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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.3B AUM 1,548 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New 516 Added 595 Reduced 140 Exited
Page 28 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 KDP KEURIG DR PEPPER Consumer Defensive 13,795.0 $363K 0.01% $26.31 +7.8%
542 TDY TELEDYNE TECH Technology 600.0 $363K 0.01% -15.0 -2.4% $605.00 -0.8%
543 IDXX IDEXX LABS Healthcare 645.0 $362K 0.01% -25.0 -3.7% $561.24 -2.5%
544 OTIS OTIS WORLDWI Industrials 4,673.0 $360K 0.01% -575.0 -11.0% $77.04 -8.0%
545 RSPN Invesco ETFs/USA 6,242.0 $359K 0.01% +6K +2816.8% $57.51 +2.9%
546 GNRC GENERAC HOLDINGS Industrials 1,829.0 $357K 0.01% +350.0 +23.7% $195.19 +25.0%
547 GEHC GE HEALTHCARE TE Healthcare 5,013.0 $357K 0.01% +197.0 +4.1% $71.21 -10.3%
548 EFX EQUIFAX INC Industrials 1,980.0 $356K 0.01% -625.0 -24.0% $179.80 -11.6%
549 RF REGIONS FINANCIA Financial Services 13,614.0 $356K 0.01% -799.0 -5.5% $26.15 +4.5%
550 SPG SIMON PROPERTY GROUP INC Real Estate 1,905.0 $355K 0.01% -77.0 -3.9% $186.35 +8.7%
551 WYNN WYNN RESORTS LTD Consumer Cyclical 3,499.0 $355K 0.01% +265.0 +8.2% $101.46 -4.4%
552 DVA DAVITA INC Healthcare 2,302.0 $354K 0.01% +263.0 +12.9% $153.78 +28.1%
553 WTRG ESSENTIAL UTILIT Utilities 8,764.0 $353K 0.01% -100.0 -1.1% $40.28 -8.7%
554 CINF CINCINNATI FIN Financial Services 2,244.0 $353K 0.01% +28.0 +1.3% $157.31 +6.4%
555 MAS MASCO CORP Industrials 5,850.0 $353K 0.01% +42.0 +0.7% $60.34 +9.5%
556 ENPH ENPHASE ENERGY Energy 9,284.0 $351K 0.01% -325.0 -3.4% $37.81 +61.3%
557 VAW Vanguard ETF/USA 1,558.0 $351K 0.01% -163.0 -9.5% $225.29 -0.2%
558 VCR Vanguard ETF/USA 974.0 $350K 0.01% -188.0 -16.2% $359.34 +8.1%
559 FDN First Trust ETFs/USA 1,490.0 $349K 0.01% $234.23 +15.1%
560 RSPS Invesco ETFs/USA 11,840.0 $349K 0.01% +8K +202.4% $29.48 +0.8%
Page 28 of 78  ·  1,547 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 26.3%
Healthcare 15.9%
Financial Services 15.4%
Consumer Cyclical 13.3%
Industrials 9.3%
Communication Services 6.6%
Consumer Defensive 4.2%
Energy 4.0%
Utilities 2.2%
Basic Materials 1.8%