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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 24 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HPE HEWLETT PACKA Technology 18,166.0 $436K 0.01% NEW $24.00 +36.7%
462 PTL Northern Lights Fund Trust IV/ 1,750.0 $434K 0.01% NEW $248.00 +10.3%
463 AME AMETEK INC Industrials 2,099.0 $431K 0.01% NEW $205.34 +7.5%
464 BKR BAKER HUGHES CO Energy 9,418.0 $429K 0.01% NEW $45.55 +45.4%
465 CRWD CROWDSTRIKE HO-A Technology 916.0 $429K 0.01% NEW $468.34 +32.7%
466 DTM DT MIDSTREAM Energy 3,584.0 $429K 0.01% NEW $119.70 +24.0%
467 XPH State Street ETF/USA 7,646.0 $428K 0.01% NEW $55.98 -0.7%
468 POWL POWELL INDS INC Industrials 1,334.0 $425K 0.01% NEW $318.59 -16.9%
469 INCY INCYTE CORP Healthcare 4,254.0 $420K 0.01% NEW $98.73 -4.1%
470 BLD TOPBUILD COR Industrials 997.0 $416K 0.01% NEW $417.25 -5.2%
471 PSA PUBLIC STORAGE Real Estate 1,592.0 $413K 0.01% NEW $259.42 +12.5%
472 LIT Global X ETFs/USA 6,333.0 $411K 0.01% NEW $64.90 +25.9%
473 VDC Vanguard ETF/USA 1,945.0 $411K 0.01% NEW $211.31 +10.2%
474 O REALTY INCOME CORP Real Estate 7,268.0 $410K 0.01% NEW $56.41 +9.1%
475 TTWO TAKE-TWO INTERAC Communication Services 1,599.0 $409K 0.01% NEW $255.78 -6.4%
476 CNC CENTENE CORP Healthcare 9,933.0 $409K 0.01% NEW $41.18 +39.9%
477 CFG CITIZENS FINANCI Financial Services 6,937.0 $405K 0.01% NEW $58.38 +3.1%
478 TDIV First Trust ETFs/USA 4,165.0 $403K 0.01% NEW $96.76 +14.3%
479 FDN First Trust ETFs/USA 1,490.0 $401K 0.01% NEW $269.13 +0.3%
480 KKR KKR & CO INC Financial Services 3,146.0 $401K 0.01% NEW $127.46 -25.8%
Page 24 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%