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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 39 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FBT First Trust ETFs/USA 724.0 $180K 0.01% -193.0 -21.1% $248.62 +9.0%
762 FLCA Franklin LibertyShares ETFs/US 3,496.0 $180K 0.01% -107.0 -3.0% $51.49 +8.2%
763 SNA SNAP-ON INC Industrials 447.0 $180K 0.01% +43.0 +10.6% $402.68 -2.3%
764 IDU iShares ETFs/USA 1,562.0 $179K 0.01% -13.0 -0.8% $114.60 -4.9%
765 FXR First Trust ETFs/USA 1,957.0 $178K 0.01% -12K -86.0% $90.96 -1.5%
766 ARE ALEXANDRIA REAL ESTATE EQUIT Real Estate 3,330.0 $176K 0.01% +1K +71.5% $52.85 +1.2%
767 BIL State Street ETF/USA 1,926.0 $176K 0.01% $91.38 +0.2%
768 LEN LENNAR CORP-A Consumer Cyclical 1,908.0 $173K 0.01% +533.0 +38.8% $90.67 -4.0%
769 HUBB HUBBELL INC Industrials 325.0 $170K 0.01% +19.0 +6.2% $523.08 -10.1%
770 LYB LYONDELLBASELL-A Basic Materials 3,224.0 $170K 0.01% +70.0 +2.2% $52.73 +28.1%
771 HBNC HORIZON BANCORP Financial Services 8,430.0 $168K 0.01% +74.0 +0.9% $19.93 -1.9%
772 JLL JONES LANG LASAL Real Estate 541.0 $168K 0.01% +286.0 +112.2% $310.54 +24.7%
773 PAYC PAYCOM SOFTWARE Technology 1,336.0 $168K 0.01% +225.0 +20.2% $125.75 +82.2%
774 DPZ DOMINO'S PIZZA Consumer Cyclical 564.0 $167K 0.01% -96.0 -14.6% $296.10 +15.5%
775 CPT CAMDEN PROPERTY TRUST Real Estate 1,443.0 $165K 0.01% +564.0 +64.2% $114.35 -5.9%
776 EMN EASTMAN CHEMICAL Basic Materials 2,466.0 $165K 0.01% -52.0 -2.1% $66.91 +10.7%
777 BEN FRANKLIN RES INC Financial Services 4,920.0 $164K 0.01% +426.0 +9.5% $33.33 +2.9%
778 NVR NVR INC Consumer Cyclical 24.0 $164K 0.01% +19.0 +380.0% $6833.33 -6.9%
779 CNI CAN NATL RAILWAY Industrials 1,366.0 $163K 0.01% -845.0 -38.2% $119.33 +8.8%
780 UL UNILEVER PLC-ADR Consumer Defensive 2,672.0 $161K 0.01% +48.0 +1.8% $60.25 +6.4%
Page 39 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%