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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 19 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FAST FASTENAL CO Industrials 17,368.0 $834K 0.02% -123.0 -0.7% $48.02 +6.7%
362 DVN DEVON ENERGY CO Energy 20,145.0 $832K 0.02% +10K +94.8% $41.30 +18.9%
363 URTH iShares ETFs/USA 4,040.0 $819K 0.02% -259.0 -6.0% $202.72 +3.1%
364 AMT AMERICAN TOWER CORP Real Estate 4,943.0 $808K 0.02% +130.0 +2.7% $163.46 +7.5%
365 NUSC Nushares ETF Trust 15,428.0 $804K 0.02% -230.0 -1.5% $52.11 -0.3%
366 ON ON SEMICONDUCTOR Technology 8,451.0 $799K 0.02% -339.0 -3.9% $94.55 -21.5%
367 WMB WILLIAMS COS INC Energy 10,709.0 $796K 0.02% +200.0 +1.9% $74.33 -5.2%
368 WM WASTE MANAGEMENT Industrials 3,521.0 $785K 0.02% -5K -56.6% $222.95 +0.5%
369 ISRG INTUITIVE SURGIC Healthcare 1,957.0 $778K 0.02% -46.0 -2.3% $397.55 -4.7%
370 MMM 3M CO Industrials 4,770.0 $772K 0.02% +476.0 +11.1% $161.84 +10.6%
371 KMI KINDER MORGAN IN Energy 24,011.0 $768K 0.02% -3K -11.5% $31.99 -3.1%
372 IAU iShares ETFs/USA Financial Services 10,114.0 $764K 0.02% +5K +87.1% $75.54 +14.9%
373 RJF RAYMOND JAMES Financial Services 4,957.0 $754K 0.02% +2K +94.9% $152.11 +15.2%
374 FXH First Trust ETFs/USA 6,141.0 $752K 0.02% -6K -47.4% $122.46 +10.4%
375 WSM WILLIAMS-SONOMA Consumer Cyclical 3,225.0 $752K 0.02% $233.18 +1.9%
376 DAL DELTA AIR LI Industrials 8,020.0 $751K 0.02% +246.0 +3.2% $93.64 -12.0%
377 PNC PNC FINANCIAL SE Financial Services 3,024.0 $745K 0.02% +216.0 +7.7% $246.36 -1.3%
378 VGSH Vanguard ETF/USA 12,787.0 $744K 0.02% +6K +79.9% $58.18 -0.1%
379 OEF iShares ETFs/USA 2,027.0 $742K 0.02% +61.0 +3.1% $366.06 +3.2%
380 JP Morgan ETFs/USA 14,633.0 $740K 0.02% -9K -39.0% $50.57
Page 19 of 79  ·  1,568 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%