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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 3 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTC First Trust ETFs/USA 113,785.0 $17.5M 0.54% +6K +5.6% $154.14 +14.1%
42 SPYV State Street ETF/USA 307,056.0 $17.4M 0.53% -20K -6.2% $56.58 +5.8%
43 RSP Invesco ETFs/USA 88,434.0 $17.0M 0.52% $191.92 +5.0%
44 XLK State Street ETF/USA 127,378.0 $16.9M 0.52% +5K +4.0% $132.90 +32.7%
45 XLU State Street ETF/USA 346,116.0 $15.9M 0.48% +291K +525.4% $45.89 -4.4%
46 VV Vanguard ETF/USA 52,865.0 $15.8M 0.48% -342.0 -0.6% $298.86 +13.7%
47 BMY BRISTOL-MYER SQB Healthcare 251,290.0 $15.2M 0.47% +63K +33.1% $60.65 -6.0%
48 IVW iShares ETFs/USA 128,203.0 $14.5M 0.44% +15K +13.6% $113.11 +20.9%
49 VTI Vanguard ETF/USA 43,007.0 $13.8M 0.42% -19K -30.6% $320.81 +13.1%
50 AMGN AMGEN INC Healthcare 38,237.0 $13.5M 0.41% -958.0 -2.4% $351.86 -7.3%
51 XOM EXXON MOBIL CORP Energy 77,550.0 $13.2M 0.40% +10K +14.7% $169.66 -9.9%
52 ADBE ADOBE INC Technology 52,770.0 $12.8M 0.39% +23K +74.7% $243.07 +1.9%
53 MCK MCKESSON CORP Healthcare 13,791.0 $11.9M 0.36% -487.0 -3.4% $865.35 -13.6%
54 MCD MCDONALDS CORP Consumer Cyclical 38,268.0 $11.9M 0.36% +2K +4.9% $310.78 -11.5%
55 MA MASTERCARD INC-A Financial Services 23,708.0 $11.8M 0.36% +912.0 +4.0% $499.66 -1.9%
56 LMT LOCKHEED MARTIN Industrials 19,441.0 $11.8M 0.36% $604.39 -13.9%
57 HEFA iShares ETFs/USA 273,350.0 $11.6M 0.35% +45K +19.9% $42.49 +4.3%
58 CSCO CISCO SYSTEMS Technology 147,204.0 $11.4M 0.35% -3K -2.0% $77.59 +48.9%
59 JPM JPMORGAN CHASE Financial Services 38,713.0 $11.4M 0.35% -893.0 -2.2% $294.16 +2.0%
60 AXP AMERICAN EXPRESS Financial Services 37,322.0 $11.3M 0.34% +2K +4.9% $302.48 +3.6%
Page 3 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%