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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 48 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 BIDU BAIDU INC-SP ADR Communication Services 541.0 $60K 0.00% -508.0 -48.4% $110.91 +18.3%
942 DUHP Dimensional ETF Trust 1,643.0 $60K 0.00% $36.52 +10.4%
943 HRI HERC HOLDINGS IN Industrials 598.0 $60K 0.00% -138.0 -18.8% $100.33 +29.2%
944 LNC LINCOLN NATL CRP Financial Services 1,702.0 $60K 0.00% $35.25 +2.1%
945 FTSL First Trust ETFs/USA 1,309.0 $59K 0.00% +31.0 +2.4% $45.07 -0.3%
946 SOXX iShares ETFs/USA 179.0 $59K 0.00% -23.0 -11.4% $329.61 +59.3%
947 VYMI Vanguard ETF/USA 627.0 $59K 0.00% +130.0 +26.2% $94.10 +6.4%
948 AMPH AMPHASTAR PHARMA Healthcare 2,973.0 $58K 0.00% -61K -95.4% $19.51 -6.9%
949 CASY CASEY'S GENERAL Consumer Cyclical 80.0 $58K 0.00% +19.0 +31.1% $725.00 +13.8%
950 IWO iShares ETFs/USA 185.0 $58K 0.00% $313.51 +17.4%
951 MP MP MATERIALS COR Basic Materials 1,194.0 $58K 0.00% +8.0 +0.7% $48.58 +27.1%
952 MINT Pimco ETF Trust 573.0 $58K 0.00% -163.0 -22.1% $101.22 -0.6%
953 HYD VanEck ETFs/USA 1,150.0 $58K 0.00% -556.0 -32.6% $50.43 +0.5%
954 RSPG Invesco ETFs/USA 522.0 $57K 0.00% +296.0 +131.0% $109.20 -1.9%
955 APLD APPLIED DIGITAL Technology 2,344.0 $56K 0.00% NEW $23.89 +101.0%
956 TDTT FlexShares ETFs/USA 2,303.0 $56K 0.00% $24.32 -0.4%
957 DFAX Dimensional ETF Trust 1,630.0 $55K 0.00% $33.74 +9.8%
958 FAPR First Trust Exchange-Traded Fu 1,230.0 $55K 0.00% -1K -52.2% $44.72 +3.3%
959 MAA MID-AMERICA APARTMENT COMM Real Estate 447.0 $55K 0.00% -669.0 -60.0% $123.04 +5.7%
960 NML Neuberger Berman Funds/Closed- Financial Services 5,230.0 $55K 0.00% +91.0 +1.8% $10.52 -1.2%
Page 48 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%