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Portfolio (Quarterly) Guide ↗

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 39 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IEX IDEX CORP Industrials 885.0 $168K 0.01% +6.0 +0.7% $189.83 +8.3%
762 RIOT RIOT PLATFORMS I Financial Services 13,566.0 $168K 0.01% +624.0 +4.8% $12.38 +91.1%
763 TDG TRANSDIGM GROUP Industrials 145.0 $168K 0.01% -68.0 -31.9% $1158.62 +3.4%
764 FRT FEDERAL REALTY INVS TRUST Real Estate 1,562.0 $166K 0.01% -103.0 -6.2% $106.27 +11.6%
765 AAL AMERICAN AIRLINE Industrials 15,351.0 $165K 0.01% +1K +8.8% $10.75 +26.4%
766 DDOG DATADOG INC-A Technology 1,397.0 $165K 0.01% +1K +540.8% $118.11 +84.6%
767 EQR EQUITY RESIDENTIAL Real Estate 2,780.0 $164K 0.01% -629.0 -18.4% $58.99 +11.5%
768 SOLV SOLVENTUM Healthcare 2,510.0 $164K 0.01% -91.0 -3.5% $65.34 +16.5%
769 IMCG iShares ETFs/USA 2,064.0 $163K 0.01% -183.0 -8.1% $78.97 +14.6%
770 SMURFIT WESTROCK 4,096.0 $163K 0.01% +207.0 +5.3% $39.79
771 WY WEYERHAEUSER CO Real Estate 6,631.0 $162K 0.01% +2K +37.1% $24.43 -4.9%
772 ROL ROLLINS INC Consumer Cyclical 3,039.0 $162K 0.01% -350.0 -10.3% $53.31 -0.1%
773 FGD First Trust ETFs/USA 5,050.0 $161K 0.01% -1K -19.4% $31.88 +6.4%
774 MSTR MICROSTRATEGY Technology 1,292.0 $161K 0.01% +752.0 +139.3% $124.61 +32.3%
775 MXI iShares ETFs/USA 1,508.0 $160K 0.01% +248.0 +19.7% $106.10 +3.9%
776 PKG PACKAGING CORP Consumer Cyclical 754.0 $160K 0.01% $212.20 +0.5%
777 CLSK CLEANSPARK INC Technology 18,717.0 $159K 0.01% +5K +35.1% $8.49 +85.5%
778 VFH Vanguard ETF/USA 1,316.0 $159K 0.01% -17K -92.7% $120.82 +5.1%
779 MKTX MARKETAXESS Financial Services 952.0 $157K 0.01% -139.0 -12.7% $164.92 -17.4%
780 DFIC Dimensional ETF Trust 4,339.0 $154K 0.01% $35.49 +7.0%
Page 39 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%