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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.5B AUM 1,569 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 108 New 610 Added 521 Reduced 87 Exited
Page 32 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 KEY KEYCORP Financial Services 13,346.0 $308K 0.01% +581.0 +4.5% $23.08 -5.2%
622 IAI iShares ETFs/USA 1,745.0 $306K 0.01% -19K -91.5% $175.36 +10.9%
623 CORPAY INC 919.0 $306K 0.01% +104.0 +12.8% $332.97
624 TDG TRANSDIGM GROUP Industrials 228.0 $304K 0.01% +83.0 +57.2% $1333.33 -10.0%
625 PTL Northern Lights Fund Trust IV/ 1,062.0 $304K 0.01% -49.0 -4.4% $286.25 -0.3%
626 TSN TYSON FOODS-A Consumer Defensive 5,288.0 $303K 0.01% -56.0 -1.1% $57.30 +2.1%
627 TROW T ROWE PRICE GRP Financial Services 2,667.0 $303K 0.01% +254.0 +10.5% $113.61 -1.8%
628 PFG PRINCIPAL FINL Financial Services 2,808.0 $303K 0.01% +52.0 +1.9% $107.91 +2.6%
629 WEC WEC ENERGY GROUP Utilities 2,599.0 $303K 0.01% $116.58 -9.1%
630 VTRS VIATRIS INC Healthcare 18,979.0 $301K 0.01% +353.0 +1.9% $15.86 +2.9%
631 ALLE ALLEGION PLC Industrials 2,140.0 $301K 0.01% +672.0 +45.8% $140.65 +15.4%
632 SYLD Cambria ETFs/USA 3,810.0 $301K 0.01% -68.0 -1.8% $79.00 +9.6%
633 PCG PG&E CORP Utilities 17,824.0 $300K 0.01% +2K +15.6% $16.83 +4.6%
634 CMS CMS ENERGY CORP Utilities 3,884.0 $297K 0.01% -326.0 -7.7% $76.47 -10.7%
635 VEU Vanguard ETF/USA 3,538.0 $296K 0.01% $83.66 +2.4%
636 FDN First Trust ETFs/USA 1,115.0 $295K 0.01% -375.0 -25.2% $264.57 +8.4%
637 HEI HEICO CORP Industrials 832.0 $295K 0.01% -36.0 -4.2% $354.57 +0.1%
638 MARA MARA HOLDINGS IN Financial Services 21,173.0 $294K 0.01% -341.0 -1.6% $13.89 -18.9%
639 FTV FORTIVE CORP Technology 4,789.0 $293K 0.01% $61.18 -1.8%
640 RSPT Invesco ETFs/USA 4,525.0 $292K 0.01% -12K -72.6% $64.53 -0.8%
Page 32 of 79  ·  1,568 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%