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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 38 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SCHZ Schwab Strategic Trust 8,628.0 $200K 0.01% NEW $23.18 -1.8%
742 BABA ALIBABA GRP-ADR Consumer Cyclical 2,077.0 $199K 0.01% +186.0 +9.8% $95.81 +24.5%
743 BDX BECTON DICKINSON Healthcare 1,315.0 $199K 0.01% +472.0 +56.0% $151.33 +26.9%
744 FRT FEDERAL REALTY INVS TRUST Real Estate 1,614.0 $199K 0.01% +52.0 +3.3% $123.30 -5.3%
745 PNW PINNACLE WEST Utilities 1,864.0 $199K 0.01% +43.0 +2.4% $106.76 -8.8%
746 BAND BANDWIDTH INC-A Technology 3,109.0 $197K 0.01% -5K -63.7% $63.36 -25.0%
747 HACK Amplify ETF Trust 1,867.0 $196K 0.01% $104.98 +6.3%
748 MELI MERCADOLIBRE INC Consumer Cyclical 115.0 $195K 0.01% $1695.65 +13.4%
749 PKG PACKAGING CORP Consumer Cyclical 816.0 $195K 0.01% +62.0 +8.2% $238.97 +5.8%
750 ARES ARES MANAGEM- A Financial Services 1,720.0 $191K 0.01% +1K +373.8% $111.05 +27.2%
751 AXON AXON ENTERPRISE Industrials 339.0 $190K 0.01% +139.0 +69.5% $560.47 +12.0%
752 CGGR Capital Research and Managemen 4,031.0 $190K 0.01% +3K +475.0% $47.13 -0.3%
753 BUSE FIRST BUSEY CORP Financial Services 6,424.0 $189K 0.01% -6K -47.1% $29.42 +3.0%
754 FORMULA SYS-ADR 1,844.0 $188K 0.01% -315.0 -14.6% $101.95
755 AVB AVALONBAY COMMUNITIES INC Real Estate 992.0 $187K 0.01% +446.0 +81.7% $188.51 -2.4%
756 NWS NEWS CORP-CL B 6,669.0 $187K 0.01% +2K +38.6% $28.04
757 CLX CLOROX CO Consumer Defensive 1,948.0 $186K 0.01% +82.0 +4.4% $95.48 +11.7%
758 ULTA ULTA BEAUTY INC Consumer Cyclical 413.0 $186K 0.01% +9.0 +2.2% $450.36 +15.8%
759 AHR AMERICAN HEALTHCARE REIT INC Real Estate 3,556.0 $185K 0.01% -449.0 -11.2% $52.02 +7.5%
760 KIM KIMCO REALTY CORP Real Estate 7,174.0 $182K 0.01% +5K +269.2% $25.37 -5.3%
Page 38 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%