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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 43 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MLI MUELLER INDS Industrials 970.0 $107K 0.00% +148.0 +18.0% $110.31 +21.1%
842 FYX First Trust ETFs/USA 892.0 $106K 0.00% -275.0 -23.6% $118.83 +11.1%
843 BEN FRANKLIN RES INC Financial Services 4,494.0 $106K 0.00% +91.0 +2.1% $23.59 +30.8%
844 ZBH ZIMMER BIOMET HO Healthcare 1,174.0 $106K 0.00% -910.0 -43.7% $90.29 -5.4%
845 CZR CAESARS ENTERTAI Consumer Cyclical 3,963.0 $105K 0.00% -5K -55.6% $26.50 +5.3%
846 FREL Fidelity Covington Trust 3,887.0 $105K 0.00% -4K -51.3% $27.01 +8.7%
847 GDX VanEck ETFs/USA 1,149.0 $105K 0.00% $91.38 -5.8%
848 IP INTL PAPER CO Consumer Cyclical 2,901.0 $104K 0.00% -2K -39.6% $35.85 -12.1%
849 PTC PTC INC Technology 730.0 $104K 0.00% -209.0 -22.3% $142.47 +3.9%
850 PWV Invesco ETFs/USA 1,473.0 $103K 0.00% -119.0 -7.5% $69.93 +5.8%
851 FMAT Fidelity Covington Trust 1,764.0 $102K 0.00% -303.0 -14.7% $57.82 +0.2%
852 SLYV State Street ETF/USA 1,068.0 $101K 0.00% +1K +1470.6% $94.57 +8.3%
853 FXU First Trust ETFs/USA 2,005.0 $99K 0.00% +2K +559.5% $49.38 -1.8%
854 BNDC FlexShares ETFs/USA 4,440.0 $99K 0.00% +44.0 +1.0% $22.30 -1.5%
855 SPHY State Street ETF/USA 4,214.0 $98K 0.00% +49.0 +1.2% $23.26 +0.6%
856 TPL TEXAS PACIFIC LA Energy 206.0 $98K 0.00% +26.0 +14.4% $475.73 -15.4%
857 APP APPLOVIN CO-CL A Technology 244.0 $97K 0.00% +163.0 +201.2% $397.54 +22.2%
858 First Trust Exchange-Traded Fu 4,082.0 $97K 0.00% $23.76
859 FOR FORESTAR GROUP Real Estate 3,911.0 $96K 0.00% NEW $24.55 +6.7%
860 TTE TOTALENER-SP ADR Energy 1,050.0 $96K 0.00% -123.0 -10.5% $91.43 +1.2%
Page 43 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%