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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 42 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TPL TEXAS PACIFIC LA Energy 292.0 $128K 0.00% +86.0 +41.8% $438.36 -12.5%
822 TLT iShares ETFs/USA 1,429.0 $123K 0.00% -3K -69.1% $86.07 -4.7%
823 SRLN State Street ETF/USA 3,056.0 $123K 0.00% -2K -38.9% $40.25 +0.9%
824 AUR AURORA INNOVATIO Technology 17,850.0 $122K 0.00% +17K +4070.6% $6.83 -8.7%
825 SHOP SHOPIFY INC - A Technology 1,072.0 $122K 0.00% $113.81 +31.1%
826 ADSK AUTODESK INC Technology 623.0 $121K 0.00% -1K -66.3% $194.22 +30.7%
827 IWR iShares ETFs/USA 1,101.0 $121K 0.00% $109.90 +3.2%
828 SOXX iShares ETFs/USA 187.0 $120K 0.00% +8.0 +4.5% $641.71 -19.0%
829 MLI MUELLER INDS Industrials 1,943.0 $119K 0.00% +973.0 +100.3% $61.25 +3.2%
830 MSC INCOME FUND 10,327.0 $119K 0.00% -5K -32.2% $11.52
831 CZR CAESARS ENTERTAI Consumer Cyclical 3,863.0 $117K 0.00% -100.0 -2.5% $30.29 -1.7%
832 CPNG COUPANG INC Consumer Cyclical 6,745.0 $117K 0.00% -492.0 -6.8% $17.35 -5.2%
833 ENS ENERSYS Industrials 497.0 $116K 0.00% -11.0 -2.2% $233.40 -18.7%
834 WPC WP CAREY INC Real Estate 1,617.0 $116K 0.00% -2K -50.0% $71.74 -0.7%
835 RIVN RIVIAN AUTOMOT-A Consumer Cyclical 6,606.0 $115K 0.00% +460.0 +7.5% $17.41 -2.5%
836 PID Invesco ETFs/USA 5,139.0 $114K 0.00% -3K -36.3% $22.18 +4.3%
837 IYZ iShares ETFs/USA 2,694.0 $114K 0.00% -11K -80.9% $42.32 +1.7%
838 PLUG PLUG POWER INC Industrials 41,961.0 $114K 0.00% $2.72 -16.4%
839 FENY Fidelity Covington Trust 3,825.0 $113K 0.00% -273.0 -6.7% $29.54 +19.6%
840 JCPB JP Morgan ETFs/USA 2,398.0 $113K 0.00% +28.0 +1.2% $47.12 -2.0%
Page 42 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%