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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 36 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DOW DOW INC Basic Materials 8,872.0 $207K 0.01% NEW $23.33 +60.9%
702 SOLV SOLVENTUM Healthcare 2,601.0 $206K 0.01% NEW $79.20 -6.2%
703 L LOEWS CORP Financial Services 1,954.0 $206K 0.01% NEW $105.42 +2.4%
704 VICI VICI PROPERTIES INC Real Estate 7,304.0 $205K 0.01% NEW $28.07 +0.7%
705 ESS ESSEX PROPERTY TRUST INC Real Estate 776.0 $203K 0.01% NEW $261.60 +4.3%
706 AES AES CORP Utilities 14,158.0 $203K 0.01% NEW $14.34 +1.7%
707 NTRS NORTHERN TRUST Financial Services 1,489.0 $203K 0.01% NEW $136.33 +20.3%
708 BAX BAXTER INTL INC Healthcare 10,602.0 $203K 0.01% NEW $19.15 -4.5%
709 ROL ROLLINS INC Consumer Cyclical 3,389.0 $203K 0.01% NEW $59.90 -10.9%
710 GDDY GODADDY INC-A Technology 1,631.0 $202K 0.01% NEW $123.85 -29.1%
711 GNRC GENERAC HOLDINGS Industrials 1,479.0 $202K 0.01% NEW $136.58 +80.6%
712 LULU LULULEMON ATH Consumer Cyclical 973.0 $202K 0.01% NEW $207.61 -43.1%
713 VGLT Vanguard ETF/USA 3,580.0 $200K 0.01% NEW $55.87 -4.7%
714 FBT First Trust ETFs/USA 964.0 $199K 0.01% NEW $206.43 +0.6%
715 MKTX MARKETAXESS Financial Services 1,091.0 $198K 0.01% NEW $181.48 -23.0%
716 BXP BXP INC Real Estate 2,936.0 $198K 0.01% NEW $67.44 -13.2%
717 BIV Vanguard ETF/USA 2,537.0 $198K 0.01% NEW $78.04 -2.9%
718 HST HOST HOTELS & RESORTS INC Real Estate 11,113.0 $197K 0.01% NEW $17.73 +23.6%
719 APOS APOLLO GLOBAL MA Financial Services 1,360.0 $197K 0.01% NEW $144.85 -82.2%
720 TGT TARGET CORP Consumer Defensive 2,003.0 $196K 0.01% NEW $97.85 +20.5%
Page 36 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%