324.10 -7.1%
271 BK BANK NY MELLON Financial Services 9,566.0 $1.1M 0.03% NEW $116.14 +16.2%
272 MAR MARRIOTT INTL-A Consumer Cyclical 3,561.0 $1.1M 0.03% NEW $310.31 +14.5%
273 RB GLOBAL INC 10,675.0 $1.1M 0.03% NEW $102.86
274 PANW PALO ALTO NETWOR Technology 5,926.0 $1.1M 0.03% NEW $184.27 +29.6%
275 VOX Vanguard ETF/USA 5,642.0 $1.1M 0.03% NEW $193.55 +1.6%
276 SPGM State Street ETF/USA 14,205.0 $1.1M 0.03% NEW $76.73 +9.8%
277 DFAS Dimensional ETF Trust 15,527.0 $1.1M 0.03% NEW $69.69 +8.6%
278 VPU Vanguard ETF/USA 5,823.0 $1.1M 0.03% NEW $185.13 +3.2%
279 FNF FIDELITY NATIONA Financial Services 19,722.0 $1.1M 0.03% NEW $54.61 -11.8%
280 IDRV iShares ETFs/USA 27,633.0 $1.0M 0.03% NEW $37.93 +11.7%
Page 14 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%