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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 49 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FLEX FLEX LTD Technology 878.0 $53K 0.00% NEW $60.36 +113.8%
962 TPL TEXAS PACIFIC LA Energy 180.0 $52K 0.00% NEW $288.89 +35.8%
963 DOCN DIGITALOCEAN HOL Technology 1,035.0 $50K 0.00% NEW $48.31 +216.2%
964 ICLN iShares ETFs/USA 3,034.0 $50K 0.00% NEW $16.48 +26.9%
965 EMB iShares ETFs/USA 515.0 $50K 0.00% NEW $97.09 -2.9%
966 LI LI AUTO INC -ADR Consumer Cyclical 2,948.0 $50K 0.00% NEW $16.96 -7.0%
967 BLES Northern Lights Fund Trust IV/ 1,160.0 $50K 0.00% NEW $43.10 +8.3%
968 BSJR Invesco ETFs/USA 2,159.0 $49K 0.00% NEW $22.70 -1.7%
969 HYS Pimco ETF Trust 516.0 $49K 0.00% NEW $94.96 -2.1%
970 MDYG State Street ETF/USA 535.0 $49K 0.00% NEW $91.59 +13.3%
971 BSCR Invesco ETFs/USA 2,432.0 $48K 0.00% NEW $19.74 -0.7%
972 BSCQ Invesco ETFs/USA 2,454.0 $48K 0.00% NEW $19.56 -0.3%
973 ILCG iShares Trust 465.0 $48K 0.00% NEW $103.23 +10.6%
974 IJJ iShares ETFs/USA 365.0 $48K 0.00% NEW $131.51 +4.6%
975 SLGN SILGAN HOLDINGS Consumer Cyclical 1,198.0 $48K 0.00% NEW $40.07 -7.4%
976 SOFI SOFI TECHNOLOGIE Financial Services 1,819.0 $48K 0.00% NEW $26.39 -42.6%
977 FSCO Corp Trust Inc Financial Services 7,509.0 $47K 0.00% NEW $6.26 -19.9%
978 EZBC Franklin Templeton Digital Hol Financial Services 920.0 $47K 0.00% NEW $51.09 -12.8%
979 BSJQ Invesco ETFs/USA 2,014.0 $47K 0.00% NEW $23.34 -1.1%
980 IYE iShares ETFs/USA 987.0 $47K 0.00% NEW $47.62 +36.2%
Page 49 of 76  ·  1,517 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 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%