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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 47 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MGRC MCGRATH RENTCORP Industrials 607.0 $73K 0.00% -50.0 -7.6% $120.26 -3.0%
922 FUTY Fidelity Covington Trust 1,227.0 $72K 0.00% -134.0 -9.8% $58.68 -5.8%
923 RSPD Invesco ETFs/USA 1,264.0 $71K 0.00% -8K -86.0% $56.17 +2.1%
924 VIGI Vanguard ETF/USA 764.0 $71K 0.00% +5.0 +0.7% $92.93 +6.1%
925 RDDT REDDIT INC-A Communication Services 403.0 $70K 0.00% +310.0 +333.3% $173.70 -11.8%
926 FXZ First Trust ETFs/USA 869.0 $69K 0.00% -561.0 -39.2% $79.40 +10.0%
927 BIDU BAIDU INC-SP ADR Communication Services 595.0 $68K 0.00% +54.0 +10.0% $114.29 -18.4%
928 CGMS Capital Group Fixed Income ETF 2,480.0 $68K 0.00% NEW $27.42 -1.0%
929 DFAX Dimensional ETF Trust 1,856.0 $68K 0.00% +226.0 +13.9% $36.64 +4.2%
930 FERG FERGUSON ENTERPR Industrials 288.0 $68K 0.00% +6.0 +2.1% $236.11 +2.6%
931 SMH VanEck ETFs/USA 103.0 $68K 0.00% +2.0 +2.0% $660.19 -15.1%
932 XME State Street ETF/USA 625.0 $67K 0.00% $107.20 +11.3%
933 SPRY ARS PHARMACEUTIC Healthcare 8,390.0 $67K 0.00% -500.0 -5.6% $7.99 -31.1%
934 FIDU Fidelity Covington Trust 667.0 $66K 0.00% -794.0 -54.4% $98.95 -3.4%
935 RBLX ROBLOX CORP - A Technology 1,213.0 $66K 0.00% +785.0 +183.4% $54.41 -29.5%
936 CGDG Capital Research and Managemen 1,737.0 $65K 0.00% +952.0 +121.3% $37.42 +4.0%
937 TLTD FlexShares ETFs/USA 663.0 $65K 0.00% +10.0 +1.5% $98.04 +6.8%
938 CMF iShares ETFs/USA 1,133.0 $65K 0.00% +8.0 +0.7% $57.37 -1.5%
939 UTEN RBB ETFs/F/m Investments 1,500.0 $65K 0.00% NEW $43.33 -2.3%
940 CASY CASEY'S GENERAL Consumer Cyclical 80.0 $64K 0.00% $800.00 +4.5%
Page 47 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%