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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 25 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 VGSH Vanguard ETF/USA 6,802.0 $399K 0.01% NEW $58.66 -0.9%
482 VST VISTRA CORP Utilities 2,476.0 $399K 0.01% NEW $161.15 -15.1%
483 IQVIA HOLDINGS I 1,763.0 $397K 0.01% NEW $225.18
484 TLT iShares ETFs/USA 4,537.0 $395K 0.01% NEW $87.06 -4.6%
485 AMP AMERIPRISE FINAN Financial Services 806.0 $395K 0.01% NEW $490.07 -5.4%
486 GEHC GE HEALTHCARE TE Healthcare 4,816.0 $395K 0.01% NEW $82.02 -25.0%
487 GRMN GARMIN LTD Technology 1,942.0 $394K 0.01% NEW $202.88 +11.8%
488 ED CONS EDISON INC Utilities 3,952.0 $392K 0.01% NEW $99.19 +7.4%
489 HAS HASBRO INC Consumer Cyclical 4,780.0 $392K 0.01% NEW $82.01 +14.3%
490 IBB iShares ETFs/USA 2,321.0 $392K 0.01% NEW $168.89 -2.8%
491 XLE State Street ETF/USA 8,753.0 $391K 0.01% NEW $44.67 +37.1%
492 RF REGIONS FINANCIA Financial Services 14,413.0 $391K 0.01% NEW $27.13 -0.6%
493 WYNN WYNN RESORTS LTD Consumer Cyclical 3,234.0 $389K 0.01% NEW $120.28 -20.6%
494 PWR QUANTA SERVICES Industrials 920.0 $388K 0.01% NEW $421.74 +71.4%
495 KDP KEURIG DR PEPPER Consumer Defensive 13,837.0 $388K 0.01% NEW $28.04 +5.0%
496 ACGL ARCH CAPITAL GRP Financial Services 4,048.0 $388K 0.01% NEW $95.85 +0.6%
497 EW EDWARDS LIFE Healthcare 4,538.0 $387K 0.01% NEW $85.28 -3.4%
498 EXPE EXPEDIA GROUP IN Consumer Cyclical 1,366.0 $387K 0.01% NEW $283.31 -24.1%
499 WTW WILLIS TOWERS WA Financial Services 1,171.0 $385K 0.01% NEW $328.78 -21.9%
500 BDX BECTON DICKINSON Healthcare 1,969.0 $382K 0.01% NEW $194.01 -24.3%
Page 25 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%