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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 21 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CCL CARNIVAL CORP Consumer Cyclical 17,724.0 $541K 0.02% NEW $30.52 -18.4%
402 XEL XCEL ENERGY INC Utilities 7,306.0 $540K 0.02% NEW $73.91 +5.4%
403 Q QNITY ELECTRONIC Technology 6,568.0 $536K 0.02% NEW $81.61 +92.7%
404 MNST MONSTER BEVERAGE Consumer Defensive 6,961.0 $534K 0.02% NEW $76.71 +13.5%
405 CPRT COPART INC Industrials 13,644.0 $534K 0.02% NEW $39.14 -17.5%
406 PCAR PACCAR INC Industrials 4,856.0 $532K 0.02% NEW $109.56 +0.7%
407 PSX PHILLIPS 66 Energy 4,107.0 $530K 0.02% NEW $129.05 +36.5%
408 BBY BEST BUY CO INC Consumer Cyclical 7,898.0 $529K 0.02% NEW $66.98 -13.6%
409 NXPI NXP SEMICONDUCTO Technology 2,435.0 $529K 0.02% NEW $217.25 +34.2%
410 FLGB Franklin LibertyShares ETFs/US 15,644.0 $528K 0.02% NEW $33.75 +5.5%
411 D DOMINION ENERGY Utilities 8,988.0 $527K 0.02% NEW $58.63 +5.3%
412 ZTS ZOETIS INC Healthcare 4,155.0 $523K 0.02% NEW $125.87 -41.0%
413 EWG iShares ETFs/USA 12,292.0 $522K 0.02% NEW $42.47 -0.3%
414 AJG ARTHUR J GALLAGH Financial Services 1,998.0 $517K 0.01% NEW $258.76 -19.9%
415 XLV State Street ETF/USA 3,322.0 $514K 0.01% NEW $154.73 -5.8%
416 IAU iShares ETFs/USA Financial Services 6,323.0 $513K 0.01% NEW $81.13 +5.7%
417 SYF SYNCHRONY FINANC Financial Services 6,058.0 $505K 0.01% NEW $83.36 -14.4%
418 HIG HARTFORD INSURAN Financial Services 3,660.0 $504K 0.01% NEW $137.70 -2.7%
419 AFL AFLAC INC Financial Services 4,562.0 $503K 0.01% NEW $110.26 +7.6%
420 BIL State Street ETF/USA 5,500.0 $503K 0.01% NEW $91.45 +0.1%
Page 21 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%