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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 29 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CHTR CHARTER COMMUN-A Communication Services 1,515.0 $316K 0.01% NEW $208.58 -31.7%
562 NVT NVENT ELECTRIC Industrials 3,096.0 $316K 0.01% NEW $102.07 +57.4%
563 EQIX EQUINIX INC Real Estate 411.0 $315K 0.01% NEW $766.42 +38.6%
564 IT GARTNER INC Technology 1,250.0 $315K 0.01% NEW $252.00 -38.3%
565 TDY TELEDYNE TECH Technology 615.0 $314K 0.01% NEW $510.57 +21.0%
566 GL GLOBE LIFE INC Financial Services 2,222.0 $311K 0.01% NEW $139.96 +12.4%
567 MGM MGM RESORTS INTE Consumer Cyclical 8,527.0 $311K 0.01% NEW $36.47 +1.7%
568 WRB WR BERKLEY CORP Financial Services 4,403.0 $309K 0.01% NEW $70.18 -2.0%
569 CMS CMS ENERGY CORP Utilities 4,425.0 $309K 0.01% NEW $69.83 +3.3%
570 LEIDOS HOLDINGS 1,715.0 $309K 0.01% NEW $180.17
571 DAYFORCE INC 4,449.0 $308K 0.01% NEW $69.23
572 ENPH ENPHASE ENERGY Energy 9,609.0 $308K 0.01% NEW $32.05 +55.0%
573 MSCI MSCI INC Financial Services 537.0 $308K 0.01% NEW $573.56 -2.1%
574 JNK State Street ETF/USA 3,153.0 $306K 0.01% NEW $97.05 -1.6%
575 RL RALPH LAUREN COR Consumer Cyclical 860.0 $304K 0.01% NEW $353.49 -7.8%
576 LEN LENNAR CORP-A Consumer Cyclical 2,943.0 $303K 0.01% NEW $102.96 -18.6%
577 NCLH NORWEGIAN CRUISE Consumer Cyclical 13,573.0 $303K 0.01% NEW $22.32 -31.6%
578 RY ROYAL BANK OF CA Financial Services 1,778.0 $303K 0.01% NEW $170.42 +8.4%
579 SYLD Cambria ETFs/USA 4,357.0 $303K 0.01% NEW $69.54 +10.9%
580 FE FIRSTENERGY CORP Utilities 6,718.0 $301K 0.01% NEW $44.81 -1.1%
Page 29 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%