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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 23 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BLOCK INC 7,504.0 $570K 0.02% +3K +69.2% $75.96
442 NVT NVENT ELECTRIC Industrials 3,353.0 $569K 0.02% $169.70 -10.4%
443 BKR BAKER HUGHES CO Energy 10,168.0 $564K 0.02% -224.0 -2.2% $55.47 +12.4%
444 PCAR PACCAR INC Industrials 4,684.0 $563K 0.02% -62.0 -1.3% $120.20 +9.0%
445 FANG DIAMONDBACK ENER Energy 3,193.0 $561K 0.02% $175.70 +19.9%
446 EA ELECTRONIC ARTS Communication Services 2,733.0 $560K 0.02% -21.0 -0.8% $204.90 +2.3%
447 FLTW Franklin LibertyShares ETFs/US 5,294.0 $559K 0.02% -329.0 -5.8% $105.59 -5.3%
448 MRVL MARVELL TECHNOLO Technology 1,869.0 $557K 0.02% -138.0 -6.9% $298.02 -20.5%
449 D DOMINION ENERGY Utilities 8,094.0 $553K 0.02% -2K -15.8% $68.32 -2.5%
450 DVA DAVITA INC Healthcare 2,480.0 $552K 0.02% +178.0 +7.7% $222.58 -21.9%
451 VIG Vanguard ETF/USA 2,331.0 $552K 0.02% -77.0 -3.2% $236.81 +3.0%
452 OXY OCCIDENTAL PETE Energy 11,267.0 $547K 0.02% -503.0 -4.3% $48.55 +26.3%
453 FSLR FIRST SOLAR INC Energy 2,319.0 $547K 0.02% +81.0 +3.6% $235.88 -9.2%
454 SWKS SKYWORKS SOLUTIO Technology 8,054.0 $546K 0.02% +3K +74.4% $67.79 -1.0%
455 CEG CONSTELLATION EN Utilities 2,195.0 $545K 0.02% +41.0 +1.9% $248.29 +9.9%
456 XPH State Street ETF/USA 8,217.0 $545K 0.02% +360.0 +4.6% $66.33 +9.8%
457 BX BLACKSTONE INC Financial Services 4,615.0 $543K 0.02% +2K +96.1% $117.66 +21.9%
458 MAS MASCO CORP Industrials 6,666.0 $542K 0.02% +816.0 +13.9% $81.31 -9.9%
459 KDP KEURIG DR PEPPER Consumer Defensive 16,548.0 $542K 0.02% +3K +20.0% $32.75 -2.2%
460 GL GLOBE LIFE INC Financial Services 3,022.0 $540K 0.02% +255.0 +9.2% $178.69 -4.3%
Page 23 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%